Meredith Wealth Planning Top Holdings and 13F Report (2024)

→ Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (From Paradigm Press) (Ad)

About Meredith Wealth Planning

Investment Activity

Meredith Wealth Planning has $179.24 million in total holdings as of March 31, 2024.
Meredith Wealth Planning owns shares of 41 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 4.97% of the portfolio was purchased this quarter.
About 1.14% of the portfolio was sold this quarter.
This quarter, Meredith Wealth Planning has purchased 43 new stocks and bought additional shares in 21 stocks.
Meredith Wealth Planning sold shares of 16 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Avantis U.S. Small Cap Value ETF: $41,717,262
Dimensional US High Profitability ETF: $18,296,759
Avantis International Small Cap Value ETF: $18,081,475
Avantis All Equity Markets Value ETF: $17,421,618
iShares MSCI USA Momentum Factor ETF: $16,534,366

Largest New Holdings this Quarter

DIMENSIONAL ETF TRUST: $220,731 Holding
DIMENSIONAL ETF TRUST: $216,587 Holding

Largest Purchases this Quarter

Avantis All Equity Markets Value ETF: 29,545 shares (about $1.79M)
Dimensional US High Profitability ETF: 54,941 shares (about $1.74M)
Dimensional Core Fixed Income ETF: 24,277 shares (about $1.02M)
Dimensional International High Profitability ETF: 32,447 shares (about $874.12K)
Vanguard Tax-Exempt Bond ETF: 11,675 shares (about $590.75K)

Largest Sales this Quarter

iShares MSCI USA Momentum Factor ETF: 1,462 shares (about $273.91K)
Vanguard Short-Term Corporate Bond ETF: 2,389 shares (about $184.69K)
Caterpillar: 189 shares (about $69.26K)
Vanguard FTSE Emerging Markets ETF: 1,403 shares (about $58.60K)
Alpha Architect U.S. Quantitative Value ETF: 896 shares (about $40.27K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVUV Avantis U.S. Small Cap Value ETF	$41,717,262	$62,973 ▲	0.2%	445,174	23.3%	ETF
DUHP Dimensional US High Profitability ETF	$18,296,759	$1,736,686 ▲	10.5%	578,828	10.2%	ETF
AVDV Avantis International Small Cap Value ETF	$18,081,475	$565,079 ▲	3.2%	274,544	10.1%	ETF
AVGV Avantis All Equity Markets Value ETF	$17,421,618	$1,785,015 ▲	11.4%	288,357	9.7%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$16,534,366	$273,905 ▼	-1.6%	88,254	9.2%	ETF
AVES Avantis Emerging Markets Value ETF	$9,968,844	$329,976 ▲	3.4%	210,358	5.6%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$8,694,923	$7,493 ▲	0.1%	221,640	4.9%	ETF
DIHP Dimensional International High Profitability ETF	$8,066,677	$874,123 ▲	12.2%	299,431	4.5%	ETF
DFCF Dimensional Core Fixed Income ETF	$7,352,650	$1,018,419 ▲	16.1%	175,272	4.1%	ETF
AVUS Avantis U.S. Equity ETF	$5,764,621	$141,679 ▲	2.5%	64,409	3.2%	ETF
SLYV SPDR S&P 600 Small CapValue ETF	$1,941,214	$11,699 ▲	0.6%	23,397	1.1%	ETF
DFSD Dimensional Short-Duration Fixed Income ETF	$1,934,155	$377,263 ▲	24.2%	41,117	1.1%	ETF
AVGE Avantis All Equity Markets ETF	$1,831,903	$514,703 ▲	39.1%	26,238	1.0%	ETF
AVDE Avantis International Equity ETF	$1,734,321	$49,080 ▲	2.9%	27,209	1.0%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,714,307	$590,748 ▲	52.6%	33,880	1.0%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,635,237	$184,691 ▼	-10.1%	21,152	0.9%	ETF
AAPL Apple	$1,575,857	$1,886 ▼	-0.1%	9,190	0.9%	Computer and Technology
DEHP Dimensional Emerging Markets High Profitability ETF	$1,472,610	$159,517 ▲	12.1%	59,332	0.8%	ETF
GOOGL Alphabet	$1,309,771	$23,092 ▼	-1.7%	8,678	0.7%	Computer and Technology
QVAL Alpha Architect U.S. Quantitative Value ETF	$1,218,449	$40,266 ▼	-3.2%	27,113	0.7%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$1,075,117	$925 ▼	-0.1%	19,752	0.6%	ETF
MSFT Microsoft	$1,064,177	$6,312 ▲	0.6%	2,529	0.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,037,079	$221,192 ▲	27.1%	3,990	0.6%	ETF
AMZN Amazon.com	$891,511	$7,214 ▼	-0.8%	4,943	0.5%	Retail/Wholesale
AVIV Avantis International Large Cap Value ETF	$878,749		0.0%	16,249	0.5%	ETF
META Meta Platforms	$662,640	$5,263 ▼	-0.8%	1,385	0.4%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$599,034	$58,604 ▼	-8.9%	14,341	0.3%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$567,249	$9,762 ▼	-1.7%	5,520	0.3%	ETF
VOO Vanguard S&P 500 ETF	$556,126	$24,994 ▲	4.7%	1,157	0.3%	ETF
NVDA NVIDIA	$479,767	$8,132 ▼	-1.7%	531	0.3%	Computer and Technology
CAT Caterpillar	$432,398	$69,257 ▼	-13.8%	1,180	0.2%	Industrial Products
AGS PlayAGS	$385,152		0.0%	42,890	0.2%	Consumer Discretionary
MCD McDonald's	$326,289	$282 ▲	0.1%	1,157	0.2%	Retail/Wholesale
IEMG iShares Core MSCI Emerging Markets ETF	$299,398	$10,321 ▼	-3.3%	5,802	0.2%	ETF
LLY Eli Lilly and Company	$288,230	$28,044 ▼	-8.9%	370	0.2%	Medical
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$275,425	$1,952 ▲	0.7%	11,572	0.2%	ETF
AVIG Avantis Core Fixed Income ETF	$255,592	$1,444 ▼	-0.6%	6,196	0.1%	ETF
IVV iShares Core S&P 500 ETF	$239,344	$4,208 ▼	-1.7%	455	0.1%	ETF
DFIP Dimensional Inflation-Protected Securities ETF	$227,331	$743 ▲	0.3%	5,511	0.1%	ETF
DIMENSIONAL ETF TRUST	$220,731	$220,731 ▲	New Holding	4,365	0.1%	ULTRASHORT FIXED
DIMENSIONAL ETF TRUST	$216,587	$216,587 ▲	New Holding	4,057	0.1%	GLOBAL CORE PLUS
BA Boeing	$0	$409,758 ▼	-100.0%	0	0.0%	Aerospace
QMOM Alpha Architect U.S. Quantitative Momentum ETF	$0	$398,995 ▼	-100.0%	0	0.0%	ETF
IVAL Alpha Architect International Quantitative Value ETF	$0	$308,908 ▼	-100.0%	0	0.0%	ETF
HBT HBT Financial	$0	$202,529 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Meredith Wealth Planning Top Holdings and 13F Report (2024)

About Meredith Wealth Planning

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Meredith Wealth Planning Top Holdings and 13F Report (2024)

About Meredith Wealth Planning

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMeredith Wealth Planning

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information