Meredith Wealth Planning
- SEC CIK
- 0001956471
- 最新申報
- 2026/7/24
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/24 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 61
- 較 2022 年第 4 季 +1
- 總值
- $1.24 億
- 較 2022 年第 4 季 +$811.7 萬 (+7.0%)
| 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 | 464,505 | $3,440 萬 | 27.7% | +21,931+5.0% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 135,055 | $1,878 萬 | 15.1% | +10,697+8.6% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 262,435 | $1,535 萬 | 12.4% | +17,362+7.1% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 296,037 | $956.8 萬 | 7.7% | +276+0.1% | 加碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 211,576 | $903.2 萬 | 7.3% | +23,977+12.8% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 92,429 | $392.8 萬 | 3.2% | +21,880+31.0% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 140,918 | $354.3 萬 | 2.9% | +17,171+13.9% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 101,803 | $246.2 萬 | 2.0% | +4,735+4.9% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 34,322 | $243.3 萬 | 2.0% | +34,322 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 25,209 | $192.2 萬 | 1.5% | −3,285−11.5% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 23,363 | $178.0 萬 | 1.4% | +110.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,146 | $150.8 萬 | 1.2% | −92−1.0% | 減碼 | 歷史 |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 30,068 | $101.7 萬 | 0.8% | −215−0.7% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 19,990 | $89.0 萬 | 0.7% | −44−0.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,789 | $80.4 萬 | 0.6% | −230−7.6% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 19,271 | $77.9 萬 | 0.6% | +89+0.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,463 | $77.4 萬 | 0.6% | +313+4.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 13,117 | $75.8 萬 | 0.6% | +13,117 | 新進 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 15,410 | $71.9 萬 | 0.6% | +15,410 | 新進 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,507 | $68.4 萬 | 0.6% | +7,231+115.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,191 | $65.1 萬 | 0.5% | −463−12.7% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 4,175 | $62.4 萬 | 0.5% | 00.0% | 不變 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 10,659 | $60.8 萬 | 0.5% | +5,839+121.1% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,470 | $51.2 萬 | 0.4% | +3+0.1% | 加碼 | – |
| VVisa Inc. | Stock | 2,157 | $48.6 萬 | 0.4% | +168+8.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,011 | $46.7 萬 | 0.4% | −64−2.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,127 | $46.1 萬 | 0.4% | −12−1.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,151 | $43.3 萬 | 0.3% | −10−0.9% | 減碼 | – |
| SYKStryker Corp | Stock | 1,438 | $41.1 萬 | 0.3% | −36−2.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,179 | $39.7 萬 | 0.3% | −22−1.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,194 | $36.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 547 | $36.6 萬 | 0.3% | −15−2.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,580 | $36.2 萬 | 0.3% | +125+8.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,724 | $34.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,704 | $31.7 萬 | 0.3% | −88−4.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,495 | $31.7 萬 | 0.3% | −353−19.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,684 | $29.7 萬 | 0.2% | +200+3.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 693 | $28.6 萬 | 0.2% | +37+5.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,790 | $27.9 萬 | 0.2% | +123+4.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,438 | $27.9 萬 | 0.2% | −90−5.9% | 減碼 | 歷史 |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 11,784 | $27.6 萬 | 0.2% | +577+5.1% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,483 | $26.8 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 2,640 | $26.7 萬 | 0.2% | −25−0.9% | 減碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,180 | $26.6 萬 | 0.2% | +68+0.6% | 加碼 | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 5,749 | $25.9 萬 | 0.2% | +5,749 | 新進 | – |
| ACNAccenture plc | Stock | 904 | $25.8 萬 | 0.2% | −343−27.5% | 減碼 | 歷史 |
| iShares Tr46434V282 | U S EQUITY FACTR | 6,205 | $25.7 萬 | 0.2% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 1,102 | $25.1 萬 | 0.2% | +94+9.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,430 | $25.1 萬 | 0.2% | −173−6.6% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,684 | $24.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 2,500 | $24.5 萬 | 0.2% | +19+0.8% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 933 | $22.7 萬 | 0.2% | +933 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,504 | $22.4 萬 | 0.2% | −95−5.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 756 | $22.3 萬 | 0.2% | −52−6.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,086 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 602 | $21.9 萬 | 0.2% | −34−5.3% | 減碼 | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 5,174 | $21.8 萬 | 0.2% | +5,174 | 新進 | – |
| PSXPhillips 66 | Stock | 2,121 | $21.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,066 | $20.7 萬 | 0.2% | +1,066 | 新進 | 歷史 |
| PLUGPlug Power Inc | Stock | 10,781 | $12.6 萬 | 0.1% | +176+1.7% | 加碼 | 歷史 |
| ASTSAST SpaceMobile, Inc. | COM CL A | 19,975 | $10.1 萬 | 0.1% | +19,975 | 新進 | 歷史 |
2022 年第 4 季之後清倉（7 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Wellington FD921935508 | US MOMENTUM | 21,222 | $242.1 萬 | 2.1% | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 37,308 | $108.6 萬 | 0.9% | – |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 27,598 | $84.3 萬 | 0.7% | – |
| BABoeing Co | Stock | 3,657 | $69.7 萬 | 0.6% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 466 | $24.7 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 |