Meramec Financial Planners, LLC
521 holdingsFiling period: 2026-03-31Current AUM: $283.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 38.3K | $18.2M | $20.2M | 7.12% | +2.6K | 2026-03-31 |
| 2 | IWD | ISHARES TR | 60.5K | $13.7M | $16.2M | 5.71% | +3.6K | 2026-03-31 |
| 3 | VOT | VANGUARD INDEX FDS | 46.9K | $13.4M | $15.4M | 5.42% | -1,695 | 2026-03-31 |
| 4 | VTV | VANGUARD INDEX FDS | 60.8K | $12.4M | $13.9M | 4.91% | -145 | 2026-03-31 |
| 5 | VUG | VANGUARD INDEX FDS | 24.8K | $12.2M | $14.3M | 5.05% | +243 | 2026-03-31 |
| 6 | VOE | VANGUARD INDEX FDS | 57.6K | $11.1M | $12.4M | 4.36% | -2,886 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 37.5K | $10.2M | $12.4M | 4.39% | -344 | 2026-03-31 |
| 8 | SCHX | SCHWAB STRATEGIC TR | 334.4K | $9.3M | $10.7M | 3.79% | +4.4K | 2026-03-31 |
| 9 | VBR | VANGUARD INDEX FDS | 34.7K | $8.1M | $9.1M | 3.21% | -1,656 | 2026-03-31 |
| 10 | VBK | VANGUARD INDEX FDS | 21.5K | $7.3M | $8.2M | 2.89% | -1,063 | 2026-03-31 |
| 11 | IVV | ISHARES TR | 10.1K | $7.2M | $8.3M | 2.91% | -640 | 2026-03-31 |
| 12 | IEFA | ISHARES TR | 63.5K | $6.2M | $6.7M | 2.36% | -4,411 | 2026-03-31 |
| 13 | VO | VANGUARD INDEX FDS | 18.6K | $5.7M | $6.5M | 2.28% | -665 | 2026-03-31 |
| 14 | DEM | WISDOMTREE TR | 106.0K | $5.6M | $6.0M | 2.12% | -13,014 | 2026-03-31 |
| 15 | NEAR | ISHARES U S ETF TR | 99.4K | $5.1M | $5.0M | 1.78% | +1.9K | 2026-03-31 |
| 16 | VB | VANGUARD INDEX FDS | 17.6K | $5.0M | $5.7M | 2.00% | -2,092 | 2026-03-31 |
| 17 | EFG | ISHARES TR | 39.7K | $4.8M | $5.3M | 1.86% | -1,329 | 2026-03-31 |
| 18 | EFV | ISHARES TR | 53.3K | $4.2M | $4.5M | 1.60% | -2,093 | 2026-03-31 |
| 19 | SCHG | SCHWAB STRATEGIC TR | 125.6K | $4.1M | $4.8M | 1.69% | +4.0K | 2026-03-31 |
| 20 | SCHA | SCHWAB STRATEGIC TR | 118.5K | $3.8M | $4.4M | 1.56% | -5,809 | 2026-03-31 |
| 21 | SCHM | SCHWAB STRATEGIC TR | 93.8K | $3.2M | $3.6M | 1.26% | -3,532 | 2026-03-31 |
| 22 | SF | STIFEL FINL CORP | 37.5K | $3.1M | $3.4M | 1.21% | +12.5K | 2026-03-31 |
| 23 | IEMG | ISHARES INC | 38.9K | $3.0M | $3.4M | 1.18% | -2,840 | 2026-03-31 |
| 24 | VV | VANGUARD INDEX FDS | 8.5K | $2.8M | $3.2M | 1.12% | -710 | 2026-03-31 |
| 25 | IWN | ISHARES TR | 13.2K | $2.7M | $3.2M | 1.13% | -308 | 2026-03-31 |
← Scroll →
Page 1 of 21