Meredith Wealth Planning
- SEC CIK
- 0001956471
- 最新申報
- 2026/7/24
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/18 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 46
- 較 2024 年第 2 季 +2
- 總值
- $2.10 億
- 較 2024 年第 2 季 +$1,867 萬 (+9.8%)
| 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 | 457,329 | $4,388 萬 | 20.9% | +5,972+1.3% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 687,818 | $2,343 萬 | 11.2% | +23,943+3.6% | 加碼 | – |
| Avantis All Equity Markets Value ETF025072216 | SHS | 349,436 | $2,194 萬 | 10.5% | +5,373+1.6% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 282,497 | $1,996 萬 | 9.5% | +1,952+0.7% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 85,213 | $1,728 萬 | 8.2% | −701−0.8% | 減碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 217,581 | $1,134 萬 | 5.4% | +4,379+2.1% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 362,237 | $1,003 萬 | 4.8% | +23,864+7.1% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 208,303 | $899.7 萬 | 4.3% | +18,466+9.7% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 220,213 | $889.2 萬 | 4.2% | −1,337−0.6% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 67,446 | $641.8 萬 | 3.1% | +62+0.1% | 加碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 52,469 | $387.6 萬 | 1.8% | +24,032+84.5% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 51,030 | $281.2 萬 | 1.3% | +18,377+56.3% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 48,262 | $230.4 萬 | 1.1% | −6,642−12.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,183 | $214.0 萬 | 1.0% | −6−0.1% | 減碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 23,835 | $206.9 萬 | 1.0% | +232+1.0% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 39,920 | $204.1 萬 | 1.0% | +370+0.9% | 加碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 74,809 | $201.0 萬 | 1.0% | +6,432+9.4% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 29,264 | $196.2 萬 | 0.9% | +284+1.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,081 | $151.5 萬 | 0.7% | −1,112−5.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,952 | $131.9 萬 | 0.6% | −4−0.1% | 減碼 | 歷史 |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 27,341 | $126.1 萬 | 0.6% | +90+0.3% | 加碼 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 19,906 | $111.8 萬 | 0.5% | +3,302+19.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,923 | $111.1 萬 | 0.5% | +7+0.2% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 19,834 | $110.3 萬 | 0.5% | +103+0.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,503 | $107.7 萬 | 0.5% | −159−6.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,858 | $106.4 萬 | 0.5% | −6−0.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,496 | $83.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 15,212 | $77.2 萬 | 0.4% | +15,212 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,206 | $63.6 萬 | 0.3% | +99+8.9% | 加碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 11,583 | $63.5 萬 | 0.3% | +11,583 | 新進 | – |
| NVDANVIDIA Corp | Stock | 5,210 | $63.3 萬 | 0.3% | −71−1.3% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,590 | $60.2 萬 | 0.3% | +18+0.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,446 | $54.8 萬 | 0.3% | −468−3.9% | 減碼 | – |
| AGSPlayAGS, Inc. | COM | 42,890 | $48.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,180 | $46.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,152 | $35.1 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,691 | $32.7 萬 | 0.2% | −165−2.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 363 | $32.1 萬 | 0.2% | −8−2.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 6,183 | $30.0 萬 | 0.1% | +1,378+28.7% | 加碼 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,798 | $28.8 萬 | 0.1% | +129+1.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,772 | $24.4 萬 | 0.1% | +14+0.4% | 加碼 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 5,494 | $23.4 萬 | 0.1% | +35+0.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 403 | $23.2 萬 | 0.1% | +2+0.5% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 393 | $23.1 萬 | 0.1% | +393 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 1,250 | $21.6 萬 | 0.1% | +1,250 | 新進 | 歷史 |
| HBTHBT Financial, Inc. | COM | 9,594 | $21.0 萬 | 0.1% | +9,594 | 新進 | 歷史 |
2024 年第 2 季之後清倉（3 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,341 | $50.2 萬 | 0.3% | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 7,280 | $29.7 萬 | 0.2% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,762 | $23.5 萬 | 0.1% | – |