Top 50 Merriman Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 14.15% | 3.52M | $339.8M | -2.13%(-76.54K) | — | 2024-12-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 11.46% | 8.15M | $275.4M | -2.30%(-191.90K) | — | 2024-12-31 | |
| QUAL | ISHARES TR | 10.11% | 1.36M | $242.9M | -1.81%(-25.20K) | — | 2024-12-31 | |
| DISV | DIMENSIONAL ETF TRUST | 9.81% | 8.87M | $235.6M | +3.19%(+274.04K) | — | 2024-12-31 | |
| OEF | ISHARES TR | 9.01% | 749.3K | $216.4M | -1.61%(-12.29K) | — | 2024-12-31 | |
| AVLV | AMERICAN CENTY ETF TR | 5.47% | 1.97M | $131.5M | -2.09%(-42.11K) | — | 2024-12-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.33% | 3.17M | $79.9M | +1.60%(+49.74K) | — | 2024-12-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.94% | 2.04M | $70.7M | -3.52%(-74.54K) | — | 2024-12-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.05% | 846.0K | $49.2M | +21432.60%(+842.09K) | — | 2024-12-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.04% | 880.3K | $49.0M | -4.30%(-39.60K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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