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Home > Institutional Investor > Meridian Wealth Partners, Llc > Profile

Instuitional Investor - Meridian Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Meridian Wealth Partners, Llc
Portfolio Value $659,121,190
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,866,625 $99,156,561 15.04%
2.
Dimensional Etf Trust
 1,846,764 $74,775,456 11.34%
3.
Ishares Trust
 IEF 767,095 $74,331,482 11.27%
4.
Schwab Strategic Trust
 FNDF 2,992,754 $69,372,036 10.52%
5.
Dimensional Etf Trust
 1,002,222 $24,915,246 3.78%
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)