Filling information for Meridian Wealth Partners, LLC as Treemap, investor disclosed 94 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 713448108 | 713448108 | PEPSICO INC | COM | 463792 | 2504 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 322213 | 2706 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 205934 | 383 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 545094 | 3356 | |
| 360271100 | 360271100 | FULTON FINL CORP PA | COM | 208648 | 17504 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 351008 | 8448 | |
| 46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 14277358 | 228000 | |
| 464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 16179339 | 155511 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 328730 | 1844 | |
| 717081103 | 717081103 | PFIZER INC | COM | 387493 | 10564 | |
| 808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 735837 | 15941 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 982360 | 2412 | |
| 25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25520921 | 1094849 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 1258223 | 12860 | |
| 29670G102 | 29670G102 | ESSENTIAL UTILS INC | COM | 238024 | 5964 | |
| 74340W103 | 74340W103 | PROLOGIS INC. | COM | 516641 | 4213 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 1759399 | 41223 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 320516 | 2778 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 3653605 | 16586 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 666898 | 4395 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 386279 | 871 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 415936 | 1843 | |
| 783859101 | 783859101 | S & T BANCORP INC | COM | 387784 | 14262 | |
| 921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 289037 | 5154 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 915840 | 7651 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 15951344 | 118272 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1445320 | 13476 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 261938 | 666 | |
| 33739P830 | 33739P830 | FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 281769 | 14274 | |
| 931142103 | 931142103 | WALMART INC | COM | 294604 | 1874 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 17126947 | 331276 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 305362 | 1387 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 238364 | 3212 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 1161200 | 5838 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 227740 | 2299 | |
| 464288588 | 464288588 | ISHARES TR | MBS ETF | 14077135 | 150937 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 453632 | 2741 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 441555 | 3650 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 524153 | 1756 | |
| 097023105 | 097023105 | BOEING CO | COM | 277254 | 1313 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 31343186 | 293668 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 4248863 | 9533 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 55076577 | 1051682 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1037471 | 9781 | |
| 74347B425 | 74347B425 | PROSHARES TR | SHORT S&P 500 NE | 306860 | 22108 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 214245 | 4729 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1112578 | 8535 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 8503478 | 45408 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 162096 | 10713 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 44417998 | 453476 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 236274 | 2151 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 231602 | 950 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1174671 | 16160 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 1183992 | 6577 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 2436309 | 44777 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 284059 | 591 | |
| 883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 260354 | 499 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 805467 | 3077 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 515600 | 11165 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 221024 | 452 | |
| 78409V104 | 78409V104 | S&P GLOBAL INC | COM | 706369 | 1762 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 216528 | 4496 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 307089 | 1952 | |
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 746681 | 5017 | |
| 670346105 | 670346105 | NUCOR CORP | COM | 225065 | 1373 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 330005 | 3027 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 6001852 | 121766 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 523622 | 3600 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 2419446 | 7105 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 259417 | 553 | |
| 25401G106 | 25401G106 | DIGITAL MEDIA SOLUTIONS INC | COM CL A | 7597 | 23055 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 212522 | 245 | |
| 922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 1355639 | 26994 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 865820 | 3017 | |
| 646025106 | 646025106 | NEW JERSEY RES CORP | COM | 264982 | 5614 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 288885 | 2949 | |
| 493267108 | 493267108 | KEYCORP | COM | 419303 | 45379 | |
| 46432F388 | 46432F388 | ISHARES TR | MSCI USA VALUE | 12712291 | 135540 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 215760 | 4170 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 479144 | 10939 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 288066 | 3210 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 662452 | 1566 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 324399 | 1366 | |
| 203607106 | 203607106 | COMMUNITY BK SYS INC | COM | 510204 | 10883 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 15714572 | 326978 | |
| 46434G863 | 46434G863 | ISHARES INC | ESG AWR MSCI EM | 423020 | 13374 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 603996 | 4483 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1902100 | 6123 | |
| 037833100 | 037833100 | APPLE INC | COM | 6014014 | 31005 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1505047 | 20725 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 7074373 | 99597 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 85698981 | 3156500 | |
| 25434V104 | 25434V104 | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 57912471 | 1868747 | |
| 58958P104 | 58958P104 | MERIDIAN CORPORATION | COM | 1678062 | 171231 |