Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH PARTNERS LLC | 05-10-2024 | 03-31-2024 | 107 | 554,071,270 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $95,555,233 | 2,990,774 | 0.02 | 0.02 | -64,945 | -2.13 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 2 | $69,448,921 | 1,900,627 | 0.01 | 0.01 | 26,188 | 1.40 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $65,527,801 | 1,055,878 | 0.01 | 0.01 | 3,774 | 0.36 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 4 | $59,418,095 | 606,679 | 0.01 | 0.01 | 109,103 | 21.93 | 03-31-2024 |
