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Home > Institutional Investor > Meridian Financial, Llc > Profile

Instuitional Investor - Meridian Financial, Llc

Fund Profile
Filing Period:
Fund Name: Meridian Financial, Llc
Portfolio Value $144,791,823
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 358,527 $9,794,959 6.76%
2.
J P Morgan Exchange Traded F
 193,172 $9,730,092 6.72%
3.
Ishares Trust
 IEF 15,357 $9,040,242 6.24%
4.
Ishares Trust
 IEF 67,599 $7,788,770 5.37%
5.
Ishares Trust
 IEF 117,057 $7,293,823 5.03%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)