Meredith Wealth Planning
- SEC CIK
- 0001956471
- 最新申報
- 2026/7/24
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/21 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 63
- 較 2025 年第 2 季 +3
- 總值
- $3.16 億
- 較 2025 年第 2 季 +$4,011 萬 (+14.6%)
| 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 | 583,079 | $5,803 萬 | 18.4% | +17,480+3.1% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 876,421 | $3,310 萬 | 10.5% | +51,853+6.3% | 加碼 | – |
| Avantis All Equity Markets Value ETF025072216 | SHS | 455,200 | $3,202 萬 | 10.1% | +32,851+7.8% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 329,207 | $2,931 萬 | 9.3% | −1,446−0.4% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 85,434 | $2,191 萬 | 6.9% | −1,717−2.0% | 減碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 278,355 | $1,597 萬 | 5.1% | +6,914+2.5% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 473,703 | $1,440 萬 | 4.6% | +38,404+8.8% | 加碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 160,562 | $1,339 萬 | 4.2% | +13,682+9.3% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 290,296 | $1,241 萬 | 3.9% | +24,243+9.1% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 233,961 | $1,120 萬 | 3.6% | −3,964−1.7% | 減碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 91,830 | $998.2 萬 | 3.2% | +9,173+11.1% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 92,801 | $515.7 萬 | 1.6% | +21,331+29.8% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 98,653 | $475.4 萬 | 1.5% | +34,798+54.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,086 | $374.8 萬 | 1.2% | +15,130+305.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 40,913 | $322.8 萬 | 1.0% | +4,509+12.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,724 | $319.1 萬 | 1.0% | −187−1.9% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,129 | $314.1 萬 | 1.0% | +500+10.8% | 加碼 | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 99,646 | $304.3 萬 | 1.0% | +3,844+4.0% | 加碼 | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 49,714 | $275.7 萬 | 0.9% | +10,994+28.4% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 30,555 | $270.9 萬 | 0.9% | +159+0.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,291 | $262.0 萬 | 0.8% | +503+5.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,784 | $189.2 萬 | 0.6% | −429−5.2% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 34,388 | $172.2 萬 | 0.5% | +1,292+3.9% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 14,853 | $149.6 萬 | 0.5% | −168−1.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,204 | $142.5 萬 | 0.5% | +3,204 | 新進 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,690 | $137.9 萬 | 0.4% | −63−0.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,259 | $137.4 萬 | 0.4% | +400+6.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,824 | $134.0 萬 | 0.4% | −51−2.7% | 減碼 | 歷史 |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 18,144 | $122.4 萬 | 0.4% | −70.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,334 | $120.9 萬 | 0.4% | −75−3.1% | 減碼 | 歷史 |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 24,570 | $114.6 萬 | 0.4% | −3,241−11.7% | 減碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 18,948 | $96.2 萬 | 0.3% | −6,846−26.5% | 減碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 19,400 | $93.1 萬 | 0.3% | +11,625+149.5% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,542 | $92.3 萬 | 0.3% | −147−1.3% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 23,912 | $92.2 萬 | 0.3% | +332+1.4% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 12,045 | $88.5 萬 | 0.3% | +60.0% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 25,839 | $81.1 萬 | 0.3% | +361+1.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 6,557 | $67.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,570 | $61.6 萬 | 0.2% | −10−0.2% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,180 | $56.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,110 | $54.8 萬 | 0.2% | −536−5.0% | 減碼 | – |
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 9,476 | $51.2 萬 | 0.2% | +9,476 | 新進 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 10,768 | $49.7 萬 | 0.2% | 00.0% | 不變 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,496 | $48.8 萬 | 0.2% | −9−0.6% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 14,897 | $47.4 萬 | 0.2% | +66+0.4% | 加碼 | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 16,583 | $41.8 萬 | 0.1% | +174+1.1% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,224 | $38.5 萬 | 0.1% | 00.0% | 不變 | – |
| RIOTRiot Platforms, Inc. | COM | 20,042 | $38.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,733 | $37.8 萬 | 0.1% | −104−1.8% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,175 | $35.7 萬 | 0.1% | +19+1.6% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 472 | $35.2 萬 | 0.1% | +1+0.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 469 | $31.4 萬 | 0.1% | +1+0.2% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 4,045 | $30.9 萬 | 0.1% | +4,045 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,477 | $30.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,780 | $28.7 萬 | 0.1% | +127+1.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 563 | $28.3 萬 | 0.1% | +12+2.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 355 | $27.1 萬 | 0.1% | −5−1.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 764 | $25.2 萬 | 0.1% | −55−6.7% | 減碼 | 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 | 5,718 | $24.1 萬 | 0.1% | +61+1.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,266 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 561 | $21.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 648 | $20.4 萬 | 0.1% | +648 | 新進 | 歷史 |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。