Instuitional Investor - Meriwether Wealth & Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Meriwether Wealth & Planning, Llc |
| Portfolio Value | $177,308,496 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 721,921 | $23,549,063 | 13.28% | |
| 2. | FNDF | 763,768 | $22,615,170 | 12.75% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 362,417 | $16,685,679 | 9.41% | |
| 4. | Invesco Exch Trd Slf Idx Fd | 339,508 | $6,701,888 | 3.78% | |
| 5. | Invesco Exch Trd Slf Idx Fd | 314,561 | $6,157,533 | 3.47% |
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