Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MERIDIAN FINANCIAL PARTNERS LLC 04-21-2020 03-31-2020 50 92,585,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SSGA ACTIVE ETF TR SPDR TR TACTIC 1 $18,820,000 384,786 20.33 20.37 16,097 4.37 03-31-2020
VANGUARD INDEX FDS S&P 500 ETF SHS 2 $11,024,000 42,588 11.91 12.18 1,576 3.84 03-31-2020
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 3 $9,048,000 180,415 9.77 180,415 +Inf 03-31-2020
WISDOMTREE TR US LARGECAP DIVD 4 $5,868,000 65,371 6.34 6.83 1,920 3.03 03-31-2020
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