Meredith Wealth Planning

Meredith Wealth Planning as of June 30, 2023

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 39 positions in its portfolio as reported in the June 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) 30.1 $37M 476k 77.61
Ishares Tr Msci Usa Mmentm (MTUM) 14.7 $18M 126k 144.25
American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.8 $16M 273k 57.56
American Centy Etf Tr Emerging Mkt Val (AVES) 7.8 $9.6M 220k 43.65
Ishares Tr Msci Intl Moment (IMTM) 7.6 $9.3M 280k 33.20
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.8 $4.6M 111k 41.73
Dimensional Etf Trust Us High Profitab (DUHP) 3.5 $4.2M 160k 26.54
American Centy Etf Tr Us Eqt Etf (AVUS) 3.1 $3.8M 51k 75.19
Dimensional Etf Trust Intl High Profit (DIHP) 2.2 $2.6M 108k 24.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $1.8M 24k 75.66
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.2 $1.5M 19k 77.19
Apple (AAPL) 1.0 $1.3M 6.6k 193.98
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $1.2M 21k 57.40
Ea Series Trust Us Quan Value (QVAL) 0.8 $998k 29k 34.60
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $931k 20k 46.39
Dimensional Etf Trust Short Duration F (DFSD) 0.7 $857k 19k 46.35
American Centy Etf Tr Avantis All Eqt (AVGE) 0.7 $843k 14k 60.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $777k 19k 40.68
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $705k 3.2k 220.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $683k 14k 50.22
Alphabet Cap Stk Cl A (GOOGL) 0.5 $671k 5.6k 119.70
Ea Series Trust Us Quan Momentum (QMOM) 0.5 $553k 12k 46.46
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $522k 5.5k 95.08
McDonald's Corporation (MCD) 0.4 $457k 1.4k 319.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $439k 1.1k 407.31
Microsoft Corporation (MSFT) 0.3 $398k 1.2k 340.48
Caterpillar (CAT) 0.3 $389k 1.6k 246.05
Meta Platforms Cl A (META) 0.3 $373k 1.3k 282.58
Ea Series Trust Intl Quan Value (IVAL) 0.2 $282k 12k 23.80
Ea Series Trust Intl Quan Momntm (IMOM) 0.2 $268k 10k 25.81
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $265k 11k 23.48
Amazon (AMZN) 0.2 $264k 2.0k 130.36
Deere & Company (DE) 0.2 $262k 647.00 405.19
NVIDIA Corporation (NVDA) 0.2 $245k 579.00 422.89
Ishares Core Msci Emkt (IEMG) 0.2 $222k 4.5k 49.29
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $216k 5.2k 41.35
Home Depot (HD) 0.2 $216k 694.00 310.66
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $117k 27k 4.34
Plug Power Com New (PLUG) 0.1 $110k 11k 10.39