Instuitional Investor - Meritas Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Meritas Wealth Management, Llc |
Portfolio Value | $166,218,198 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 611,107 | $25,006,496 | 15.04% | |
2. | Dimensional Etf Trust | 444,733 | $24,753,840 | 14.89% | |
3. | Dimensional Etf Trust | 252,464 | $16,094,564 | 9.68% | |
4. | American Centy Etf Tr | 143,740 | $13,875,219 | 8.34% | |
5. | AAPL | 45,427 | $11,375,711 | 6.84% |