Merriman Wealth Management, LLC
CIK Number: 0001568389
2.4B
Market Value
206
# of Holdings
14 months
Avg. Holding Period
27.51%
Win Rate
28.82%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis U.S. Sm... | 80.38 | +1.45% | 3.52M | -2.13% | 339.81M | 64.77 | 14.15% |
| 2 | DUHP | Dimensional US ... | 31.32 | +1.38% | 8.15M | -2.3% | 275.38M | 23.3 | 11.46% |
| 3 | QUAL | iShares MSCI US... | 161.47 | +0.29% | 1.36M | -1.81% | 242.86M | 132.37 | 10.11% |
| 4 | DISV | Dimensional Int... | 29.23 | +1.21% | 8.87M | +3.19% | 235.55M | 21.78 | 9.81% |
| 5 | OEF | iShares S&P 100... | 254.24 | -0.11% | 749.31K | -1.61% | 216.44M | 204.31 | 9.01% |
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