The Analysis of Meritas Wealth Management, LLC's Holdings
Currently, Meritas Wealth Management, LLC holds 59 types of securities in its portfolio with a total value $201.9M. In the most recent quarter, they have increased their positions in AVUV (+18.9K shares, valued at $1.9M), AVLV (+25.6K shares, valued at $1.8M), BND (+16.0K shares, valued at $1.2M); decreased their positions in AAPL (-4.4K shares, valued at $1.1M), DFAT (-9.8K shares, valued at $567.9K), DFUV (-10.1K shares, valued at $450.6K); initiated new positions in CRM (+1.4K shares, valued at $327.5K), IBM (+905 shares, valued at $255.4K), JNJ (+1.3K shares, valued at $234.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUV DIMENSIONAL ETF TRUST579.1K shares-1.71%2025-09-302025-10-14
DFAT DIMENSIONAL ETF TRUST421.9K shares-2.26%2025-09-302025-10-14 DFUS DIMENSIONAL ETF TRUST284.4K shares2.65%2025-09-302025-10-14 AVUV AMERICAN CENTY ETF TR192.7K shares10.85%2025-09-302025-10-14 DFIV DIMENSIONAL ETF TRUST331.5K shares0.72%2025-09-302025-10-14 AVLV AMERICAN CENTY ETF TR184.0K shares16.15%2025-09-302025-10-14 AAPL APPLE INC40.6K shares-9.81%2025-09-302025-10-14 DISV DIMENSIONAL ETF TRUST279.8K shares2.16%2025-09-302025-10-14 S SENTINELONE INC446.0K shares0.00%2025-09-302025-10-14 BND VANGUARD BD INDEX FDS81.4K shares24.50%2025-09-302025-10-14 DIHP DIMENSIONAL ETF TRUST188.4K shares10.39%2025-09-302025-10-14 VTIP VANGUARD MALVERN FDS109.4K shares5.38%2025-09-302025-10-14 MSFT MICROSOFT CORP6.2K shares30.04%2025-09-302025-10-14 DFAU DIMENSIONAL ETF TRUST62.1K shares0.00%2025-09-302025-10-14 ORCL ORACLE CORP7.7K shares0.00%2025-09-302025-10-14 VGSR MANAGER DIRECTED PORTFOLIOS200.1K shares0.90%2025-09-302025-10-14 DFGR DIMENSIONAL ETF TRUST62.3K shares1.67%2025-09-302025-10-14 DFAE DIMENSIONAL ETF TRUST53.8K shares0.00%2025-09-302025-10-14 DFSV DIMENSIONAL ETF TRUST51.7K shares2.16%2025-09-302025-10-14 DFEM DIMENSIONAL ETF TRUST49.3K shares0.91%2025-09-302025-10-14 DFAI DIMENSIONAL ETF TRUST40.1K shares0.00%2025-09-302025-10-14 BNDX VANGUARD CHARLOTTE FDS27.8K shares22.70%2025-09-302025-10-14 FICO FAIR ISAAC CORP790 shares-15.78%2025-09-302025-10-14 VBR VANGUARD INDEX FDS5.3K shares0.02%2025-09-302025-10-14 IVV ISHARES TR1.4K shares0.00%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares3.94%2025-09-302025-10-14 DFSU DIMENSIONAL ETF TRUST21.6K shares0.00%2025-09-302025-10-14 PLTR PALANTIR TECHNOLOGIES INC4.9K shares0.00%2025-09-302025-10-14 AMZN AMAZON COM INC3.9K shares0.80%2025-09-302025-10-14 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-14 ADSK AUTODESK INC2.1K shares62.69%2025-09-302025-10-14 WMT WALMART INC6.5K shares-3.70%2025-09-302025-10-14 DFSE DIMENSIONAL ETF TRUST16.0K shares-0.43%2025-09-302025-10-14 TSLA TESLA INC1.3K shares0.00%2025-09-302025-10-14 MMC MARSH & MCLENNAN COS INC2.8K shares0.00%2025-09-302025-10-14 DIS DISNEY WALT CO4.8K shares-2.02%2025-09-302025-10-14 NFLX NETFLIX INC401 shares0.00%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW465 shares1.97%2025-09-302025-10-14 DFSI DIMENSIONAL ETF TRUST9.9K shares0.00%2025-09-302025-10-14 GOOGL ALPHABET INC1.6K shares0.00%2025-09-302025-10-14 GOOG ALPHABET INC1.5K shares2.97%2025-09-302025-10-14 DFAS DIMENSIONAL ETF TRUST4.8K shares0.00%2025-09-302025-10-14 CRM SALESFORCE INC1.4K sharesnew addition2025-09-302025-10-14 CAT CATERPILLAR INC632 shares-5.25%2025-09-302025-10-14 CSX CSX CORP8.4K shares-15.77%2025-09-302025-10-14 VOO VANGUARD INDEX FDS466 shares-6.80%2025-09-302025-10-14 VGSH VANGUARD SCOTTSDALE FDS4.4K shares1.89%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS905 sharesnew addition2025-09-302025-10-14 NVDA NVIDIA CORPORATION1.3K shares-7.00%2025-09-302025-10-14 JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-09-302025-10-14 BSV VANGUARD BD INDEX FDS2.9K shares-2.30%2025-09-302025-10-14 FTNT FORTINET INC2.7K shares0.00%2025-09-302025-10-14 AVGE AMERICAN CENTY ETF TR2.6K sharesnew addition2025-09-302025-10-14 QQQ INVESCO QQQ TR350 sharesnew addition2025-09-302025-10-14 CVX CHEVRON CORP NEW1.3K sharesnew addition2025-09-302025-10-14 AVDV AMERICAN CENTY ETF TR2.3K shares-19.18%2025-09-302025-10-14 VTI VANGUARD INDEX FDS626 sharesnew addition2025-09-302025-10-14 DFIP DIMENSIONAL ETF TRUST4.8K shares0.00%2025-09-302025-10-14 JOBY JOBY AVIATION INC10.3K shares0.00%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available