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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 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOT VANGUARD INDEX FDS 46,077.0 $13.6M 4.96% -774.0 -1.6% $294.71 +1.9%
2 VOE VANGUARD INDEX FDS 57,072.0 $11.7M 4.28% -534.0 -0.9% $205.47 +1.4%
3 SCHX SCHWAB STRATEGIC TR 325,625.0 $9.5M 3.47% -9K -2.6% $29.16 +4.1%
4 VBK VANGUARD INDEX FDS 20,989.0 $7.2M 2.64% -558.0 -2.6% $343.80 +1.6%
5 VB VANGUARD INDEX FDS 17,358.0 $5.2M 1.88% -197.0 -1.1% $296.88 +1.1%
6 DEM WISDOMTREE TR 75,590.0 $4.0M 1.47% -30K -28.7% $53.32 +7.1%
7 SCHA SCHWAB STRATEGIC TR 111,652.0 $3.8M 1.38% -7K -5.8% $33.87 +2.0%
8 SCHM SCHWAB STRATEGIC TR 92,435.0 $3.2M 1.18% -1K -1.5% $34.97 +2.5%
9 VV VANGUARD INDEX FDS 8,379.0 $2.8M 1.04% -94.0 -1.1% $339.96 +4.4%
10 IWN ISHARES TR 12,210.0 $2.7M 0.99% -1K -7.8% $222.17 +1.1%
11 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,661.0 $2.7M 0.99% -114.0 -3.0% $739.01 +4.2%
12 DSTL ETF SER SOLUTIONS 27,740.0 $1.8M 0.65% -2K -7.6% $64.39 +7.7%
13 SCHE SCHWAB STRATEGIC TR 48,148.0 $1.7M 0.63% -2K -3.5% $35.65 +5.4%
14 IWO ISHARES TR 4,187.0 $1.6M 0.57% -275.0 -6.2% $373.57 +1.1%
15 TJX TJX COS INC NEW Consumer Cyclical 8,782.0 $1.4M 0.50% -870.0 -9.0% $156.38 -15.5%
16 SCZ ISHARES TR 14,584.0 $1.2M 0.44% -506.0 -3.4% $83.28 +5.2%
17 BND VANGUARD BD INDEX FDS 12,952.0 $938K 0.34% -2K -10.4% $72.46 -0.7%
18 ICSH ISHARES TR 16,745.0 $846K 0.31% -928.0 -5.2% $50.50 -0.2%
19 TBLU TORTOISE CAPITAL SERIES TRUS 15,167.0 $777K 0.28% -344.0 -2.2% $51.21 -1.0%
20 MRK MERCK & CO INC Healthcare 4,542.0 $594K 0.22% -25.0 -0.6% $130.76 +15.0%
Page 1 of 5  ·  92 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%