Filer Name: MEREDITH WEALTH PLANNING
CIK: 1956471
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 51
Portfolio Value: $0.22B

Meredith Wealth Planning Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AVUV US AVANTIS US SMALL CAP VALUE 470,222 $45M 20.23% 2.8% -
DUHP US DIMENSIONAL US HIGH PROFI ET 726,739 $25M 10.95% 5.7% -
AVGV US AVANTIS ALL EQ MKTS VAL ETF 382,534 $23M 10.40% 9.5% -
AVDV US AVANTIS INTL S/C VALUE ETF 301,613 $20M 8.75% 6.8% -
MTUM US ISHARES MSCI USA MOMENTUM FA 85,063 $18M 7.85% -0.2% -
AVES US AVANTIS EMERGING MARKETS VAL 229,444 $11M 4.72% 5.5% -
DIHP US DIMENSIONAL INTERNATIONAL HI 407,495 $10M 4.58% 12.5% -
DFCF US DIMENSIONAL CORE FIXED INC 231,404 $10M 4.26% 11.1% -
IMTM US ISHARES MSCI INTL MOMENTUM F 230,933 $9M 3.85% 4.9% -
AVUS US AVANTIS U.S. EQUITY ETF 67,306 $7M 2.91% -0.2% -
AVGE US AVANTIS ALL EQTY MRKTS ETF 82,919 $6M 2.67% 58.0% -
DFGP US DIM GLOBAL CP FIXED INCOME 63,989 $3M 1.51% 25.4% -
VTI US VANGUARD TOTAL STOCK MKT ETF 9,363 $3M 1.21% 138.7% -
DFSD US DIMENSIONAL SHORT DURATION 55,785 $3M 1.17% 15.6% -
AAPL US APPLE INC 10,069 $3M 1.12% 9.6% -
VOO US VANGUARD S&P 500 ETF 4,680 $3M 1.12% 288.1% -
DEHP US DIMENSIONAL EMERGING MARKETS 86,519 $2M 0.95% 15.7% -
SLYV US SPDR S&P 600 SMALL CAP VALUE 24,449 $2M 0.95% 2.6% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 37,933 $2M 0.85% -5.0% -
AVDE US AVANTIS INTERNATIONAL EQUITY 29,777 $2M 0.81% 1.8% -
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