MF
| |
Meristem Family Wealth, LLC13F | |
| Meristem Family Wealth, LLC | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
Meristem Family Wealth, LLC Top Holdings of 2022-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVV | Eaton Vance Ltd Duration Income Fund | 0 | 0 | Sold Out | 0.000 | -0.02% | 0.000 | -0.04% | +6.41% | 1,164.4 | Asset Management | |
AGG | iShares Core U.S. Aggregate Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.06% | 0.000 | -0.47% | +2.29% | 123,344.0 | ||
BAB | Invesco Taxable Municipal Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.06% | 0.000 | -2.31% | +1.27% | 914.0 | ||
BOND | PIMCO Active Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.03% | 0.000 | -1.06% | +2.09% | 5,441.2 | ||
DES | WisdomTree U.S. SmallCap Dividend Fund | 0 | 0 | Sold Out | 0.000 | -0.04% | 0.000 | -7.40% | -9.27% | 1,802.6 | ||
DGRO | iShares Core Dividend Growth ETF | 0 | 0 | Sold Out | 0.000 | -0.15% | 0.000 | -2.38% | +2.04% | 31,106.5 | ||
DIA | SPDR Dow Jones Industrial Average ETF | 0 | 0 | Sold Out | 0.000 | -0.29% | 0.000 | -3.04% | +0.08% | 38,427.5 | ||
DON | WisdomTree U.S. MidCap Dividend Fund | 0 | 0 | Sold Out | 0.000 | -0.05% | 0.000 | -4.37% | -3.31% | 3,584.6 | ||
DSI | iShares MSCI KLD 400 Social Index Fund | 0 | 0 | Sold Out | 0.000 | -0.07% | 0.000 | +2.03% | +0.96% | 4,501.8 | ||
DVY | iShares Select Dividend ETF | 0 | 0 | Sold Out | 0.000 | -0.19% | 0.000 | -4.44% | +0.52% | 19,306.9 |
Meristem Family Wealth, LLC's Historical Top Holdings Breakdowns
Meristem Family Wealth, LLC Total Holding History ($B)
Meristem Family Wealth, LLC's Asset Allocation
Meristem Family Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Meristem Family Wealth, LLC's Hypothetical Growth since 2022-09-30
Meristem Family Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Meristem Family Wealth, LLC News
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