HoldingsChannel.com
Merriman Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Merriman Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Merriman Wealth Management LLC. In the Merriman Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Merriman Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Merriman Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
AMERICAN CENTY ETF TR (AVUV) 3,019,945 +1,708,582 $206,443
     AVUV3,019,945+1,708,582$206,443
DIMENSIONAL ETF TRUST (DFAT) 3,955,799 +433,343 $159,102
     DFAT3,955,799+433,343$159,102
DIMENSIONAL ETF TRUST (DUHP) 6,611,375 +6,537,442 $148,756
     DUHP6,611,375+6,537,442$148,756
DIMENSIONAL ETF TRUST (DFSV) 5,749,117 +5,749,117 $129,700
     DFSV5,749,117+5,749,117$129,700
DIMENSIONAL ETF TRUST (DISV) 5,634,847 +5,591,352 $118,614
     DISV5,634,847+5,591,352$118,614
AMERICAN CENTY ETF TR (AVLV) 1,576,397 +1,562,643 $72,672
     AVLV1,576,397+1,562,643$72,672
VANGUARD INDEX FDS (VBR) 441,883 -69,570 $66,203
     VBR441,883-69,570$66,203
DIMENSIONAL ETF TRUST (DFAC) 2,512,867 -53,677 $58,550
     DFAC2,512,867-53,677$58,550
ISHARES TR (QUAL) 474,382 -129,177 $53,003
     QUAL474,382-129,177$53,003
VANGUARD MUN BD FDS (VTEB) 778,231 +9,390 $38,849
     VTEB778,231+9,390$38,849
MICROSOFT CORP 147,117 -18,162 $37,784
     MSFT147,117-18,162$37,784
DIMENSIONAL ETF TRUST (DIHP) 1,731,756 +1,715,193 $36,990
     DIHP1,731,756+1,715,193$36,990
DIMENSIONAL ETF TRUST (DFUV) 782,858 +782,858 $24,738
     DFUV782,858+782,858$24,738
DIMENSIONAL ETF TRUST (DFIV) 697,737 +127,172 $20,158
     DFIV697,737+127,172$20,158
AMERICAN CENTY ETF TR (AVES) 384,841 +118,078 $16,269
     AVES384,841+118,078$16,269
SCHWAB STRATEGIC TR 523,196 -30,094 $15,910
     FNDC523,196-30,094$15,910
ISHARES TR (VLUE) 149,480 -11,100 $13,531
     VLUE149,480-11,100$13,531
APPLE INC 94,751 +4,467 $12,954
     AAPL94,751+4,467$12,954
ISHARES TR (SUB) 119,584 +75,902 $12,517
     SUB119,584+75,902$12,517
ISHARES TR (IVLU) 464,338 -117,822 $10,299
     IVLU464,338-117,822$10,299
ISHARES TR (IVV) 22,869 -14,128 $8,671
     IVV22,869-14,128$8,671
ISHARES TR (IJJ) 88,188 -134,299 $8,326
     IJJ88,188-134,299$8,326
SPDR INDEX SHS FDS (SPDW) 283,708 -25,201 $8,182
     SPDW283,708-25,201$8,182
VANGUARD INDEX FDS (VTV) 50,612 +1,476 $6,675
     VTV50,612+1,476$6,675
PIMCO ETF TR (ZROZ) 60,115 +25,115 $6,513
     ZROZ60,115+25,115$6,513
SPDR INDEX SHS FDS (SPEM) 157,220 -28,487 $5,467
     SPEM157,220-28,487$5,467
SPDR SER TR (SLYV) 72,275 +72,275 $5,233
     SLYV72,275+72,275$5,233
AMAZON COM INC 48,787 +45,035 $5,182
     AMZN48,787+45,035$5,182
ICAHN ENTERPRISES LP 100,000 +100,000 $4,812
     IEP100,000+100,000$4,812
ISHARES TR (SCZ) 85,431 -5,366 $4,664
     SCZ85,431-5,366$4,664
BARCLAYS BANK PLC 101,552 +395 $3,534
     DJP101,552+395$3,534
VANGUARD INDEX FDS (VTI) 17,059 +1,294 $3,218
     VTI17,059+1,294$3,218
SCHWAB STRATEGIC TR 68,412 +1,779 $3,055
     SCHX68,412+1,779$3,055
TESLA INC 4,200 -11 $2,828
     TSLA4,200-11$2,828
ISHARES TR (IWM) 16,486 +262 $2,792
     IWM16,486+262$2,792
SCHWAB STRATEGIC TR 90,816 +938 $2,571
     FNDF90,816+938$2,571
GOLDMAN SACHS MLP ENERGY REN 222,098 UNCH $2,474
     GER222,098UNCH$2,474
VANGUARD INDEX FDS (VOO) 6,831 -16,910 $2,376
     VOO6,831-16,910$2,376
ISHARES TR (MUB) 21,605 +17,664 $2,298
     MUB21,605+17,664$2,298
ISHARES TR (TLT) 20,000 +9,918 $2,297
     TLT20,000+9,918$2,297
COSTCO WHSL CORP NEW 4,501 +485 $2,157
     COST4,501+485$2,157
KAYNE ANDERSON NEXTGEN ENRGY 267,424 UNCH $2,008
     KMF267,424UNCH$2,008
SPDR S&P 500 ETF TR (SPY) 5,132 -25,346 $1,940
     SPY5,132-25,346$1,940
VANGUARD INTL EQUITY INDEX F (VSS) 18,243 +2,720 $1,883
     VSS18,243+2,720$1,883
DIMENSIONAL ETF TRUST (DFAX) 85,705 -9,344 $1,838
     DFAX85,705-9,344$1,838
SCHWAB STRATEGIC TR 54,558 +5,256 $1,716
     SCHF54,558+5,256$1,716
VANGUARD INTL EQUITY INDEX F (VWO) 33,079 +10,017 $1,378
     VWO33,079+10,017$1,378
VANGUARD INTL EQUITY INDEX F (VEU) 27,367 +3,440 $1,367
     VEU27,367+3,440$1,367
WORLD GOLD TR 37,580 -28,500 $1,348
     GLDM37,580-28,500$1,348
VANGUARD TAX MANAGED INTL FD (VEA) 32,497 -1,906 $1,326
     VEA32,497-1,906$1,326

See Full List: All Stocks Held By Merriman Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Merriman Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $1,422,678
At 03/31/2022: $1,313,465

Merriman Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Merriman Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Merriman Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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