Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT LLC | 04-25-2024 | 03-31-2024 | 199 | 600,691,704 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | Liquidated | $0 | 0 | 0.00 | 0.00 | 338 | 4.26 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 502 | $382,053 | 3,314 | 0.00 | 0.00 | 6 | 0.18 | 03-31-2024 |
| FASTENAL CO | COM | 503 | $381,458 | 4,945 | 0.00 | 0.00 | 32 | 0.65 | 03-31-2024 |
| ISHARES INC | ESG AWR MSCI EM | Liquidated | $0 | 0 | 0.00 | 11,741 | +Inf | 03-31-2024 |
