Meredith Wealth Planning

Meredith Wealth Planning as of June 30, 2024

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 44 positions in its portfolio as reported in the June 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) 21.2 $41M 451k 89.72
Dimensional Etf Trust Us High Profitab (DUHP) 11.1 $21M 664k 31.99
American Centy Etf Tr Avantis All Eqt (AVGV) 10.6 $20M 344k 58.90
American Centy Etf Tr Intl Smcp Vlu (AVDV) 9.5 $18M 281k 64.95
Ishares Tr Msci Usa Mmentm (MTUM) 8.8 $17M 86k 194.87
American Centy Etf Tr Emerging Mkt Val (AVES) 5.4 $10M 213k 48.75
Dimensional Etf Trust Intl High Profit (DIHP) 4.7 $8.9M 338k 26.32
Ishares Tr Msci Intl Moment (IMTM) 4.5 $8.6M 222k 38.69
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.1 $7.9M 190k 41.54
American Centy Etf Tr Us Eqt Etf (AVUS) 3.2 $6.1M 67k 90.19
Dimensional Etf Trust Short Duration F (DFSD) 1.4 $2.6M 55k 47.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $2.0M 40k 50.11
American Centy Etf Tr Avantis All Eqt (AVGE) 1.0 $2.0M 28k 69.32
Apple (AAPL) 1.0 $1.9M 9.2k 210.61
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.0 $1.8M 24k 78.31
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $1.8M 29k 62.26
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.9 $1.8M 68k 26.02
Dimensional Etf Trust Global Core Plus (DFGP) 0.9 $1.7M 33k 52.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.6M 20k 77.27
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.4M 8.0k 182.15
Microsoft Corporation (MSFT) 0.6 $1.2M 2.7k 446.97
Ea Series Trust Us Quan Value (QVAL) 0.6 $1.2M 27k 42.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.0M 3.9k 267.53
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.0M 20k 51.87
Meta Platforms Cl A (META) 0.5 $940k 1.9k 504.27
American Centy Etf Tr International Lr (AVIV) 0.5 $871k 17k 52.44
Amazon (AMZN) 0.5 $869k 4.5k 193.25
NVIDIA Corporation (NVDA) 0.3 $652k 5.3k 123.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $554k 1.1k 500.09
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $542k 5.6k 97.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $521k 12k 43.76
Vanguard Index Fds Growth Etf (VUG) 0.3 $502k 1.3k 374.06
Playags (AGS) 0.3 $493k 43k 11.50
Caterpillar (CAT) 0.2 $393k 1.2k 333.11
Eli Lilly & Co. (LLY) 0.2 $336k 371.00 904.58
Ishares Core Msci Emkt (IEMG) 0.2 $314k 5.9k 53.53
Dimensional Etf Trust Inflation Prote (DFIP) 0.2 $297k 7.3k 40.84
McDonald's Corporation (MCD) 0.2 $293k 1.2k 254.94
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $277k 12k 23.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $235k 4.8k 49.42
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $230k 4.8k 47.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $227k 3.8k 60.30
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $223k 5.5k 40.78
Ishares Tr Core S&p500 Etf (IVV) 0.1 $220k 401.00 547.29