account_balance
Investment manager · 13F filer · SEC CIK 806097
Meridian Management Co
Reported value$435Mas of Sep 30, 2026
Positions83 2 new, 3 sold out
Top 10 weight51.7%VEA alone is 10%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
9.5%
IVViShares Tr
8.0%Trimmed −2%
VCITVanguard Scottsdale FDS
7.6%
GVIiShares Tr
5.2%Trimmed −5%
IJHiShares Tr
5.0%
AGGiShares Tr
4.2%Added +2%
VWOVanguard Intl Equity Index F
4.1%
IJRiShares Tr
2.9%Trimmed −8%
IEFiShares Tr
2.7%−5%
INTFiShares Tr
2.4%−4%
IEURiShares Tr
2.1%−3%
MSFTMicrosoft Corp
2.0%+6%
VEAVanguard Tax-Managed FDS
9.5%
IVViShares Tr
8.0%Trimmed −2%
VCITVanguard Scottsdale FDS
7.6%
GVIiShares Tr
5.2%
IJHiShares Tr
5.0%
AGGiShares Tr
4.2%
VWOVanguard Intl Equity Index F
4.1%
IJR2.9%
IEF2.7%
INTF
IEUR
MSFTBoxes 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
VEA Vanguard Tax-Managed FDS 9.5% Held
IVV iShares Tr 8.0% Trimmed −2%
VCIT Vanguard Scottsdale FDS 7.6% Held
GVI iShares Tr 5.2% Trimmed −5%
IJH iShares Tr 5.0% Held
AGG iShares Tr 4.2% Added +2%
VWO Vanguard Intl Equity Index F 4.1% Held
IJR iShares Tr 2.9% Trimmed −8%
IEF iShares Tr 2.7% Trimmed −5%
INTF iShares Tr 2.4% Trimmed −4%
IEUR iShares Tr 2.1% Trimmed −3%
MSFT Microsoft Corp 2.0% Added +6%What changed
Biggest moves since Jun 30, 2026
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