Meredith Wealth Planning

Meredith Wealth Planning as of Dec. 31, 2024

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 51 positions in its portfolio as reported in the December 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) 20.2 $45M 470k 96.53
Dimensional Etf Trust Us High Profitab (DUHP) 10.9 $25M 727k 33.79
American Centy Etf Tr Avantis All Eqt (AVGV) 10.4 $23M 383k 60.98
American Centy Etf Tr Intl Smcp Vlu (AVDV) 8.7 $20M 302k 65.08
Ishares Tr Msci Usa Mmentm (MTUM) 7.8 $18M 85k 206.92
American Centy Etf Tr Emerging Mkt Val (AVES) 4.7 $11M 229k 46.20
Dimensional Etf Trust Intl High Profit (DIHP) 4.6 $10M 408k 25.23
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.3 $9.6M 231k 41.27
Ishares Tr Msci Intl Moment (IMTM) 3.8 $8.6M 231k 37.40
American Centy Etf Tr Us Eqt Etf (AVUS) 2.9 $6.5M 67k 96.93
American Centy Etf Tr Avantis All Eqt (AVGE) 2.7 $6.0M 83k 72.37
Dimensional Etf Trust Global Core Plus (DFGP) 1.5 $3.4M 64k 52.83
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $2.7M 9.4k 289.81
Dimensional Etf Trust Short Duration F (DFSD) 1.2 $2.6M 56k 46.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.5M 4.7k 538.82
Apple (AAPL) 1.1 $2.5M 10k 250.42
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.0 $2.1M 87k 24.74
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.0 $2.1M 24k 87.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.9M 38k 50.13
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.8 $1.8M 30k 61.37
Dimensional Etf Trust Global Cr Etf (DGCB) 0.8 $1.7M 33k 52.60
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.6M 8.2k 189.31
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.6 $1.4M 27k 50.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.3M 17k 78.01
Amazon (AMZN) 0.6 $1.3M 5.9k 219.39
Ea Series Trust Us Quan Value (QVAL) 0.5 $1.2M 28k 44.64
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.1M 20k 55.66
Meta Platforms Cl A (META) 0.5 $1.1M 1.9k 585.45
American Centy Etf Tr International Lr (AVIV) 0.5 $1.0M 20k 51.90
Microsoft Corporation (MSFT) 0.5 $1.0M 2.5k 421.48
NVIDIA Corporation (NVDA) 0.4 $793k 5.9k 134.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $691k 12k 58.93
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $609k 5.6k 108.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $512k 12k 44.04
Playags (AGS) 0.2 $439k 38k 11.53
Caterpillar (CAT) 0.2 $428k 1.2k 362.77
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $404k 16k 25.05
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $362k 1.5k 242.17
McDonald's Corporation (MCD) 0.2 $347k 1.2k 289.78
Ishares Core Msci Emkt (IEMG) 0.1 $301k 5.8k 52.22
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $298k 6.2k 47.77
Broadcom (AVGO) 0.1 $297k 1.3k 231.84
Vanguard World Inf Tech Etf (VGT) 0.1 $292k 470.00 621.87
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $287k 12k 23.96
Eli Lilly & Co. (LLY) 0.1 $280k 363.00 772.06
Ishares Tr Core S&p500 Etf (IVV) 0.1 $274k 465.00 588.77
Wal-Mart Stores (WMT) 0.1 $237k 2.6k 90.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $232k 512.00 453.28
Docusign (DOCU) 0.1 $231k 2.6k 89.94
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $226k 5.6k 40.57
Hbt Financial (HBT) 0.1 $210k 9.6k 21.90