Merited Wealth, LLC

CIK 2123943 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +17.3% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas56,76%

Bobot 25 kepemilikan teratas81,32%

Posisi di atas 1%24

Jumlah posisi efektif17,9

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 25,63% Perkiraan pembelian $44.595.297 · penjualan $33.578.495

Posisi baru0

Meningkat21

Menurun46

Tertutup6

Nilai Portofolio $141.4M #7.625 dari 9.337 berdasarkan nilai 13F · top 81.7%

Posisi 73

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 3,3%

Consumer products 2,2%

Healthcare 1,0%

Communication Services 1,0%

Retail 0,6%

Real Estate 0,4%

Lainnya/Tidak terpetakan 91,5%

Portofolio lengkap 73 posisi

					Rentetan
IVV iShares Trust	$24.730.940	17,49%	33.023	$14.232.082	Naik ×2
AGG iShares Trust	$10.715.431	7,58%	108.259	$4.784.855	Naik ×2
JCPB JPMorgan Core Plus Bond ETF	$9.040.343	6,39%	192.594	$4.002.429	Naik ×2
AVDE AMERICAN CENTURY ETF TRUST	$8.068.275	5,71%	90.452	$3.932.123	Naik ×2
JIRE JPMorgan International Research Enhanced Equity ETF	$6.503.182	4,60%	78.836	$3.722.842	Naik ×2
JGRO JPMorgan Active Growth ETF	$6.366.942	4,50%	64.580	$3.865.573	Naik ×2
JAVA JPMorgan Active Value ETF	$4.713.134	3,33%	59.352	$2.472.151	Naik ×2
BKAG BNY Mellon ETF Trust	$3.447.073	2,44%	82.171	$2.694.563	Naik ×1
IUSB iShares Core Universal USD Bond ETF	$3.352.936	2,37%	72.653	$3.081.246	Naik ×2
DFAC Dimensional ETF Trust	$3.333.113	2,36%	75.138	$355.388	Turun ×1
DFAX Dimensional ETF Trust	$3.313.026	2,34%	89.930	$196.822	Turun ×2
CGDV Capital Group Dividend Value ETF	$3.252.960	2,30%	66.010	$615.357	Naik ×2
MGK VANGUARD WORLD FUND	$3.159.072	2,23%	35.935	$341.910	Naik ×2
LEN Lennar Corporation Class A Common Stock	$3.140.908	2,22%	34.710	$110.192	Turun ×1
BBUS J.P. Morgan Exchange-Traded Fund Trust	$3.089.938	2,18%	22.936	$372.182	Turun ×1
DFUS Dimensional ETF Trust	$2.873.888	2,03%	35.073	$344.316	Turun ×1
MGV VANGUARD WORLD FUND	$2.095.842	1,48%	12.823	$122.783	Turun ×1
BINC iShares Flexible Income Active ETF	$2.007.667	1,42%	38.358	$1.029.549	Naik ×2
CGBL Capital Group Core Balanced ETF	$2.000.588	1,41%	52.703	$-3.344.232	Turun ×1
VT Vanguard Total World Stock Index ETF	$1.920.559	1,36%	12.237	$-3.013.558	Turun ×1
AAPL Apple Inc. - Common Stock	$1.867.529	1,32%	6.454	$227.538	Turun ×1
CGGE Capital Group Global Equity ETF	$1.628.743	1,15%	46.219	$-2.449.400	Turun ×1
MU Micron Technology, Inc. - Common Stock	$1.525.971	1,08%	1.322	$1.082.725	Naik ×2
BBIN J.P. Morgan Exchange-Traded Fund Trust	$1.470.324	1,04%	18.831	$111.169	Naik ×2
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF	$1.381.469	0,98%	21.626	$585.982	Naik ×2
VV Vanguard Morningstar Large-Cap ETF	$1.357.413	0,96%	3.947	$286.335	Naik ×1
CGDG Capital Group Dividend Growers ETF	$1.344.599	0,95%	35.846	$-1.818.493	Turun ×1
LLY Eli Lilly and Company Common Stock	$1.085.484	0,77%	905	$253.092
CGGR Capital Group Growth ETF	$1.041.906	0,74%	22.074	$-2.121.420	Turun ×2
CGCB Capital Group Fixed Income ETF Trust	$1.027.190	0,73%	39.236	$-1.573.330	Turun ×2
MSFT Microsoft Corporation - Common Stock	$872.121	0,62%	2.338	$-12.215	Turun ×1
CGGO Capital Group Global Growth Equity ETF	$855.441	0,60%	20.209	$-1.514.659	Turun ×2
VOO Vanguard S&P 500 ETF	$850.958	0,60%	1.239	$60.997	Turun ×2
CGMS Capital Group Fixed Income ETF Trust	$800.441	0,57%	29.288	$-1.213.761	Turun ×1
CGUS Capital Group Core Equity ETF	$786.800	0,56%	17.689	$-1.696.048	Turun ×2
VBR Vanguard Morningstar Small-Cap Value ETF	$734.715	0,52%	3.024	$41.905	Turun ×2
GOOG Alphabet Inc. - Class C Capital Stock	$682.987	0,48%	1.933	$129.634	Naik ×1
ILCG iShares Morningstar Large-Cap Growth ETF	$674.503	0,48%	5.764	$184.786	Naik ×1
CGCP Capital Group Fixed Income ETF Trust	$651.470	0,46%	29.227	$-842.563	Turun ×1
MINT PIMCO ETF Trust	$621.890	0,44%	6.169	$-681.296	Turun ×1
VOE Vanguard Morningstar Mid-Cap Value ETF	$618.222	0,44%	3.129	$1.068	Turun ×2
VOT Vanguard Morningstar Mid-Cap Growth ETF	$585.194	0,41%	1.911	$54.024	Turun ×2
MRP Millrose Properties, Inc. Class A Common Stock	$583.631	0,41%	19.422	$31.415	Turun ×1
MTUM iShares Trust	$569.274	0,40%	1.661	$156.251	Turun ×1
WMT Walmart Inc. - Common Stock	$535.154	0,38%	4.725	$-52.069
IDEV iShares Core MSCI International Developed Markets ETF	$500.592	0,35%	5.624	$17.808	Turun ×1
CGMM Capital Group Equity ETF Trust I	$499.582	0,35%	15.153	$-979.270	Turun ×2
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$497.942	0,35%	9.365	$-132.928	Turun ×1
SHY iShares 1-3 Year Treasury Bond ETF	$496.592	0,35%	6.048	$-336.209	Turun ×1
DFAT Dimensional ETF Trust	$489.313	0,35%	7.000	$33.740	Turun ×2
NVDA NVIDIA Corporation - Common Stock	$444.200	0,31%	2.220	$63.485	Naik ×2
BNDX Vanguard Total International Bond ETF	$439.201	0,31%	9.069	$-552.156	Turun ×2
CGNG Capital Group New Geography Equity ETF	$431.013	0,30%	11.506	$-587.433	Turun ×1
BBMC J.P. Morgan Exchange-Traded Fund Trust	$422.011	0,30%	3.319	$62.198
GOOGL Alphabet Inc. - Class A Common Stock	$409.546	0,29%	1.146	$80.002
VXF Vanguard Extended Market ETF	$406.000	0,29%	1.649	$66.224	Turun ×2
VBK Vanguard Morningstar Small-Cap Growth ETF	$372.103	0,26%	1.018	$48.393	Turun ×2
UNH UnitedHealth Group Incorporated Common Stock (DE)	$371.573	0,26%	894	$104.501	Turun ×2
DGRO iShares Trust	$371.124	0,26%	4.897	$-416.207	Turun ×1
DFNM Dimensional ETF Trust	$367.076	0,26%	7.594	$-232.816	Turun ×1
JQUA JPMorgan U.S. Quality Factor ETF	$351.931	0,25%	4.869	$53.364
JVAL J.P. Morgan Exchange-Traded Fund Trust	$331.492	0,23%	5.653	$55.286
SCHD SCHWAB STRATEGIC TRUST	$321.220	0,23%	10.130	$-391.812	Turun ×1
VYM Vanguard High Dividend Yield ETF	$318.331	0,23%	2.014	$-360.022	Turun ×1
EFA iShares Trust	$300.836	0,21%	2.896	$10.417	Turun ×1
GOVT iShares Trust	$267.440	0,19%	11.740	$-175.319	Turun ×1
IEMG iShares, Inc.	$266.993	0,19%	3.223	$34.795	Turun ×1
META Meta Platforms, Inc. - Class A Common Stock	$259.677	0,18%	461	$2.218	Naik ×2
AMZN Amazon.com, Inc. - Common Stock	$258.361	0,18%	1.084	$-7.600	Turun ×2
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$255.817	0,18%	4.988	$-73.848	Turun ×1
VMBS Vanguard Mortgage-Backed Securities ETF	$237.730	0,17%	5.079	$-71.248	Turun ×1
DYNF BlackRock ETF Trust	$233.750	0,17%	3.437	$22.498	Turun ×2
VUG Vanguard Morningstar Growth ETF	$217.073	0,15%	2.520	$-525.033	Naik ×1
Tidak ada hasil

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
IVV	Beli lebih banyak	+17K	+$14.2M
AGG	Beli lebih banyak	+49K	+$4.8M
JCPB	Beli lebih banyak	+86K	+$4.0M
AVDE	Beli lebih banyak	+42K	+$3.9M
JGRO	Beli lebih banyak	+35K	+$3.9M
JIRE	Beli lebih banyak	+42K	+$3.7M
CGBL	Dipangkas	-103K	-$3.3M
VT	Dipangkas	-23K	-$3.0M
BKAG	Beli lebih banyak	+64K	+$2.7M
JAVA	Beli lebih banyak	+28K	+$2.5M

1 position hidden — reported move looks larger than the position itself (data completeness check)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
SGOV	30 Juni 2026	18.872	$1.899.656	0,0%
AMP	30 Juni 2026	2.580	$1.146.552	6,9%
CGSD	31 Maret 2026	29.443	$765.811
VGSH	31 Maret 2026	11.377	$668.172
SHYG	30 Juni 2026	9.433	$399.110
SHV	30 Juni 2026	2.339	$258.202
VTIP	30 Juni 2026	4.887	$244.106
COST	30 Juni 2026	203	$202.275	-2,0%
JPM	31 Maret 2026	590	$190.109	13,2%
BRO	31 Maret 2026	2.377	$189.447	-7,8%
CGCV	31 Maret 2026	5.866	$178.854
IGV	31 Maret 2026	1.595	$168.576	37,2%
CWB	31 Maret 2026	1.826	$162.879
HEI-A (diajukan sebagai HEIA)	31 Maret 2026	625	$157.769	Tidak lagi dilacak
IEI	31 Maret 2026	1.289	$153.842
V	31 Maret 2026	437	$153.260	20,8%
BX	31 Maret 2026	934	$143.966	-4,8%
IMKTA	31 Maret 2026	2.000	$137.100	-4,7%
ORCL	31 Maret 2026	596	$116.166	-1,0%
HD	31 Maret 2026	320	$110.113	-14,3%
SPIB	31 Maret 2026	3.165	$107.008
JNJ	31 Maret 2026	504	$104.303	4,4%
JNK	31 Maret 2026	1.051	$102.168	-3,5%
TLH	31 Maret 2026	943	$95.875
ROP	31 Maret 2026	210	$93.477	0,6%
USMV	31 Maret 2026	949	$89.355
ADSK	31 Maret 2026	300	$88.803	-7,1%
TSM	31 Maret 2026	283	$86.000	41,5%
SO	31 Maret 2026	969	$84.497	-13,0%
SPY	31 Maret 2026	117	$79.785	Tidak lagi dilacak
GS	31 Maret 2026	88	$77.352	5,9%
GE	31 Maret 2026	239	$73.619	8,7%
SPGI	31 Maret 2026	134	$70.026	-9,1%
KO	31 Maret 2026	973	$68.023	12,3%
IGSB	31 Maret 2026	1.260	$66.629
ETN	31 Maret 2026	199	$63.383	22,4%
MBB	31 Maret 2026	663	$63.130
WCN	31 Maret 2026	360	$63.130	-5,7%
AXP	31 Maret 2026	170	$62.892	-0,2%
CME	31 Maret 2026	223	$60.898	-10,2%
SHEL	31 Maret 2026	810	$59.519	2,8%
ET	31 Maret 2026	3.550	$58.540	Tidak lagi dilacak
IJK	31 Maret 2026	596	$57.740	9,9%
BRK-B (diajukan sebagai BRKB)	31 Maret 2026	110	$55.292	Tidak lagi dilacak
LQD	31 Maret 2026	498	$54.874
VCIT	31 Maret 2026	650	$54.441
IJJ	31 Maret 2026	412	$54.215	6,0%
SPTL	31 Maret 2026	2.047	$54.186	-10,0%
PFE	31 Maret 2026	2.125	$52.913	-2,5%
MRK	31 Maret 2026	489	$51.472	16,1%
XOM	31 Maret 2026	425	$51.144	-3,8%
ISRG	31 Maret 2026	90	$50.972	-13,6%
NBIS	31 Maret 2026	532	$50.376	128,6%
BLK	31 Maret 2026	47	$50.305	10,0%
BSX	31 Maret 2026	523	$49.868	-31,5%
CARR	31 Maret 2026	915	$48.349	-2,8%
EPD	31 Maret 2026	1.508	$48.346	-3,8%
UPS	31 Maret 2026	473	$46.917	-5,9%
VIS	31 Maret 2026	149	$44.459
CSCO	31 Maret 2026	570	$43.907	44,7%
AMT	31 Maret 2026	250	$43.893	-6,5%
TRV	31 Maret 2026	149	$43.219	22,8%
MA	31 Maret 2026	75	$42.816	12,5%
AVGO	31 Maret 2026	123	$42.571	15,6%
PCAR	31 Maret 2026	380	$41.613	-5,9%
NEE	31 Maret 2026	500	$40.140	-18,0%
EUFN	31 Maret 2026	1.075	$39.872
GD	31 Maret 2026	117	$39.389	-3,6%
MDLZ	31 Maret 2026	722	$38.865	0,7%
DHR	31 Maret 2026	163	$37.314	14,2%
VIRT	31 Maret 2026	1.100	$36.652	40,0%
EMR	31 Maret 2026	270	$35.834	23,2%
ACN	31 Maret 2026	127	$34.074	-0,5%
ADP	31 Maret 2026	130	$33.440	27,6%
APH	31 Maret 2026	243	$32.839	-30,9%
VGT	31 Maret 2026	43	$32.413	47,6%
BKNG	31 Maret 2026	6	$32.131	-7,9%
COF	31 Maret 2026	131	$31.749	6,5%
CVX	31 Maret 2026	205	$31.244	-1,3%
PG	31 Maret 2026	206	$29.522	0,6%
MDT	31 Maret 2026	305	$29.298	0,3%
MPLX	31 Maret 2026	545	$29.087	-0,6%
UL	31 Maret 2026	444	$29.038	4,8%
PM	31 Maret 2026	180	$28.872	13,5%
ICE	31 Maret 2026	175	$28.346	-4,7%
AME	31 Maret 2026	137	$28.128	17,3%
HEI	31 Maret 2026	83	$26.859	9,9%
VIG	31 Maret 2026	122	$26.813
NVO	31 Maret 2026	501	$25.490	0,7%
DIS	31 Maret 2026	223	$25.371	6,2%
NFLX	31 Maret 2026	270	$25.315	-30,6%
FER	31 Maret 2026	386	$24.939	-20,6%
AMD	31 Maret 2026	111	$23.772	209,6%
SDY	31 Maret 2026	162	$22.544
ASTS	31 Maret 2026	296	$21.500	-29,8%
CRM	31 Maret 2026	80	$21.193	24,0%
MCD	31 Maret 2026	68	$20.783	-25,9%
TMO	31 Maret 2026	35	$20.281	34,6%
GEV	31 Maret 2026	31	$20.261	12,1%
WMB	31 Maret 2026	330	$19.836	-2,7%
TSLA	31 Maret 2026	44	$19.788	1,0%
MPC	31 Maret 2026	120	$19.516	75,8%
CTSH	31 Maret 2026	224	$18.592	-4,4%
SCZ	31 Maret 2026	233	$18.064
TMUS	31 Maret 2026	86	$17.462	-21,8%
QCOM	31 Maret 2026	99	$16.934	41,8%
INTC	31 Maret 2026	454	$16.753	162,8%
SBUX	31 Maret 2026	194	$16.337	4,6%
EMHY	31 Maret 2026	404	$16.309
ABT	31 Maret 2026	119	$14.909	-3,6%
IR	31 Maret 2026	181	$14.339	-3,5%
CRDO	31 Maret 2026	98	$14.101	122,4%
KLAC	31 Maret 2026	11	$13.366	-86,3%
DG	31 Maret 2026	100	$13.277	-0,1%
PPIH	31 Maret 2026	430	$13.055	7,4%
NUTX	31 Maret 2026	79	$13.005	129,7%
IDR	31 Maret 2026	320	$12.896	Tidak lagi dilacak
TT	31 Maret 2026	33	$12.843	10,6%
TGT	31 Maret 2026	125	$12.219	25,4%
BIL	31 Maret 2026	131	$11.971
SMID	31 Maret 2026	313	$11.373	-32,4%
C	31 Maret 2026	97	$11.319	13,6%
GRRR	31 Maret 2026	1.027	$11.215	23,8%
GM	31 Maret 2026	135	$10.978	6,3%
MRVL	31 Maret 2026	129	$10.962	172,4%
NKE	31 Maret 2026	170	$10.831	-37,5%
SYK	31 Maret 2026	30	$10.544	-13,4%
CCLD	31 Maret 2026	3.543	$10.347	-43,2%
COIN	31 Maret 2026	45	$10.176	9,4%
CAT	31 Maret 2026	16	$9.166	19,4%
MS	31 Maret 2026	50	$8.876	14,2%
CMCSA	31 Maret 2026	290	$8.668	-25,2%
GILD	31 Maret 2026	70	$8.592	3,3%
VZ	31 Maret 2026	205	$8.350	-8,7%
TPC	31 Maret 2026	120	$8.042	13,6%
SAN	31 Maret 2026	679	$7.965	21,5%
ING	31 Maret 2026	281	$7.868	32,7%
BA	31 Maret 2026	36	$7.816	-3,3%
ASML	31 Maret 2026	7	$7.489	39,9%
DAKT	31 Maret 2026	361	$7.137	-8,8%
OKE	31 Maret 2026	97	$7.130	-2,7%
IMPP	31 Maret 2026	1.954	$7.074	21,7%
AMRX	31 Maret 2026	510	$6.426	64,8%
AMAT	31 Maret 2026	25	$6.425	56,6%
NAGE	31 Maret 2026	1.000	$6.360	-37,9%
FCX	31 Maret 2026	121	$6.146	23,1%
HCA	31 Maret 2026	12	$5.602	-8,9%
LIN	31 Maret 2026	13	$5.543	-3,0%
LEN-B (diajukan sebagai LENB)	31 Maret 2026	58	$5.517	Tidak lagi dilacak
VEA	31 Maret 2026	87	$5.435
LMT	31 Maret 2026	11	$5.320	-16,3%
BAC	31 Maret 2026	94	$5.170	11,3%
SCHP	31 Maret 2026	174	$4.610	-5,0%
TJX	31 Maret 2026	30	$4.608	-16,4%
SYF	31 Maret 2026	54	$4.505	4,9%
NXPI	31 Maret 2026	20	$4.342	21,8%
ARKK	31 Maret 2026	54	$4.154
COCO	31 Maret 2026	78	$4.135	20,3%
SPTM	31 Maret 2026	50	$4.126	18,1%
HMC	31 Maret 2026	139	$4.098	31,4%
BLND	31 Maret 2026	1.345	$4.089	-38,2%
UBER	31 Maret 2026	50	$4.086	-3,4%
UNP	31 Maret 2026	17	$3.933	13,6%
AON	31 Maret 2026	11	$3.882	-16,7%
CSX	31 Maret 2026	104	$3.770	14,9%
SCHW	31 Maret 2026	37	$3.697	2,9%
HWM	31 Maret 2026	17	$3.485	-0,1%
GEHC	31 Maret 2026	41	$3.363	-9,5%
MCK	31 Maret 2026	4	$3.281	4,7%
CB	31 Maret 2026	10	$3.121	1,2%
RIO	31 Maret 2026	39	$3.121	2,0%
AWI	31 Maret 2026	16	$3.058	-0,9%
AER	31 Maret 2026	21	$3.019	6,0%
TTE	31 Maret 2026	46	$3.009	-7,3%
HOOD	31 Maret 2026	25	$2.828	65,1%
ADBE	31 Maret 2026	8	$2.800	-2,4%
ANET	31 Maret 2026	20	$2.621	68,3%
CBRE	31 Maret 2026	16	$2.573	-4,6%
GSK	31 Maret 2026	52	$2.550	-15,7%
KHC	31 Maret 2026	104	$2.522	-2,5%
PGR	31 Maret 2026	11	$2.505	5,4%
DDOG	31 Maret 2026	18	$2.448	136,4%
PYPL	31 Maret 2026	40	$2.335	18,5%
BP	31 Maret 2026	66	$2.292	-5,1%
SONY	31 Maret 2026	84	$2.151	13,4%
EXE	31 Maret 2026	19	$2.097	-22,0%
RELX	31 Maret 2026	51	$2.061	1,5%
CGXU	31 Maret 2026	69	$2.039
RIVN	31 Maret 2026	100	$1.971	-5,2%
ALSN	31 Maret 2026	20	$1.958	-0,2%
RYAAY	31 Maret 2026	27	$1.949	-6,0%
SU	31 Maret 2026	42	$1.863	4,2%
DE	31 Maret 2026	4	$1.862	21,8%
MRSH	31 Maret 2026	10	$1.855	-2,5%
USCB	31 Maret 2026	100	$1.842	20,3%
DUK	31 Maret 2026	15	$1.758	-13,1%
NDAQ	31 Maret 2026	18	$1.748	6,7%
CP	31 Maret 2026	23	$1.693	7,8%
CI	31 Maret 2026	6	$1.651	1,0%
ABBV	31 Maret 2026	7	$1.599	21,0%
MICC	31 Maret 2026	99	$1.570	15,1%
AJG	31 Maret 2026	6	$1.553	4,5%
MAR	31 Maret 2026	5	$1.551	9,2%
NOW	31 Maret 2026	10	$1.532	30,1%
CTAS	31 Maret 2026	8	$1.505	14,4%
LULU	31 Maret 2026	7	$1.455	-39,9%
BUD	31 Maret 2026	22	$1.409	6,5%
COP	31 Maret 2026	15	$1.404	-4,1%
KKR	31 Maret 2026	11	$1.402	-3,9%
IBN	31 Maret 2026	46	$1.371	7,2%
ORLY	31 Maret 2026	15	$1.368	-9,9%
INTU	31 Maret 2026	2	$1.325	-33,5%
VEU	31 Maret 2026	18	$1.324
SHW	31 Maret 2026	4	$1.296	-1,2%
ZTS	31 Maret 2026	10	$1.258	-40,6%
DKNG	31 Maret 2026	35	$1.206	-8,8%
CCI	31 Maret 2026	13	$1.155	-18,9%
CPRT	31 Maret 2026	29	$1.135	-18,7%
PANW	31 Maret 2026	6	$1.105	151,8%
WAB	31 Maret 2026	5	$1.067	16,0%
ITW	31 Maret 2026	4	$985	-0,2%
SAP	31 Maret 2026	4	$972	22,2%
CCEP	31 Maret 2026	10	$907	10,6%
DXIV	31 Maret 2026	10	$651
DXUV	31 Maret 2026	9	$538
BRBR	31 Maret 2026	10	$267	-51,9%
OGN	31 Maret 2026	24	$172	128,9%