Meredith Wealth Planning

Meredith Wealth Planning as of March 31, 2023

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 61 positions in its portfolio as reported in the March 2023 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) 27.7 $34M 465k 74.06
Ishares Tr Msci Usa Mmentm (MTUM) 15.1 $19M 135k 139.04
American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.4 $15M 262k 58.48
Ishares Tr Msci Intl Moment (IMTM) 7.7 $9.6M 296k 32.32
American Centy Etf Tr Emerging Mkt Val (AVES) 7.3 $9.0M 212k 42.69
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.2 $3.9M 92k 42.50
Dimensional Etf Trust Us High Profitab (DUHP) 2.9 $3.5M 141k 25.14
Dimensional Etf Trust Intl High Profit (DIHP) 2.0 $2.5M 102k 24.18
American Centy Etf Tr Us Eqt Etf (AVUS) 2.0 $2.4M 34k 70.88
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $1.9M 25k 76.23
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.4 $1.8M 23k 76.18
Apple (AAPL) 1.2 $1.5M 9.1k 164.88
Ea Series Trust Us Quan Value (QVAL) 0.8 $1.0M 30k 33.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $890k 20k 44.50
Microsoft Corporation (MSFT) 0.6 $804k 2.8k 288.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $779k 19k 40.40
Alphabet Cap Stk Cl A (GOOGL) 0.6 $774k 7.5k 103.73
American Centy Etf Tr Avantis All Eqt (AVGE) 0.6 $758k 13k 57.80
Dimensional Etf Trust Short Duration F (DFSD) 0.6 $719k 15k 46.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $684k 14k 50.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $651k 3.2k 204.08
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $624k 4.2k 149.54
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $608k 11k 57.03
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $512k 5.5k 93.59
Visa Com Cl A (V) 0.4 $486k 2.2k 225.45
Johnson & Johnson (JNJ) 0.4 $467k 3.0k 155.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $461k 1.1k 409.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $433k 1.2k 375.95
Stryker Corporation (SYK) 0.3 $411k 1.4k 285.47
Pepsi (PEP) 0.3 $397k 2.2k 182.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $369k 1.2k 308.77
BlackRock 0.3 $366k 547.00 669.12
Caterpillar (CAT) 0.3 $362k 1.6k 228.84
Lowe's Companies (LOW) 0.3 $345k 1.7k 199.97
Texas Instruments Incorporated (TXN) 0.3 $317k 1.7k 185.98
Meta Platforms Cl A (META) 0.3 $317k 1.5k 211.95
Cisco Systems (CSCO) 0.2 $297k 5.7k 52.27
Deere & Company (DE) 0.2 $286k 693.00 413.01
Walt Disney Company (DIS) 0.2 $279k 2.8k 100.13
Chubb (CB) 0.2 $279k 1.4k 194.18
Ea Series Trust Intl Quan Value (IVAL) 0.2 $276k 12k 23.46
Ishares Core Msci Emkt (IEMG) 0.2 $268k 5.5k 48.79
Abbott Laboratories (ABT) 0.2 $267k 2.6k 101.24
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $266k 11k 23.82
Ea Series Trust Us Quan Momentum (QMOM) 0.2 $259k 5.7k 45.07
Accenture Plc Ireland Shs Class A (ACN) 0.2 $258k 904.00 285.81
Ishares Tr U S Equity Factr (LRGF) 0.2 $257k 6.2k 41.44
General Dynamics Corporation (GD) 0.2 $252k 1.1k 228.21
Amazon (AMZN) 0.2 $251k 2.4k 103.29
Broadridge Financial Solutions (BR) 0.2 $247k 1.7k 146.57
Raytheon Technologies Corp (RTX) 0.2 $245k 2.5k 97.93
Illinois Tool Works (ITW) 0.2 $227k 933.00 243.45
Procter & Gamble Company (PG) 0.2 $224k 1.5k 148.66
Home Depot (HD) 0.2 $223k 756.00 295.05
American Tower Reit (AMT) 0.2 $222k 1.1k 204.34
Mastercard Incorporated Cl A (MA) 0.2 $219k 602.00 363.53
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $218k 5.2k 42.13
Phillips 66 (PSX) 0.2 $215k 2.1k 101.38
United Parcel Service CL B (UPS) 0.2 $207k 1.1k 193.99
Plug Power Com New (PLUG) 0.1 $126k 11k 11.72
Ast Spacemobile Com Cl A (ASTS) 0.1 $101k 20k 5.07