Meredith Wealth Planning
- SEC CIK
- 0001956471
- 最新申報
- 2026/7/24
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/1 申報。只含多頭部位。
- 持股檔數
- 60
- 2022 年第 3 季沒有申報
- 總值
- $1.16 億
- 2022 年第 3 季沒有申報
Meredith Wealth Planning 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072877 | US SML CP VALU | 442,574 | $3,298 萬 | 28.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 124,358 | $1,815 萬 | 15.6% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 245,073 | $1,356 萬 | 11.7% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 295,761 | $911.8 萬 | 7.9% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 187,599 | $768.8 萬 | 6.6% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 123,747 | $297.1 萬 | 2.6% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 70,549 | $292.9 萬 | 2.5% | – | – | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 21,222 | $242.1 萬 | 2.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 28,494 | $214.2 萬 | 1.8% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 97,068 | $214.0 萬 | 1.8% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 23,352 | $173.3 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 9,238 | $120.0 萬 | 1.0% | – | – | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 37,308 | $108.6 萬 | 0.9% | – | – | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 30,283 | $97.4 萬 | 0.8% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 20,034 | $88.0 萬 | 0.8% | – | – | – |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 27,598 | $84.3 萬 | 0.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,182 | $74.8 萬 | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,019 | $72.4 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,654 | $69.9 萬 | 0.6% | – | – | – |
| BABoeing Co | Stock | 3,657 | $69.7 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,150 | $63.1 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,075 | $54.3 萬 | 0.5% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,175 | $53.9 萬 | 0.5% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,467 | $49.9 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,139 | $43.6 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,989 | $41.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,161 | $40.8 萬 | 0.4% | – | – | – |
| BLKBlackRock, Inc. | COM | 562 | $39.8 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,201 | $39.8 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,194 | $36.9 萬 | 0.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,474 | $36.0 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,455 | $34.9 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,724 | $34.3 萬 | 0.3% | – | – | 歷史 |
| CBChubb Ltd | Stock | 1,528 | $33.7 萬 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,247 | $33.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,276 | $31.1 萬 | 0.3% | – | – | – |
| TXNTexas Instruments Inc | Stock | 1,792 | $29.6 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,665 | $29.3 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 656 | $28.1 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,484 | $26.1 萬 | 0.2% | – | – | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,112 | $26.0 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 4,820 | $25.6 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,483 | $25.6 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 808 | $25.5 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,481 | $25.0 萬 | 0.2% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,008 | $25.0 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 466 | $24.7 萬 | 0.2% | – | – | 歷史 |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 11,207 | $24.6 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,599 | $24.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V282 | U S EQUITY FACTR | 6,205 | $24.2 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 2,667 | $23.2 萬 | 0.2% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,086 | $23.0 萬 | 0.2% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,684 | $22.6 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,848 | $22.2 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 636 | $22.1 萬 | 0.2% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 2,121 | $22.1 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,603 | $21.9 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,445 | $21.0 萬 | 0.2% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 869 | $20.8 萬 | 0.2% | – | – | 歷史 |
| PLUGPlug Power Inc | Stock | 10,605 | $13.1 萬 | 0.1% | – | – | 歷史 |