Instuitional Investor - Merited Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Merited Wealth, Llc
Portfolio Value $120,604,398
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 16,073 $10,498,858 8.71%
2. IEF 59,742 $5,930,576 4.92%
3.
Capital Group Core Balanced
155,328 $5,344,820 4.43%
4.
J P Morgan Exchange Traded F - CORE PLUS BD ETF
107,008 $5,037,914 4.18%
5. VWO 35,672 $4,934,117 4.09%