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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 $154,542,899
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 204,155 $10,346,595 6.69%
2.
Schwab Strategic Trust
 FNDF 364,231 $9,652,126 6.25%
3.
Ishares Trust
 IEF 15,109 $9,381,114 6.07%
4.
Ishares Tr
 118,024 $7,546,445 4.88%
5.
Ishares Trust
 IEF 67,805 $7,410,365 4.8%
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)