Meredith Wealth Planning

Meredith Wealth Planning as of Dec. 31, 2022

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 60 positions in its portfolio as reported in the December 2022 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) 28.4 $33M 443k 74.51
Ishares Tr Msci Usa Mmentm (MTUM) 15.6 $18M 124k 145.93
American Centy Etf Tr Intl Smcp Vlu (AVDV) 11.7 $14M 245k 55.35
Ishares Tr Msci Intl Moment (IMTM) 7.9 $9.1M 296k 30.83
American Centy Etf Tr Emerging Mkt Val (AVES) 6.6 $7.7M 188k 40.98
Dimensional Etf Trust Us High Profitab (DUHP) 2.6 $3.0M 124k 24.01
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.5 $2.9M 71k 41.52
Vanguard Wellington Us Momentum (VFMO) 2.1 $2.4M 21k 114.06
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $2.1M 29k 75.19
Dimensional Etf Trust Intl High Profit (DIHP) 1.8 $2.1M 97k 22.05
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.5 $1.7M 23k 74.22
Apple (AAPL) 1.0 $1.2M 9.2k 129.93
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.9 $1.1M 37k 29.11
Ea Series Trust Us Quan Value (QVAL) 0.8 $974k 30k 32.16
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $881k 20k 43.95
Kraneshares Tr Kfa Mount Lucas (KMLM) 0.7 $843k 28k 30.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $748k 19k 38.98
Microsoft Corporation (MSFT) 0.6 $724k 3.0k 239.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $699k 3.7k 191.18
Boeing Company (BA) 0.6 $697k 3.7k 190.49
Alphabet Cap Stk Cl A (GOOGL) 0.5 $631k 7.2k 88.23
Johnson & Johnson (JNJ) 0.5 $543k 3.1k 176.65
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $539k 4.2k 129.16
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $499k 5.5k 91.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $436k 1.1k 382.43
Visa Com Cl A (V) 0.4 $413k 2.0k 207.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $408k 1.2k 351.39
BlackRock 0.3 $398k 562.00 708.63
Pepsi (PEP) 0.3 $398k 2.2k 180.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $369k 1.2k 308.90
Stryker Corporation (SYK) 0.3 $360k 1.5k 244.49
Caterpillar (CAT) 0.3 $349k 1.5k 239.56
Lowe's Companies (LOW) 0.3 $344k 1.7k 199.24
Chubb (CB) 0.3 $337k 1.5k 220.60
Accenture Plc Ireland Shs Class A (ACN) 0.3 $333k 1.2k 266.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $311k 6.3k 49.49
Texas Instruments Incorporated (TXN) 0.3 $296k 1.8k 165.21
Abbott Laboratories (ABT) 0.3 $293k 2.7k 109.79
Deere & Company (DE) 0.2 $281k 656.00 428.61
Cisco Systems (CSCO) 0.2 $261k 5.5k 47.64
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $260k 11k 23.37
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $256k 4.8k 53.19
Ishares Core Msci Emkt (IEMG) 0.2 $256k 5.5k 46.70
Home Depot (HD) 0.2 $255k 808.00 316.04
Raytheon Technologies Corp (RTX) 0.2 $250k 2.5k 100.92
General Dynamics Corporation (GD) 0.2 $250k 1.0k 248.11
UnitedHealth (UNH) 0.2 $247k 466.00 530.02
Ea Series Trust Intl Quan Value (IVAL) 0.2 $246k 11k 21.91
Procter & Gamble Company (PG) 0.2 $242k 1.6k 151.54
Ishares Tr U S Equity Factr (LRGF) 0.2 $242k 6.2k 39.01
Walt Disney Company (DIS) 0.2 $232k 2.7k 86.88
American Tower Reit (AMT) 0.2 $230k 1.1k 211.86
Broadridge Financial Solutions (BR) 0.2 $226k 1.7k 134.13
Meta Platforms Cl A (META) 0.2 $222k 1.8k 120.34
Mastercard Incorporated Cl A (MA) 0.2 $221k 636.00 347.78
Phillips 66 (PSX) 0.2 $221k 2.1k 104.08
Amazon (AMZN) 0.2 $219k 2.6k 84.00
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $210k 1.4k 145.07
Automatic Data Processing (ADP) 0.2 $208k 869.00 238.96
Plug Power Com New (PLUG) 0.1 $131k 11k 12.37