Meridian Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Meridian Wealth Partners, LLC | Institutional Filer | ▲ 0.41% | $728.6M | 118 |
Current Portfolio Holdings
Showing all 118 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | — | 943K | $93.6M | 12.85% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 2.4M | $92.5M | 12.70% |
| 3 | SCHX | SCHWAB STRATEGIC TR | — | 3.5M | $89.8M | 12.32% |
| 4 | DFAU | DIMENSIONAL ETF TRUST | — | 1.1M | $50.3M | 6.91% |
| 5 | EFG | ISHARES TR | — | 279K | $31.0M | 4.26% |
| 6 | IVW | ISHARES TR | — | 273K | $30.8M | 4.23% |
| 7 | DFAX | DIMENSIONAL ETF TRUST | — | 852K | $29.0M | 3.97% |
| 8 | IXUS | ISHARES TR | — | 333K | $28.8M | 3.96% |
| 9 | MBB | ISHARES TR | — | 280K | $26.6M | 3.65% |
| 10 | VLUE | ISHARES TR | — | 186K | $26.5M | 3.63% |
| 11 | SCHB | SCHWAB STRATEGIC TR | — | 921K | $23.1M | 3.17% |
| 12 | QUAL | ISHARES TR | — | 113K | $21.8M | 2.99% |
| 13 | IEMG | ISHARES INC | — | 287K | $20.0M | 2.75% |
| 14 | MUB | ISHARES TR | — | 172K | $18.2M | 2.50% |
| 15 | EFV | ISHARES TR | — | 236K | $17.6M | 2.41% |
Showing 1 to 15 of 118 holdings