Instuitional Investor - Meriwether Wealth & Planning, Llc

Fund Profile
Filing Period:
Fund Name: Meriwether Wealth & Planning, Llc
Portfolio Value $201,700,547
Filing Period:
No. Security Ticker Shares Value % Port
1. SCHD 671,004 $23,357,649 11.58%
2. SCHD 656,757 $22,224,657 11.02%
3.
Fidelity Merrimack Str Tr - TOTAL BD ETF
402,883 $18,327,148 9.09%
4.
Vanguard Star Fds
135,861 $11,614,757 5.76%
5. DYNF 122,334 $8,319,935 4.12%