account_balance
Investment manager · 13F filer · SEC CIK 2100778
Meramec Financial Planners, LLC
Reported value$294Mas of Sep 30, 2026
Positions489 25 new, 86 sold out
Top 10 weight46.3%IWF alone is 7%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Tr
7.2%Added +9%
IWDiShares Tr
6.4%Added +7%
VTVVanguard Index FDS
5.7%Added +18%
VUGVanguard Index FDS
5.2%Added +22%
AAPLApple Inc.
4.3%
VOTVanguard Index FDS
4.0%Trimmed −9%
VOEVanguard Index FDS
3.9%Trimmed −4%
SCHXSchwab Strategic Tr
3.6%Added +11%
IVViShares Tr
3.1%Added +12%
VBRVanguard Index FDS
3.0%Added +2%
IEFAiShares Tr
2.4%Added +12%
VBKVanguard Index FDS
2.3%Added +3%
IWFiShares Tr
7.2%Added +9%
IWDiShares Tr
6.4%Added +7%
VTVVanguard Index FDS
5.7%Added +18%
VUGVanguard Index FDS
5.2%Added +22%
AAPLApple Inc.
4.3%
VOTVanguard Index FDS
4.0%
VOEVanguard Index FDS
3.9%
SCHXSchwab Strategic Tr
3.6%
IVViShares Tr
3.1%
VBR3.0%
IEFA
VBK2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWF iShares Tr 7.2% Added +9%
IWD iShares Tr 6.4% Added +7%
VTV Vanguard Index FDS 5.7% Added +18%
VUG Vanguard Index FDS 5.2% Added +22%
AAPL Apple Inc. 4.3% HeldVOT Vanguard Index FDS 4.0% Trimmed −9%
VOE Vanguard Index FDS 3.9% Trimmed −4%
SCHX Schwab Strategic Tr 3.6% Added +11%
IVV iShares Tr 3.1% Added +12%
VBR Vanguard Index FDS 3.0% Added +2%
IEFA iShares Tr 2.4% Added +12%
VBK Vanguard Index FDS 2.3% Added +3%
What changed
Biggest moves since Jun 30, 2026
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