Meredith Wealth Planning
- SEC CIK
- 0001956471
- 最新申報
- 2026/7/24
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/23 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 41
- 較 2023 年第 4 季 −2
- 總值
- $1.79 億
- 較 2023 年第 4 季 +$1,838 萬 (+11.4%)
| 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 | 445,174 | $4,172 萬 | 23.3% | +672+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 578,828 | $1,830 萬 | 10.2% | +54,941+10.5% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 274,544 | $1,808 萬 | 10.1% | +8,580+3.2% | 加碼 | – |
| Avantis All Equity Markets Value ETF025072216 | SHS | 288,357 | $1,742 萬 | 9.7% | +29,545+11.4% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 88,254 | $1,653 萬 | 9.2% | −1,462−1.6% | 減碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 210,358 | $996.9 萬 | 5.6% | +6,963+3.4% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 221,640 | $869.5 萬 | 4.9% | +191+0.1% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 299,431 | $806.7 萬 | 4.5% | +32,447+12.2% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 175,272 | $735.3 萬 | 4.1% | +24,277+16.1% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 64,409 | $576.5 萬 | 3.2% | +1,583+2.5% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 23,397 | $194.1 萬 | 1.1% | +141+0.6% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 41,117 | $193.4 萬 | 1.1% | +8,020+24.2% | 加碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 26,238 | $183.2 萬 | 1.0% | +7,372+39.1% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 27,209 | $173.4 萬 | 1.0% | +770+2.9% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 33,880 | $171.4 萬 | 1.0% | +11,675+52.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 21,152 | $163.5 萬 | 0.9% | −2,389−10.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,190 | $157.6 萬 | 0.9% | −11−0.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 59,332 | $147.3 萬 | 0.8% | +6,427+12.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,678 | $131.0 萬 | 0.7% | −153−1.7% | 減碼 | 歷史 |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 27,113 | $121.8 萬 | 0.7% | −896−3.2% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 19,752 | $107.5 萬 | 0.6% | −17−0.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,529 | $106.4 萬 | 0.6% | +15+0.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,990 | $103.7 萬 | 0.6% | +851+27.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,943 | $89.2 萬 | 0.5% | −40−0.8% | 減碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 16,249 | $87.9 萬 | 0.5% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,385 | $66.3 萬 | 0.4% | −11−0.8% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,341 | $59.9 萬 | 0.3% | −1,403−8.9% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,520 | $56.7 萬 | 0.3% | −95−1.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,157 | $55.6 萬 | 0.3% | +52+4.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 531 | $48.0 萬 | 0.3% | −9−1.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,180 | $43.2 萬 | 0.2% | −189−13.8% | 減碼 | 歷史 |
| AGSPlayAGS, Inc. | COM | 42,890 | $38.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,157 | $32.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,802 | $29.9 萬 | 0.2% | −200−3.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 370 | $28.8 萬 | 0.2% | −36−8.9% | 減碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,572 | $27.5 萬 | 0.2% | +82+0.7% | 加碼 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 6,196 | $25.6 萬 | 0.1% | −35−0.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 455 | $23.9 萬 | 0.1% | −8−1.7% | 減碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 5,511 | $22.7 萬 | 0.1% | +18+0.3% | 加碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 4,365 | $22.1 萬 | 0.1% | +4,365 | 新進 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 4,057 | $21.7 萬 | 0.1% | +4,057 | 新進 | – |
2023 年第 4 季之後清倉（4 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。