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
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