Meredith Wealth Planning Top Holdings and 13F Report (2025) About Meredith Wealth PlanningInvestment ActivityMeredith Wealth Planning has $226.71 million in total holdings as of March 31, 2025.Meredith Wealth Planning owns shares of 51 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Meredith Wealth Planning has purchased 51 new stocks and bought additional shares in 24 stocks.Meredith Wealth Planning sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $41,799,134Dimensional US High Profitability ETF $25,207,147Avantis All Equity Markets Value ETF $24,025,247Avantis International Small Cap Value ETF $21,306,792iShares MSCI USA Momentum Factor ETF $16,779,576 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $1,944,944 Holding91324P102 - UnitedHealth Group $258,004 Holding78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $219,915 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 19,320 shares (about $1.94M)Avantis All Equity Markets ETF 18,302 shares (about $1.30M)Dimensional US High Profitability ETF 33,887 shares (about $1.12M)Avantis U.S. Small Cap Value ETF 9,291 shares (about $809.90K)Avantis All Equity Markets Value ETF 12,802 shares (about $778.00K) Largest Sales this Quarter iShares MSCI USA Momentum Factor ETF 2,049 shares (about $414.16K)DIMENSIONAL ETF TRUST 7,506 shares (about $380.79K)NVIDIA 1,077 shares (about $116.72K)iShares MSCI Intl Momentum Factor ETF 2,050 shares (about $81.88K)Vanguard Total Stock Market ETF 282 shares (about $77.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeredith Wealth Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$41,799,134$809,896 ▲2.0%479,51318.4%ETFDUHPDimensional US High Profitability ETF$25,207,147$1,123,015 ▲4.7%760,62611.1%ETFAVGVAvantis All Equity Markets Value ETF$24,025,247$778,000 ▲3.3%395,33610.6%ETFAVDVAvantis International Small Cap Value ETF$21,306,792$272,334 ▲1.3%305,5189.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$16,779,576$414,163 ▼-2.4%83,0147.4%ETFDIHPDimensional International High Profitability ETF$11,435,273$457,360 ▲4.2%424,4725.0%ETFAVESAvantis Emerging Markets Value ETF$11,141,716$321,159 ▲3.0%236,2544.9%ETFDFCFDimensional Core Fixed Income ETF$10,108,926$376,059 ▲3.9%240,3454.5%ETFIMTMiShares MSCI Intl Momentum Factor ETF$9,141,606$81,877 ▼-0.9%228,8834.0%ETFAVGEAvantis All Equity Markets ETF$7,205,918$1,302,918 ▲22.1%101,2213.2%ETFAVUSAvantis U.S. Equity ETF$6,205,920$11,825 ▼-0.2%67,1782.7%ETFDIMENSIONAL ETF TRUST$3,432,787$13,838 ▲0.4%64,2481.5%GLOBAL CORE PLUSDFSDDimensional Short-Duration Fixed Income ETF$2,885,057$234,133 ▲8.8%60,7121.3%ETFVTIVanguard Total Stock Market ETF$2,495,914$77,508 ▼-3.0%9,0811.1%ETFVOOVanguard S&P 500 ETF$2,387,128$17,987 ▼-0.7%4,6451.1%ETFDEHPDimensional Emerging Markets High Profitability ETF$2,230,650$48,649 ▲2.2%88,4481.0%ETFAAPLApple$2,167,215$69,301 ▼-3.1%9,7571.0%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$2,075,537$193,318 ▲10.3%41,8290.9%ETFAVDEAvantis International Equity ETF$2,071,109$97,813 ▲5.0%31,2530.9%ETFSLYVSPDR S&P 600 Small Cap Value ETF$1,959,049$42,257 ▲2.2%24,9880.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,944,944$1,944,944 ▲New Holding19,3200.9%ETFDIMENSIONAL ETF TRUST$1,846,807$112,720 ▲6.5%34,7340.8%GLOBAL CR ETFGOOGLAlphabet$1,269,110$619 ▼0.0%8,2070.6%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,267,803$70,653 ▼-5.3%16,0600.6%ETFQVALAlpha Architect U.S. Quantitative Value ETF$1,180,875$3,113 ▲0.3%27,6880.5%ETFAVIVAvantis International Large Cap Value ETF$1,163,221$23,012 ▲2.0%20,5230.5%ETFAMZNAmazon.com$1,093,805$24,924 ▼-2.2%5,7490.5%Retail/WholesaleMETAMeta Platforms$1,076,268$3,459 ▼-0.3%1,8670.5%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$1,019,199$721 ▼-0.1%19,7940.4%ETFDIMENSIONAL ETF TRUST$983,677$380,788 ▼-27.9%19,3900.4%ULTRASHORT FIXEDMSFTMicrosoft$900,693$24,028 ▼-2.6%2,3990.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$728,182$373 ▲0.1%11,7260.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$542,491$3,997 ▼-0.7%5,5650.2%ETFNVDANVIDIA$523,576$116,724 ▼-18.2%4,8310.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$474,107$51,733 ▼-9.8%10,4750.2%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$408,473$2,691 ▲0.7%16,2410.2%ETFCATCaterpillar$389,1730.0%1,1800.2%IndustrialsMCDMcDonald's$360,662$13,115 ▼-3.5%1,1550.2%Retail/WholesaleSMHVanEck Semiconductor ETF$316,3590.0%1,4960.1%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$311,2530.0%5,7670.1%ETFDFNMDimensional National Municipal Bond ETF$308,714$11,892 ▲4.0%6,4900.1%ETFLLYEli Lilly and Company$299,9990.0%3630.1%MedicalIBDSiShares iBonds Dec 2027 Term Corporate ETF$288,626$895 ▼-0.3%11,9370.1%ETFBRK.BBerkshire Hathaway$280,670$7,989 ▲2.9%5270.1%FinanceIVViShares Core S&P 500 ETF$262,025$562 ▲0.2%4660.1%ETFUNHUnitedHealth Group$258,004$258,004 ▲New Holding4930.1%MedicalVGTVanguard Information Technology ETF$255,281$542 ▲0.2%4710.1%ETFAVIGAvantis Core Fixed Income ETF$231,511$580 ▲0.3%5,5930.1%ETFWMTWalmart$230,7120.0%2,6280.1%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$219,915$219,915 ▲New Holding2,3970.1%ETFHBTHBT Financial$215,0020.0%9,5940.1%FinanceAGSPlayAGS$0$439,293 ▼-100.0%00.0%Consumer DiscretionaryAVGOBroadcom$0$296,523 ▼-100.0%00.0%Computer and TechnologyDOCUDocuSign$0$230,696 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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