Meredith Wealth Planning

Meredith Wealth Planning as of March 31, 2026

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 70 positions in its portfolio as reported in the March 2026 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 $65M 592k 110.47
Dimensional Etf Trust Us High Profitab (DUHP) 11.9 $44M 1.2M 36.76
American Centy Etf Tr Avantis All Eqt (AVGV) 11.2 $42M 535k 77.54
American Centy Etf Tr Intl Smcp Vlu (AVDV) 8.5 $31M 314k 99.86
American Centy Etf Tr Avantis All Eqt (AVGE) 6.6 $25M 279k 88.02
Dimensional Etf Trust Intl High Profit (DIHP) 6.3 $23M 724k 32.22
American Centy Etf Tr Emerging Mkt Val (AVES) 4.6 $17M 286k 59.98
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.0 $15M 351k 42.22
American Centy Etf Tr Us Eqt Etf (AVUS) 3.3 $12M 110k 111.18
Dimensional Etf Trust Global Core Plus (DFGP) 2.9 $11M 198k 53.99
Ishares Tr Msci Usa Mmentm (MTUM) 2.5 $9.3M 39k 239.99
Dimensional Etf Trust Short Duration F (DFSD) 2.1 $7.7M 160k 47.88
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.5 $5.5M 65k 84.84
Ishares Tr Msci Intl Moment (IMTM) 1.1 $4.2M 87k 48.02
Ea Series Trust Alpha Architect (AAEQ) 1.0 $3.8M 81k 46.52
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.0 $3.6M 105k 33.79
NVIDIA Corporation (NVDA) 0.9 $3.3M 19k 174.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.1M 5.2k 597.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.1M 9.7k 320.80
Spdr Series Trust State Street Spd (SLYV) 0.8 $2.9M 31k 94.58
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $2.4M 49k 47.93
Dimensional Etf Trust Global Cr Etf (DGCB) 0.6 $2.3M 43k 54.13
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.1M 7.4k 287.55
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.5 $1.8M 36k 50.71
Apple (AAPL) 0.5 $1.8M 6.9k 253.79
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.7M 35k 49.89
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $1.6M 25k 62.45
American Centy Etf Tr International Lr (AVIV) 0.4 $1.4M 18k 74.83
Ea Series Trust Us Quan Value (QVAL) 0.4 $1.3M 25k 52.14
Tesla Motors (TSLA) 0.3 $1.2M 3.2k 371.75
Meta Platforms Cl A (META) 0.3 $1.1M 2.0k 572.14
Amazon (AMZN) 0.3 $1.1M 5.1k 208.28
Ea Series Trust Alpha Architect (AAUA) 0.3 $957k 20k 48.94
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $945k 24k 38.86
Microsoft Corporation (MSFT) 0.3 $944k 2.6k 370.19
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $917k 12k 77.11
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $890k 26k 33.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $837k 11k 79.27
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $791k 7.9k 100.66
Caterpillar (CAT) 0.2 $694k 980.00 708.48
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $662k 5.6k 118.45
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.2 $638k 8.4k 75.65
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $574k 1.5k 383.40
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $568k 11k 52.78
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $524k 15k 35.04
Wal-Mart Stores (WMT) 0.1 $517k 4.2k 124.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $506k 9.4k 54.05
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $443k 6.0k 73.94
Micron Technology (MU) 0.1 $426k 1.3k 337.80
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $403k 13k 30.50
Ishares Core Msci Emkt (IEMG) 0.1 $390k 5.6k 69.75
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $389k 4.2k 92.69
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $367k 4.6k 80.58
Vanguard World Inf Tech Etf (VGT) 0.1 $363k 521.00 697.38
McDonald's Corporation (MCD) 0.1 $360k 1.2k 310.76
Eli Lilly & Co. (LLY) 0.1 $327k 355.00 919.85
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $321k 6.0k 53.87
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $314k 1.4k 217.25
Ishares Tr Core S&p500 Etf (IVV) 0.1 $307k 470.00 653.70
Riot Blockchain (RIOT) 0.1 $303k 25k 12.36
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $291k 12k 24.24
Broadcom (AVGO) 0.1 $259k 836.00 309.52
Hbt Financial (HBT) 0.1 $256k 9.6k 26.72
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $244k 6.9k 35.44
Deere & Company (DE) 0.1 $226k 400.00 563.83
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $221k 1.2k 184.28
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $216k 552.00 391.66
Vanguard World Energy Etf (VDE) 0.1 $212k 1.2k 173.04
Comfort Systems USA (FIX) 0.1 $201k 146.00 1379.67
Eaton Corp SHS (ETN) 0.1 $201k 561.00 357.67