Meritas Wealth Management, LLC - Q1 2023 holdings

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$127 Million is the total value of Meritas Wealth Management, LLC's 41 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BRKA  BERKSHIRE HATHAWAY INC DELcl a$465,600
-0.7%
10.0%0.37%
-5.4%
CSX  CSX CORP$440,567
-3.4%
14,7150.0%0.35%
-8.0%
WMT  WALMART INC$389,563
+4.0%
2,6420.0%0.31%
-1.0%
COST  COSTCO WHSL CORP NEW$298,205
+8.8%
6000.0%0.24%
+4.0%
ADSK  AUTODESK INC$270,608
+11.4%
1,3000.0%0.21%
+6.0%
STZ  CONSTELLATION BRANDS INCcl a$251,867
-2.5%
1,1150.0%0.20%
-7.0%
DFAS  DIMENSIONAL ETF TRUSTus small cap etf$243,105
+3.0%
4,6130.0%0.19%
-2.1%
 JOBY AVIATION INC$44,763
+29.6%
10,3140.0%0.04%
+20.7%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-09-05
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
DIMENSIONAL ETF TRUST4Q3 202323.9%
DIMENSIONAL ETF TRUST4Q3 202323.0%
DIMENSIONAL ETF TRUST4Q3 20238.1%
APPLE INC4Q3 20238.4%
DIMENSIONAL ETF TRUST4Q3 20237.1%
SENTINELONE INC4Q3 20236.0%
VANGUARD MALVERN FDS4Q3 20233.6%
AMERICAN CENTY ETF TR4Q3 20233.7%
DIMENSIONAL ETF TRUST4Q3 20232.3%
DIMENSIONAL ETF TRUST4Q3 20231.8%

View Meritas Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-17
13F-HR2024-01-10
13F-HR2023-10-24
13F-HR2023-09-05
13F-HR2023-09-05
13F-HR2023-09-05

View Meritas Wealth Management, LLC's complete filings history.

All filings

View complete filings history.

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