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Home > Institutional Investor > Meritas Wealth Management, Llc > 13F Holdings

Instuitional Investor - Meritas Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 589,224 $24,912,374 13.69%
2.
Dimensional Etf Trust
 431,620 $23,290,207 12.8%
3.
Dimensional Etf Trust
 277,065 $18,568,899 10.21%
4.
American Centy Etf Tr
 173,818 $15,834,845 8.7%
5.
Dimensional Etf Trust
 329,130 $14,096,627 7.75%
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)