Merriman Wealth Management, LLC
CIK Number: 0001568389
2.46B
Market Value
188
# of Holdings
14 months
Avg. Holding Period
73.66%
Win Rate
81.54%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | American Centy ... | 101.96 | -0.71% | 3.60M | -1.62% | 345.11M | 64.77 | 14.01% | |
2 | Dimensional Etf... | 55.02 | -0.73% | 8.34M | +1.59% | 284.20M | 23.3 | 11.54% | |
3 | Ishares Tr | 183.99 | -0.41% | 1.39M | +0.30% | 249.04M | 132.37 | 10.11% | |
4 | Ishares Tr | 296.05 | +0.14% | 761.60K | +1.29% | 210.78M | 204.31 | 8.56% | |
5 | Dimensional Etf... | 35.88 | -0.43% | 2.12M | -1.77% | 72.65M | 26.98 | 2.95% |
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