Instuitional Investor - Meriwether Wealth & Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Meriwether Wealth & Planning, Llc |
| Portfolio Value | $153,256,445 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 668,002 | $17,755,493 | 11.59% | |
| 2. | FNDF | 667,512 | $16,714,500 | 10.91% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 347,692 | $15,872,140 | 10.36% | |
| 4. | Dimensional Etf Trust | 109,575 | $6,547,106 | 4.27% | |
| 5. | Invesco Exch Trd Slf Idx Fd | 313,800 | $6,147,342 | 4.01% |
