Meredith Wealth Planning

Meredith Wealth Planning as of March 31, 2025

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 51 positions in its portfolio as reported in the March 2025 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) 18.4 $42M 480k 87.17
Dimensional Etf Trust Us High Profitab (DUHP) 11.1 $25M 761k 33.14
American Centy Etf Tr Avantis All Eqt (AVGV) 10.6 $24M 395k 60.77
American Centy Etf Tr Intl Smcp Vlu (AVDV) 9.4 $21M 306k 69.74
Ishares Tr Msci Usa Mmentm (MTUM) 7.4 $17M 83k 202.13
Dimensional Etf Trust Intl High Profit (DIHP) 5.0 $11M 425k 26.94
American Centy Etf Tr Emerging Mkt Val (AVES) 4.9 $11M 236k 47.16
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.5 $10M 240k 42.06
Ishares Tr Msci Intl Moment (IMTM) 4.0 $9.1M 229k 39.94
American Centy Etf Tr Avantis All Eqt (AVGE) 3.2 $7.2M 101k 71.19
American Centy Etf Tr Us Eqt Etf (AVUS) 2.7 $6.2M 67k 92.38
Dimensional Etf Trust Global Core Plus (DFGP) 1.5 $3.4M 64k 53.43
Dimensional Etf Trust Short Duration F (DFSD) 1.3 $2.9M 61k 47.52
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.5M 9.1k 274.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $2.4M 4.6k 513.91
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.0 $2.2M 88k 25.22
Apple (AAPL) 1.0 $2.2M 9.8k 222.12
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $2.1M 42k 49.62
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $2.1M 31k 66.27
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.9 $2.0M 25k 78.40
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.9 $1.9M 19k 100.67
Dimensional Etf Trust Global Cr Etf (DGCB) 0.8 $1.8M 35k 53.17
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.3M 8.2k 154.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.3M 16k 78.94
Ea Series Trust Us Quan Value (QVAL) 0.5 $1.2M 28k 42.65
American Centy Etf Tr International Lr (AVIV) 0.5 $1.2M 21k 56.68
Amazon (AMZN) 0.5 $1.1M 5.7k 190.26
Meta Platforms Cl A (META) 0.5 $1.1M 1.9k 576.47
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $1.0M 20k 51.49
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.4 $984k 19k 50.73
Microsoft Corporation (MSFT) 0.4 $901k 2.4k 375.45
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $728k 12k 62.10
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $543k 5.6k 97.48
NVIDIA Corporation (NVDA) 0.2 $524k 4.8k 108.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $474k 11k 45.26
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $409k 16k 25.15
Caterpillar (CAT) 0.2 $389k 1.2k 329.81
McDonald's Corporation (MCD) 0.2 $361k 1.2k 312.26
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $316k 1.5k 211.47
Ishares Core Msci Emkt (IEMG) 0.1 $311k 5.8k 53.97
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $309k 6.5k 47.57
Eli Lilly & Co. (LLY) 0.1 $300k 363.00 826.44
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $289k 12k 24.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $281k 527.00 532.58
Ishares Tr Core S&p500 Etf (IVV) 0.1 $262k 466.00 562.29
UnitedHealth (UNH) 0.1 $258k 493.00 523.33
Vanguard World Inf Tech Etf (VGT) 0.1 $255k 471.00 542.00
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $232k 5.6k 41.39
Wal-Mart Stores (WMT) 0.1 $231k 2.6k 87.79
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $220k 2.4k 91.75
Hbt Financial (HBT) 0.1 $215k 9.6k 22.41