Meriwether Wealth & Planning, LLC
CIK 2055554 · Holdings on Dec 31, 2024 · First reported Feb 7, 2025
Top ten holdings
Q4 2024- SCHG11.48%
- SCHV10.21%
- FBND9.97%
- BOND7.34%
- DFAS4.23%
- JPM2.63%
- BRK.B2.01%
- SPHY1.86%
- EXMOC1.61%
- SEIM1.60%
Share classes counted separately52.94%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $16.12M | 11.48% | 578.49K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $14.34M | 10.21% | 549.97K shares | Prior unavailable — | — | ↗▾ |
| 03 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $14.00M | 9.97% | 312.07K shares | Prior unavailable — | — | ↗▾ |
| 04 | BONDPIMCO ACTIVE BOND EXCHANGE-TACTIVE BD ETF View history and evidence | $10.31M | 7.34% | 114.00K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $5.94M | 4.23% | 91.27K shares | Prior unavailable — | — | ↗▾ |
| 06 | JPMJPMORGAN CHASE & CO View history and evidence | $3.69M | 2.63% | 15.38K shares | Prior unavailable — | — | ↗▾ |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $2.82M | 2.01% | 6.22K shares | Prior unavailable — | — | ↗▾ |
| 08 | SPHYSS SPDR P HIGH YIELD ETFPORTFLI HIGH YLD View history and evidence | $2.61M | 1.86% | 111.39K shares | Prior unavailable — | — | ↗▾ |
| 09 | EXMOCEXXON MOBIL CORP View history and evidence | $2.26M | 1.61% | 20.98K shares | Prior unavailable — | — | ↗▾ |
| 10 | SEIMSEI QIM US LARGE CAP MOMENTUENHANCED US LRG View history and evidence | $2.25M | 1.60% | 58.32K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2055554 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 140443361
}Research all 117 reported holdings.
This page includes 30 of 117 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 117 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2055554","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"2055554","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.