Meredith Wealth Planning

Meredith Wealth Planning as of Dec. 31, 2025

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 62 positions in its portfolio as reported in the December 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) 17.7 $60M 584k 101.98
American Centy Etf Tr Avantis All Eqt (AVGV) 10.0 $34M 460k 73.18
Dimensional Etf Trust Us High Profitab (DUHP) 9.9 $33M 876k 38.03
American Centy Etf Tr Intl Smcp Vlu (AVDV) 9.0 $30M 322k 93.97
Ishares Tr Msci Usa Mmentm (MTUM) 6.3 $21M 85k 250.31
American Centy Etf Tr Avantis All Eqt (AVGE) 6.0 $20M 233k 85.91
American Centy Etf Tr Emerging Mkt Val (AVES) 4.9 $16M 280k 58.31
Dimensional Etf Trust Intl High Profit (DIHP) 4.6 $16M 489k 31.66
Dimensional Etf Trust Core Fixed Incom (DFCF) 3.8 $13M 301k 42.56
Ishares Tr Msci Intl Moment (IMTM) 3.4 $11M 238k 47.97
American Centy Etf Tr Us Eqt Etf (AVUS) 3.0 $10M 90k 111.78
Dimensional Etf Trust Global Core Plus (DFGP) 2.1 $7.1M 132k 54.07
Dimensional Etf Trust Short Duration F (DFSD) 1.8 $6.2M 129k 47.95
Ea Series Trust Alpha Architect (AAEQ) 1.2 $4.0M 81k 49.33
NVIDIA Corporation (NVDA) 1.1 $3.8M 20k 186.50
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.0 $3.3M 104k 32.25
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.0 $3.3M 40k 82.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $3.3M 5.2k 627.08
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $3.3M 9.7k 335.27
Spdr Series Trust State Street Spd (SLYV) 0.8 $2.8M 30k 90.97
Apple (AAPL) 0.8 $2.6M 9.5k 271.85
Dimensional Etf Trust Global Cr Etf (DGCB) 0.8 $2.5M 47k 54.24
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.4M 7.7k 312.98
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $2.1M 43k 48.17
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.7M 34k 50.29
Tesla Motors (TSLA) 0.4 $1.4M 3.2k 449.72
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $1.4M 24k 59.54
American Centy Etf Tr International Lr (AVIV) 0.4 $1.3M 18k 71.23
Meta Platforms Cl A (META) 0.4 $1.2M 1.8k 660.15
Ea Series Trust Us Quan Value (QVAL) 0.4 $1.2M 25k 48.79
Amazon (AMZN) 0.4 $1.2M 5.2k 230.83
Microsoft Corporation (MSFT) 0.3 $1.1M 2.4k 483.56
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $960k 24k 39.59
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.3 $957k 19k 50.65
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $940k 12k 79.73
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $899k 12k 75.44
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $856k 26k 32.73
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $784k 7.8k 100.37
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $641k 5.6k 113.72
Wal-Mart Stores (WMT) 0.2 $622k 5.6k 111.42
Caterpillar (CAT) 0.2 $561k 980.00 572.89
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $539k 1.5k 360.13
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $537k 11k 49.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $516k 9.6k 53.76
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $496k 15k 32.89
Vanguard World Inf Tech Etf (VGT) 0.1 $392k 520.00 754.06
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $392k 13k 29.61
Ishares Core Msci Emkt (IEMG) 0.1 $384k 5.7k 67.22
Eli Lilly & Co. (LLY) 0.1 $382k 356.00 1074.21
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $358k 4.2k 85.37
McDonald's Corporation (MCD) 0.1 $355k 1.2k 305.59
Ishares Tr Core S&p500 Etf (IVV) 0.1 $321k 469.00 685.29
Riot Blockchain (RIOT) 0.1 $311k 25k 12.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $307k 1.4k 211.79
Broadcom (AVGO) 0.1 $304k 877.00 346.11
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $290k 12k 24.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $257k 512.00 502.65
Hbt Financial (HBT) 0.1 $248k 9.6k 25.85
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $243k 5.8k 41.93
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $213k 1.2k 177.37
Micron Technology (MU) 0.1 $210k 735.00 285.26
Vanguard Index Fds Large Cap Etf (VV) 0.1 $200k 636.00 314.80