Meritas Wealth Management

Meritas Wealth Management as of March 31, 2025

Portfolio Holdings for Meritas Wealth Management

Meritas Wealth Management holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV) 14.5 $25M 599k 41.21
Dimensional Etf Trust Us Targeted Vlu (DFAT) 13.2 $23M 437k 51.49
Dimensional Etf Trust Us Equity Market (DFUS) 9.6 $16M 269k 60.48
American Centy Etf Tr Us Sml Cp Valu (AVUV) 8.5 $15M 167k 87.17
Dimensional Etf Trust Internatnal Val (DFIV) 7.6 $13M 330k 39.36
Apple (AAPL) 5.9 $10M 45k 222.13
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.5 $9.4M 144k 65.21
Sentinelone Cl A (S) 4.8 $8.1M 446k 18.18
Dimensional Etf Trust Intl Small Cap V (DISV) 4.5 $7.7M 266k 29.12
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.1 $5.2M 105k 49.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $4.4M 60k 73.45
Dimensional Etf Trust Intl High Profit (DIHP) 2.5 $4.3M 161k 26.94
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.5 $2.5M 65k 38.44
Fair Isaac Corporation (FICO) 1.3 $2.2M 1.2k 1844.16
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 1.2 $2.0M 197k 10.14
Microsoft Corporation (MSFT) 1.0 $1.8M 4.8k 375.39
Dimensional Etf Trust Global Real Est (DFGR) 0.9 $1.6M 61k 26.26
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.8 $1.4M 54k 25.89
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $1.3M 49k 26.46
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $1.3M 40k 31.23
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $1.1M 40k 28.15
Oracle Corporation (ORCL) 0.6 $1.1M 7.7k 139.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.1M 22k 48.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $986k 1.9k 532.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $980k 5.3k 186.29
Ishares Tr Core S&p500 Etf (IVV) 0.5 $836k 1.5k 561.90
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $798k 1.00 798442.00
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $774k 22k 35.81
Amazon (AMZN) 0.4 $737k 3.9k 190.26
Marsh & McLennan Companies (MMC) 0.4 $685k 2.8k 244.03
Wal-Mart Stores (WMT) 0.3 $593k 6.8k 87.79
Dimensional Etf Trust Emerging Markets (DFSE) 0.3 $537k 16k 33.68
Walt Disney Company (DIS) 0.3 $495k 5.0k 98.70
CSX Corporation (CSX) 0.3 $438k 15k 29.43
Costco Wholesale Corporation (COST) 0.3 $431k 456.00 945.78
Palantir Technologies Cl A (PLTR) 0.2 $411k 4.9k 84.40
Netflix (NFLX) 0.2 $374k 401.00 932.53
Dimensional Etf Trust International (DFSI) 0.2 $346k 9.9k 34.89
Tesla Motors (TSLA) 0.2 $343k 1.3k 259.16
Autodesk (ADSK) 0.2 $340k 1.3k 261.80
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $288k 4.8k 59.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $257k 500.00 513.70
Fortinet (FTNT) 0.1 $255k 2.7k 96.26
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $249k 4.2k 58.69
Alphabet Cap Stk Cl A (GOOGL) 0.1 $243k 1.6k 154.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $242k 3.1k 78.28
Chevron Corporation (CVX) 0.1 $223k 1.3k 167.29
Alphabet Cap Stk Cl C (GOOG) 0.1 $221k 1.4k 156.23
Caterpillar (CAT) 0.1 $220k 667.00 329.80
Constellation Brands Cl A (STZ) 0.1 $205k 1.1k 183.52
Johnson & Johnson (JNJ) 0.1 $204k 1.2k 165.84
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $202k 2.9k 69.74
Joby Aviation Common Stock (JOBY) 0.0 $62k 10k 6.02