Meramec Financial Planners, LLC
553 holdingsFiling period: 2026-06-30Current AUM: $278.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 173.2K | $20.3M | $19.7M | 7.07% | +134.8K | 2026-06-30 |
| 2 | IWD | ISHARES TR | 68.5K | $17.1M | $17.9M | 6.43% | +8.0K | 2026-06-30 |
| 3 | VTV | VANGUARD INDEX FDS | 63.0K | $14.0M | $14.3M | 5.14% | +2.3K | 2026-06-30 |
| 4 | VOT | VANGUARD INDEX FDS | 46.1K | $13.6M | $12.8M | 4.62% | -774 | 2026-06-30 |
| 5 | VUG | VANGUARD INDEX FDS | 152.9K | $12.7M | $12.9M | 4.63% | +128.1K | 2026-06-30 |
| 6 | AAPL | APPLE INC | 37.8K | $12.7M | $14.6M | 5.24% | +328 | 2026-06-30 |
| 7 | VOE | VANGUARD INDEX FDS | 57.1K | $11.7M | $12.1M | 4.35% | -534 | 2026-06-30 |
| 8 | SCHX | SCHWAB STRATEGIC TR | 325.6K | $9.5M | $9.6M | 3.46% | -8,774 | 2026-06-30 |
| 9 | VBR | VANGUARD INDEX FDS | 36.1K | $8.9M | $8.8M | 3.16% | +1.5K | 2026-06-30 |
| 10 | IVV | ISHARES TR | 11.0K | $8.1M | $8.2M | 2.96% | +864 | 2026-06-30 |
| 11 | VBK | VANGUARD INDEX FDS | 21.0K | $7.2M | $6.6M | 2.38% | -558 | 2026-06-30 |
| 12 | IEFA | ISHARES TR | 65.8K | $6.4M | $6.5M | 2.33% | +2.3K | 2026-06-30 |
| 13 | VO | VANGUARD INDEX FDS | 75.3K | $6.1M | $6.1M | 2.18% | +56.7K | 2026-06-30 |
| 14 | NEAR | ISHARES U S ETF TR | 103.4K | $5.2M | $5.2M | 1.85% | +4.0K | 2026-06-30 |
| 15 | VB | VANGUARD INDEX FDS | 17.4K | $5.2M | $4.9M | 1.78% | -197 | 2026-06-30 |
| 16 | EFG | ISHARES TR | 42.4K | $5.1M | $4.9M | 1.75% | +2.7K | 2026-06-30 |
| 17 | EFV | ISHARES TR | 58.8K | $4.7M | $5.0M | 1.79% | +5.5K | 2026-06-30 |
| 18 | SCHG | SCHWAB STRATEGIC TR | 128.8K | $4.3M | $4.5M | 1.61% | +3.2K | 2026-06-30 |
| 19 | DEM | WISDOMTREE TR | 75.6K | $4.0M | $4.2M | 1.50% | -30,424 | 2026-06-30 |
| 20 | SCHA | SCHWAB STRATEGIC TR | 111.7K | $3.8M | $3.5M | 1.25% | -6,884 | 2026-06-30 |
| 21 | SCHM | SCHWAB STRATEGIC TR | 92.4K | $3.2M | $3.0M | 1.09% | -1,391 | 2026-06-30 |
| 22 | SF | STIFEL FINL CORP | 37.5K | $3.1M | $3.4M | 1.22% | -- | 2026-06-30 |
| 23 | IEMG | ISHARES INC | 39.6K | $3.1M | $3.0M | 1.06% | +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 | 0.96% | -1,035 | 2026-06-30 |
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