Meriwether Wealth & Planning, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Meriwether Wealth & Planning, LLC | Institutional Filer | ▲ 2.96% | $182.6M | 126 |
Current Portfolio Holdings
Showing all 126 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | — | 656K | $20.0M | 10.96% |
| 2 | SCHG | SCHWAB STRATEGIC TR | — | 642K | $18.7M | 10.24% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | — | 396K | $18.0M | 9.89% |
| 4 | VXUS | VANGUARD STAR FDS | — | 97K | $7.5M | 4.10% |
| 5 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 381K | $7.5M | 4.09% |
| 6 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 353K | $6.9M | 3.78% |
| 7 | XOM | Exxon Mobil Corporation | Energy | 39K | $6.6M | 3.61% |
| 8 | SCHA | SCHWAB STRATEGIC TR | — | 205K | $6.0M | 3.26% |
| 9 | SPLV | INVESCO EXCH TRADED FD TR II | — | 70K | $5.1M | 2.80% |
| 10 | SEIQ | SEI EXCHANGE TRADED FUNDS | — | 128K | $4.7M | 2.56% |
| 11 | JPM | JPMorgan Chase & Co. | Financial Services | 12K | $3.7M | 2.00% |
| 12 | SPHY | SPDR SERIES TRUST | — | 153K | $3.6M | 1.95% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 6K | $3.0M | 1.65% |
| 14 | GOOG | Alphabet Inc. | Technology | 10K | $2.8M | 1.51% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 12K | $2.5M | 1.34% |
Showing 1 to 15 of 126 holdings