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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 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOT VANGUARD INDEX FDS 46,851.0 $13.4M 5.31% -2K -3.5% $285.71 +4.5%
2 VOE VANGUARD INDEX FDS 57,606.0 $11.1M 4.41% -3K -4.8% $193.14 +3.1%
3 AAPL APPLE INC Technology 37,453.0 $10.2M 4.06% -344.0 -0.9% $273.05 +3.9%
4 VBR VANGUARD INDEX FDS 34,669.0 $8.1M 3.21% -2K -4.6% $233.28 +4.1%
5 VBK VANGUARD INDEX FDS 21,547.0 $7.3M 2.89% -1K -4.7% $338.11 +5.8%
6 IVV ISHARES TR 10,088.0 $7.2M 2.85% -640.0 -6.0% $712.11 +2.9%
7 IEFA ISHARES TR 63,548.0 $6.2M 2.45% -4K -6.5% $97.04 -1.6%
8 VO VANGUARD INDEX FDS 18,607.0 $5.7M 2.28% -665.0 -3.5% $308.43 -74.1%
9 DEM WISDOMTREE TR 106,014.0 $5.6M 2.20% -13K -10.9% $52.37 +1.3%
10 VB VANGUARD INDEX FDS 17,555.0 $5.0M 1.99% -2K -10.7% $286.17 +4.7%
11 EFG ISHARES TR 39,699.0 $4.8M 1.92% -1K -3.2% $121.72 +0.0%
12 EFV ISHARES TR 53,313.0 $4.2M 1.66% -2K -3.8% $78.34 -2.9%
13 SCHA SCHWAB STRATEGIC TR 118,536.0 $3.8M 1.52% -6K -4.7% $32.42 +9.5%
14 SCHM SCHWAB STRATEGIC TR 93,826.0 $3.2M 1.26% -4K -3.6% $33.93 +6.7%
15 IEMG ISHARES INC 38,927.0 $3.0M 1.20% -3K -6.8% $77.54 +4.8%
16 VV VANGUARD INDEX FDS 8,473.0 $2.8M 1.09% -710.0 -7.7% $325.74 +3.3%
17 IWN ISHARES TR 13,245.0 $2.7M 1.09% -308.0 -2.3% $207.59 +6.7%
18 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,775.0 $2.7M 1.06% -1K -22.3% $708.69 +3.0%
19 IWB ISHARES TR 5,594.0 $2.2M 0.86% -996.0 -15.1% $388.51 +3.1%
20 DSTL ETF SER SOLUTIONS 30,009.0 $1.8M 0.72% -4K -12.0% $60.63 -0.8%
Page 1 of 6  ·  102 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%