The Analysis of Meritas Wealth Management, LLC's Holdings
Currently, Meritas Wealth Management, LLC holds 58 types of securities in its portfolio with a total value $207.9M. In the most recent quarter, they have increased their positions in AVUV (+12.3K shares, valued at $1.3M), AVLV (+16.5K shares, valued at $1.2M), BND (+8.4K shares, valued at $622.0K); decreased their positions in DFUV (-15.4K shares, valued at $718.4K), DFAT (-11.5K shares, valued at $683.2K), PLTR (-2.4K shares, valued at $432.8K); initiated new positions in GLD (+518 shares, valued at $205.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUV DIMENSIONAL ETF TRUST563.7K shares-2.66%2025-12-312026-01-14
DFAT DIMENSIONAL ETF TRUST410.4K shares-2.72%2025-12-312026-01-14 DFUS DIMENSIONAL ETF TRUST282.9K shares-0.54%2025-12-312026-01-14 AVUV AMERICAN CENTY ETF TR204.9K shares6.37%2025-12-312026-01-14 DFIV DIMENSIONAL ETF TRUST331.1K shares-0.13%2025-12-312026-01-14 AVLV AMERICAN CENTY ETF TR200.4K shares8.96%2025-12-312026-01-14 AAPL APPLE INC40.6K shares-0.15%2025-12-312026-01-14 DISV DIMENSIONAL ETF TRUST282.4K shares0.93%2025-12-312026-01-14 S SENTINELONE INC446.0K shares0.00%2025-12-312026-01-14 BND VANGUARD BD INDEX FDS89.8K shares10.31%2025-12-312026-01-14 DIHP DIMENSIONAL ETF TRUST198.7K shares5.47%2025-12-312026-01-14 VTIP VANGUARD MALVERN FDS114.3K shares4.43%2025-12-312026-01-14 MSFT MICROSOFT CORP6.2K shares0.00%2025-12-312026-01-14 DFAU DIMENSIONAL ETF TRUST62.1K shares0.00%2025-12-312026-01-14 VGSR MANAGER DIRECTED PORTFOLIOS204.1K shares1.96%2025-12-312026-01-14 DFSV DIMENSIONAL ETF TRUST60.5K shares16.92%2025-12-312026-01-14 DFAE DIMENSIONAL ETF TRUST53.6K shares-0.38%2025-12-312026-01-14 DFGR DIMENSIONAL ETF TRUST62.3K shares0.02%2025-12-312026-01-14 DFAI DIMENSIONAL ETF TRUST40.1K shares0.00%2025-12-312026-01-14 ORCL ORACLE CORP7.7K shares0.00%2025-12-312026-01-14 BNDX VANGUARD CHARLOTTE FDS28.1K shares1.21%2025-12-312026-01-14 DFEM DIMENSIONAL ETF TRUST40.4K shares-18.03%2025-12-312026-01-14 FICO FAIR ISAAC CORP675 shares-14.56%2025-12-312026-01-14 VBR VANGUARD INDEX FDS5.3K shares0.29%2025-12-312026-01-14 IVV ISHARES TR1.4K shares-1.11%2025-12-312026-01-14 DFSU DIMENSIONAL ETF TRUST22.3K shares3.36%2025-12-312026-01-14 AMZN AMAZON COM INC3.9K shares0.00%2025-12-312026-01-14 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-14 WMT WALMART INC6.2K shares-4.57%2025-12-312026-01-14 DFSE DIMENSIONAL ETF TRUST16.0K shares0.39%2025-12-312026-01-14 ADSK AUTODESK INC2.1K shares0.00%2025-12-312026-01-14 TSLA TESLA INC1.3K shares0.00%2025-12-312026-01-14 DIS DISNEY WALT CO4.8K shares-1.86%2025-12-312026-01-14 MMC MARSH & MCLENNAN COS INC2.8K shares0.00%2025-12-312026-01-14 ALPHABET INC ALPHABET INC1.6K shares0.00%2025-12-312026-01-14 ALPHABET INC ALPHABET INC1.5K shares0.00%2025-12-312026-01-14 DFSI DIMENSIONAL ETF TRUST10.4K shares4.54%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC2.4K shares-50.00%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW465 shares0.00%2025-12-312026-01-14 NFLX NETFLIX INC4.0K shares900.00%2025-12-312026-01-14 CRM SALESFORCE INC1.4K shares0.00%2025-12-312026-01-14 CAT CATERPILLAR INC632 shares0.00%2025-12-312026-01-14 DFAS DIMENSIONAL ETF TRUST4.8K shares0.00%2025-12-312026-01-14 CSX CSX CORP8.4K shares0.00%2025-12-312026-01-14 AVGE AMERICAN CENTY ETF TR3.4K shares29.89%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS905 shares0.00%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON1.3K shares0.00%2025-12-312026-01-14 VGSH VANGUARD SCOTTSDALE FDS4.4K shares1.26%2025-12-312026-01-14 BSV VANGUARD BD INDEX FDS3.0K shares2.18%2025-12-312026-01-14 NVDA NVIDIA CORPORATION1.3K shares0.00%2025-12-312026-01-14 DFIP DIMENSIONAL ETF TRUST5.2K shares7.62%2025-12-312026-01-14 AVDV AMERICAN CENTY ETF TR2.3K shares-2.82%2025-12-312026-01-14 VTI VANGUARD INDEX FDS627 shares0.16%2025-12-312026-01-14 CVX CHEVRON CORP NEW1.3K shares0.00%2025-12-312026-01-14 GLD SPDR GOLD TR518 sharesnew addition2025-12-312026-01-14 JOBY JOBY AVIATION INC10.3K shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available