Meredith Wealth Planning

Meredith Wealth Planning as of Sept. 30, 2026

Portfolio Holdings for Meredith Wealth Planning

Meredith Wealth Planning holds 80 positions in its portfolio as reported in the September 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 $69M 587k 117.77
American Centy Etf Tr Avantis All Eqt (AVGV) 14.3 $57M 679k 84.36
American Centy Etf Tr Intl Smcp Vlu (AVDV) 8.6 $34M 314k 109.38
American Centy Etf Tr Avantis All Eqt (AVGE) 7.6 $30M 308k 98.34
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 6.8 $27M 480k 56.66
Dimensional Etf Trust Intl High Profit (DIHP) 6.0 $24M 719k 33.69
American Centy Etf Tr Emerging Mkt Val (AVES) 4.7 $19M 290k 65.13
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 4.1 $16M 313k 51.93
American Centy Etf Tr Us Eqt Etf (AVUS) 3.6 $14M 111k 128.09
Ishares Tr Msci Usa Mmentm (MTUM) 3.0 $12M 38k 317.34
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.8 $11M 194k 57.56
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 2.1 $8.2M 177k 46.47
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.5 $6.1M 68k 90.11
Ishares Tr Msci Intl Moment (IMTM) 1.1 $4.6M 87k 52.63
NVIDIA Corporation (NVDA) 1.0 $4.1M 18k 228.38
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 1.0 $3.9M 96k 41.14
Spdr Series Trust ST STR SP600SM C (SLYV) 0.8 $3.1M 31k 102.15
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.8 $3.1M 77k 40.12
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.6M 7.4k 344.06
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.6 $2.5M 33k 75.72
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $2.5M 55k 46.03
Ea Series Trust Alpha Architect (AAEQ) 0.6 $2.4M 45k 54.87
Apple (AAPL) 0.6 $2.4M 7.3k 333.01
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 0.5 $2.1M 42k 50.49
American Centy Etf Tr International Lr (AVIV) 0.5 $2.0M 25k 79.63
Dimensional Etf Trust Us Targeted Vlu 0.4 $1.7M 25k 66.44
Ea Series Trust Us Quan Value (QVAL) 0.4 $1.5M 25k 58.36
Micron Technology (MU) 0.4 $1.4M 1.4k 1065.06
Kraneshares Trust Mount Lucas Etf (KMLM) 0.4 $1.4M 46k 31.09
Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.3 $1.4M 3.7k 374.24
Dimensional Etf Trust Global Cr Etf (DGCB) 0.3 $1.3M 25k 51.91
Microsoft Corporation (MSFT) 0.3 $1.3M 2.5k 513.00
Meta Platforms Cl A (META) 0.3 $1.3M 1.7k 725.01
Amazon (AMZN) 0.3 $1.2M 5.0k 249.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.2M 37k 32.53
Tesla Motors (TSLA) 0.3 $1.2M 3.3k 354.81
Ea Series Trust Alpha Architect (AAUA) 0.3 $1.1M 20k 58.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 1.6k 700.94
Dimensional Etf Trust Us Cor Equ 2 Etf 0.3 $1.1M 24k 44.45
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $986k 27k 37.02
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $904k 1.5k 608.85
Ishares Tr 0-3 Mth Treasury (SGOV) 0.2 $805k 8.0k 100.67
Caterpillar (CAT) 0.2 $778k 959.00 810.81
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $759k 15k 50.21
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $701k 5.5k 128.10
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $649k 12k 55.86
Ishares Tr Core Div Grwth (DGRO) 0.2 $608k 8.1k 75.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $556k 9.4k 59.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $554k 6.5k 84.97
Ea Series Trust Alpha Architect (AAUB) 0.1 $536k 10k 51.27
Vanguard World Inf Tech Etf (VGT) 0.1 $525k 4.2k 125.66
Vanguard Index Fds MRNGSTR SML CP V (VBR) 0.1 $472k 2.0k 231.03
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $441k 13k 33.31
Ishares Core Msci Emkt (IEMG) 0.1 $427k 5.3k 81.16
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $418k 6.0k 69.82
Riot Blockchain (RIOT) 0.1 $405k 20k 20.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $400k 3.2k 125.26
Wal-Mart Stores (WMT) 0.1 $392k 3.8k 103.91
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $392k 4.2k 94.03
Eli Lilly & Co. (LLY) 0.1 $380k 328.00 1158.36
Schwab Strategic Tr Core Bond Etf (SCCR) 0.1 $363k 15k 24.32
Comfort Systems USA (FIX) 0.1 $346k 209.00 1656.29
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $345k 4.2k 82.18
Hbt Financial (HBT) 0.1 $339k 9.6k 35.37
Ishares Tr Core S&p500 Etf (IVV) 0.1 $339k 443.00 765.21
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $317k 6.0k 53.24
Hut 8 Corp (HUT) 0.1 $317k 3.7k 86.10
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $315k 7.3k 43.29
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $284k 12k 24.12
McDonald's Corporation (MCD) 0.1 $268k 1.2k 230.85
Vanguard Wellesley Income Target Maturity (VBCA) 0.1 $260k 3.4k 75.44
Broadcom (AVGO) 0.1 $254k 724.00 351.19
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $248k 4.9k 50.25
Eaton Corp SHS (ETN) 0.1 $242k 564.00 429.71
Vanguard Index Fds Mrngstr Md Cp Va (VOE) 0.1 $234k 1.2k 195.53
Deere & Company (DE) 0.1 $226k 336.00 671.28
Vanguard Index Fds Mrngstr Lrg Cap (VV) 0.1 $224k 636.00 351.85
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $216k 6.9k 31.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $214k 430.00 497.95
Vanguard World Energy Etf (VDE) 0.1 $211k 1.2k 172.16