Meredith Wealth Planning

Meredith Wealth Planning as of June 30, 2026

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 74 positions in its portfolio as reported in the June 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) 17.3 $73M 588k 124.76
American Centy Etf Tr Avantis All Eqt (AVGV) 12.3 $52M 613k 85.02
Dimensional Etf Trust Us High Prof Etf (DUHP) 11.7 $50M 1.2M 41.73
American Centy Etf Tr Intl Smcp Vlu (AVDV) 7.7 $33M 318k 103.05
American Centy Etf Tr Avantis All Eqt (AVGE) 7.0 $30M 297k 99.10
Dimensional Etf Trust Intl High Profit (DIHP) 5.9 $25M 730k 34.12
American Centy Etf Tr Emerging Mkt Val (AVES) 4.5 $19M 289k 65.60
Dimensional Etf Trust Core Fixe In Etf (DFCF) 3.7 $16M 376k 42.21
American Centy Etf Tr Us Eqt Etf (AVUS) 3.4 $14M 111k 128.08
Ishares Tr Msci Usa Mmentm (MTUM) 3.1 $13M 39k 342.83
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 2.9 $12M 228k 54.46
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 2.0 $8.6M 181k 47.75
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.4 $5.8M 65k 89.20
Ishares Tr Msci Intl Moment (IMTM) 1.1 $4.6M 87k 53.33
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.1 $4.5M 104k 42.77
Ea Series Trust Alpha Architect (AAEQ) 1.0 $4.3M 81k 53.19
NVIDIA Corporation (NVDA) 0.9 $3.8M 19k 200.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.5M 5.1k 686.86
Spdr Series Trust ST STR SP600SM C (SLYV) 0.8 $3.4M 31k 109.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.1M 8.5k 370.03
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.7M 7.5k 357.39
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $2.7M 56k 48.33
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.6 $2.4M 32k 75.68
Dimensional Etf Trust Global Cr Etf (DGCB) 0.5 $2.2M 39k 54.67
Apple (AAPL) 0.5 $2.1M 7.2k 289.36
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 0.5 $1.9M 38k 50.78
American Centy Etf Tr International Lr (AVIV) 0.4 $1.9M 25k 77.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.4 $1.8M 25k 69.90
Micron Technology (MU) 0.3 $1.4M 1.3k 1154.55
Ea Series Trust Us Quan Value (QVAL) 0.3 $1.4M 25k 55.45
Tesla Motors (TSLA) 0.3 $1.3M 3.2k 420.60
Amazon (AMZN) 0.3 $1.3M 5.3k 238.35
Ea Series Trust Alpha Architect (AAUA) 0.3 $1.1M 20k 56.92
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.3 $1.1M 24k 44.36
Meta Platforms Cl A (META) 0.2 $1.0M 1.8k 563.37
Caterpillar (CAT) 0.2 $1.0M 958.00 1064.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.0M 12k 85.49
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $981k 1.5k 655.89
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $975k 27k 36.84
Microsoft Corporation (MSFT) 0.2 $934k 2.5k 372.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $821k 10k 79.03
Ishares Tr 0-3 Mth Treasury (SGOV) 0.2 $798k 7.9k 100.67
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $755k 5.5k 136.68
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.1 $582k 15k 38.79
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $581k 11k 54.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $558k 9.4k 59.69
Riot Blockchain (RIOT) 0.1 $550k 20k 27.38
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $533k 552.00 964.75
Vanguard World Inf Tech Etf (VGT) 0.1 $498k 4.2k 119.51
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $460k 13k 34.81
Wal-Mart Stores (WMT) 0.1 $442k 3.9k 113.27
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $441k 6.0k 73.66
Hut 8 Corp (HUT) 0.1 $425k 3.7k 115.44
Ishares Core Msci Emkt (IEMG) 0.1 $425k 5.1k 82.84
Eli Lilly & Co. (LLY) 0.1 $418k 348.00 1200.10
Comfort Systems USA (FIX) 0.1 $415k 209.00 1983.47
Ishares Tr Core S&p500 Etf (IVV) 0.1 $402k 536.00 749.51
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $400k 4.1k 96.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $352k 1.4k 242.99
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $333k 4.2k 79.42
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $316k 6.0k 53.08
McDonald's Corporation (MCD) 0.1 $314k 1.2k 270.34
Hbt Financial (HBT) 0.1 $307k 9.6k 31.99
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $306k 6.1k 50.30
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $294k 12k 24.22
Broadcom (AVGO) 0.1 $264k 700.00 377.76
Deere & Company (DE) 0.1 $254k 401.00 633.74
Vanguard Wellesley Income Target Maturity (VBCA) 0.1 $250k 3.3k 75.67
Eaton Corp SHS (ETN) 0.1 $239k 561.00 426.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $237k 1.2k 197.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $233k 466.00 500.39
Vanguard Index Fds Large Cap Etf (VV) 0.1 $219k 636.00 343.91
Vanguard Wellington Us Momentum (VFMO) 0.0 $211k 845.00 249.37
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $208k 6.9k 30.17