Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Merriman Wealth Management

Latest statistics and disclosures from Merriman Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUV, DUHP, QUAL, DISV, OEF, and represent 54.54% of Merriman Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGSH (+$49M), SGOV (+$33M), DISV (+$7.3M), SCHX, QQQ, VDE, SCHV, AAPL, DIHP, AVES.
Started 20 new stock positions in QQQ, RELY, IGOV, AMD, ESGD, SMIG, ISHG, ESGU, CSCO, TMO. INTU, AVGV, VDE, BAC, GOSS, APH, BLK, ROK, WFC, BMY.
Reduced shares in these 10 stocks: SCZ (-$7.5M), AVUV (-$7.4M), USRT (-$6.7M), , DUHP (-$6.5M), , JNK (-$6.0M), , TIP (-$5.7M), BAB (-$5.7M).
Sold out of its positions in ARCC, BlackRock, Clough Global Opportunities, EXG, FREL, Invesco Qqq Tr, BAB, TIP, TLT, USRT.
Merriman Wealth Management was a net seller of stock by $-20M.
Merriman Wealth Management has $2.4B in assets under management (AUM), dropping by -2.48%.
Central Index Key (CIK): 0001568389

Tip: Access up to 7 years of quarterly data

Positions held by Merriman Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Merriman Wealth Management

Merriman Wealth Management holds 209 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	14.1	$340M	-2%	3.5M	96.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	11.5	$275M	-2%	8.1M	33.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	10.1	$243M		1.4M	178.08	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	9.8	$236M	+3%	8.9M	26.57	View chart
Ishares Tr S&p 100 Etf (OEF)	9.0	$216M		749k	288.85	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	5.5	$132M	-2%	2.0M	66.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	3.3	$80M		3.2M	25.23	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.9	$71M	-3%	2.0M	34.59	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.0	$49M	+21432%	846k	58.18	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.0	$49M	-4%	880k	55.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$41M	-3%	205k	198.18	View chart
Microsoft Corporation (MSFT)	1.6	$39M		92k	421.50	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.6	$38M	-2%	989k	37.90	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	1.5	$37M	+3%	798k	46.20	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.5	$36M	+1088%	353k	100.32	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.5	$35M		704k	50.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.1	$27M	-3%	647k	40.92	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.0	$24M		670k	35.48	View chart
Apple (AAPL)	0.9	$22M	+6%	89k	250.42	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.9	$21M	+2%	319k	66.12	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.9	$21M		2.1M	10.12	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$20M		187k	105.48	View chart
Dimensional Etf Trust International (DFSI)	0.8	$19M	+3%	588k	32.85	View chart
American Centy Etf Tr Large Cap Equity (ACLC)	0.8	$18M	+3%	261k	70.56	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.5	$13M	-4%	535k	24.55	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.5	$13M	+6%	301k	41.92	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.5	$12M		360k	34.14	View chart
NVIDIA Corporation (NVDA)	0.5	$12M		87k	134.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$11M	-4%	19k	588.67	View chart
Amazon (AMZN)	0.4	$11M	-5%	49k	219.39	View chart
Ishares Tr Msci Usa Value (VLUE)	0.4	$11M	-4%	100k	105.61	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$10M		116k	87.25	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.4	$9.5M	+4%	286k	33.13	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$9.5M		82k	115.18	View chart
Costco Wholesale Corporation (COST)	0.3	$7.8M	-3%	8.5k	916.29	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$7.7M	-4%	29k	269.70	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$6.7M	-4%	54k	124.96	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$6.2M	-23%	106k	58.79	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$5.9M		75k	78.65	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$5.3M	-4%	195k	27.11	View chart
Tesla Motors (TSLA)	0.2	$5.3M	+4%	13k	403.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.2M	-3%	20k	264.13	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.2	$5.1M		80k	63.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$4.6M	-6%	136k	34.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$4.6M		8.5k	538.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$4.2M	+200%	183k	23.18	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$4.0M	-65%	66k	60.75	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.2	$3.8M		68k	55.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$3.7M	+2%	13k	289.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.6M	+33%	19k	190.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$3.2M	+3%	5.4k	587.28	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$3.1M		129k	23.97	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.1M	-41%	80k	38.37	View chart
Banner Corp Com New (BANR)	0.1	$3.0M	-9%	45k	66.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.9M		13k	220.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.8M	NEW	5.4k	511.24	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.7M	+25%	46k	58.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.6M	-4%	6.5k	401.59	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.1	$2.5M	+14%	45k	57.10	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$2.3M	+4%	94k	24.86	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.2M	-5%	84k	25.93	View chart
Ishares Tr Esg Scrnd S&p Sm (XJR)	0.1	$2.1M	-3%	50k	41.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.0M	+216%	76k	26.07	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.9M	NEW	16k	121.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.9M	+27%	10k	189.30	View chart
Meta Platforms Cl A (META)	0.1	$1.8M		3.0k	585.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.6M	-2%	36k	44.04	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.6M	+26%	32k	48.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.6M	+7%	9.2k	169.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.5M	+3%	20k	77.27	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.4M	-57%	22k	61.37	View chart
Starbucks Corporation (SBUX)	0.1	$1.4M	+4%	15k	91.25	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$1.3M	-7%	21k	63.75	View chart
Shopify Cl A (SHOP)	0.1	$1.3M	-26%	12k	106.33	View chart
Wal-Mart Stores (WMT)	0.1	$1.3M	-18%	14k	90.54	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.3M	+15%	27k	47.82	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.3M		11k	114.48	View chart
W.W. Grainger (GWW)	0.0	$1.2M		1.1k	1054.05	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$1.2M		16k	74.73	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$1.2M		20k	57.28	View chart
Procter & Gamble Company (PG)	0.0	$1.1M	-5%	6.7k	167.65	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$1.1M	-38%	17k	65.08	View chart
Broadcom (AVGO)	0.0	$1.1M	+3%	4.6k	231.84	View chart
Exxon Mobil Corporation (XOM)	0.0	$1.1M	+2%	9.9k	107.57	View chart
United Fire & Casualty (UFCS)	0.0	$980k		34k	28.45	View chart
Johnson & Johnson (JNJ)	0.0	$940k	+4%	6.5k	144.62	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$933k	-2%	21k	45.34	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$931k	-79%	24k	39.56	View chart
Danaher Corporation (DHR)	0.0	$898k	+6%	3.9k	229.81	View chart
Home Depot (HD)	0.0	$884k		2.3k	388.93	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$866k	-10%	4.1k	212.66	View chart
American Centy Etf Tr International Lr (AVIV)	0.0	$865k	+8%	17k	51.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$859k		15k	57.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$814k		13k	62.31	View chart
JPMorgan Chase & Co. (JPM)	0.0	$811k	+16%	3.4k	239.72	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$805k	+212%	7.6k	106.56	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$799k	-6%	12k	66.11	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$788k	-5%	22k	35.26	View chart
Global X Fds Adaptive Us (AUSF)	0.0	$785k	-5%	19k	42.00	View chart
Visa Com Cl A (V)	0.0	$773k	+19%	2.4k	316.09	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.0	$757k	-3%	17k	43.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$716k	-15%	10k	70.28	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$707k	+5%	14k	50.43	View chart
Ishares Tr Residential Mult (REZ)	0.0	$700k	-3%	8.6k	81.02	View chart
Automatic Data Processing (ADP)	0.0	$689k	-26%	2.3k	294.22	View chart
Netflix (NFLX)	0.0	$681k	+2%	764.00	891.56	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$681k	-50%	1.00	680920.00	View chart
Chevron Corporation (CVX)	0.0	$680k	-3%	4.7k	144.82	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$675k	-85%	13k	52.47	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$675k	-13%	1.9k	351.77	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$671k		10k	65.08	View chart
Oracle Corporation (ORCL)	0.0	$661k	+17%	4.0k	166.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$657k	+86%	1.6k	410.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$655k	-38%	5.1k	128.62	View chart
American Express Company (AXP)	0.0	$651k		2.2k	296.83	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$642k		11k	56.70	View chart
Colgate-Palmolive Company (CL)	0.0	$634k		7.0k	90.91	View chart
Nike CL B (NKE)	0.0	$632k	+5%	8.3k	76.03	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$630k	+190%	28k	22.70	View chart
Abbvie (ABBV)	0.0	$622k	+6%	3.5k	177.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$621k	+97%	34k	18.50	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$606k	-6%	10k	60.35	View chart
Paccar (PCAR)	0.0	$593k	-10%	5.6k	106.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$591k		2.5k	240.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$584k		3.0k	195.83	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$559k		9.6k	58.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$556k	+5%	6.2k	89.07	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$555k		4.9k	112.26	View chart
Merck & Co (MRK)	0.0	$527k	+7%	5.3k	100.24	View chart
Intuitive Surgical Com New (ISRG)	0.0	$521k		999.00	521.74	View chart
Boeing Company (BA)	0.0	$509k	-42%	2.9k	176.98	View chart
McDonald's Corporation (MCD)	0.0	$495k	-2%	1.7k	289.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$493k	+12%	4.3k	115.22	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$473k	NEW	3.7k	128.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$469k		2.7k	175.23	View chart
Etf Ser Solutions Bahl Gaynor Sml (SMIG)	0.0	$463k	NEW	16k	29.10	View chart
Amgen (AMGN)	0.0	$461k		1.8k	260.61	View chart
UnitedHealth (UNH)	0.0	$449k	+25%	888.00	506.01	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$440k		4.7k	92.73	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.0	$439k	NEW	6.5k	67.37	View chart
Ge Aerospace Com New (GE)	0.0	$433k	-23%	2.6k	166.95	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$429k	-11%	9.9k	43.44	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$429k	+4%	2.2k	198.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$428k		3.6k	117.49	View chart
Remitly Global (RELY)	0.0	$422k	NEW	19k	22.57	View chart
Pfizer (PFE)	0.0	$419k		16k	26.53	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$413k		2.2k	189.98	View chart
Advanced Micro Devices (AMD)	0.0	$412k	NEW	3.4k	120.79	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$409k		5.7k	71.56	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$397k	-2%	8.8k	45.30	View chart
International Business Machines (IBM)	0.0	$388k	+4%	1.8k	219.82	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.0	$385k		1.5k	248.52	View chart
Waste Management (WM)	0.0	$364k	+32%	1.8k	201.77	View chart
3M Company (MMM)	0.0	$357k		2.8k	129.07	View chart
Coca-Cola Company (KO)	0.0	$355k	+12%	5.7k	62.26	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$348k		6.5k	53.22	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$343k		3.9k	88.79	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$341k	+37%	6.5k	52.22	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$335k	+11%	15k	22.00	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$335k		3.5k	96.94	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$331k		4.4k	75.69	View chart
Applied Materials (AMAT)	0.0	$328k	+45%	2.0k	162.65	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$327k	NEW	4.3k	76.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$319k	+132%	12k	27.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$317k	-14%	2.5k	127.59	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.0	$314k	NEW	5.2k	60.98	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$313k	-8%	4.5k	70.01	View chart
Walt Disney Company (DIS)	0.0	$306k	+2%	2.7k	111.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$301k	-94%	3.1k	96.90	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$294k	+300%	11k	27.87	View chart
Southern Company (SO)	0.0	$286k	+2%	3.5k	82.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$285k	+4%	1.5k	185.14	View chart
Verizon Communications (VZ)	0.0	$284k	+3%	7.1k	39.99	View chart
Eli Lilly & Co. (LLY)	0.0	$283k	-62%	366.00	772.60	View chart
Adobe Systems Incorporated (ADBE)	0.0	$278k	+14%	625.00	444.83	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$274k	+10%	5.5k	49.51	View chart
Cisco Systems (CSCO)	0.0	$271k	NEW	4.6k	59.21	View chart
Motorola Solutions Com New (MSI)	0.0	$266k		575.00	462.65	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$265k		7.7k	34.33	View chart
Bank of America Corporation (BAC)	0.0	$264k	NEW	6.0k	43.95	View chart
Pepsi (PEP)	0.0	$263k	-10%	1.7k	152.74	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$262k	-18%	459.00	571.66	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$255k	NEW	6.6k	38.42	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$253k		6.8k	37.12	View chart
Texas Instruments Incorporated (TXN)	0.0	$250k	+8%	1.3k	187.57	View chart
Honeywell International (HON)	0.0	$249k	-6%	1.1k	225.89	View chart
Intuit (INTU)	0.0	$237k	NEW	377.00	629.06	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$236k		645.00	365.87	View chart
Blackrock (BLK)	0.0	$235k	NEW	229.00	1024.30	View chart
Canadian Pacific Kansas City (CP)	0.0	$226k		3.1k	72.50	View chart
Public Storage (PSA)	0.0	$222k		740.00	299.44	View chart
Thermo Fisher Scientific (TMO)	0.0	$219k	NEW	421.00	520.43	View chart
Nextera Energy (NEE)	0.0	$217k	+3%	3.0k	71.69	View chart
Wells Fargo & Company (WFC)	0.0	$215k	NEW	3.1k	69.07	View chart
Lockheed Martin Corporation (LMT)	0.0	$215k		442.00	485.94	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$214k		19k	11.38	View chart
Intel Corporation (INTC)	0.0	$213k	-7%	11k	20.05	View chart
Bristol Myers Squibb (BMY)	0.0	$210k	NEW	3.7k	56.56	View chart
At&t (T)	0.0	$207k		9.1k	22.77	View chart
Rockwell Automation (ROK)	0.0	$206k	NEW	721.00	285.79	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$202k	-41%	2.2k	92.59	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$202k		1.1k	184.51	View chart
Amphenol Corp Cl A (APH)	0.0	$201k	NEW	2.9k	69.46	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$133k		27k	4.89	View chart
Gossamer Bio (GOSS)	0.0	$129k	NEW	142k	0.90	View chart
Banco Santander Adr (SAN)	0.0	$128k	-3%	28k	4.56	View chart
Health Catalyst (HCAT)	0.0	$71k		10k	7.07	View chart
Chromadex Corp Com New (NAGE)	0.0	$63k		12k	5.30	View chart
TCW Strategic Income Fund (TSI)	0.0	$50k		10k	4.98	View chart

Past Filings by Merriman Wealth Management

SEC 13F filings are viewable for Merriman Wealth Management going back to 2013

Merriman Wealth Management 2024 Q4 filed Feb. 13, 2025
Merriman Wealth Management 2024 Q3 filed Nov. 12, 2024
Merriman Wealth Management 2024 Q2 filed Aug. 13, 2024
Merriman Wealth Management 2024 Q1 filed May 14, 2024
Merriman Wealth Management 2023 Q3 filed Nov. 13, 2023
Merriman Wealth Management 2023 Q2 filed Aug. 14, 2023
Merriman Wealth Management 2023 Q1 filed May 4, 2023
Merriman Wealth Management 2022 Q4 filed Feb. 13, 2023
Merriman Wealth Management 2022 Q3 filed Oct. 26, 2022
Merriman Wealth Management 2022 Q2 filed July 29, 2022
Merriman Wealth Management 2022 Q1 restated filed April 29, 2022
Merriman Wealth Management 2022 Q1 filed April 28, 2022
Merriman Wealth Management 2021 Q4 filed Feb. 1, 2022
Merriman Wealth Management 2021 Q4 restated filed Feb. 1, 2022
Merriman Wealth Management 2021 Q3 restated filed Nov. 12, 2021
Merriman Wealth Management 2021 Q3 filed Nov. 9, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z