Meredith Wealth Planning
- SEC CIK
- 0001956471
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 31, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 51
- +5 vs. Q3 2024
- Portfolio value
- $224.4M
- +$14.8M (+7.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072877 | US SML CP VALU | 470,222 | $45.4M | 20.2% | +12,893+2.8% | Added | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 726,739 | $24.6M | 10.9% | +38,921+5.7% | Added | – |
| Avantis All Equity Markets Value ETF025072216 | SHS | 382,534 | $23.3M | 10.4% | +33,098+9.5% | Added | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 301,613 | $19.6M | 8.7% | +19,116+6.8% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 85,063 | $17.6M | 7.8% | −150−0.2% | Reduced | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 229,444 | $10.6M | 4.7% | +11,863+5.5% | Added | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 407,495 | $10.3M | 4.6% | +45,258+12.5% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 231,404 | $9.55M | 4.3% | +23,101+11.1% | Added | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 230,933 | $8.64M | 3.8% | +10,720+4.9% | Added | – |
| American Centy ETF Tr025072885 | US EQT ETF | 67,306 | $6.52M | 2.9% | −140−0.2% | Reduced | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 82,919 | $6.00M | 2.7% | +30,450+58.0% | Added | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 63,989 | $3.38M | 1.5% | +12,959+25.4% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,363 | $2.71M | 1.2% | +5,440+138.7% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 55,785 | $2.62M | 1.2% | +7,523+15.6% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,680 | $2.52M | 1.1% | +3,474+288.1% | Added | – |
| AAPLApple Inc. | Stock | 10,069 | $2.52M | 1.1% | +886+9.6% | Added | History |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 86,519 | $2.14M | 1.0% | +11,710+15.7% | Added | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 24,449 | $2.13M | 1.0% | +614+2.6% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 37,933 | $1.90M | 0.8% | −1,987−5.0% | Reduced | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 29,777 | $1.83M | 0.8% | +513+1.8% | Added | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 32,614 | $1.72M | 0.8% | +21,031+181.6% | Added | – |
| GOOGLAlphabet Inc. | Stock | 8,211 | $1.55M | 0.7% | +259+3.3% | Added | History |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 26,896 | $1.36M | 0.6% | +11,684+76.8% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,955 | $1.32M | 0.6% | −2,126−11.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 5,880 | $1.29M | 0.6% | +1,384+30.8% | Added | History |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 27,615 | $1.23M | 0.5% | +274+1.0% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 19,808 | $1.10M | 0.5% | −26−0.1% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 1,873 | $1.10M | 0.5% | +15+0.8% | Added | History |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 20,117 | $1.04M | 0.5% | +211+1.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,463 | $1.04M | 0.5% | −40−1.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 5,908 | $793.4K | 0.4% | +698+13.4% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 11,720 | $690.7K | 0.3% | +7,948+210.7% | Added | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,606 | $608.9K | 0.3% | +16+0.3% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,618 | $511.7K | 0.2% | +172+1.5% | Added | – |
| AGSPlayAGS, Inc. | COM | 38,100 | $439.3K | 0.2% | −4,790−11.2% | Reduced | History |
| CATCaterpillar Inc | Stock | 1,180 | $428.1K | 0.2% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 16,134 | $404.2K | 0.2% | +16,134 | New | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,496 | $362.3K | 0.2% | +1,496 | New | – |
| MCDMcDonalds Corp | Stock | 1,197 | $346.9K | 0.2% | +45+3.9% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,767 | $301.2K | 0.1% | +76+1.3% | Added | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 6,240 | $298.1K | 0.1% | +57+0.9% | Added | – |
| AVGOBroadcom Inc. | Stock | 1,279 | $296.5K | 0.1% | +29+2.3% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 470 | $292.3K | 0.1% | +77+19.6% | Added | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,974 | $286.9K | 0.1% | +176+1.5% | Added | – |
| LLYEli Lilly & Co | Stock | 363 | $280.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 465 | $273.8K | 0.1% | +62+15.4% | Added | – |
| WMTWalmart Inc. | Stock | 2,628 | $237.4K | 0.1% | +2,628 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 512 | $232.1K | 0.1% | +512 | New | History |
| DOCUDocuSign, Inc. | Stock | 2,565 | $230.7K | 0.1% | +2,565 | New | History |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 5,579 | $226.3K | 0.1% | +85+1.5% | Added | – |
| HBTHBT Financial, Inc. | COM | 9,594 | $210.1K | 0.1% | 00.0% | Unchanged | History |