Titelia

Holdings of Merited Wealth, LLC

72 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.7 % of the equity sleeve

Sector breakdown

  • Funds 14.7 %
  • Technology 3.1 %
  • Industrials 2.8 %
  • Financials 1.1 %
  • Communication 1.1 %
  • Health care 1.0 %
  • Consumer staples 0.7 %
  • Consumer discretionary 0.2 %
  • Unattributed 75.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US72107.3M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 16,07310.5M $
2iShares Core U.S. Aggregate Bond ETF 59,7425.9M $
3Jpmorgan Core Plus Bond Etf 107,0085M $
4Vanguard Total World Stock ETF 35,6724.9M $
5Avantis International Equity ETF 48,7524.1M $
6CAPITAL GROUP GLOBAL EQUITY ETF 133,7104.1M $
7Capital Group Growth ETF 78,7093.2M $
8CAPITAL GROUP DIVIDEND GROWERS ETF 88,1083.2M $
9Lennar Corp 34,9003M $
10Dimensional ETF Trust 76,6273M $
11Vanguard Mega Cap Growth ETF 7,6672.8M $
12JPMorgan International Research Enhanced Equity ETF 36,7092.8M $
13J.P. MORGAN EXCHANGE-TRADED FUND TRUST 23,1932.7M $
14Capital Group Dividend Value ETF 62,0032.6M $
15Capital Group Core Bond ETF 99,0302.6M $
16Dimensional ETF Trust 35,6732.5M $
17JPMorgan Active Growth ETF 29,5952.5M $
18CAPITAL GROUP CORE EQUITY ETF 64,6242.5M $
19Capital Group Global Growth Equity ETF 71,0252.4M $
20J.P. MORGAN EXCHANGE-TRADED FUND TRUST 31,2332.2M $
21Vanguard World Fund 13,6122M $
22iShares Trust 18,8721.9M $
23Apple Inc 6,4621.6M $
24Capital Group Core Plus Income ETF 66,8771.5M $
25JPMorgan BetaBuilders International Equity ETF 18,5881.4M $
26PIMCO Enhanced Short Maturity 12,9581.3M $
27Ameriprise Financial Inc 2,5801.1M $
28Vanguard Large-Cap ETF 3,5841.1M $
29Capital Group New Geography Equity ETF 32,2601M $
30Vanguard Charlotte Funds 20,632991.4K $
31BlackRock ETF Trust II 18,835978.1K $
32Microsoft Corp 2,389884.3K $
33iShares Trust 10,086832.8K $
34Eli Lilly & Co 905832.4K $
35JPMorgan ActiveBuilders Emerging Markets Equity ETF 15,289795.5K $
36Vanguard S&P 500 ETF 1,322790K $
37iShares Core Dividend Growth ETF 11,219787.3K $
38Vanguard Growth ETF 1,699742.1K $
39Schwab US Dividend Equity ETF 23,241713K $
40Vanguard Index Funds 3,189692.8K $
41Vanguard High Dividend Yield E 4,580678.4K $
42iShares 5-10 Year Investment Grade Corporate Bond ETF 11,854630.9K $
43Vanguard Index Funds 3,349617.2K $
44DFA Dimensional National Municipal Bond ETF 12,516599.9K $
45Walmart Inc 4,725587.2K $
46Alphabet Inc 1,929553.4K $
47Millrose Properties Inc 19,722552.2K $
48Vanguard Mid-Cap Growth ETF 2,064531.2K $
49iShares Morningstar Growth ETF 5,129489.7K $
50iShares Core MSCI International Developed Markets ETF 5,777482.8K $
51Dimensional U S Targeted Value ETF 7,295455.6K $
52Micron Technology Inc 1,312443.2K $
53iShares Trust 19,326442.8K $
54iShares MSCI USA Momentum Factor ETF 1,721413K $
55iShares 0-5 Year High Yield Corporate Bond ETF 9,433399.1K $
56NVIDIA Corp 2,183380.7K $
57JPMorgan BetaBuilders US Mid Cap Equity ETF 3,319359.8K $
58Vanguard Extended Market ETF 1,651339.8K $
59iShares Broad USD Investment Grade Corporate Bond ETF 6,435329.7K $
60Alphabet Inc 1,146329.5K $
61Vanguard Index Funds 1,071323.7K $
62Vanguard Scottsdale Funds 6,581309K $
63iShares MSCI EAFE ETF 2,990290.4K $
64iShares Trust 5,882271.7K $
65UnitedHealth Group Inc 987267.1K $
66Amazon.com Inc 1,277266K $
67iShares 0-1 Year Treasury Bond ETF 2,339258.2K $
68Meta Platforms Inc 450257.5K $
69Vanguard Malvern Funds 4,887244.1K $
70iShares Core MSCI Emerging Markets ETF 3,329232.2K $
71BlackRock ETF Trust 3,631211.3K $
72Costco Wholesale Corp 203202.3K $