Meredith Wealth Planning

Meredith Wealth Planning as of Sept. 30, 2023

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 42 positions in its portfolio as reported in the September 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) 29.6 $40M 512k 77.95
Ishares Tr Msci Usa Mmentm (MTUM) 12.8 $17M 124k 139.70
American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.8 $17M 297k 57.85
American Centy Etf Tr Emerging Mkt Val (AVES) 7.7 $10M 237k 43.44
Ishares Tr Msci Intl Moment (IMTM) 6.6 $8.9M 284k 31.48
Dimensional Etf Trust Us High Profitab (DUHP) 4.3 $5.8M 224k 25.69
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.7 $4.9M 122k 40.37
American Centy Etf Tr Us Eqt Etf (AVUS) 3.3 $4.5M 61k 73.26
Dimensional Etf Trust Intl High Profit (DIHP) 2.5 $3.4M 145k 23.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $1.8M 23k 75.15
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.2 $1.6M 22k 72.37
American Centy Etf Tr Avantis All Eqt (AVGV) 1.2 $1.6M 31k 51.20
Apple (AAPL) 1.2 $1.6M 9.2k 171.21
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $1.4M 24k 55.65
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.2M 8.8k 130.85
Dimensional Etf Trust Short Duration F (DFSD) 0.8 $1.1M 23k 46.38
Ea Series Trust Us Quan Value (QVAL) 0.8 $1.0M 28k 37.11
American Centy Etf Tr Avantis All Eqt (AVGE) 0.8 $1.0M 17k 59.02
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $913k 20k 45.69
Microsoft Corporation (MSFT) 0.6 $844k 2.7k 315.72
Dimensional Etf Trust Intl Core Equity (DFIC) 0.6 $771k 33k 23.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $754k 19k 39.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $667k 3.1k 212.43
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $662k 14k 48.10
Amazon (AMZN) 0.5 $636k 5.0k 127.12
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $489k 5.5k 89.21
Caterpillar (CAT) 0.3 $428k 1.6k 273.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $424k 1.1k 392.61
Meta Platforms Cl A (META) 0.3 $419k 1.4k 300.21
McDonald's Corporation (MCD) 0.3 $389k 1.5k 263.53
Ea Series Trust Us Quan Momentum (QMOM) 0.3 $353k 8.2k 43.12
NVIDIA Corporation (NVDA) 0.2 $301k 691.00 434.92
Ea Series Trust Intl Quan Value (IVAL) 0.2 $279k 12k 23.59
Deere & Company (DE) 0.2 $269k 713.00 377.51
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $264k 11k 23.14
Ishares Core Msci Emkt (IEMG) 0.2 $263k 5.5k 47.59
Mastercard Incorporated Cl A (MA) 0.2 $244k 616.00 395.91
Home Depot (HD) 0.2 $225k 743.00 302.17
Eli Lilly & Co. (LLY) 0.2 $218k 406.00 537.18
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $213k 5.4k 39.63
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $161k 75k 2.15
Plug Power Com New (PLUG) 0.1 $81k 11k 7.60