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Portfolio (Quarterly) Guide ↗

Meramec Financial Planners, LLC

· CIK 0002100778
13F Portfolio $274M AUM 581 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 111 New 134 Added 92 Reduced 81 Exited
Page 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DGRO ISHARES TR 61.0 $5K 0.00% +36.0 +144.0% $78.21 +1.2%
122 UAL UNITED AIRLS HLDGS INC Industrials 30.0 $4K 0.00% +5.0 +20.0% $120.60 -7.6%
123 DAL DELTA AIR LINES INC Industrials 40.0 $3K 0.00% +30.0 +300.0% $86.67 -7.5%
124 SCHP SCHWAB STRATEGIC TR 80.0 $2K 0.00% +73.0 +1042.9% $26.02 -0.7%
125 YUMC YUM CHINA HLDGS INC Consumer Cyclical 44.0 $2K 0.00% +1.0 +2.3% $44.30 -1.6%
126 VOC VOC ENERGY TR Energy 476.0 $2K 0.00% +13.0 +2.8% $3.35 -1.8%
127 VCSH VANGUARD SCOTTSDALE FDS 20.0 $2K 0.00% +15.0 +300.0% $78.95 -1.0%
128 DRLL EA SERIES TRUST 35.0 $1K +1.0 +2.9% $37.11 +11.5%
129 SCHB SCHWAB STRATEGIC TR 44.0 $1K +40.0 +1000.0% $28.91 +2.8%
130 J P MORGAN EXCHANGE TRADED F 18.0 $892.0 +10.0 +125.0% $49.56
131 SCHR SCHWAB STRATEGIC TR 29.0 $697.0 +26.0 +866.7% $24.03 +0.9%
132 VCIT VANGUARD SCOTTSDALE FDS 8.0 $651.0 +5.0 +166.7% $81.38 -1.0%
133 KBE SPDR SERIES TRUST 7.0 $513.0 +6.0 +600.0% $73.29 -5.4%
134 PSI INVESCO EXCHANGE TRADED FD T 4.0 $495.0 +1.0 +33.3% $123.75 +9.9%
Page 7 of 7  ·  134 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 33.0%
Financial Services 21.0%
Healthcare 12.0%
Industrials 7.5%
Consumer Defensive 7.1%
Consumer Cyclical 7.1%
Energy 4.1%
Utilities 3.3%
Communication Services 3.0%
Real Estate 1.3%