Fund HoldingsMERIDIAN MANAGEMENT CO

Total Portfolio Value
$393.80M
Total Bought
$42.29M
Total Sold
$15.79M
Net Transaction
+$26.50M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VANGUARD TAX-MANAGED FDS699,106731,920+32,81434,55038,6539.82%+4,103
FORTINET INC(FTNT)043,481+43,48103,3720.86%+3,372
ISHARES TR66,72168,402+1,68136,51239,45510.02%+2,944
VANGUARD INTL EQUITY INDEX F527,402541,385+13,98323,07925,9056.58%+2,826
WALMART INC(WMT)139,517147,532+8,0159,44711,9133.03%+2,466
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
270,671285,470+14,79921,63523,9086.07%+2,273
ISHARES TR125,841133,717+7,87613,42215,6403.97%+2,217
PAYPAL HLDGS INC(PYPL)81,33784,284+2,9474,7206,5771.67%+1,857
ISHARES TR160,029178,819+18,7909,36511,1442.83%+1,779
ISHARES TR54,03465,853+11,8195,0606,4611.64%+1,401
FISERV INC(FISV)30,52133,111+2,5904,5495,9481.51%+1,400
META PLATFORMS INC(META)12,61113,164+5536,3597,5351.91%+1,177
AMAZON COM INC(AMZN)26,21433,460+7,2465,0666,2351.58%+1,169
ISHARES TR160,276165,327+5,05116,62517,7064.50%+1,081
CORPAY INC(CPAY)21,18421,384+2005,6446,6881.70%+1,044
GENERAC HLDGS INC(GNRC)33,60033,934+3344,4435,3911.37%+949
ISHARES TR95,937100,756+4,81910,24411,1302.83%+886
CENTENE CORP DEL(CNC)64,72167,371+2,6504,2915,0721.29%+781
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)10,93011,200+2703,3774,1481.05%+771
APPLE INC(AAPL)33,65733,724+677,0897,8582.00%+769
KEYSIGHT TECHNOLOGIES INC(KEYS)20,90422,225+1,3212,8593,5320.90%+674
VANGUARD INDEX FDS053,269+53,269014,0543.57%+14,054
SCHWAB STRATEGIC TR0282,760+282,760014,5623.70%+14,562
SALESFORCE INC(CRM)21,59622,424+8285,5526,1381.56%+585
QUANTA SVCS INC11,25011,311+612,8593,3720.86%+514
THERMO FISHER SCIENTIFIC INC(TMO)5,6105,703+933,1023,5280.90%+425
COCA COLA CO(KO)28,57130,367+1,7961,8192,1820.55%+364
INTERNATIONAL BUSINESS MACHS(IBM)7,4677,471+41,2911,6520.42%+360
VISA INC(V)15,52416,006+4824,0744,4011.12%+326
ALIGN TECHNOLOGY INC15,18915,665+4763,6673,9841.01%+317
EPAM SYS INC(EPAM)21,88022,231+3514,1164,4251.12%+309
BRISTOL-MYERS SQUIBB CO(BMY)28,10128,283+1821,1671,4630.37%+296
RTX CORPORATION(RTX)12,62112,617-41,2671,5290.39%+262
CARRIER GLOBAL CORPORATION(CARR)12,31712,347+307779940.25%+217
VANGUARD INDEX FDS02,205+2,20502150.05%+215
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
03,266+3,26602120.05%+212
ISHARES INC
CORE MSCI EMKT
03,688+3,68802120.05%+212
GE AEROSPACE(GE)5,0925,153+618099720.25%+162
GXO LOGISTICS INCORPORATED(GXO)51,62652,732+1,1062,6072,7460.70%+139
ULTA BEAUTY INC(ULTA)12,07712,316+2394,6604,7921.22%+132
LOCKHEED MARTIN CORP(LMT)1,0661,06604986230.16%+125
SCHWAB STRATEGIC TR11,56112,042+4818991,0180.26%+119
REGIONS FINANCIAL CORP NEW(RF)36,12336,071-527248420.21%+118
ISHARES TR
INTL EQTY FACTOR
0395,975+395,975012,4453.16%+12,445
GE VERNOVA INC(GEV)1,2711,266-52183230.08%+105
ISHARES TR9,3549,35403,4103,5110.89%+102
MURPHY USA INC(MUSA)2,4012,452+511,1271,2090.31%+82
AFLAC INC(AFL)2,8022,822+202503150.08%+65
VANGUARD INDEX FDS4,1204,127+76617200.18%+60
CSX CORP(CSX)54,63254,628-41,8271,8860.48%+59
ISHARES TR8,1008,10009621,0180.26%+55
JPMORGAN CHASE & CO.(JPM)4,4524,531+799019550.24%+55
ABBVIE INC(ABBV)1,2541,328+742152620.07%+47
VANGUARD INDEX FDS2,5852,540-451,2931,3400.34%+47
VANGUARD WHITEHALL FDS4,8554,85505766220.16%+47
EXXON MOBIL CORP5,8476,136+2896737190.18%+46
OTIS WORLDWIDE CORP(OTIS)6,1246,104-205896340.16%+45
BERKSHIRE HATHAWAY INC DEL613630+172492900.07%+41
NVIDIA CORPORATION(NVDA)5,2055,624+4196436830.17%+40
INVESCO QQQ TR3,3403,361+211,6001,6400.42%+40
ISHARES TR2,1282,12804324700.12%+38
ISHARES TR
CORE MSCI EAFE
7,0117,01105095470.14%+38
ISHARES TR5,2005,20005746100.15%+36
ISHARES TR
CORE HIGH DV ETF
4,0004,00004354700.12%+36
MICROSOFT CORP(MSFT)2,1972,360+1639821,0160.26%+34
VANGUARD INDEX FDS1,6441,648+43583910.10%+33
PFIZER INC(PFE)25,62025,891+2717177490.19%+32
GOLDMAN SACHS GROUP INC(GS)638646+82893200.08%+32
SPDR DOW JONES INDL AVERAGE(DIA)89089003483770.10%+28
BROADCOM INC(AVGO)1751,786+1,6112813080.08%+27
VANGUARD INDEX FDS2,1582,122-365776010.15%+24
ISHARES TR7,2727,27206736960.18%+23
ISHARES TR5,0005,00003063250.08%+19
BANK OZK LITTLE ROCK ARK(OZK)6,4936,537+442662810.07%+15
L3HARRIS TECHNOLOGIES INC(LHX)94394302122240.06%+13
HOME BANCSHARES INC(HOMB)8,7738,216-5572102230.06%+12
COMSTOCK RES INC(CRK)15,86615,909+431651770.04%+12
ISHARES TR
CORE DIV GRWTH
3,6313,518-1132092210.06%+11
ISHARES TR9,2009,20001,3851,3950.35%+10
ISHARES TR1,4211,42103053130.08%+8
ISHARES U S ETF TR
SHOR DURA BD ETF
6,9006,90003473540.09%+6
INVESCO EXCH TRADED FD TR II5,7395,741+22372420.06%+5
ISHARES TR2,4652,46502012050.05%+4
PEPSICO INC(PEP)2,0241,973-513343360.09%+2
ISHARES TR
FLTG RATE NT ETF
7,4307,43003803790.10%-0
ISHARES TR6,0035,640-3633083030.08%-5
SPDR SER TR
ST STR BLO 1 ETF
9,3169,260-568558500.22%-5
FEDEX CORP(FDX)1,2111,216+53633330.08%-30
IMMUNITYBIO INC(IBRX)10,0000-10,000630-63
SCHWAB STRATEGIC TR53,30248,900-4,4022,6002,4740.63%-125
FS CREDIT OPPORTUNITIES CORP(FSCO)27,7100-27,7101770-177
SPDR SER TR
ST STR BL 12 ETF
9,0786,853-2,2259026820.17%-220
MERCK & CO INC(MRK)1,8420-1,8422280-228
ALPHABET INC(GOOG)30,32431,701+1,3775,5625,3001.35%-262
UNITED CMNTY BKS BLAIRSVLE G(UCB)10,9240-10,9242780-278
DIAMONDBACK ENERGY INC(FANG)20,45720,883+4264,0953,6000.91%-495
TEXAS PACIFIC LAND CORPORATI(TPL)4,0742,562-1,5122,9912,2670.58%-725
CHARLES RIV LABS INTL INC(CRL)9,2800-9,2801,9170-1,917
DOLLAR GEN CORP NEW(DG)22,8250-22,8253,0180-3,018
SCHWAB CHARLES CORP(SCHW)43,7560-43,7563,2240-3,224
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