Meramec Financial Planners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MF Meramec Financial Planners, LLC | Institutional Filer | ▼ 1.74% | $252.1M | 520 |
Current Portfolio Holdings
Showing all 520 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | — | 38K | $18.2M | 7.22% |
| 2 | IWD | ISHARES TR | — | 60K | $13.7M | 5.45% |
| 3 | VOT | VANGUARD INDEX FDS | — | 47K | $13.4M | 5.31% |
| 4 | VTV | VANGUARD INDEX FDS | — | 61K | $12.4M | 4.92% |
| 5 | VUG | VANGUARD INDEX FDS | — | 25K | $12.2M | 4.85% |
| 6 | VOE | VANGUARD INDEX FDS | — | 58K | $11.1M | 4.41% |
| 7 | AAPL | Apple Inc. | Technology | 37K | $10.2M | 4.06% |
| 8 | SCHX | SCHWAB STRATEGIC TR | — | 334K | $9.3M | 3.71% |
| 9 | VBR | VANGUARD INDEX FDS | — | 35K | $8.1M | 3.21% |
| 10 | VBK | VANGUARD INDEX FDS | — | 22K | $7.3M | 2.89% |
| 11 | IVV | ISHARES TR | — | 10K | $7.2M | 2.85% |
| 12 | IEFA | ISHARES TR | — | 64K | $6.2M | 2.45% |
| 13 | VO | VANGUARD INDEX FDS | — | 19K | $5.7M | 2.28% |
| 14 | DEM | WISDOMTREE TR | — | 106K | $5.6M | 2.20% |
| 15 | NEAR | ISHARES U S ETF TR | — | 99K | $5.1M | 2.01% |
Showing 1 to 15 of 520 holdings