Merited Wealth, LLC
- SEC CIK
- 0002123943
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/3/26 申報。只含多頭部位。
- 持股檔數
- 297
- 2025 年第 3 季沒有申報
- 總值
- $1.08 億
- 2025 年第 3 季沒有申報
Merited Wealth, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 9,463 | $648.2 萬 | 6.0% | – | – | – |
| Capital Group Core Balanced14021D107 | SHS | 150,754 | $532.6 萬 | 4.9% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 35,642 | $502.8 萬 | 4.7% | – | – | – |
| Capital Group Global Equity14020R107 | SHS | 130,225 | $411.9 萬 | 3.8% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 82,189 | $365.5 萬 | 3.4% | – | – | – |
| LENLennar Corp | CL A | 34,900 | $358.8 萬 | 3.3% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 95,008 | $311.0 萬 | 2.9% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 29,635 | $296.0 萬 | 2.7% | – | – | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 82,754 | $294.9 萬 | 2.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 23,193 | $286.0 萬 | 2.7% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 69,325 | $274.5 萬 | 2.5% | – | – | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 67,391 | $271.1 萬 | 2.5% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,565 | $271.0 萬 | 2.5% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 100,711 | $267.1 萬 | 2.5% | – | – | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 75,103 | $260.2 萬 | 2.4% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 31,422 | $233.1 萬 | 2.2% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 47,434 | $207.0 萬 | 1.9% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 68,973 | $190.5 萬 | 1.8% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 18,567 | $186.4 萬 | 1.7% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 21,959 | $180.8 萬 | 1.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 37,510 | $177.6 萬 | 1.6% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 12,531 | $176.9 萬 | 1.6% | – | – | – |
| AAPLApple Inc. | Stock | 6,244 | $169.7 萬 | 1.6% | – | – | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 65,600 | $148.5 萬 | 1.4% | – | – | – |
| Capital Group Equity ETF Tr14022A102 | US SM MI CA ETF | 51,281 | $147.9 萬 | 1.4% | – | – | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 14,831 | $137.6 萬 | 1.3% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 12,934 | $129.8 萬 | 1.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 17,352 | $125.5 萬 | 1.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,357 | $114.0 萬 | 1.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 14,781 | $110.7 萬 | 1.0% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 22,346 | $108.0 萬 | 1.0% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 14,526 | $104.2 萬 | 1.0% | – | – | – |
| Capital Group New Geography14021N105 | SHS | 31,776 | $101.5 萬 | 0.9% | – | – | – |
| LLYEli Lilly & Co | Stock | 905 | $97.3 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,886 | $92.0 萬 | 0.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,386 | $86.9 萬 | 0.8% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 10,009 | $82.9 萬 | 0.8% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 29,443 | $76.6 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,461 | $73.3 萬 | 0.7% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,004 | $69.4 萬 | 0.6% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 11,377 | $66.8 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,523 | $62.5 萬 | 0.6% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,311 | $61.9 萬 | 0.6% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,930 | $60.6 萬 | 0.6% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,888 | $60.0 萬 | 0.6% | – | – | – |
| MRPMillrose Properties, Inc. | COM CL A | 19,722 | $58.9 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,093 | $58.4 萬 | 0.5% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,831 | $58.4 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q266 | ACTIVEBLDRS EMER | 11,795 | $57.8 萬 | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 4,725 | $52.6 萬 | 0.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 10,478 | $50.5 萬 | 0.5% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 8,123 | $48.4 萬 | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,304 | $43.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 5,099 | $42.1 萬 | 0.4% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 8,848 | $37.9 萬 | 0.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,479 | $37.0 萬 | 0.3% | – | – | – |
| MUMicron Technology Inc | Stock | 1,286 | $36.7 萬 | 0.3% | – | – | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 6,887 | $36.3 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,146 | $35.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,696 | $35.5 萬 | 0.3% | – | – | – |
| J P Morgan Exchange-Traded F46641Q340 | BETABUILDERS US | 3,319 | $35.4 萬 | 0.3% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 14,656 | $33.7 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,084 | $32.7 萬 | 0.3% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 6,411 | $31.7 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,651 | $30.8 萬 | 0.3% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 4,869 | $30.8 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,282 | $29.6 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,965 | $28.5 萬 | 0.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 5,653 | $27.7 萬 | 0.3% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 5,000 | $25.9 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 371 | $24.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,060 | $23.8 萬 | 0.2% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 3,888 | $23.6 萬 | 0.2% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,068 | $22.8 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 590 | $19.0 萬 | 0.2% | – | – | 歷史 |
| BROBrown & Brown, Inc. | Stock | 2,377 | $18.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 3,927 | $18.3 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 2,661 | $17.9 萬 | 0.2% | – | – | – |
| Capital Group Conservative E14020U100 | SHS | 5,866 | $17.9 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 203 | $17.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,595 | $16.9 萬 | 0.2% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 1,826 | $16.3 萬 | 0.2% | – | – | – |
| HEI.AHeico Corp | CL A | 625 | $15.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,289 | $15.4 萬 | 0.1% | – | – | – |
| VVisa Inc. | Stock | 437 | $15.3 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 934 | $14.4 萬 | 0.1% | – | – | 歷史 |
| IMKTAIngles Markets Inc | CL A | 2,000 | $13.7 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 596 | $11.6 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 320 | $11.0 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 3,165 | $10.7 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 504 | $10.4 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 1,051 | $10.2 萬 | 0.1% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 943 | $9.59 萬 | 0.1% | – | – | – |
| ROPRoper Technologies Inc | Stock | 210 | $9.35 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 949 | $8.94 萬 | 0.1% | – | – | – |
| ADSKAutodesk, Inc. | COM | 300 | $8.88 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 283 | $8.60 萬 | 0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 969 | $8.45 萬 | 0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 117 | $7.98 萬 | 0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 88 | $7.74 萬 | 0.1% | – | – | 歷史 |