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MW

Merited Wealth Portfolio holdings

AUM $121M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$3.3M
3
+$3.01M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$2.33M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.71M

Top Sells

1
+$766K
2
+$668K
3
+$190K
4
BRO icon
Brown & Brown
BRO
+$189K
5
CGCV
Capital Group Conservative Equity ETF
CGCV
+$179K

Sector Composition

1 Technology 2.78%
2 Consumer Discretionary 2.73%
3 Financials 0.95%
4 Communication Services 0.95%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
51
Alphabet (Google) Class C
GOOG
$4.35T
$553K 0.46%
1,929
-1
MRP
52
Millrose Properties Inc
MRP
$4.94B
$552K 0.46%
19,722
VOT icon
53
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$531K 0.44%
2,064
-29
ILCG icon
54
iShares Morningstar Growth ETF
ILCG
$3.12B
$490K 0.41%
+5,129
IDEV icon
55
iShares Core MSCI International Developed Markets ETF
IDEV
$30.7B
$483K 0.4%
5,777
+678
DFAT icon
56
Dimensional US Targeted Value ETF
DFAT
$14.2B
$456K 0.38%
7,295
-828
MU icon
57
Micron Technology
MU
$1.1T
$443K 0.37%
1,312
+26
GOVT icon
58
iShares US Treasury Bond ETF
GOVT
$43.2B
$443K 0.37%
19,326
+4,670
MTUM icon
59
iShares MSCI USA Momentum Factor ETF
MTUM
$26.6B
$413K 0.34%
1,721
+242
SHYG icon
60
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.53B
$399K 0.33%
9,433
+585
NVDA icon
61
NVIDIA
NVDA
$4.72T
$381K 0.32%
2,183
+532
BBMC icon
62
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.12B
$360K 0.3%
3,319
VXF icon
63
Vanguard Extended Market ETF
VXF
$30.9B
$340K 0.28%
1,651
-45
USIG icon
64
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.5B
$330K 0.27%
6,435
+1,435
GOOGL icon
65
Alphabet (Google) Class A
GOOGL
$4.39T
$330K 0.27%
1,146
VBK icon
66
Vanguard Small-Cap Growth ETF
VBK
$24.1B
$324K 0.27%
1,071
-13
VMBS icon
67
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
$309K 0.26%
6,581
+1,521
JQUA icon
68
JPMorgan US Quality Factor ETF
JQUA
$8.64B
$299K 0.25%
4,869
EFA icon
69
iShares MSCI EAFE ETF
EFA
$77.8B
$290K 0.24%
2,990
+25
JVAL icon
70
JPMorgan US Value Factor ETF
JVAL
$809M
$276K 0.23%
5,653
IUSB icon
71
iShares Core Universal USD Bond ETF
IUSB
$42.5B
$272K 0.23%
5,882
+1,955
UNH icon
72
UnitedHealth
UNH
$386B
$267K 0.22%
987
-317
AMZN icon
73
Amazon
AMZN
$2.61T
$266K 0.22%
1,277
-5
SHV icon
74
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$258K 0.21%
2,339
+271
META icon
75
Meta Platforms (Facebook)
META
$1.48T
$257K 0.21%
450
+79
1 2
3
4 5