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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
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
DFAUDimensional Etf Trust
Recent Activity
1.65%
$2.739M
67,657 shares@ $40.5 avg price
FICOFair Isaac Corp
Recent Activity
Decreased -3.86%
1.4%
$2.325M
1,168 shares@ $1990.93 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.54%
1.22%
$2.014M
4,779 shares@ $421.51 avg price
DFGRDimensional Etf Trust
Recent Activity
Increased 2.63%
1.02%
$1.695M
66,382 shares@ $25.54 avg price
VGSRManager Directed Portfolios
Recent Activity
Increased 3.27%
0.98%
$1.62M
160,058 shares@ $10.13 avg price
DFAEDimensional Etf Trust
Recent Activity
Decreased -10.63%
0.83%
$1.366M
53,843 shares@ $25.38 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.28%
0.78%
$1.284M
7,704 shares@ $166.65 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 1.26%
0.77%
$1.267M
48,375 shares@ $26.19 avg price