Meramec Financial Planners, LLC
474 holdingsFiling period: 2026-06-30Current AUM: $282.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | iShares TR | 173.2K | $20.3M | $19.8M | 7.01% | +134.8K | 2026-06-30 |
| 2 | IWD | iShares TR | 68.5K | $17.1M | $18.4M | 6.52% | +8.0K | 2026-06-30 |
| 3 | VTV | Vanguard Index Fds | 63.0K | $14.0M | $14.7M | 5.20% | +2.3K | 2026-06-30 |
| 4 | VOT | Vanguard Index Fds | 46.1K | $13.6M | $13.1M | 4.64% | -774 | 2026-06-30 |
| 5 | VUG | Vanguard Index Fds | 152.9K | $12.7M | $13.0M | 4.60% | +128.1K | 2026-06-30 |
| 6 | AAPL | Apple Inc | 37.8K | $12.7M | $15.3M | 5.44% | +328 | 2026-06-30 |
| 7 | VOE | Vanguard Index Fds | 57.1K | $11.7M | $12.5M | 4.44% | -534 | 2026-06-30 |
| 8 | SCHX | Schwab Strategic TR | 325.6K | $9.5M | $9.8M | 3.46% | -8,774 | 2026-06-30 |
| 9 | VBR | Vanguard Index Fds | 36.1K | $8.9M | $8.9M | 3.17% | +1.5K | 2026-06-30 |
| 10 | IVV | iShares TR | 11.0K | $8.1M | $8.4M | 2.97% | +864 | 2026-06-30 |
| 11 | VBK | Vanguard Index Fds | 21.0K | $7.2M | $6.7M | 2.37% | -558 | 2026-06-30 |
| 12 | IEFA | iShares TR | 65.8K | $6.4M | $6.4M | 2.27% | +2.3K | 2026-06-30 |
| 13 | VO | Vanguard Index Fds | 75.3K | $6.1M | $6.2M | 2.20% | +56.7K | 2026-06-30 |
| 14 | NEAR | iShares U S ETF TR | 103.4K | $5.2M | $5.2M | 1.83% | +4.0K | 2026-06-30 |
| 15 | VB | Vanguard Index Fds | 17.4K | $5.2M | $5.0M | 1.78% | -197 | 2026-06-30 |
| 16 | EFG | iShares TR | 42.4K | $5.1M | $4.9M | 1.74% | +2.7K | 2026-06-30 |
| 17 | EFV | iShares TR | 58.8K | $4.7M | $4.9M | 1.72% | +5.5K | 2026-06-30 |
| 18 | SCHG | Schwab Strategic TR | 128.8K | $4.3M | $4.5M | 1.59% | +3.2K | 2026-06-30 |
| 19 | DEM | WisdomTree TR | 75.6K | $4.0M | $4.0M | 1.41% | -30,424 | 2026-06-30 |
| 20 | SCHA | Schwab Strategic TR | 111.7K | $3.8M | $3.5M | 1.24% | -6,884 | 2026-06-30 |
| 21 | SCHM | Schwab Strategic TR | 92.4K | $3.2M | $3.1M | 1.10% | -1,391 | 2026-06-30 |
| 22 | SF | Stifel Finl Corp | 37.5K | $3.1M | $3.0M | 1.07% | -- | 2026-06-30 |
| 23 | IEMG | iShares Inc | 39.6K | $3.1M | $2.8M | 1.00% | +664 | 2026-06-30 |
| 24 | VV | Vanguard Index Fds | 8.4K | $2.8M | $2.9M | 1.04% | -94 | 2026-06-30 |
| 25 | IWN | iShares TR | 12.2K | $2.7M | $2.7M | 0.94% | -1,035 | 2026-06-30 |
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