Merited Wealth, LLC
79 holdingsFiling period: 2026-03-31Current AUM: $132.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 16.1K | $10.5M | $12.1M | 9.10% | +6.6K | 2026-03-31 |
| 2 | AGG | ISHARES TR | 59.7K | $5.9M | $5.8M | 4.39% | +30.1K | 2026-03-31 |
| 3 | CGBL | CAPITAL GROUP CORE BALANCED | 155.3K | $5.3M | $5.8M | 4.37% | +4.6K | 2026-03-31 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 107.0K | $5.0M | $4.9M | 3.73% | +69.5K | 2026-03-31 |
| 5 | VT | VANGUARD INTL EQUITY INDEX F | 35.7K | $4.9M | $5.6M | 4.20% | +30 | 2026-03-31 |
| 6 | AVDE | AMERICAN CENTY ETF TR | 48.8K | $4.1M | $4.4M | 3.36% | +26.8K | 2026-03-31 |
| 7 | CGGE | CAPITAL GROUP GLOBAL EQUITY | 133.7K | $4.1M | $4.7M | 3.51% | +3.5K | 2026-03-31 |
| 8 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 88.1K | $3.2M | $3.4M | 2.55% | +5.4K | 2026-03-31 |
| 9 | CGGR | CAPITAL GROUP GROWTH ETF | 78.7K | $3.2M | $3.5M | 2.66% | -3,480 | 2026-03-31 |
| 10 | DFAX | DIMENSIONAL ETF TRUST | 91.7K | $3.1M | $3.3M | 2.53% | -3,274 | 2026-03-31 |
| 11 | LEN | LENNAR CORP | 34.9K | $3.0M | $2.9M | 2.17% | -- | 2026-03-31 |
| 12 | DFAC | DIMENSIONAL ETF TRUST | 76.6K | $3.0M | $3.4M | 2.57% | +7.3K | 2026-03-31 |
| 13 | MGK | VANGUARD WORLD FD | 7.7K | $2.8M | $3.3M | 2.50% | +1.1K | 2026-03-31 |
| 14 | JIRE | J P MORGAN EXCHANGE TRADED F | 36.7K | $2.8M | $3.1M | 2.31% | +21.9K | 2026-03-31 |
| 15 | BBUS | J P MORGAN EXCHANGE TRADED F | 23.2K | $2.7M | $3.1M | 2.36% | -- | 2026-03-31 |
| 16 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 62.0K | $2.6M | $3.1M | 2.32% | +14.6K | 2026-03-31 |
| 17 | CGCB | CAPITAL GRP FIXED INCM ETF T | 99.0K | $2.6M | $2.5M | 1.92% | -1,681 | 2026-03-31 |
| 18 | DFUS | DIMENSIONAL ETF TRUST | 35.7K | $2.5M | $2.9M | 2.20% | +4.3K | 2026-03-31 |
| 19 | JGRO | J P MORGAN EXCHANGE TRADED F | 29.6K | $2.5M | $2.7M | 2.05% | +14.8K | 2026-03-31 |
| 20 | CGUS | CAPITAL GROUP CORE EQUITY ET | 64.6K | $2.5M | $2.9M | 2.18% | -2,767 | 2026-03-31 |
| 21 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 71.0K | $2.4M | $2.8M | 2.12% | -4,078 | 2026-03-31 |
| 22 | JAVA | J P MORGAN EXCHANGE TRADED F | 31.2K | $2.2M | $2.5M | 1.92% | +16.7K | 2026-03-31 |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | 74.0K | $2.0M | $2.0M | 1.51% | +5.0K | 2026-03-31 |
| 24 | MGV | VANGUARD WORLD FD | 13.6K | $2.0M | $2.2M | 1.68% | +1.1K | 2026-03-31 |
| 25 | SGOV | ISHARES TR | 18.9K | $1.9M | $1.9M | 1.43% | +305 | 2026-03-31 |
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