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Meramec Financial Planners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Meramec Financial Planners, LLC

报告期 2026-03-31 · CIK 0002100778

持仓数

520

前50大市值合计

$214.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IWF ISHARES TR

RUS 1000 GRW ETF

$18.2M

38,322

8.5%

IWD ISHARES TR

RUS 1000 VAL ETF

$13.7M

60,475

6.4%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$13.4M

46,851

6.2%

VTV VANGUARD INDEX FDS

VALUE ETF

$12.4M

60,787

5.8%

VUG VANGUARD INDEX FDS

GROWTH ETF

$12.2M

24,811

5.7%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$11.1M

57,606

5.2%

AAPL APPLE INC

COM

$10.2M

37,453

4.8%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$9.3M

334,399

4.4%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$8.1M

34,669

3.8%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$7.3M

21,547

3.4%

IVV ISHARES TR

CORE S&P500 ETF

$7.2M

10,088

3.3%

IEFA ISHARES TR

CORE MSCI EAFE

$6.2M

63,548

2.9%

VO VANGUARD INDEX FDS

MID CAP ETF

$5.7M

18,607

2.7%

DEM WISDOMTREE TR

EMER MKT HIGH FD

$5.6M

106,014

2.6%

NEAR ISHARES U S ETF TR

SHORT DURATION B

$5.1M

99,376

2.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$5.0M

17,555

2.3%

EFG ISHARES TR

EAFE GRWTH ETF

$4.8M

39,699

2.3%

EFV ISHARES TR

EAFE VALUE ETF

$4.2M

53,313

1.9%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$4.1M

125,599

1.9%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$3.8M

118,536

1.8%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$3.2M

93,826

1.5%

SF STIFEL FINL CORP

COM

$3.1M

37,533

1.4%

IEMG ISHARES INC

CORE MSCI EMKT

$3.0M

38,927

1.4%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$2.8M

8,473

1.3%

IWN ISHARES TR

RUS 2000 VAL ETF

$2.7M

13,245

1.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.7M

3,775

1.2%

IWB ISHARES TR

RUS 1000 ETF

$2.2M

5,594

1.0%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$2.0M

76,020

0.9%

DSTL ETF SER SOLUTIONS

DISTILLATE US

$1.8M

30,009

0.8%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$1.8M

49,868

0.8%

MSFT MICROSOFT CORP

COM

$1.6M

3,910

0.8%

IWO ISHARES TR

RUS 2000 GRW ETF

$1.6M

4,462

0.7%

TJX TJX COS INC NEW

COM

$1.5M

9,652

0.7%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$1.5M

45,978

0.7%

RBLX ROBLOX CORP

CL A

$1.3M

21,337

0.6%

SCZ ISHARES TR

EAFE SML CP ETF

$1.3M

15,090

0.6%

JNJ JOHNSON & JOHNSON

COM

$1.2M

5,111

0.5%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$1.1M

11,606

0.5%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$1.1M

14,455

0.5%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$1.0M

18,530

0.5%

AMZN AMAZON COM INC

COM

$1.0M

4,101

0.5%

ICF ISHARES TR

SELECT US REIT

$909.4K

13,419

0.4%

ICSH ISHARES TR

ULTRA SHORT DUR

$894.1K

17,673

0.4%

— EXXON MOBIL CORP

COM

$849.0K

5,749

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$825.2K

1,748

0.4%

TBLU TORTOISE CAPITAL SERIES TRUS

GLOBAL WATER ETF

$823.8K

15,511

0.4%

IVW ISHARES TR

S&P 500 GRWT ETF

$812.7K

6,364

0.4%

NVDA NVIDIA CORPORATION

COM

$781.2K

3,866

0.4%

JPM JPMORGAN CHASE & CO

COM

$746.5K

2,355

0.3%

ORCL ORACLE CORP

COM

$739.8K

4,166

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

IWF8.5%IWD6.4%VOT6.2%VTV5.8%VUG5.7%VOE5.2%