Meredith Wealth Planning

Meredith Wealth Planning as of Sept. 30, 2025

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 63 positions in its portfolio as reported in the September 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 $58M 583k 99.53
Dimensional Etf Trust Us High Profitab (DUHP) 10.5 $33M 876k 37.77
American Centy Etf Tr Avantis All Eqt (AVGV) 10.1 $32M 455k 70.34
American Centy Etf Tr Intl Smcp Vlu (AVDV) 9.3 $29M 329k 89.03
Ishares Tr Msci Usa Mmentm (MTUM) 6.9 $22M 85k 256.45
American Centy Etf Tr Emerging Mkt Val (AVES) 5.1 $16M 278k 57.37
Dimensional Etf Trust Intl High Profit (DIHP) 4.6 $14M 474k 30.39
American Centy Etf Tr Avantis All Eqt (AVGE) 4.2 $13M 161k 83.41
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.9 $12M 290k 42.76
Ishares Tr Msci Intl Moment (IMTM) 3.6 $11M 234k 47.88
American Centy Etf Tr Us Eqt Etf (AVUS) 3.2 $10M 92k 108.70
Dimensional Etf Trust Global Core Plus (DFGP) 1.6 $5.2M 93k 55.57
Dimensional Etf Trust Short Duration F (DFSD) 1.5 $4.8M 99k 48.19
NVIDIA Corporation (NVDA) 1.2 $3.7M 20k 186.58
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $3.2M 41k 78.90
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $3.2M 9.7k 328.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $3.1M 5.1k 612.42
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.0 $3.0M 100k 30.54
Dimensional Etf Trust Global Cr Etf (DGCB) 0.9 $2.8M 50k 55.45
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.9 $2.7M 31k 88.65
Apple (AAPL) 0.8 $2.6M 10k 254.63
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.9M 7.8k 243.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.7M 34k 50.07
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.5M 15k 100.70
Tesla Motors (TSLA) 0.5 $1.4M 3.2k 444.72
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $1.4M 24k 58.21
Amazon (AMZN) 0.4 $1.4M 6.3k 219.57
Meta Platforms Cl A (META) 0.4 $1.3M 1.8k 734.56
American Centy Etf Tr International Lr (AVIV) 0.4 $1.2M 18k 67.44
Microsoft Corporation (MSFT) 0.4 $1.2M 2.3k 517.91
Ea Series Trust Us Quan Value (QVAL) 0.4 $1.1M 25k 46.65
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.3 $962k 19k 50.78
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $931k 19k 47.98
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $923k 12k 79.93
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $922k 24k 38.57
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $885k 12k 73.46
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $811k 26k 31.38
Wal-Mart Stores (WMT) 0.2 $676k 6.6k 103.07
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $616k 5.6k 110.58
Caterpillar (CAT) 0.2 $563k 1.2k 477.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $548k 10k 54.18
Ea Series Trust Alpha Architect (AAUS) 0.2 $512k 9.5k 53.99
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $497k 11k 46.12
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $488k 1.5k 326.36
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $474k 15k 31.84
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $418k 17k 25.19
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $385k 13k 29.11
Riot Blockchain (RIOT) 0.1 $381k 20k 19.03
Ishares Core Msci Emkt (IEMG) 0.1 $378k 5.7k 65.92
McDonald's Corporation (MCD) 0.1 $357k 1.2k 303.83
Vanguard World Inf Tech Etf (VGT) 0.1 $352k 472.00 746.19
Ishares Tr Core S&p500 Etf (IVV) 0.1 $314k 469.00 669.03
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $309k 4.0k 76.45
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $308k 1.5k 208.71
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $287k 12k 24.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $283k 563.00 502.74
Eli Lilly & Co. (LLY) 0.1 $271k 355.00 762.31
Broadcom (AVGO) 0.1 $252k 764.00 329.91
Hbt Financial (HBT) 0.1 $242k 9.6k 25.20
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $241k 5.7k 42.08
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $221k 1.3k 174.58
Eaton Corp SHS (ETN) 0.1 $210k 561.00 374.25
JPMorgan Chase & Co. (JPM) 0.1 $204k 648.00 315.43