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  Name: Meritas Wealth Management LLC
  City: LARKSPUR
  State: CA
  Zip: 94939
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $143,660,000
  Total Value Change : $10,318,000
  Securities Held Change : -1
   
All Securities Held : 49
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 15
  Unchanged Positions : 16
  Decreased Positions : 15

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VGSR)1 Year Chart         VGSR Vert Global Sustainable Rea... 21 New $0.00 $1,112,000 113,427 0.77% 1,112,000 113,427 0.126    N/A
   (FTNT)1 Year Chart         FTNT Fortinet Inc 45 New $58.16 $226,000 3,303 0.16% 226,000 3,303 0    Computer Peripherals
   (GOOG)1 Year Chart         GOOG Alphabet Inc 47 New $170.29 $206,000 1,350 0.14% 206,000 1,350 0    Search Engines & Info...

      3 Records Found
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