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Manager Directed Portfolios shares owned by Meritas Wealth Management

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Meritas Wealth Management from 13F filings

Historical chart of Meritas Wealth Management investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Meritas Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Meritas Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 155k 11.11
2024-06-30 $1.3M 134k 9.67
2024-03-31 $1.1M 113k 9.80

More positions owned by Meritas Wealth Management

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Etf (DFUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Sentinelone Cl A (S)
Apple (AAPL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fair Isaac Corporation (FICO)
Microsoft Corporation (MSFT)

View all positions for Meritas Wealth Management

Top funds holding Manager Directed Portfolios

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Colorado Capital Management
Balanced Rock Investment Advisors
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View all funds holding Manager Directed Portfolios