$131 Million is the total value of Meritas Wealth Management, LLC's 42 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | AMERICAN CENTY ETF TRus large cap vlu | $536,809 | – | 10,190 | +100.0% | 0.41% | – | |
GOOGL | New | ALPHABET INCcap stk cl a | $200,216 | – | 1,530 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-24
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 23.9% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 23.0% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 8.1% |
APPLE INC | 4 | Q3 2023 | 8.4% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 7.1% |
SENTINELONE INC | 4 | Q3 2023 | 6.0% |
VANGUARD MALVERN FDS | 4 | Q3 2023 | 3.6% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 3.7% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.3% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 1.8% |
View Meritas Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-17 |
13F-HR | 2024-01-10 |
13F-HR | 2023-10-24 |
13F-HR | 2023-09-05 |
13F-HR | 2023-09-05 |
13F-HR | 2023-09-05 |
View Meritas Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.