Meredith Wealth Planning
- SEC CIK
- 0001956471
- Latest filing
- Jul 24, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 8, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 51
- 0 vs. Q4 2024
- Portfolio value
- $226.7M
- +$2.35M (+1.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072877 | US SML CP VALU | 479,513 | $41.8M | 18.4% | +9,291+2.0% | Added | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 760,626 | $25.2M | 11.1% | +33,887+4.7% | Added | – |
| Avantis All Equity Markets Value ETF025072216 | SHS | 395,336 | $24.0M | 10.6% | +12,802+3.3% | Added | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 305,518 | $21.3M | 9.4% | +3,905+1.3% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 83,014 | $16.8M | 7.4% | −2,049−2.4% | Reduced | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 424,472 | $11.4M | 5.0% | +16,977+4.2% | Added | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 236,254 | $11.1M | 4.9% | +6,810+3.0% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 240,345 | $10.1M | 4.5% | +8,941+3.9% | Added | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 228,883 | $9.14M | 4.0% | −2,050−0.9% | Reduced | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 101,221 | $7.21M | 3.2% | +18,302+22.1% | Added | – |
| American Centy ETF Tr025072885 | US EQT ETF | 67,178 | $6.21M | 2.7% | −128−0.2% | Reduced | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 64,248 | $3.43M | 1.5% | +259+0.4% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 60,712 | $2.89M | 1.3% | +4,927+8.8% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,081 | $2.50M | 1.1% | −282−3.0% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,645 | $2.39M | 1.1% | −35−0.7% | Reduced | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 88,448 | $2.23M | 1.0% | +1,929+2.2% | Added | – |
| AAPLApple Inc. | Stock | 9,757 | $2.17M | 1.0% | −312−3.1% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 41,829 | $2.08M | 0.9% | +3,896+10.3% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 31,253 | $2.07M | 0.9% | +1,476+5.0% | Added | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 24,988 | $1.96M | 0.9% | +539+2.2% | Added | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 19,320 | $1.94M | 0.9% | +19,320 | New | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 34,734 | $1.85M | 0.8% | +2,120+6.5% | Added | – |
| GOOGLAlphabet Inc. | Stock | 8,207 | $1.27M | 0.6% | −40.0% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,060 | $1.27M | 0.6% | −895−5.3% | Reduced | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 27,688 | $1.18M | 0.5% | +73+0.3% | Added | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 20,523 | $1.16M | 0.5% | +406+2.0% | Added | – |
| AMZNAmazon Com Inc | Stock | 5,749 | $1.09M | 0.5% | −131−2.2% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,867 | $1.08M | 0.5% | −6−0.3% | Reduced | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 19,794 | $1.02M | 0.4% | −14−0.1% | Reduced | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 19,390 | $983.7K | 0.4% | −7,506−27.9% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,399 | $900.7K | 0.4% | −64−2.6% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 11,726 | $728.2K | 0.3% | +6+0.1% | Added | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,565 | $542.5K | 0.2% | −41−0.7% | Reduced | – |
| NVDANVIDIA Corp | Stock | 4,831 | $523.6K | 0.2% | −1,077−18.2% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,475 | $474.1K | 0.2% | −1,143−9.8% | Reduced | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 16,241 | $408.5K | 0.2% | +107+0.7% | Added | – |
| CATCaterpillar Inc | Stock | 1,180 | $389.2K | 0.2% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 1,155 | $360.7K | 0.2% | −42−3.5% | Reduced | History |
| VanEck Semiconductor ETF92189F676 | ETF | 1,496 | $316.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,767 | $311.3K | 0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 6,490 | $308.7K | 0.1% | +250+4.0% | Added | – |
| LLYEli Lilly & Co | Stock | 363 | $300.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,937 | $288.6K | 0.1% | −37−0.3% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 527 | $280.7K | 0.1% | +15+2.9% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 466 | $262.0K | 0.1% | +1+0.2% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 493 | $258.0K | 0.1% | +493 | New | History |
| Vanguard Information Technology ETF92204A702 | ETF | 471 | $255.3K | 0.1% | +1+0.2% | Added | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 5,593 | $231.5K | 0.1% | +14+0.3% | Added | – |
| WMTWalmart Inc. | Stock | 2,628 | $230.7K | 0.1% | 00.0% | Unchanged | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,397 | $219.9K | 0.1% | +2,397 | New | – |
| HBTHBT Financial, Inc. | COM | 9,594 | $215.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.