Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAC) | 3,055,719 | -48,842 | $89,319 |
DFAC | 3,055,719 | -48,842 | $89,319 |
DIMENSIONAL ETF TRUST (DFAU) | 1,874,439 | -24,755 | $62,325 |
DFAU | 1,874,439 | -24,755 | $62,325 |
SCHWAB STRATEGIC TR | 1,052,104 | -7,437 | $59,339 |
SCHX | 1,052,104 | -7,437 | $59,339 |
ISHARES TR (AGG) | 497,576 | +2,765 | $49,384 |
AGG | 497,576 | +2,765 | $49,384 |
ISHARES TR (MUB) | 251,796 | -30,468 | $27,297 |
MUB | 251,796 | -30,468 | $27,297 |
DIMENSIONAL ETF TRUST (DFAX) | 1,058,564 | -20,111 | $25,850 |
DFAX | 1,058,564 | -20,111 | $25,850 |
SCHWAB STRATEGIC TR | 346,540 | +1,110 | $19,292 |
SCHB | 346,540 | +1,110 | $19,292 |
ISHARES TR (QUAL) | 117,193 | -90 | $17,244 |
QUAL | 117,193 | -90 | $17,244 |
SCHWAB STRATEGIC TR | 344,667 | -18 | $16,699 |
SCHO | 344,667 | -18 | $16,699 |
ISHARES TR (MBB) | 169,095 | +3,290 | $15,908 |
MBB | 169,095 | +3,290 | $15,908 |
ISHARES TR (IXUS) | 233,942 | +2,604 | $15,190 |
IXUS | 233,942 | +2,604 | $15,190 |
ISHARES TR (SUB) | 140,382 | -6,392 | $14,800 |
SUB | 140,382 | -6,392 | $14,800 |
ISHARES TR (VLUE) | 138,895 | +2,664 | $14,051 |
VLUE | 138,895 | +2,664 | $14,051 |
ISHARES TR (IWM) | 45,745 | +7 | $9,181 |
IWM | 45,745 | +7 | $9,181 |
SCHWAB STRATEGIC TR | 97,267 | -1,049 | $7,326 |
SCHM | 97,267 | -1,049 | $7,326 |
ISHARES INC (IEMG) | 133,512 | +2,896 | $6,753 |
IEMG | 133,512 | +2,896 | $6,753 |
APPLE INC | 32,179 | +104 | $6,195 |
AAPL | 32,179 | +104 | $6,195 |
ISHARES TR (IVV) | 9,814 | +239 | $4,687 |
IVV | 9,814 | +239 | $4,687 |
VANGUARD INDEX FDS (VTI) | 16,288 | -118 | $3,864 |
VTI | 16,288 | -118 | $3,864 |
VERTEX INC | 125,865 | UNCH | $3,391 |
VERX | 125,865 | UNCH | $3,391 |
VANGUARD MUN BD FDS (VTEB) | 61,512 | +34,741 | $3,140 |
VTEB | 61,512 | +34,741 | $3,140 |
VANGUARD INTL EQUITY INDEX F (VEU) | 49,086 | +3,113 | $2,756 |
VEU | 49,086 | +3,113 | $2,756 |
MICROSOFT CORP | 7,194 | +138 | $2,705 |
MSFT | 7,194 | +138 | $2,705 |
MERIDIAN CORPORATION | 190,255 | -1,114 | $2,645 |
MRBK | 190,255 | -1,114 | $2,645 |
HOME DEPOT INC | 6,196 | +65 | $2,147 |
HD | 6,196 | +65 | $2,147 |
WELLS FARGO CO NEW | 41,935 | +540 | $2,064 |
WFC | 41,935 | +540 | $2,064 |
SCHWAB STRATEGIC TR | 22,125 | -217 | $1,684 |
SCHD | 22,125 | -217 | $1,684 |
VANGUARD INDEX FDS (VOO) | 3,785 | -1 | $1,653 |
VOO | 3,785 | -1 | $1,653 |
VANGUARD BD INDEX FDS (BND) | 18,879 | +630 | $1,389 |
BND | 18,879 | +630 | $1,389 |
NVIDIA CORPORATION | 2,803 | +141 | $1,388 |
NVDA | 2,803 | +141 | $1,388 |
VANGUARD STAR FDS (VXUS) | 23,923 | +813 | $1,387 |
VXUS | 23,923 | +813 | $1,387 |
AMAZON COM INC | 8,972 | +489 | $1,363 |
AMZN | 8,972 | +489 | $1,363 |
VANGUARD INDEX FDS (VB) | 6,288 | +221 | $1,341 |
VB | 6,288 | +221 | $1,341 |
ISHARES TR (ITOT) | 12,444 | -150 | $1,309 |
ITOT | 12,444 | -150 | $1,309 |
ALPHABET INC | 8,867 | +572 | $1,239 |
GOOGL | 8,867 | +572 | $1,239 |
TEXAS INSTRS INC | 6,560 | -6 | $1,118 |
TXN | 6,560 | -6 | $1,118 |
ISHARES TR (IUSB) | 23,595 | +15,295 | $1,087 |
IUSB | 23,595 | +15,295 | $1,087 |
META PLATFORMS INC | 3,062 | +89 | $1,084 |
META | 3,062 | +89 | $1,084 |
EXXON MOBIL CORP | 10,296 | -3,446 | $1,029 |
XOM | 10,296 | -3,446 | $1,029 |
VANGUARD INDEX FDS (VXF) | 4,853 | -144 | $798 |
VXF | 4,853 | -144 | $798 |
S&P GLOBAL INC | 1,792 | +16 | $790 |
SPGI | 1,792 | +16 | $790 |
ABBVIE INC | 4,715 | +82 | $731 |
ABBV | 4,715 | +82 | $731 |
SCHWAB STRATEGIC TR | 15,201 | -659 | $709 |
SCHZ | 15,201 | -659 | $709 |
JPMORGAN CHASE & CO | 3,869 | +245 | $658 |
JPM | 3,869 | +245 | $658 |
VANGUARD SPECIALIZED FUNDS (VIG) | 3,697 | -11 | $630 |
VIG | 3,697 | -11 | $630 |
ADVANCED MICRO DEVICES INC | 4,040 | +1,055 | $596 |
AMD | 4,040 | +1,055 | $596 |
COMMUNITY BK SYS INC | 10,923 | +20 | $569 |
CBU | 10,923 | +20 | $569 |
VANGUARD TAX MANAGED FDS (VEA) | 11,817 | +1,130 | $566 |
VEA | 11,817 | +1,130 | $566 |
PROLOGIS INC. | 4,054 | -87 | $540 |
PLD | 4,054 | -87 | $540 |
ALPHABET INC | 3,824 | +134 | $539 |
GOOG | 3,824 | +134 | $539 |
See Full List: All Stocks Held By Meridian Wealth Partners LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Meridian Wealth Partners LLC
Size ($ in 1000's)
At 12/31/2023: $523,817 At 09/30/2023: $480,245 Meridian Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Meridian Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings |