Meritas Wealth Management

Meritas Wealth Management as of June 30, 2025

Portfolio Holdings for Meritas Wealth Management

Meritas Wealth Management holds 52 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Mktwide Value (DFUV) 13.7 $25M 589k 42.28
Dimensional Etf Trust Us Targeted Vlu (DFAT) 12.8 $23M 432k 53.96
Dimensional Etf Trust Us Equity Market (DFUS) 10.2 $19M 277k 67.02
American Centy Etf Tr Us Sml Cp Valu (AVUV) 8.7 $16M 174k 91.10
Dimensional Etf Trust Internatnal Val (DFIV) 7.7 $14M 329k 42.83
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.9 $11M 158k 68.21
Apple (AAPL) 5.1 $9.2M 45k 205.17
Dimensional Etf Trust Intl Small Cap V (DISV) 5.0 $9.0M 274k 32.91
Sentinelone Cl A (S) 4.5 $8.2M 446k 18.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.9 $5.2M 104k 50.27
Dimensional Etf Trust Intl High Profit (DIHP) 2.8 $5.0M 171k 29.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $4.8M 65k 73.63
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.4 $2.6M 62k 42.36
Microsoft Corporation (MSFT) 1.3 $2.4M 4.8k 497.41
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 1.1 $2.1M 198k 10.46
Fair Isaac Corporation (FICO) 0.9 $1.7M 938.00 1827.96
Oracle Corporation (ORCL) 0.9 $1.7M 7.7k 218.63
Dimensional Etf Trust Global Real Est (DFGR) 0.9 $1.6M 61k 26.83
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $1.6M 54k 28.95
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.8 $1.5M 51k 29.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.8 $1.5M 49k 29.68
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $1.4M 40k 34.57
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.1M 23k 49.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.0M 5.3k 195.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $900k 1.9k 485.77
Ishares Tr Core S&p500 Etf (IVV) 0.5 $899k 1.4k 620.92
Amazon (AMZN) 0.5 $855k 3.9k 219.39
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $848k 22k 39.25
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $729k 1.00 728800.00
Palantir Technologies Cl A (PLTR) 0.4 $664k 4.9k 136.32
Wal-Mart Stores (WMT) 0.4 $660k 6.8k 97.78
Walt Disney Company (DIS) 0.3 $614k 5.0k 124.01
Marsh & McLennan Companies 0.3 $613k 2.8k 218.64
Dimensional Etf Trust Emerging Markets (DFSE) 0.3 $610k 16k 38.06
Netflix (NFLX) 0.3 $537k 401.00 1339.13
Costco Wholesale Corporation (COST) 0.2 $451k 456.00 989.94
Tesla Motors (TSLA) 0.2 $419k 1.3k 317.66
Autodesk (ADSK) 0.2 $402k 1.3k 309.57
Dimensional Etf Trust International (DFSI) 0.2 $391k 9.9k 39.41
CSX Corporation (CSX) 0.2 $325k 10k 32.63
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $307k 4.8k 63.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $284k 500.00 567.80
Fortinet (FTNT) 0.2 $281k 2.7k 105.72
Alphabet Cap Stk Cl A (GOOGL) 0.2 $277k 1.6k 176.23
Caterpillar (CAT) 0.1 $259k 667.00 388.21
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $253k 4.3k 58.78
Alphabet Cap Stk Cl C (GOOG) 0.1 $251k 1.4k 177.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $236k 3.0k 78.70
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $230k 2.9k 79.28
NVIDIA Corporation (NVDA) 0.1 $215k 1.4k 157.99
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $200k 4.8k 41.81
Joby Aviation Common Stock (JOBY) 0.1 $109k 10k 10.55