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The Analysis of Meredith Wealth Planning's Holdings & P&L

Currently, Meredith Wealth Planning holds 70 types of securities in its portfolio with a total value $369.1M. In the most recent quarter, they have increased their positions in DUHP (+323.4K shares, valued at $11.9M), DIHP (+234.1K shares, valued at $7.5M), AVGV (+74.3K shares, valued at $5.8M); decreased their positions in MTUM (-46.4K shares, valued at $11.1M), IMTM (-151.8K shares, valued at $7.3M), AVDV (-8.8K shares, valued at $879.6K); initiated new positions in N/A (+19.6K shares, valued at $957.1K), VBIL (+8.4K shares, valued at $638.0K), MLPX (+6.0K shares, valued at $442.5K).

1M P&L

+10.7M+2.82%

3M P&L

+8.6M+2.26%

HY P&L

+49.1M+14.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A345.8M

96.5%

2Semiconductors3.7M

1.0%

3Consumer Electronics1.8M

0.5%

Top Industries by Stock Count

1N/A48 stocks

76.2%

2Farm & Heavy Construction Machinery2 stocks

3.2%

3Semiconductors2 stocks

3.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUV AMERICAN CENTY ETF TR592.0K shares1.44%2026-03-312026-04-27

DUHP DIMENSIONAL ETF TRUST1.2M shares36.91%2026-03-312026-04-27

AVGV AMERICAN CENTY ETF TR534.6K shares16.15%2026-03-312026-04-27

AVDV AMERICAN CENTY ETF TR313.6K shares-2.73%2026-03-312026-04-27

AVGE AMERICAN CENTY ETF TR278.6K shares19.72%2026-03-312026-04-27

DIHP DIMENSIONAL ETF TRUST723.5K shares47.83%2026-03-312026-04-27

AVES AMERICAN CENTY ETF TR285.8K shares2.02%2026-03-312026-04-27

DFCF DIMENSIONAL ETF TRUST350.8K shares16.39%2026-03-312026-04-27

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AVUS AMERICAN CENTY ETF TR110.0K shares22.74%2026-03-312026-04-27

DFGP DIMENSIONAL ETF TRUST197.9K shares49.85%2026-03-312026-04-27

MTUM ISHARES TR38.7K shares-54.53%2026-03-312026-04-27

DFSD DIMENSIONAL ETF TRUST160.3K shares24.63%2026-03-312026-04-27

AVDE AMERICAN CENTY ETF TR64.9K shares63.23%2026-03-312026-04-27

IMTM ISHARES TR86.5K shares-63.71%2026-03-312026-04-27

EA SERIES TRUST EA SERIES TRUST81.3K shares0.00%2026-03-312026-04-27

DEHP DIMENSIONAL ETF TRUST105.1K shares1.53%2026-03-312026-04-27

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NVDA NVIDIA CORPORATION18.7K shares-7.61%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS5.2K shares0.35%2026-03-312026-04-27

VTI VANGUARD INDEX FDS9.7K shares0.01%2026-03-312026-04-27

SLYV SPDR SERIES TRUST31.1K shares2.16%2026-03-312026-04-27

DFNM DIMENSIONAL ETF TRUST49.2K shares13.27%2026-03-312026-04-27

DGCB DIMENSIONAL ETF TRUST42.9K shares-8.43%2026-03-312026-04-27

ALPHABET INC ALPHABET INC7.4K shares-4.02%2026-03-312026-04-27

DUSB DIMENSIONAL ETF TRUST36.3K shares92.16%2026-03-312026-04-27

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AAPL APPLE INC6.9K shares-27.26%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS34.9K shares3.40%2026-03-312026-04-27

DFAT DIMENSIONAL ETF TRUST25.2K shares5.15%2026-03-312026-04-27

AVIV AMERICAN CENTY ETF TR18.4K shares0.11%2026-03-312026-04-27

QVAL EA SERIES TRUST24.8K shares0.08%2026-03-312026-04-27

TSLA TESLA INC3.2K shares1.42%2026-03-312026-04-27

META META PLATFORMS INC2.0K shares8.65%2026-03-312026-04-27

AMZN AMAZON COM INC5.1K shares-1.42%2026-03-312026-04-27

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EA SERIES TRUST EA SERIES TRUST19.6K sharesnew addition2026-03-312026-04-27

DFAC DIMENSIONAL ETF TRUST24.3K shares0.21%2026-03-312026-04-27

MSFT MICROSOFT CORP2.5K shares7.55%2026-03-312026-04-27

VXUS VANGUARD STAR FDS11.9K shares-0.18%2026-03-312026-04-27

DFAX DIMENSIONAL ETF TRUST26.2K shares0.18%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS10.6K shares-10.37%2026-03-312026-04-27

SGOV ISHARES TR7.9K shares0.58%2026-03-312026-04-27

CAT CATERPILLAR INC980 shares0.00%2026-03-312026-04-27

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IJS ISHARES TR5.6K shares-0.78%2026-03-312026-04-27

VBIL VANGUARD INSTL INDEX FD8.4K sharesnew addition2026-03-312026-04-27

SMH VANECK ETF TRUST1.5K shares0.00%2026-03-312026-04-27

DFIV DIMENSIONAL ETF TRUST10.8K shares-0.15%2026-03-312026-04-27

DFSV DIMENSIONAL ETF TRUST14.9K shares-0.87%2026-03-312026-04-27

WMT WALMART INC4.2K shares-25.48%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F9.4K shares-2.34%2026-03-312026-04-27

MLPX GLOBAL X FDS6.0K sharesnew addition2026-03-312026-04-27

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MU MICRON TECHNOLOGY INC1.3K shares71.43%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR13.2K shares0.00%2026-03-312026-04-27

IEMG ISHARES INC5.6K shares-2.00%2026-03-312026-04-27

GLDM WORLD GOLD TR4.2K shares0.00%2026-03-312026-04-27

AVEM AMERICAN CENTY ETF TR4.6K sharesnew addition2026-03-312026-04-27

VGT VANGUARD WORLD FD521 shares0.19%2026-03-312026-04-27

MCD MCDONALDS CORP1.2K shares-0.17%2026-03-312026-04-27

LLY ELI LILLY & CO355 shares-0.28%2026-03-312026-04-27

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MLPA GLOBAL X FDS6.0K sharesnew addition2026-03-312026-04-27

VBR VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-27

IVV ISHARES TR470 shares0.21%2026-03-312026-04-27

RIOT RIOT PLATFORMS INC24.5K shares0.00%2026-03-312026-04-27

IBDS ISHARES TR12.0K shares0.37%2026-03-312026-04-27

BROADCOM INC BROADCOM INC836 shares-4.68%2026-03-312026-04-27

HBT HBT FINL INC.9.6K shares0.00%2026-03-312026-04-27

PHYS SPROTT ASSET MANAGEMENT LP6.9K sharesnew addition2026-03-312026-04-27

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DE DEERE & CO400 sharesnew addition2026-03-312026-04-27

VOE VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL552 sharesnew addition2026-03-312026-04-27

VDE VANGUARD WORLD FD1.2K sharesnew addition2026-03-312026-04-27

FIX COMFORT SYS USA INC146 sharesnew addition2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC561 sharesnew addition2026-03-312026-04-27

AVUV

AMERICAN CENTY ETF TR

1.44%

Shares592.0K

Event2026-03-31

Filed2026-04-27

DUHP

DIMENSIONAL ETF TRUST

36.91%

Shares1.2M

Event2026-03-31

Filed2026-04-27

AVGV

AMERICAN CENTY ETF TR

16.15%

Shares534.6K

Event2026-03-31

Filed2026-04-27

AVDV

AMERICAN CENTY ETF TR

-2.73%

Shares313.6K

Event2026-03-31

Filed2026-04-27

AVGE

AMERICAN CENTY ETF TR

19.72%

Shares278.6K

Event2026-03-31

Filed2026-04-27

DIHP

DIMENSIONAL ETF TRUST

47.83%

Shares723.5K

Event2026-03-31

Filed2026-04-27

AVES

AMERICAN CENTY ETF TR

2.02%

Shares285.8K

Event2026-03-31

Filed2026-04-27

DFCF

DIMENSIONAL ETF TRUST

16.39%

Shares350.8K

Event2026-03-31

Filed2026-04-27

AVUS

AMERICAN CENTY ETF TR

22.74%

Shares110.0K

Event2026-03-31

Filed2026-04-27

DFGP

DIMENSIONAL ETF TRUST

49.85%

Shares197.9K

Event2026-03-31

Filed2026-04-27

MTUM

ISHARES TR

-54.53%

Shares38.7K

Event2026-03-31

Filed2026-04-27

DFSD

DIMENSIONAL ETF TRUST

24.63%

Shares160.3K

Event2026-03-31

Filed2026-04-27

AVDE

AMERICAN CENTY ETF TR

63.23%

Shares64.9K

Event2026-03-31

Filed2026-04-27

IMTM

ISHARES TR

-63.71%

Shares86.5K

Event2026-03-31

Filed2026-04-27

EA SERIES TRUST

0.00%

Shares81.3K

Event2026-03-31

Filed2026-04-27

DEHP

DIMENSIONAL ETF TRUST

1.53%

Shares105.1K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-7.61%

Shares18.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.35%

Shares5.2K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

0.01%

Shares9.7K

Event2026-03-31

Filed2026-04-27

SLYV

SPDR SERIES TRUST

2.16%

Shares31.1K

Event2026-03-31

Filed2026-04-27

DFNM

DIMENSIONAL ETF TRUST

13.27%

Shares49.2K

Event2026-03-31

Filed2026-04-27

DGCB

DIMENSIONAL ETF TRUST

-8.43%

Shares42.9K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-4.02%

Shares7.4K

Event2026-03-31

Filed2026-04-27

DUSB

DIMENSIONAL ETF TRUST

92.16%

Shares36.3K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-27.26%

Shares6.9K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

3.40%

Shares34.9K

Event2026-03-31

Filed2026-04-27

DFAT

DIMENSIONAL ETF TRUST

5.15%

Shares25.2K

Event2026-03-31

Filed2026-04-27

AVIV

AMERICAN CENTY ETF TR

0.11%

Shares18.4K

Event2026-03-31

Filed2026-04-27

QVAL

EA SERIES TRUST

0.08%

Shares24.8K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

1.42%

Shares3.2K

Event2026-03-31

Filed2026-04-27