StockDriftsStockDriftsTop 50 Meritas Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 12.24% | 558.7K | $27.1M | -0.89%(-5.04K) | $31.64(+64.54%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 11.44% | 405.0K | $25.3M | -1.31%(-5.36K) | $41.54(+61.63%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 11.35% | 227.2K | $25.1M | +10.88%(+22.29K) | $88.26(+36.14%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 9.89% | 308.5K | $21.9M | +9.05%(+25.60K) | $47.52(+65.98%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 8.42% | 231.1K | $18.6M | +15.31%(+30.69K) | $66.31(+31.77%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 8.06% | 337.6K | $17.8M | +1.98%(+6.56K) | $31.13(+75.76%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 5.18% | 290.2K | $11.4M | +2.76%(+7.79K) | $25.68(+60.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.41% | 38.4K | $9.7M | -5.33%(-2.16K) | $143.41(+98.16%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 3.75% | 112.7K | $8.3M | +25.48%(+22.89K) | $73.14(+0.14%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.4% | 233.6K | $7.5M | +17.57%(+34.90K) | $27.66(+21.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.49% | +42.36% |
| Top 20 Holdings Unweighted | +11.57% | +38.87% |
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