Meredith Wealth Planning

Meredith Wealth Planning as of June 30, 2025

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 60 positions in its portfolio as reported in the June 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) 18.7 $52M 566k 91.10
Dimensional Etf Trust Us High Profitab (DUHP) 10.6 $29M 825k 35.56
American Centy Etf Tr Avantis All Eqt (AVGV) 10.0 $28M 422k 65.23
American Centy Etf Tr Intl Smcp Vlu (AVDV) 9.5 $26M 331k 79.28
Ishares Tr Msci Usa Mmentm (MTUM) 7.6 $21M 87k 240.32
American Centy Etf Tr Emerging Mkt Val (AVES) 5.3 $15M 271k 53.55
Dimensional Etf Trust Intl High Profit (DIHP) 4.7 $13M 435k 29.49
American Centy Etf Tr Avantis All Eqt (AVGE) 4.1 $11M 147k 77.48
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.1 $11M 266k 42.26
Ishares Tr Msci Intl Moment (IMTM) 3.9 $11M 238k 45.69
American Centy Etf Tr Us Eqt Etf (AVUS) 3.0 $8.3M 83k 100.82
Dimensional Etf Trust Global Core Plus (DFGP) 1.4 $3.9M 72k 54.49
Dimensional Etf Trust Short Duration F (DFSD) 1.1 $3.1M 64k 48.01
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $3.0M 9.9k 303.92
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $2.7M 36k 74.01
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.0 $2.7M 96k 28.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $2.6M 4.6k 568.03
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.9 $2.4M 30k 79.76
Dimensional Etf Trust Global Cr Etf (DGCB) 0.8 $2.1M 39k 54.23
Apple (AAPL) 0.7 $2.0M 9.8k 205.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.6M 33k 49.03
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.5M 15k 100.69
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.4M 8.2k 176.24
Meta Platforms Cl A (META) 0.5 $1.4M 1.9k 737.96
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.5 $1.3M 26k 50.75
Amazon (AMZN) 0.5 $1.3M 5.9k 219.39
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $1.3M 24k 53.96
Ea Series Trust Us Quan Value (QVAL) 0.4 $1.2M 28k 44.01
Microsoft Corporation (MSFT) 0.4 $1.2M 2.4k 497.44
American Centy Etf Tr International Lr (AVIV) 0.4 $1.1M 18k 62.24
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $929k 12k 79.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $845k 24k 35.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $832k 12k 69.09
NVIDIA Corporation (NVDA) 0.3 $783k 5.0k 158.00
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $748k 26k 29.37
Wal-Mart Stores (WMT) 0.2 $641k 6.6k 97.78
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $555k 5.6k 99.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $527k 11k 49.46
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $461k 11k 42.83
Caterpillar (CAT) 0.2 $458k 1.2k 388.22
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $437k 15k 29.43
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $420k 1.5k 278.88
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $413k 16k 25.18
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $369k 7.8k 47.43
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $366k 13k 27.67
Ishares Core Msci Emkt (IEMG) 0.1 $350k 5.8k 60.03
McDonald's Corporation (MCD) 0.1 $338k 1.2k 292.09
Vanguard World Inf Tech Etf (VGT) 0.1 $313k 471.00 663.52
Ishares Tr Core S&p500 Etf (IVV) 0.1 $290k 468.00 620.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $288k 1.5k 195.01
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $283k 12k 24.27
Eli Lilly & Co. (LLY) 0.1 $281k 360.00 780.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $268k 551.00 485.77
Hbt Financial (HBT) 0.1 $242k 9.6k 25.21
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $235k 5.7k 41.62
Riot Blockchain (RIOT) 0.1 $227k 20k 11.30
Broadcom (AVGO) 0.1 $226k 819.00 275.65
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $208k 1.3k 164.46
Deere & Company (DE) 0.1 $203k 400.00 507.89
Eaton Corp SHS (ETN) 0.1 $200k 561.00 356.99