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Home > Institutional Investor > Meriwether Wealth & Planning, Llc > Profile

Instuitional Investor - Meriwether Wealth & Planning, Llc

Fund Profile
Filing Period:
Fund Name: Meriwether Wealth & Planning, Llc
Portfolio Value $140,443,361
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 578,486 $16,122,405 11.47%
2.
Schwab Strategic Trust
 FNDF 549,971 $14,337,744 10.2%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 312,070 $14,002,581 9.97%
4.
Pimco Etf Trust
 114,000 $10,307,880 7.33%
5.
Dimensional Etf Trust
 91,272 $5,939,982 4.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)