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Kenneth "Kacy" Gott

@Meritas Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$166.218MTotal holdings50
Assets growth rate2.84%Assets growth rate (2-Q avg)8.42%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Meritas Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Meritas Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 166.218M in assets, with a quarterly growth rate of 2.84% and a 2-quarter average growth rate of 8.42%. The portfolio is managed by Kenneth "Kacy" Gott, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFUSDimensional Etf Trust
Recent Activity
Increased 3.39%
9.69%
$16.095M
252,464 shares@ $63.75 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 16.01%
8.35%
$13.875M
143,740 shares@ $96.53 avg price
AAPLApple Inc
Recent Activity
Increased 8.54%
6.85%
$11.376M
45,427 shares@ $250.42 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 8.02%
6.61%
$10.973M
309,282 shares@ $35.48 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 22.16%
4.6%
$7.638M
114,385 shares@ $66.78 avg price
DISVDimensional Etf Trust
Recent Activity
Increased 20.04%
3.64%
$6.039M
227,292 shares@ $26.58 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 3.79%
2.92%
$4.841M
99,981 shares@ $48.43 avg price
DIHPDimensional Etf Trust
Recent Activity
Increased 35.64%
1.96%
$3.255M
129,021 shares@ $25.23 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 31.86%
1.83%
$3.038M
42,253 shares@ $71.91 avg price
DFGRDimensional Etf Trust
Recent Activity
Increased 2.63%
1.02%
$1.695M
66,382 shares@ $25.54 avg price