The Analysis of Meredith Wealth Planning's Holdings
Currently, Meredith Wealth Planning holds 63 types of securities in its portfolio with a total value $315.5M. In the most recent quarter, they have increased their positions in NVDA (+15.1K shares, valued at $2.8M), AVGV (+32.9K shares, valued at $2.3M), DUHP (+51.9K shares, valued at $2.0M); decreased their positions in MTUM (-1.7K shares, valued at $440.3K), DUSB (-6.8K shares, valued at $347.6K), IMTM (-4.0K shares, valued at $189.8K); initiated new positions in TSLA (+3.2K shares, valued at $1.4M), AAUS (+9.5K shares, valued at $511.6K), GLDM (+4.0K shares, valued at $309.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUV AMERICAN CENTY ETF TR583.1K shares3.09%2025-09-302025-10-21
DUHP DIMENSIONAL ETF TRUST876.4K shares6.29%2025-09-302025-10-21 AVGV AMERICAN CENTY ETF TR455.2K shares7.78%2025-09-302025-10-21 AVDV AMERICAN CENTY ETF TR329.2K shares-0.44%2025-09-302025-10-21 MTUM ISHARES TR85.4K shares-1.97%2025-09-302025-10-21 AVES AMERICAN CENTY ETF TR278.4K shares2.55%2025-09-302025-10-21 DIHP DIMENSIONAL ETF TRUST473.7K shares8.82%2025-09-302025-10-21 AVGE AMERICAN CENTY ETF TR160.6K shares9.32%2025-09-302025-10-21 DFCF DIMENSIONAL ETF TRUST290.3K shares9.11%2025-09-302025-10-21 IMTM ISHARES TR234.0K shares-1.67%2025-09-302025-10-21 AVUS AMERICAN CENTY ETF TR91.8K shares11.10%2025-09-302025-10-21 DFGP DIMENSIONAL ETF TRUST92.8K shares29.85%2025-09-302025-10-21 DFSD DIMENSIONAL ETF TRUST98.7K shares54.50%2025-09-302025-10-21 NVDA NVIDIA CORPORATION20.1K shares305.29%2025-09-302025-10-21 AVDE AMERICAN CENTY ETF TR40.9K shares12.39%2025-09-302025-10-21 VTI VANGUARD INDEX FDS9.7K shares-1.89%2025-09-302025-10-21 VOO VANGUARD INDEX FDS5.1K shares10.80%2025-09-302025-10-21 DEHP DIMENSIONAL ETF TRUST99.6K shares4.01%2025-09-302025-10-21 DGCB DIMENSIONAL ETF TRUST49.7K shares28.39%2025-09-302025-10-21 SLYV SPDR SERIES TRUST30.6K shares0.52%2025-09-302025-10-21 AAPL APPLE INC10.3K shares5.14%2025-09-302025-10-21 GOOGL ALPHABET INC7.8K shares-5.22%2025-09-302025-10-21 VTEB VANGUARD MUN BD FDS34.4K shares3.90%2025-09-302025-10-21 SGOV ISHARES TR14.9K shares-1.12%2025-09-302025-10-21 TSLA TESLA INC3.2K sharesnew addition2025-09-302025-10-21 DFAT DIMENSIONAL ETF TRUST23.7K shares-0.27%2025-09-302025-10-21 AMZN AMAZON COM INC6.3K shares6.83%2025-09-302025-10-21 META META PLATFORMS INC1.8K shares-2.72%2025-09-302025-10-21 AVIV AMERICAN CENTY ETF TR18.1K shares-0.04%2025-09-302025-10-21 MSFT MICROSOFT CORP2.3K shares-3.11%2025-09-302025-10-21 QVAL EA SERIES TRUST24.6K shares-11.65%2025-09-302025-10-21 DUSB DIMENSIONAL ETF TRUST18.9K shares-26.54%2025-09-302025-10-21 DFNM DIMENSIONAL ETF TRUST19.4K shares149.52%2025-09-302025-10-21 VCSH VANGUARD SCOTTSDALE FDS11.5K shares-1.26%2025-09-302025-10-21 DFAC DIMENSIONAL ETF TRUST23.9K shares1.41%2025-09-302025-10-21 VXUS VANGUARD STAR FDS12.0K shares0.05%2025-09-302025-10-21 DFAX DIMENSIONAL ETF TRUST25.8K shares1.42%2025-09-302025-10-21 WMT WALMART INC6.6K shares0.00%2025-09-302025-10-21 IJS ISHARES TR5.6K shares-0.18%2025-09-302025-10-21 CAT CATERPILLAR INC1.2K shares0.00%2025-09-302025-10-21 VWO VANGUARD INTL EQUITY INDEX F10.1K shares-5.03%2025-09-302025-10-21 AAUS EA SERIES TRUST9.5K sharesnew addition2025-09-302025-10-21 DFIV DIMENSIONAL ETF TRUST10.8K shares0.00%2025-09-302025-10-21 SMH VANECK ETF TRUST1.5K shares-0.60%2025-09-302025-10-21 DFSV DIMENSIONAL ETF TRUST14.9K shares0.45%2025-09-302025-10-21 IBDQ ISHARES TR16.6K shares1.06%2025-09-302025-10-21 SCHV SCHWAB STRATEGIC TR13.2K shares0.00%2025-09-302025-10-21 RIOT RIOT PLATFORMS INC20.0K shares0.00%2025-09-302025-10-21 IEMG ISHARES INC5.7K shares-1.78%2025-09-302025-10-21 MCD MCDONALDS CORP1.2K shares1.64%2025-09-302025-10-21 VGT VANGUARD WORLD FD472 shares0.21%2025-09-302025-10-21 IVV ISHARES TR469 shares0.21%2025-09-302025-10-21 GLDM WORLD GOLD TR4.0K sharesnew addition2025-09-302025-10-21 VBR VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-10-21 IBDS ISHARES TR11.8K shares1.09%2025-09-302025-10-21 BRK.B BERKSHIRE HATHAWAY INC DEL563 shares2.18%2025-09-302025-10-21 LLY ELI LILLY & CO355 shares-1.39%2025-09-302025-10-21 AVGO BROADCOM INC764 shares-6.72%2025-09-302025-10-21 HBT HBT FINL INC.9.6K shares0.00%2025-09-302025-10-21 AVIG AMERICAN CENTY ETF TR5.7K shares1.08%2025-09-302025-10-21 VOE VANGUARD INDEX FDS1.3K shares0.00%2025-09-302025-10-21 ETN EATON CORP PLC561 shares0.00%2025-09-302025-10-21 JPM JPMORGAN CHASE & CO.648 sharesnew addition2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available