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MWM
Meritas Wealth Management Portfolio holdings
AUM
$221M
1-Year Est. Return
19.29%
This Fund
S&P 500
1 Year Est. Return
+19.29%
AUM
$221M
AUM Growth
+$13.2M
(+6.4%)
Holding
60
Top Buys
| 1 | +$2.49M | |
| 2 | +$2.45M | |
| 3 | +$1.9M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.7M |
| 5 |
Dimensional International High Profitability ETF
DIHP
|
+$1.16M |
Top Sells
| 1 | +$563K | |
| 2 | +$357K | |
| 3 | +$340K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$251K |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$247K |
Sector Composition
| 1 | Technology | 9.44% |
| 2 | Financials | 0.84% |
| 3 | Communication Services | 0.78% |
| 4 | Consumer Discretionary | 0.62% |
| 5 | Consumer Staples | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
| $260K | 0.12% |
4,433
|
|
||
52
Chevron
CVX
$357B
| $258K | 0.12% |
1,249
-100
|
|
||
53
Salesforce
CRM
$133B
| $258K | 0.12% |
1,382
|
|
||
54
Exxon Mobil
XOM
$585B
| $240K | 0.11% |
+1,416
|
|
||
55
Vanguard Short-Term Bond ETF
BSV
$45.2B
| $237K | 0.11% |
3,026
+30
|
|
||
56
Avantis International Small Cap Value ETF
AVDV
$20B
| $232K | 0.1% |
2,320
+43
|
|
||
57
SPDR Gold Trust
GLD
$141B
| $223K | 0.1% |
518
|
|
||
58
IBM
IBM
$254B
| $218K | 0.1% |
900
-5
|
|
||
59
Vanguard Total Stock Market ETF
VTI
$659B
| $202K | 0.09% |
630
+3
|
|
||
60
Joby Aviation
JOBY
$9.14B
| $85.2K | 0.04% |
10,314
|
|