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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
DFSVDimensional Etf Trust
Recent Activity
Increased 5.82%
0.73%
$1.21M
39,299 shares@ $30.78 avg price
DFAIDimensional Etf Trust
Recent Activity
0.71%
$1.171M
40,093 shares@ $29.21 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.02%
0.66%
$1.086M
5,481 shares@ $198.19 avg price
IVVIshares Tr
Recent Activity
Decreased -5.91%
0.53%
$880,643
1,496 shares@ $588.67 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.51%
0.52%
$850,356
3,876 shares@ $219.4 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.75%
0.51%
$839,475
1,852 shares@ $453.29 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 28.49%
0.5%
$816,388
16,644 shares@ $49.05 avg price
WMTWalmart Inc
Recent Activity
Decreased -4.25%
0.37%
$610,043
6,752 shares@ $90.35 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
0.36%
$595,810
2,805 shares@ $212.41 avg price
DISDisney Walt Co
Recent Activity
0.34%
$562,540
5,052 shares@ $111.35 avg price