The Analysis of Meredith Wealth Planning's Holdings

Currently, Meredith Wealth Planning holds 62 types of securities in its portfolio with a total value $335.9M. In the most recent quarter, they have increased their positions in AVGE (+72.1K shares, valued at $6.2M), N/A (+81.3K shares, valued at $4.0M), DFGP (+39.2K shares, valued at $2.1M); decreased their positions in SGOV (-7.0K shares, valued at $706.4K), AVDV (-6.8K shares, valued at $643.1K), AVUS (-2.2K shares, valued at $247.0K); initiated new positions in N/A (+81.3K shares, valued at $4.0M), MU (+735 shares, valued at $209.7K), VV (+636 shares, valued at $200.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUV AMERICAN CENTY ETF TR583.6K shares0.08%2025-12-312026-01-16

AVGV AMERICAN CENTY ETF TR460.3K shares1.11%2025-12-312026-01-16

DUHP DIMENSIONAL ETF TRUST876.2K shares-0.03%2025-12-312026-01-16

AVDV AMERICAN CENTY ETF TR322.4K shares-2.08%2025-12-312026-01-16

MTUM ISHARES TR85.0K shares-0.45%2025-12-312026-01-16

AVGE AMERICAN CENTY ETF TR232.7K shares44.93%2025-12-312026-01-16

AVES AMERICAN CENTY ETF TR280.2K shares0.65%2025-12-312026-01-16

DIHP DIMENSIONAL ETF TRUST489.4K shares3.32%2025-12-312026-01-16

Sponsored

DFCF DIMENSIONAL ETF TRUST301.4K shares3.82%2025-12-312026-01-16

IMTM ISHARES TR238.3K shares1.86%2025-12-312026-01-16

AVUS AMERICAN CENTY ETF TR89.6K shares-2.41%2025-12-312026-01-16

DFGP DIMENSIONAL ETF TRUST132.0K shares42.28%2025-12-312026-01-16

DFSD DIMENSIONAL ETF TRUST128.6K shares30.37%2025-12-312026-01-16

EA SERIES TRUST EA SERIES TRUST81.3K sharesnew addition2025-12-312026-01-16

NVDA NVIDIA CORPORATION20.2K shares0.76%2025-12-312026-01-16

DEHP DIMENSIONAL ETF TRUST103.5K shares3.88%2025-12-312026-01-16

Sponsored

AVDE AMERICAN CENTY ETF TR39.8K shares-2.82%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS5.2K shares1.36%2025-12-312026-01-16

VTI VANGUARD INDEX FDS9.7K shares-0.29%2025-12-312026-01-16

SLYV SPDR SERIES TRUST30.4K shares-0.41%2025-12-312026-01-16

AAPL APPLE INC9.5K shares-7.85%2025-12-312026-01-16

DGCB DIMENSIONAL ETF TRUST46.8K shares-5.87%2025-12-312026-01-16

ALPHABET INC ALPHABET INC7.7K shares-1.58%2025-12-312026-01-16

DFNM DIMENSIONAL ETF TRUST43.4K shares123.96%2025-12-312026-01-16

Sponsored

VTEB VANGUARD MUN BD FDS33.8K shares-1.72%2025-12-312026-01-16

TSLA TESLA INC3.2K shares-0.97%2025-12-312026-01-16

DFAT DIMENSIONAL ETF TRUST23.9K shares1.06%2025-12-312026-01-16

AVIV AMERICAN CENTY ETF TR18.4K shares1.14%2025-12-312026-01-16

META META PLATFORMS INC1.8K shares0.82%2025-12-312026-01-16

QVAL EA SERIES TRUST24.8K shares1.02%2025-12-312026-01-16

AMZN AMAZON COM INC5.2K shares-16.68%2025-12-312026-01-16

MSFT MICROSOFT CORP2.4K shares1.59%2025-12-312026-01-16

Sponsored

DFAC DIMENSIONAL ETF TRUST24.3K shares1.43%2025-12-312026-01-16

DUSB DIMENSIONAL ETF TRUST18.9K shares-0.30%2025-12-312026-01-16

VCSH VANGUARD SCOTTSDALE FDS11.8K shares2.11%2025-12-312026-01-16

VXUS VANGUARD STAR FDS11.9K shares-1.10%2025-12-312026-01-16

DFAX DIMENSIONAL ETF TRUST26.1K shares1.20%2025-12-312026-01-16

SGOV ISHARES TR7.8K shares-47.38%2025-12-312026-01-16

IJS ISHARES TR5.6K shares1.17%2025-12-312026-01-16

WMT WALMART INC5.6K shares-14.90%2025-12-312026-01-16

Sponsored

CAT CATERPILLAR INC980 shares-16.95%2025-12-312026-01-16

SMH VANECK ETF TRUST1.5K shares0.00%2025-12-312026-01-16

DFIV DIMENSIONAL ETF TRUST10.8K shares0.00%2025-12-312026-01-16

VWO VANGUARD INTL EQUITY INDEX F9.6K shares-5.12%2025-12-312026-01-16

DFSV DIMENSIONAL ETF TRUST15.1K shares1.24%2025-12-312026-01-16

VGT VANGUARD WORLD FD520 shares10.17%2025-12-312026-01-16

SCHV SCHWAB STRATEGIC TR13.2K shares0.00%2025-12-312026-01-16

IEMG ISHARES INC5.7K shares-0.45%2025-12-312026-01-16

Sponsored

LLY ELI LILLY & CO356 shares0.28%2025-12-312026-01-16

GLDM WORLD GOLD TR4.2K shares3.76%2025-12-312026-01-16

MCD MCDONALDS CORP1.2K shares-1.19%2025-12-312026-01-16

IVV ISHARES TR469 shares0.00%2025-12-312026-01-16

RIOT RIOT PLATFORMS INC24.5K shares22.45%2025-12-312026-01-16

VBR VANGUARD INDEX FDS1.4K shares-2.03%2025-12-312026-01-16

BROADCOM INC BROADCOM INC877 shares14.79%2025-12-312026-01-16

IBDS ISHARES TR12.0K shares1.46%2025-12-312026-01-16

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL512 shares-9.06%2025-12-312026-01-16

HBT HBT FINL INC.9.6K shares0.00%2025-12-312026-01-16

AVIG AMERICAN CENTY ETF TR5.8K shares1.47%2025-12-312026-01-16

VOE VANGUARD INDEX FDS1.2K shares-5.37%2025-12-312026-01-16

MU MICRON TECHNOLOGY INC735 sharesnew addition2025-12-312026-01-16

VV VANGUARD INDEX FDS636 sharesnew addition2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available