| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE-TRADED F | 11 | Q2 2024 | 8.8% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 7.5% |
| ISHARES TR | 11 | Q2 2024 | 6.8% |
| ISHARES TR | 11 | Q2 2024 | 7.0% |
| ISHARES TR | 11 | Q2 2024 | 6.7% |
| ISHARES TR | 11 | Q2 2024 | 4.6% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 3.9% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 2.8% |
| MICROSOFT CORP | 11 | Q2 2024 | 2.6% |
| SPDR SER TR | 11 | Q2 2024 | 2.5% |
View Meridian Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-08-13 |
View Meridian Financial, 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.