Meredith Wealth Planning

Meredith Wealth Planning as of Dec. 31, 2023

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 43 positions in its portfolio as reported in the December 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) 24.8 $40M 445k 89.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 10.3 $17M 266k 62.49
Dimensional Etf Trust Us High Profitab (DUHP) 9.3 $15M 524k 28.61
American Centy Etf Tr Avantis All Eqt (AVGV) 9.0 $15M 259k 56.12
Ishares Tr Msci Usa Mmentm (MTUM) 8.7 $14M 90k 156.89
American Centy Etf Tr Emerging Mkt Val (AVES) 5.8 $9.4M 203k 45.97
Ishares Tr Msci Intl Moment (IMTM) 4.7 $7.6M 221k 34.29
Dimensional Etf Trust Intl High Profit (DIHP) 4.3 $6.9M 267k 25.66
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.0 $6.4M 151k 42.40
American Centy Etf Tr Us Eqt Etf (AVUS) 3.2 $5.1M 63k 81.55
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.2 $1.9M 23k 83.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $1.8M 24k 77.37
Apple (AAPL) 1.1 $1.8M 9.2k 192.54
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $1.6M 26k 60.43
Dimensional Etf Trust Short Duration F (DFSD) 1.0 $1.6M 33k 47.01
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.8 $1.3M 53k 24.25
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.2M 8.8k 139.69
American Centy Etf Tr Avantis All Eqt (AVGE) 0.8 $1.2M 19k 64.76
Ea Series Trust Us Quan Value (QVAL) 0.7 $1.1M 28k 40.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $1.1M 22k 51.05
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $1.0M 20k 52.33
Microsoft Corporation (MSFT) 0.6 $945k 2.5k 375.98
American Centy Etf Tr International Lr (AVIV) 0.5 $837k 16k 51.48
Amazon (AMZN) 0.5 $757k 5.0k 151.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $745k 3.1k 237.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $647k 16k 41.10
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $579k 5.6k 103.06
Meta Platforms Cl A (META) 0.3 $487k 1.4k 348.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $483k 1.1k 436.86
Boeing Company (BA) 0.3 $410k 1.6k 260.66
Caterpillar (CAT) 0.3 $405k 1.4k 295.68
Ea Series Trust Us Quan Momentum (QMOM) 0.2 $399k 8.0k 49.86
Playags (AGS) 0.2 $362k 43k 8.43
McDonald's Corporation (MCD) 0.2 $343k 1.2k 296.56
Ea Series Trust Intl Quan Value (IVAL) 0.2 $309k 12k 25.05
Ishares Core Msci Emkt (IEMG) 0.2 $304k 6.0k 50.58
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $275k 12k 23.93
NVIDIA Corporation (NVDA) 0.2 $267k 540.00 495.18
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $261k 6.2k 41.83
Eli Lilly & Co. (LLY) 0.1 $237k 406.00 583.32
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $227k 5.5k 41.28
Ishares Tr Core S&p500 Etf (IVV) 0.1 $221k 463.00 477.22
Hbt Financial (HBT) 0.1 $203k 9.6k 21.11