Meridian Management Co
85 holdingsFiling period: 2026-06-30Current AUM: $451.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Tax-Managed Fds | 591.0K | $42.1M | $40.9M | 9.06% | -12,239 | 2026-06-30 |
| 2 | VCIT | Vanguard Scottsdale Fds | 428.0K | $35.4M | $34.0M | 7.53% | +30.4K | 2026-06-30 |
| 3 | IVV | iShares TR | 46.8K | $35.0M | $35.9M | 7.95% | -52 | 2026-06-30 |
| 4 | GVI | iShares TR | 230.3K | $24.4M | $24.0M | 5.30% | +184 | 2026-06-30 |
| 5 | IJH | iShares TR | 303.7K | $23.4M | $22.1M | 4.89% | +388 | 2026-06-30 |
| 6 | AGG | iShares TR | 186.7K | $18.5M | $17.9M | 3.97% | +115.1K | 2026-06-30 |
| 7 | VWO | Vanguard Intl Equity Index F | 304.8K | $18.2M | $17.3M | 3.84% | +4.1K | 2026-06-30 |
| 8 | IJR | iShares TR | 100.6K | $14.9M | $14.0M | 3.09% | -3,766 | 2026-06-30 |
| 9 | IEF | iShares TR | 138.4K | $13.1M | $12.6M | 2.79% | +7.1K | 2026-06-30 |
| 10 | INTF | iShares TR | 266.3K | $10.9M | $11.0M | 2.43% | -488 | 2026-06-30 |
| 11 | IEUR | iShares TR | 124.4K | $9.3M | $9.2M | 2.03% | -91 | 2026-06-30 |
| 12 | WMT | Walmart Inc | 80.8K | $9.2M | $9.8M | 2.17% | -- | 2026-06-30 |
| 13 | DE | Deere & Co | 12.4K | $7.9M | $8.0M | 1.77% | -493 | 2026-06-30 |
| 14 | GNRC | Generac Hldgs Inc | 26.4K | $7.7M | $5.0M | 1.10% | -2,146 | 2026-06-30 |
| 15 | KEYS | Keysight Technologies Inc | 21.6K | $7.6M | $6.7M | 1.49% | -1,783 | 2026-06-30 |
| 16 | CPAY | Corpay Inc | 21.3K | $7.1M | $8.8M | 1.95% | -873 | 2026-06-30 |
| 17 | FTNT | Fortinet Inc | 45.2K | $6.9M | $7.8M | 1.73% | -1,735 | 2026-06-30 |
| 18 | GOOG | Alphabet Inc | 19.5K | $6.9M | $6.2M | 1.38% | -1,278 | 2026-06-30 |
| 19 | AMZN | Amazon.com Inc | 27.9K | $6.7M | $7.0M | 1.55% | -2,810 | 2026-06-30 |
| 20 | SCHA | Schwab Strategic TR | 184.2K | $6.7M | $6.0M | 1.33% | -11,881 | 2026-06-30 |
| 21 | VO | Vanguard Index Fds | 76.0K | $6.1M | $6.2M | 1.37% | +56.7K | 2026-06-30 |
| 22 | MSFT | Microsoft Corp | 16.1K | $6.0M | $8.4M | 1.86% | +9.5K | 2026-06-30 |
| 23 | EMXC | iShares Inc | 56.5K | $5.8M | $5.2M | 1.14% | +9.0K | 2026-06-30 |
| 24 | META | Meta Platforms Inc | 9.5K | $5.4M | $6.2M | 1.37% | -155 | 2026-06-30 |
| 25 | EWJ | iShares Inc | 57.0K | $5.3M | $5.4M | 1.19% | -109 | 2026-06-30 |
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