Merited Wealth, LLC
73 holdingsFiling period: 2026-06-30Current AUM: $141.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 33.0K | $24.7M | $25.5M | 18.08% | +16.9K | 2026-06-30 |
| 2 | AGG | iShares TR | 108.3K | $10.7M | $10.4M | 7.37% | +48.5K | 2026-06-30 |
| 3 | JCPB | J P Morgan Exchange Traded F | 192.6K | $9.0M | $8.7M | 6.19% | +85.6K | 2026-06-30 |
| 4 | AVDE | American Centy ETF TR | 90.5K | $8.1M | $8.1M | 5.74% | +41.7K | 2026-06-30 |
| 5 | JIRE | J P Morgan Exchange Traded F | 78.8K | $6.5M | $6.4M | 4.56% | +42.1K | 2026-06-30 |
| 6 | JGRO | J P Morgan Exchange Traded F | 64.6K | $6.4M | $6.1M | 4.31% | +35.0K | 2026-06-30 |
| 7 | JAVA | J P Morgan Exchange Traded F | 59.4K | $4.7M | $4.9M | 3.49% | +28.1K | 2026-06-30 |
| 8 | BKAG | BNY Mellon ETF Trust | 82.2K | $3.4M | $3.3M | 2.36% | +64.3K | 2026-06-30 |
| 9 | IUSB | iShares TR | 72.7K | $3.4M | $3.3M | 2.30% | +66.8K | 2026-06-30 |
| 10 | DFAC | Dimensional ETF Trust | 75.1K | $3.3M | $3.4M | 2.41% | -1,489 | 2026-06-30 |
| 11 | DFAX | Dimensional ETF Trust | 89.9K | $3.3M | $3.3M | 2.31% | -1,804 | 2026-06-30 |
| 12 | CGDV | Capital Group Dividend Value | 66.0K | $3.3M | $3.2M | 2.30% | +4.0K | 2026-06-30 |
| 13 | MGK | Vanguard World FD | 35.9K | $3.2M | $3.3M | 2.30% | +28.3K | 2026-06-30 |
| 14 | LEN | Lennar Corp | 34.7K | $3.1M | $2.9M | 2.08% | -190 | 2026-06-30 |
| 15 | BBUS | J P Morgan Exchange Traded F | 22.9K | $3.1M | $3.2M | 2.25% | -257 | 2026-06-30 |
| 16 | DFUS | Dimensional ETF Trust | 35.1K | $2.9M | $2.9M | 2.08% | -600 | 2026-06-30 |
| 17 | MGV | Vanguard World FD | 12.8K | $2.1M | $2.2M | 1.52% | -789 | 2026-06-30 |
| 18 | BINC | BlackRock ETF Trust II | 38.4K | $2.0M | $1.9M | 1.38% | +19.5K | 2026-06-30 |
| 19 | CGBL | Capital Group Core Balanced | 52.7K | $2.0M | $1.9M | 1.38% | -102,625 | 2026-06-30 |
| 20 | VT | Vanguard Intl Equity Index F | 12.2K | $1.9M | $1.9M | 1.37% | -23,435 | 2026-06-30 |
| 21 | AAPL | Apple Inc | 6.5K | $1.9M | $2.2M | 1.59% | -8 | 2026-06-30 |
| 22 | CGGE | Capital Group Global Equity | 46.2K | $1.6M | $1.6M | 1.12% | -87,491 | 2026-06-30 |
| 23 | MU | Micron Technology Inc | 1.3K | $1.5M | $1.2M | 0.87% | +10 | 2026-06-30 |
| 24 | BBIN | J P Morgan Exchange Traded F | 18.8K | $1.5M | $1.5M | 1.04% | +243 | 2026-06-30 |
| 25 | JEMA | J P Morgan Exchange Traded F | 21.6K | $1.4M | $1.3M | 0.89% | +6.3K | 2026-06-30 |
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