Instuitional Investor - Meritas Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Meritas Wealth Management, Llc |
| Portfolio Value | $201,905,921 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 579,141 | $25,881,801 | 12.82% | |
| 2. | Dimensional Etf Trust | 421,864 | $24,556,707 | 12.16% | |
| 3. | Dimensional Etf Trust | 284,403 | $20,602,135 | 10.2% | |
| 4. | American Centy Etf Tr | 192,670 | $19,176,462 | 9.5% | |
| 5. | Dimensional Etf Trust | 331,499 | $15,288,730 | 7.57% |