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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, AVDV, AVGV, MTUM, and represent 62.51% of Meredith Wealth Planning's stock portfolio.
Added to shares of these 10 stocks: AVGV, DUHP, DFCF, DIHP, VTEB, AVDV, AVGE, DFSD, AVES, VTI.
Started 2 new stock positions in DFGP, DUSB.
Reduced shares in these 10 stocks: BA, QMOM, IVAL, MTUM, HBT, VCSH, CAT, VWO, QVAL, LLY.
Sold out of its positions in IVAL, QMOM, BA, HBT.
Meredith Wealth Planning was a net buyer of stock by $6.9M.
Meredith Wealth Planning has $179M in assets under management (AUM), dropping by 11.42%.
Central Index Key (CIK): 0001956471

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Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 41 positions in its portfolio as reported in the March 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)	23.3	$42M		445k	93.71	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	10.2	$18M	+10%	579k	31.61	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	10.1	$18M	+3%	275k	65.86	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	9.7	$17M	+11%	288k	60.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	9.2	$17M		88k	187.35	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	5.6	$10M	+3%	210k	47.39	View chart
Ishares Tr Msci Intl Moment (IMTM)	4.9	$8.7M		222k	39.23	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	4.5	$8.1M	+12%	299k	26.94	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.1	$7.4M	+16%	175k	41.95	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.2	$5.8M	+2%	64k	89.50	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	1.1	$1.9M		23k	82.97	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.1	$1.9M	+24%	41k	47.04	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	1.0	$1.8M	+39%	26k	69.82	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$1.7M	+2%	27k	63.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$1.7M	+52%	34k	50.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$1.6M	-10%	21k	77.31	View chart
Apple (AAPL)	0.9	$1.6M		9.2k	171.48	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.8	$1.5M	+12%	59k	24.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.3M		8.7k	150.93	View chart
Ea Series Trust Us Quan Value (QVAL)	0.7	$1.2M	-3%	27k	44.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.1M		20k	54.43	View chart
Microsoft Corporation (MSFT)	0.6	$1.1M		2.5k	420.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.0M	+27%	4.0k	259.92	View chart
Amazon (AMZN)	0.5	$892k		4.9k	180.36	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$879k		16k	54.08	View chart
Meta Platforms Cl A (META)	0.4	$663k		1.4k	478.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$599k	-8%	14k	41.77	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$567k		5.5k	102.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$556k	+4%	1.2k	480.66	View chart
NVIDIA Corporation (NVDA)	0.3	$480k		531.00	903.52	View chart
Caterpillar (CAT)	0.2	$432k	-13%	1.2k	366.44	View chart
Playags (AGS)	0.2	$385k		43k	8.98	View chart
McDonald's Corporation (MCD)	0.2	$326k		1.2k	282.01	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$299k	-3%	5.8k	51.60	View chart
Eli Lilly & Co. (LLY)	0.2	$288k	-8%	370.00	779.00	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$275k		12k	23.80	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$256k		6.2k	41.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$239k		455.00	526.03	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$227k		5.5k	41.25	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$221k	NEW	4.4k	50.57	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$217k	NEW	4.1k	53.39	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 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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