Meredith Wealth Planning
- SEC CIK
- 0001956471
- 最新申報
- 2026/7/24
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/16 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 60
- 較 2025 年第 1 季 +9
- 總值
- $2.75 億
- 較 2025 年第 1 季 +$4,868 萬 (+21.5%)
| 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 | 565,599 | $5,153 萬 | 18.7% | +86,086+18.0% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 824,568 | $2,932 萬 | 10.6% | +63,942+8.4% | 加碼 | – |
| Avantis All Equity Markets Value ETF025072216 | SHS | 422,349 | $2,755 萬 | 10.0% | +27,013+6.8% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 330,653 | $2,621 萬 | 9.5% | +25,135+8.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 87,151 | $2,094 萬 | 7.6% | +4,137+5.0% | 加碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 271,441 | $1,453 萬 | 5.3% | +35,187+14.9% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 435,299 | $1,284 萬 | 4.7% | +10,827+2.6% | 加碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 146,880 | $1,138 萬 | 4.1% | +45,659+45.1% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 266,053 | $1,124 萬 | 4.1% | +25,708+10.7% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 237,925 | $1,087 萬 | 3.9% | +9,042+4.0% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 82,657 | $833.4 萬 | 3.0% | +15,479+23.0% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 71,470 | $389.4 萬 | 1.4% | +7,222+11.2% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 63,855 | $306.6 萬 | 1.1% | +3,143+5.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,911 | $301.2 萬 | 1.1% | +830+9.1% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 36,404 | $269.4 萬 | 1.0% | +5,151+16.5% | 加碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 95,802 | $268.2 萬 | 1.0% | +7,354+8.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,629 | $262.9 萬 | 1.0% | −16−0.3% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 30,396 | $242.4 萬 | 0.9% | +5,408+21.6% | 加碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 38,720 | $210.0 萬 | 0.8% | +3,986+11.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,788 | $200.8 萬 | 0.7% | +31+0.3% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 33,096 | $162.3 萬 | 0.6% | −8,733−20.9% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 15,021 | $151.2 萬 | 0.5% | −4,299−22.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,213 | $144.7 萬 | 0.5% | +6+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,875 | $138.4 萬 | 0.5% | +8+0.4% | 加碼 | 歷史 |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 25,794 | $130.9 萬 | 0.5% | +6,404+33.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,859 | $128.5 萬 | 0.5% | +110+1.9% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,753 | $128.2 萬 | 0.5% | +3,959+20.0% | 加碼 | – |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 27,811 | $122.4 萬 | 0.4% | +123+0.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,409 | $119.8 萬 | 0.4% | +10+0.4% | 加碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 18,151 | $113.0 萬 | 0.4% | −2,372−11.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,689 | $92.9 萬 | 0.3% | −4,371−27.2% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 23,580 | $84.5 萬 | 0.3% | +23,580 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 12,039 | $83.2 萬 | 0.3% | +313+2.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,956 | $78.3 萬 | 0.3% | +125+2.6% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 25,478 | $74.8 萬 | 0.3% | +25,478 | 新進 | – |
| WMTWalmart Inc. | Stock | 6,557 | $64.1 萬 | 0.2% | +3,929+149.5% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,580 | $55.5 萬 | 0.2% | +15+0.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,646 | $52.7 萬 | 0.2% | +171+1.6% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 10,768 | $46.1 萬 | 0.2% | +10,768 | 新進 | – |
| CATCaterpillar Inc | Stock | 1,180 | $45.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 14,831 | $43.6 萬 | 0.2% | +14,831 | 新進 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,505 | $42.0 萬 | 0.2% | +9+0.6% | 加碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 16,409 | $41.3 萬 | 0.2% | +168+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 7,775 | $36.9 萬 | 0.1% | +1,285+19.8% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,224 | $36.6 萬 | 0.1% | +13,224 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,837 | $35.0 萬 | 0.1% | +70+1.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,156 | $33.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 471 | $31.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 468 | $29.0 萬 | 0.1% | +2+0.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,477 | $28.8 萬 | 0.1% | +1,477 | 新進 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,653 | $28.3 萬 | 0.1% | −284−2.4% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 360 | $28.1 萬 | 0.1% | −3−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 551 | $26.8 萬 | 0.1% | +24+4.6% | 加碼 | 歷史 |
| HBTHBT Financial, Inc. | COM | 9,594 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 5,657 | $23.5 萬 | 0.1% | +64+1.1% | 加碼 | – |
| RIOTRiot Platforms, Inc. | COM | 20,042 | $22.6 萬 | 0.1% | +20,042 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 819 | $22.6 萬 | 0.1% | +819 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,266 | $20.8 萬 | 0.1% | +1,266 | 新進 | – |
| DEDeere & Co | Stock | 400 | $20.3 萬 | 0.1% | +400 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 561 | $20.0 萬 | 0.1% | +561 | 新進 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。