Meredith Wealth Planning
- SEC CIK
- 0001956471
- 最新申報
- 2026/7/24
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/8 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 51
- 較 2024 年第 4 季 0
- 總值
- $2.27 億
- 較 2024 年第 4 季 +$235.2 萬 (+1.0%)
| 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 | 479,513 | $4,180 萬 | 18.4% | +9,291+2.0% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 760,626 | $2,521 萬 | 11.1% | +33,887+4.7% | 加碼 | – |
| Avantis All Equity Markets Value ETF025072216 | SHS | 395,336 | $2,403 萬 | 10.6% | +12,802+3.3% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 305,518 | $2,131 萬 | 9.4% | +3,905+1.3% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 83,014 | $1,678 萬 | 7.4% | −2,049−2.4% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 424,472 | $1,144 萬 | 5.0% | +16,977+4.2% | 加碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 236,254 | $1,114 萬 | 4.9% | +6,810+3.0% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 240,345 | $1,011 萬 | 4.5% | +8,941+3.9% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 228,883 | $914.2 萬 | 4.0% | −2,050−0.9% | 減碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 101,221 | $720.6 萬 | 3.2% | +18,302+22.1% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 67,178 | $620.6 萬 | 2.7% | −128−0.2% | 減碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 64,248 | $343.3 萬 | 1.5% | +259+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 60,712 | $288.5 萬 | 1.3% | +4,927+8.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,081 | $249.6 萬 | 1.1% | −282−3.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,645 | $238.7 萬 | 1.1% | −35−0.7% | 減碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 88,448 | $223.1 萬 | 1.0% | +1,929+2.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,757 | $216.7 萬 | 1.0% | −312−3.1% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 41,829 | $207.6 萬 | 0.9% | +3,896+10.3% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 31,253 | $207.1 萬 | 0.9% | +1,476+5.0% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 24,988 | $195.9 萬 | 0.9% | +539+2.2% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 19,320 | $194.5 萬 | 0.9% | +19,320 | 新進 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 34,734 | $184.7 萬 | 0.8% | +2,120+6.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,207 | $126.9 萬 | 0.6% | −40.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,060 | $126.8 萬 | 0.6% | −895−5.3% | 減碼 | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 27,688 | $118.1 萬 | 0.5% | +73+0.3% | 加碼 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 20,523 | $116.3 萬 | 0.5% | +406+2.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,749 | $109.4 萬 | 0.5% | −131−2.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,867 | $107.6 萬 | 0.5% | −6−0.3% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 19,794 | $101.9 萬 | 0.4% | −14−0.1% | 減碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 19,390 | $98.4 萬 | 0.4% | −7,506−27.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,399 | $90.1 萬 | 0.4% | −64−2.6% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 11,726 | $72.8 萬 | 0.3% | +6+0.1% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,565 | $54.2 萬 | 0.2% | −41−0.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 4,831 | $52.4 萬 | 0.2% | −1,077−18.2% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,475 | $47.4 萬 | 0.2% | −1,143−9.8% | 減碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 16,241 | $40.8 萬 | 0.2% | +107+0.7% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,180 | $38.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,155 | $36.1 萬 | 0.2% | −42−3.5% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,496 | $31.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,767 | $31.1 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 6,490 | $30.9 萬 | 0.1% | +250+4.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 363 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,937 | $28.9 萬 | 0.1% | −37−0.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 527 | $28.1 萬 | 0.1% | +15+2.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 466 | $26.2 萬 | 0.1% | +1+0.2% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 493 | $25.8 萬 | 0.1% | +493 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 471 | $25.5 萬 | 0.1% | +1+0.2% | 加碼 | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 5,593 | $23.2 萬 | 0.1% | +14+0.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 2,628 | $23.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,397 | $22.0 萬 | 0.1% | +2,397 | 新進 | – |
| HBTHBT Financial, Inc. | COM | 9,594 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。