Meredith Wealth Planning
- SEC CIK
- 0001956471
- 最新申報
- 2026/7/24
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/24 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 44
- 較 2024 年第 1 季 +3
- 總值
- $1.91 億
- 較 2024 年第 1 季 +$1,161 萬 (+6.5%)
| 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 | 451,357 | $4,050 萬 | 21.2% | +6,183+1.4% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 663,875 | $2,124 萬 | 11.1% | +85,047+14.7% | 加碼 | – |
| Avantis All Equity Markets Value ETF025072216 | SHS | 344,063 | $2,027 萬 | 10.6% | +55,706+19.3% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 280,545 | $1,822 萬 | 9.5% | +6,001+2.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 85,914 | $1,674 萬 | 8.8% | −2,340−2.7% | 減碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 213,202 | $1,039 萬 | 5.4% | +2,844+1.4% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 338,373 | $890.6 萬 | 4.7% | +38,942+13.0% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 221,550 | $857.2 萬 | 4.5% | −900.0% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 189,837 | $788.6 萬 | 4.1% | +14,565+8.3% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 67,384 | $607.7 萬 | 3.2% | +2,975+4.6% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 54,904 | $258.0 萬 | 1.4% | +13,787+33.5% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 39,550 | $198.2 萬 | 1.0% | +5,670+16.7% | 加碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 28,437 | $197.1 萬 | 1.0% | +2,199+8.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,189 | $193.5 萬 | 1.0% | −10.0% | 減碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 23,603 | $184.8 萬 | 1.0% | +206+0.9% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 28,980 | $180.4 萬 | 0.9% | +1,771+6.5% | 加碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 68,377 | $177.9 萬 | 0.9% | +9,045+15.2% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 32,653 | $172.8 萬 | 0.9% | +28,596+704.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,193 | $156.0 萬 | 0.8% | −959−4.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,956 | $144.9 萬 | 0.8% | −722−8.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,662 | $119.0 萬 | 0.6% | +133+5.3% | 加碼 | 歷史 |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 27,251 | $116.8 萬 | 0.6% | +138+0.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,916 | $104.8 萬 | 0.5% | −74−1.9% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 19,731 | $102.3 萬 | 0.5% | −21−0.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,864 | $94.0 萬 | 0.5% | +479+34.6% | 加碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 16,604 | $87.1 萬 | 0.5% | +355+2.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,496 | $86.9 萬 | 0.5% | −447−9.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,281 | $65.2 萬 | 0.3% | −29−0.5% | 減碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,107 | $55.4 萬 | 0.3% | −50−4.3% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,572 | $54.2 萬 | 0.3% | +52+0.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,914 | $52.1 萬 | 0.3% | −2,427−16.9% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,341 | $50.2 萬 | 0.3% | +1,341 | 新進 | – |
| AGSPlayAGS, Inc. | COM | 42,890 | $49.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,180 | $39.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 371 | $33.6 萬 | 0.2% | +1+0.3% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,856 | $31.3 萬 | 0.2% | +54+0.9% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 7,280 | $29.7 萬 | 0.2% | +1,769+32.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,151 | $29.3 萬 | 0.2% | −6−0.5% | 減碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,669 | $27.7 萬 | 0.1% | +97+0.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,762 | $23.5 萬 | 0.1% | +4,762 | 新進 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 4,805 | $23.0 萬 | 0.1% | +4,805 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,758 | $22.7 萬 | 0.1% | +3,758 | 新進 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 5,459 | $22.3 萬 | 0.1% | −737−11.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 401 | $21.9 萬 | 0.1% | −54−11.9% | 減碼 | – |
2024 年第 1 季之後清倉（1 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 4,365 | $22.1 萬 | 0.1% | – |