Meridian Wealth Partners, LLC at 2021-06-30

Filling information for Meridian Wealth Partners, LLC as Treemap, investor disclosed 78 total holdings based on 2021-06-30 SEC fillings. A list of the exposed holdings

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Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
464288158 464288158 ISHARES TR SHRT NAT MUN ETF 10495 97334
882508104 882508104 TEXAS INSTRS INC COM 1261 6562
002824100 002824100 ABBOTT LABS COM 851 7344
46432F396 46432F396 ISHARES TR MSCI USA MMENTM 4227 24372
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 253 715
86730L109 86730L109 SUNDIAL GROWERS INC COM 11 12000
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 3933 17650
464287200 464287200 ISHARES TR CORE S&P500 ETF 3644 8476
808524201 808524201 SCHWAB STRATEGIC TR US LRG CAP ETF 24260 233341
02079K107 02079K107 ALPHABET INC CAP STK CL C 291 116
30303M102 30303M102 FACEBOOK INC CL A 912 2622
46432F388 46432F388 ISHARES TR MSCI USA VALUE 4855 46208
46434G863 46434G863 ISHARES INC ESG AWR MSCI EM 4485 99337
464287655 464287655 ISHARES TR RUSSELL 2000 ETF 7515 32765
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 307 1986
254687106 254687106 DISNEY WALT CO COM 225 1282
01609W102 01609W102 ALIBABA GROUP HLDG LTD SPONSORED ADS 247 1087
808524862 808524862 SCHWAB STRATEGIC TR SHT TM US TRES 14015 273618
921937827 921937827 VANGUARD BD INDEX FDS SHORT TRM BOND 306 3721
369604103 369604103 GENERAL ELECTRIC CO COM 295 21971
78463V107 78463V107 SPDR GOLD TR GOLD SHS 312 1886
808524839 808524839 SCHWAB STRATEGIC TR US AGGREGATE B 1035 18955
023135106 023135106 AMAZON COM INC COM 846 246
922907746 922907746 VANGUARD MUN BD FDS TAX EXEMPT BD 1108 20031
478160104 478160104 JOHNSON & JOHNSON COM 267 1618
00206R102 00206R102 AT&T INC COM 310 10747
949746101 949746101 WELLS FARGO CO NEW COM 1843 40704
46429B697 46429B697 ISHARES TR MSCI USA MIN VOL 586 7963
037833100 037833100 APPLE INC COM 3652 26663
464287150 464287150 ISHARES TR CORE S&P TTL STK 1364 13809
539830109 539830109 LOCKHEED MARTIN CORP COM 1141 3015
46625H100 46625H100 JPMORGAN CHASE & CO COM 335 2154
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 967 2457
922908751 922908751 VANGUARD INDEX FDS SMALL CP ETF 1120 4971
92538J106 92538J106 VERTEX INC CL A 201 9172
203607106 203607106 COMMUNITY BK SYS INC COM 823 10883
646025106 646025106 NEW JERSEY RES CORP COM 221 5592
437076102 437076102 HOME DEPOT INC COM 1550 4862
88160R101 88160R101 TESLA INC COM 535 787
808524508 808524508 SCHWAB STRATEGIC TR US MID-CAP ETF 9317 119034
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 953 3428
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 393 917
097023105 097023105 BOEING CO COM 299 1246
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 1385 18312
46432F834 46432F834 ISHARES TR CORE MSCI TOTAL 11297 154114
717081103 717081103 PFIZER INC COM 300 7675
30231G102 30231G102 EXXON MOBIL CORP COM 737 11677
855244109 855244109 STARBUCKS CORP COM 303 2705
464287226 464287226 ISHARES TR CORE US AGGBD ET 54677 474095
25434V401 25434V401 DIMENSIONAL ETF TRUST US EQUITY ETF 212 4496
25434V104 25434V104 DIMENSIONAL ETF TRUST US CORE EQT MKT 74115 2453319
46432F339 46432F339 ISHARES TR MSCI USA QLT FCT 16848 126800
548661107 548661107 LOWES COS INC COM 303 1564
921937835 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 374 4354
20030N101 20030N101 COMCAST CORP NEW CL A 402 7044
78409V104 78409V104 S&P GLOBAL INC COM 670 1633
713448108 713448108 PEPSICO INC COM 299 2019
58958P104 58958P104 MERIDIAN CORPORATION COM 1782 67868
02079K305 02079K305 ALPHABET INC CAP STK CL A 745 305
360271100 360271100 FULTON FINL CORP PA COM 273 17346
808524102 808524102 SCHWAB STRATEGIC TR US BRD MKT ETF 13767 132035
464288885 464288885 ISHARES TR EAFE GRWTH ETF 4517 42109
921909768 921909768 VANGUARD STAR FDS VG TL INTL STK F 299 4559
744573106 744573106 PUBLIC SVC ENTERPRISE GRP IN COM 214 3580
67066G104 67066G104 NVIDIA CORPORATION COM 275 344
742718109 742718109 PROCTER AND GAMBLE CO COM 383 2839
922908629 922908629 VANGUARD INDEX FDS MID CAP ETF 379 1597
580135101 580135101 MCDONALDS CORP COM 288 1248
464288414 464288414 ISHARES TR NATIONAL MUN ETF 36066 307733
25401G106 25401G106 DIGITAL MEDIA SOLUTIONS INC COM CL A 114 11728
194162103 194162103 COLGATE PALMOLIVE CO COM 330 4065
808524607 808524607 SCHWAB STRATEGIC TR US SML CAP ETF 226 2169
464287622 464287622 ISHARES TR RUS 1000 ETF 230 950
25434V708 25434V708 DIMENSIONAL ETF TRUST US CORE EQUITY 2 90527 3355349
921943858 921943858 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 529 10275
922042775 922042775 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 2475 39041
921937819 921937819 VANGUARD BD INDEX FDS INTERMED TERM 275 3056
594918104 594918104 MICROSOFT CORP COM 1150 4248

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