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Meredith Wealth Planning

Latest statistics and disclosures from Meredith Wealth Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUV, DUHP, AVGV, AVDV, MTUM, and represent 60.37% of Meredith Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: AVGE, DFGP, DUHP, DFCF, DUSB, DIHP, DGCB, AVUV, AVGV, VGT.
Started 5 new stock positions in DGCB, VGT, DUSB, AVGO, HBT.
Reduced shares in these 10 stocks: VUG, DFSD, DFIP, VEA, MTUM, VCSH, MSFT, IMTM, VWO, IEMG.
Sold out of its positions in DFIP, VEA, VUG.
Meredith Wealth Planning was a net buyer of stock by $7.2M.
Meredith Wealth Planning has $210M in assets under management (AUM), dropping by 9.78%.
Central Index Key (CIK): 0001956471

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Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 46 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	20.9	$44M		457k	95.95	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	11.2	$23M	+3%	688k	34.07	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	10.5	$22M		349k	62.77	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	9.5	$20M		283k	70.67	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	8.2	$17M		85k	202.76	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	5.4	$11M	+2%	218k	52.14	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	4.8	$10M	+7%	362k	27.70	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.3	$9.0M	+9%	208k	43.19	View chart
Ishares Tr Msci Intl Moment (IMTM)	4.2	$8.9M		220k	40.38	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.1	$6.4M		67k	95.15	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	1.8	$3.9M	+84%	53k	73.87	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	1.3	$2.8M	+56%	51k	55.10	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$2.3M	-12%	48k	47.74	View chart
Apple (AAPL)	1.0	$2.1M		9.2k	232.99	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.0	$2.1M		24k	86.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$2.0M		40k	51.12	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	1.0	$2.0M	+9%	75k	26.87	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$2.0M		29k	67.03	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$1.5M	-5%	19k	79.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.3M		8.0k	165.84	View chart
Ea Series Trust Us Quan Value (QVAL)	0.6	$1.3M		27k	46.14	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$1.1M	+19%	20k	56.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.1M		3.9k	283.13	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.1M		20k	55.63	View chart
Microsoft Corporation (MSFT)	0.5	$1.1M	-5%	2.5k	430.29	View chart
Meta Platforms Cl A (META)	0.5	$1.1M		1.9k	572.53	View chart
Amazon (AMZN)	0.4	$838k		4.5k	186.33	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.4	$772k	NEW	15k	50.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$636k	+8%	1.2k	527.61	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.3	$635k	NEW	12k	54.84	View chart
NVIDIA Corporation (NVDA)	0.3	$633k		5.2k	121.44	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$602k		5.6k	107.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$548k	-3%	11k	47.85	View chart
Playags (AGS)	0.2	$489k		43k	11.39	View chart
Caterpillar (CAT)	0.2	$462k		1.2k	391.13	View chart
McDonald's Corporation (MCD)	0.2	$351k		1.2k	304.63	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$327k	-2%	5.7k	57.41	View chart
Eli Lilly & Co. (LLY)	0.2	$322k	-2%	363.00	885.55	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$300k	+28%	6.2k	48.54	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$288k		12k	24.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$244k		3.8k	64.73	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$234k		5.5k	42.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$232k		403.00	576.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$231k	NEW	393.00	586.52	View chart
Broadcom (AVGO)	0.1	$216k	NEW	1.3k	172.50	View chart
Hbt Financial (HBT)	0.1	$210k	NEW	9.6k	21.88	View chart

Past Filings by Meredith Wealth Planning

SEC 13F filings are viewable for Meredith Wealth Planning going back to 2022

Meredith Wealth Planning 2024 Q3 filed Oct. 18, 2024
Meredith Wealth Planning 2024 Q2 filed July 24, 2024
Meredith Wealth Planning 2024 Q1 filed April 23, 2024
Meredith Wealth Planning 2023 Q4 filed Jan. 25, 2024
Meredith Wealth Planning 2023 Q3 filed Oct. 16, 2023
Meredith Wealth Planning 2023 Q2 filed July 14, 2023
Meredith Wealth Planning 2023 Q1 filed April 24, 2023
Meredith Wealth Planning 2022 Q4 filed Feb. 1, 2023

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