Meredith Wealth Planning
- SEC CIK
- 0001956471
- 最新申報
- 2026/7/24
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/16 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 62
- 較 2025 年第 3 季 −1
- 總值
- $3.36 億
- 較 2025 年第 3 季 +$2,039 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 | 583,567 | $5,951 萬 | 17.7% | +488+0.1% | 加碼 | – |
| Avantis All Equity Markets Value ETF025072216 | SHS | 460,263 | $3,368 萬 | 10.0% | +5,063+1.1% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 876,182 | $3,332 萬 | 9.9% | −2390.0% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 322,363 | $3,029 萬 | 9.0% | −6,844−2.1% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 85,048 | $2,129 萬 | 6.3% | −386−0.5% | 減碼 | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 232,703 | $1,999 萬 | 6.0% | +72,141+44.9% | 加碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 280,157 | $1,634 萬 | 4.9% | +1,802+0.6% | 加碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 489,427 | $1,550 萬 | 4.6% | +15,724+3.3% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 301,384 | $1,283 萬 | 3.8% | +11,088+3.8% | 加碼 | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 238,317 | $1,143 萬 | 3.4% | +4,356+1.9% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 89,620 | $1,002 萬 | 3.0% | −2,210−2.4% | 減碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 132,039 | $713.9 萬 | 2.1% | +39,238+42.3% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 128,611 | $616.7 萬 | 1.8% | +29,958+30.4% | 加碼 | – |
| Ea Series Trust02072Q358 | ALPHA ARCHITECT | 81,272 | $400.9 萬 | 1.2% | +81,272 | 新進 | – |
| NVDANVIDIA Corp | Stock | 20,239 | $377.5 萬 | 1.1% | +153+0.8% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 103,516 | $333.8 萬 | 1.0% | +3,870+3.9% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 39,759 | $327.3 萬 | 1.0% | −1,154−2.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,199 | $326.0 萬 | 1.0% | +70+1.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,696 | $325.1 萬 | 1.0% | −28−0.3% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 30,430 | $276.8 萬 | 0.8% | −125−0.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,483 | $257.8 萬 | 0.8% | −808−7.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 46,796 | $253.8 萬 | 0.8% | −2,918−5.9% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,661 | $239.8 萬 | 0.7% | −123−1.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 43,449 | $209.3 萬 | 0.6% | +24,049+124.0% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 33,798 | $170.0 萬 | 0.5% | −590−1.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,173 | $142.7 萬 | 0.4% | −31−1.0% | 減碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,942 | $142.6 萬 | 0.4% | +252+1.1% | 加碼 | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 18,351 | $130.7 萬 | 0.4% | +207+1.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,839 | $121.4 萬 | 0.4% | +15+0.8% | 加碼 | 歷史 |
| Alpha Architect ETF Tr02072L102 | US QUAN VALUE | 24,820 | $121.1 萬 | 0.4% | +250+1.0% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,215 | $120.4 萬 | 0.4% | −1,044−16.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,371 | $114.7 萬 | 0.3% | +37+1.6% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 24,255 | $96.0 萬 | 0.3% | +343+1.4% | 加碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 18,892 | $95.7 萬 | 0.3% | −56−0.3% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,785 | $94.0 萬 | 0.3% | +243+2.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 11,913 | $89.9 萬 | 0.3% | −132−1.1% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 26,149 | $85.6 萬 | 0.3% | +310+1.2% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 7,815 | $78.4 萬 | 0.2% | −7,038−47.4% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,635 | $64.1 萬 | 0.2% | +65+1.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 5,580 | $62.2 萬 | 0.2% | −977−14.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 980 | $56.1 萬 | 0.2% | −200−16.9% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,496 | $53.9 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 10,768 | $53.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 9,592 | $51.6 萬 | 0.2% | −518−5.1% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 15,081 | $49.6 萬 | 0.1% | +184+1.2% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 520 | $39.2 萬 | 0.1% | +48+10.2% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 13,224 | $39.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,707 | $38.4 萬 | 0.1% | −26−0.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 356 | $38.2 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 4,197 | $35.8 萬 | 0.1% | +152+3.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,161 | $35.5 萬 | 0.1% | −14−1.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 469 | $32.1 萬 | 0.1% | 00.0% | 不變 | – |
| RIOTRiot Platforms, Inc. | COM | 24,542 | $31.1 萬 | 0.1% | +4,500+22.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,447 | $30.6 萬 | 0.1% | −30−2.0% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 877 | $30.4 萬 | 0.1% | +113+14.8% | 加碼 | 歷史 |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 11,952 | $29.0 萬 | 0.1% | +172+1.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 512 | $25.7 萬 | 0.1% | −51−9.1% | 減碼 | 歷史 |
| HBTHBT Financial, Inc. | COM | 9,594 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 5,802 | $24.3 萬 | 0.1% | +84+1.5% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,198 | $21.2 萬 | 0.1% | −68−5.4% | 減碼 | – |
| MUMicron Technology Inc | Stock | 735 | $21.0 萬 | 0.1% | +735 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 636 | $20.0 萬 | 0.1% | +636 | 新進 | – |
2025 年第 3 季之後清倉（4 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 9,476 | $51.2 萬 | 0.2% | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 16,583 | $41.8 萬 | 0.1% | – |
| ETNEaton Corp plc | Stock | 561 | $21.0 萬 | 0.1% | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 648 | $20.4 萬 | 0.1% | 歷史 |