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Portfolio (Quarterly) Guide ↗

Meramec Financial Planners, LLC

· CIK 0002100778
13F Portfolio $252M AUM 551 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 58 Added 102 Reduced 34 Exited
Page 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 38,322.0 $18.2M 7.22% +3K +7.4% $474.73 -74.9%
2 IWD ISHARES TR 60,475.0 $13.7M 5.45% +4K +6.3% $227.29 +6.8%
3 VUG VANGUARD INDEX FDS 24,811.0 $12.2M 4.85% +243.0 +1.0% $492.58 -83.2%
4 SCHX SCHWAB STRATEGIC TR 334,399.0 $9.3M 3.71% +4K +1.3% $27.96 +3.0%
5 NEAR ISHARES U S ETF TR 99,376.0 $5.1M 2.01% +2K +2.0% $50.97 -0.5%
6 SCHG SCHWAB STRATEGIC TR 125,599.0 $4.1M 1.62% +4K +3.3% $32.54 +0.8%
7 SF STIFEL FINL CORP Financial Services 37,533.0 $3.1M 1.22% +13K +50.0% $81.66 -15.2%
8 SCHF SCHWAB STRATEGIC TR 76,020.0 $2.0M 0.81% +2K +3.2% $26.76 +2.4%
9 SCHV SCHWAB STRATEGIC TR 45,978.0 $1.5M 0.58% +3K +6.3% $32.09 +7.5%
10 VNQ VANGUARD INDEX FDS 11,606.0 $1.1M 0.45% +180.0 +1.6% $97.03 +1.7%
11 BND VANGUARD BD INDEX FDS 14,455.0 $1.1M 0.42% +858.0 +6.3% $74.01 -0.5%
12 XLE SELECT SECTOR SPDR TR 18,530.0 $1.0M 0.41% +116.0 +0.6% $55.07 -2.2%
13 ICSH ISHARES TR 17,673.0 $894K 0.35% +685.0 +4.0% $50.59 -0.0%
14 IVW ISHARES TR 6,364.0 $813K 0.32% +38.0 +0.6% $127.71 +3.8%
15 ABT ABBOTT LABORATORIES Healthcare 3,349.0 $322K 0.13% +18.0 +0.5% $96.00 -2.0%
16 T AT&T INC Communication Services 10,304.0 $270K 0.11% +445.0 +4.5% $26.18 -13.2%
17 HON HONEYWELL INTL INC Industrials 1,090.0 $250K 0.10% +6.0 +0.6% $229.74 +1.1%
18 HDV ISHARES TR 1,607.0 $214K 0.09% +10.0 +0.6% $133.42 -79.1%
19 IJJ ISHARES TR 1,235.0 $176K 0.07% +10.0 +0.8% $142.36 +3.7%
20 JNK SPDR SERIES TRUST 1,566.0 $152K 0.06% +62.0 +4.1% $96.98 -0.8%
Page 1 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.1%
Financial Services 22.1%
Healthcare 10.3%
Industrials 8.0%
Consumer Cyclical 7.7%
Consumer Defensive 6.8%
Communication Services 4.6%
Energy 3.2%
Utilities 2.6%
Real Estate 0.9%