Meredith Wealth Planning

Meredith Wealth Planning as of March 31, 2024

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 41 positions in its portfolio as reported in the March 2024 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) 23.3 $42M 445k 93.71
Dimensional Etf Trust Us High Profitab (DUHP) 10.2 $18M 579k 31.61
American Centy Etf Tr Intl Smcp Vlu (AVDV) 10.1 $18M 275k 65.86
American Centy Etf Tr Avantis All Eqt (AVGV) 9.7 $17M 288k 60.42
Ishares Tr Msci Usa Mmentm (MTUM) 9.2 $17M 88k 187.35
American Centy Etf Tr Emerging Mkt Val (AVES) 5.6 $10M 210k 47.39
Ishares Tr Msci Intl Moment (IMTM) 4.9 $8.7M 222k 39.23
Dimensional Etf Trust Intl High Profit (DIHP) 4.5 $8.1M 299k 26.94
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.1 $7.4M 175k 41.95
American Centy Etf Tr Us Eqt Etf (AVUS) 3.2 $5.8M 64k 89.50
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.1 $1.9M 23k 82.97
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $1.9M 41k 47.04
American Centy Etf Tr Avantis All Eqt (AVGE) 1.0 $1.8M 26k 69.82
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $1.7M 27k 63.74
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $1.7M 34k 50.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $1.6M 21k 77.31
Apple (AAPL) 0.9 $1.6M 9.2k 171.48
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.8 $1.5M 59k 24.82
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.3M 8.7k 150.93
Ea Series Trust Us Quan Value (QVAL) 0.7 $1.2M 27k 44.94
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.6 $1.1M 20k 54.43
Microsoft Corporation (MSFT) 0.6 $1.1M 2.5k 420.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.0M 4.0k 259.92
Amazon (AMZN) 0.5 $892k 4.9k 180.36
American Centy Etf Tr International Lr (AVIV) 0.5 $879k 16k 54.08
Meta Platforms Cl A (META) 0.4 $663k 1.4k 478.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $599k 14k 41.77
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $567k 5.5k 102.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $556k 1.2k 480.66
NVIDIA Corporation (NVDA) 0.3 $480k 531.00 903.52
Caterpillar (CAT) 0.2 $432k 1.2k 366.44
Playags (AGS) 0.2 $385k 43k 8.98
McDonald's Corporation (MCD) 0.2 $326k 1.2k 282.01
Ishares Core Msci Emkt (IEMG) 0.2 $299k 5.8k 51.60
Eli Lilly & Co. (LLY) 0.2 $288k 370.00 779.00
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $275k 12k 23.80
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $256k 6.2k 41.25
Ishares Tr Core S&p500 Etf (IVV) 0.1 $239k 455.00 526.03
Dimensional Etf Trust Inflation Prote (DFIP) 0.1 $227k 5.5k 41.25
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.1 $221k 4.4k 50.57
Dimensional Etf Trust Global Core Plus (DFGP) 0.1 $217k 4.1k 53.39