Meredith Wealth Planning
- SEC CIK
- 0001956471
- Latest filing
- Jul 24, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 1, 2023. Long positions only.
- Positions
- 60
- No filing for Q3 2022
- Portfolio value
- $116.1M
- No filing for Q3 2022
Meredith Wealth Planning did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072877 | US SML CP VALU | 442,574 | $33.0M | 28.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 124,358 | $18.1M | 15.6% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 245,073 | $13.6M | 11.7% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 295,761 | $9.12M | 7.9% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 187,599 | $7.69M | 6.6% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 123,747 | $2.97M | 2.6% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 70,549 | $2.93M | 2.5% | – | – | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 21,222 | $2.42M | 2.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 28,494 | $2.14M | 1.8% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 97,068 | $2.14M | 1.8% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 23,352 | $1.73M | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 9,238 | $1.20M | 1.0% | – | – | History |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 37,308 | $1.09M | 0.9% | – | – | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 30,283 | $974.0K | 0.8% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 20,034 | $880.5K | 0.8% | – | – | – |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 27,598 | $843.1K | 0.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,182 | $747.7K | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,019 | $724.1K | 0.6% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,654 | $698.6K | 0.6% | – | – | – |
| BABoeing Co | Stock | 3,657 | $696.6K | 0.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 7,150 | $630.8K | 0.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 3,075 | $543.2K | 0.5% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,175 | $539.2K | 0.5% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,467 | $499.2K | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,139 | $435.6K | 0.4% | – | – | History |
| VVisa Inc. | Stock | 1,989 | $413.1K | 0.4% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,161 | $408.0K | 0.4% | – | – | – |
| BLKBlackRock, Inc. | COM | 562 | $398.3K | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,201 | $397.6K | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,194 | $368.8K | 0.3% | – | – | History |
| SYKStryker Corp | Stock | 1,474 | $360.4K | 0.3% | – | – | History |
| CATCaterpillar Inc | Stock | 1,455 | $348.6K | 0.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,724 | $343.5K | 0.3% | – | – | History |
| CBChubb Ltd | Stock | 1,528 | $337.1K | 0.3% | – | – | History |
| ACNAccenture plc | Stock | 1,247 | $332.8K | 0.3% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,276 | $310.6K | 0.3% | – | – | – |
| TXNTexas Instruments Inc | Stock | 1,792 | $296.1K | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 2,665 | $292.6K | 0.3% | – | – | History |
| DEDeere & Co | Stock | 656 | $281.2K | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 5,484 | $261.3K | 0.2% | – | – | History |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,112 | $259.7K | 0.2% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 4,820 | $256.4K | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,483 | $256.1K | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 808 | $255.4K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 2,481 | $250.4K | 0.2% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 1,008 | $250.1K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 466 | $247.0K | 0.2% | – | – | History |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 11,207 | $245.6K | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,599 | $242.3K | 0.2% | – | – | History |
| iShares Tr46434V282 | U S EQUITY FACTR | 6,205 | $242.1K | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 2,667 | $231.7K | 0.2% | – | – | History |
| AMTAmerican Tower Corp | REIT | 1,086 | $230.1K | 0.2% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,684 | $225.9K | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,848 | $222.4K | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 636 | $221.2K | 0.2% | – | – | History |
| PSXPhillips 66 | Stock | 2,121 | $220.8K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,603 | $218.7K | 0.2% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,445 | $209.6K | 0.2% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 869 | $207.7K | 0.2% | – | – | History |
| PLUGPlug Power Inc | Stock | 10,605 | $131.2K | 0.1% | – | – | History |