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Home > Institutional Investor > Meridian Financial, Llc > Profile

Instuitional Investor - Meridian Financial, Llc

Fund Profile
Filing Period:
Fund Name: Meridian Financial, Llc
Portfolio Value $142,522,367
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 362,375 $10,132,015 7.11%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 195,475 $9,896,923 6.94%
3.
Ishares Trust
 IEF 15,297 $8,595,578 6.03%
4.
Ishares Trust
 IEF 68,026 $7,113,432 4.99%
5.
Ishares Tr
 114,573 $7,078,369 4.97%
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)