Meredith Wealth Planning

Meredith Wealth Planning as of Sept. 30, 2024

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 46 positions in its portfolio as reported in the September 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) 20.9 $44M 457k 95.95
Dimensional Etf Trust Us High Profitab (DUHP) 11.2 $23M 688k 34.07
American Centy Etf Tr Avantis All Eqt (AVGV) 10.5 $22M 349k 62.77
American Centy Etf Tr Intl Smcp Vlu (AVDV) 9.5 $20M 283k 70.67
Ishares Tr Msci Usa Mmentm (MTUM) 8.2 $17M 85k 202.76
American Centy Etf Tr Emerging Mkt Val (AVES) 5.4 $11M 218k 52.14
Dimensional Etf Trust Intl High Profit (DIHP) 4.8 $10M 362k 27.70
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.3 $9.0M 208k 43.19
Ishares Tr Msci Intl Moment (IMTM) 4.2 $8.9M 220k 40.38
American Centy Etf Tr Us Eqt Etf (AVUS) 3.1 $6.4M 67k 95.15
American Centy Etf Tr Avantis All Eqt (AVGE) 1.8 $3.9M 53k 73.87
Dimensional Etf Trust Global Core Plus (DFGP) 1.3 $2.8M 51k 55.10
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $2.3M 48k 47.74
Apple (AAPL) 1.0 $2.1M 9.2k 232.99
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.0 $2.1M 24k 86.82
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $2.0M 40k 51.12
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.0 $2.0M 75k 26.87
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $2.0M 29k 67.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $1.5M 19k 79.42
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.3M 8.0k 165.84
Ea Series Trust Us Quan Value (QVAL) 0.6 $1.3M 27k 46.14
American Centy Etf Tr International Lr (AVIV) 0.5 $1.1M 20k 56.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.1M 3.9k 283.13
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.1M 20k 55.63
Microsoft Corporation (MSFT) 0.5 $1.1M 2.5k 430.29
Meta Platforms Cl A (META) 0.5 $1.1M 1.9k 572.53
Amazon (AMZN) 0.4 $838k 4.5k 186.33
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.4 $772k 15k 50.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $636k 1.2k 527.61
Dimensional Etf Trust Global Cr Etf (DGCB) 0.3 $635k 12k 54.84
NVIDIA Corporation (NVDA) 0.3 $633k 5.2k 121.44
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $602k 5.6k 107.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $548k 11k 47.85
Playags (AGS) 0.2 $489k 43k 11.39
Caterpillar (CAT) 0.2 $462k 1.2k 391.13
McDonald's Corporation (MCD) 0.2 $351k 1.2k 304.63
Ishares Core Msci Emkt (IEMG) 0.2 $327k 5.7k 57.41
Eli Lilly & Co. (LLY) 0.2 $322k 363.00 885.55
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $300k 6.2k 48.54
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $288k 12k 24.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $244k 3.8k 64.73
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $234k 5.5k 42.51
Ishares Tr Core S&p500 Etf (IVV) 0.1 $232k 403.00 576.26
Vanguard World Inf Tech Etf (VGT) 0.1 $231k 393.00 586.52
Broadcom (AVGO) 0.1 $216k 1.3k 172.50
Hbt Financial (HBT) 0.1 $210k 9.6k 21.88