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Meridian Management Co

Portfolio Manager
Meridian Management Co
Performance
-0.67% (2026 Q1)
AUM (13F)
$401.92M
# of Holdings
81
Performance Rank
Allocation (Top 20)
69.48%

Meridian Management Co Holdings Map

Top 50 Meridian Management Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VEA
VANGUARD TAX-MANAGED FDS
9.62%603.2K$38.7M
-3.88%(-24.35K)
2025-Q1: 686.3K shares2025-Q2: 810.8K shares2025-Q3: 571.1K shares2025-Q4: 627.6K shares2026-Q1: 603.2K shares
$48.39(+45.96%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
8.19%397.6K$32.9M
+5.09%(+19.24K)
2025-Q1: 283.4K shares2025-Q2: 324.6K shares2025-Q3: 342.9K shares2025-Q4: 378.4K shares2026-Q1: 397.6K shares
$86.51(-4.57%)
2026-03-31
IVV
ISHARES TR
7.61%46.8K$30.6M
-8.95%(-4.61K)
2025-Q1: 48.6K shares2025-Q2: 49.7K shares2025-Q3: 50.6K shares2025-Q4: 51.4K shares2026-Q1: 46.8K shares
$214.73(+247.30%)
2026-03-31
GVI
ISHARES TR
6.11%230.1K$24.5M
+1.82%(+4.12K)
2025-Q1: 166.8K shares2025-Q2: 182.4K shares2025-Q3: 193.4K shares2025-Q4: 226.0K shares2026-Q1: 230.1K shares
$110.29(-3.78%)
2026-03-31
IJH
ISHARES TR
5.1%303.3K$20.5M
-0.66%(-2.03K)
2025-Q1: 172.4K shares2025-Q2: 272.6K shares2025-Q3: 285.0K shares2025-Q4: 305.4K shares2026-Q1: 303.3K shares
$57.28(+27.68%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
4.04%300.7K$16.3M
+8.42%(+23.34K)
2025-Q1: 471.4K shares2025-Q2: 332.5K shares2025-Q3: 263.7K shares2025-Q4: 277.3K shares2026-Q1: 300.7K shares
$41.96(+42.84%)
2026-03-31
IJR
ISHARES TR
3.23%104.4K$13.0M
-8.48%(-9.67K)
2025-Q1: 124.1K shares2025-Q2: 112.1K shares2025-Q3: 110.9K shares2025-Q4: 114.1K shares2026-Q1: 104.4K shares
$103.85(+30.27%)
2026-03-31
IEF
ISHARES TR
3.12%131.4K$12.5M
+6.85%(+8.43K)
2025-Q1: 76.8K shares2025-Q2: 102.0K shares2025-Q3: 111.2K shares2025-Q4: 122.9K shares2026-Q1: 131.4K shares
$94.99(-0.71%)
2026-03-31
INTF
ISHARES TR
2.59%266.8K$10.4M
-1.55%(-4.20K)
2025-Q1: 283.3K shares2025-Q2: 267.2K shares2025-Q3: 266.8K shares2025-Q4: 271.0K shares2026-Q1: 266.8K shares
$26.86(+54.26%)
2026-03-31
WMT
WALMART INC
2.5%80.8K$10.0M
+0.00%(+0)
2025-Q1: 136.0K shares2025-Q2: 81.2K shares2025-Q3: 81.2K shares2025-Q4: 80.8K shares2026-Q1: 80.8K shares
$23.34(+463.36%)
2026-03-31

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