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CIK: 0001956471
Total reported value
$423.7M
$423.7M
41 檔
26.4%
According to the latest 13F quarterly dataset, Meredith Wealth Planning managed an equity portfolio of $423.7M at the end of Q1 2024, spanning 41 distinct U.S. exchange-listed positions.
During Q1 2024, Meredith Wealth Planning's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 23.27% | -0.39% | +0.15% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 10.21% | -0.24% | +10.49% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 10.09% | -0.75% | +3.23% | |
| 4 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 9.72% | +1.07% | +11.42% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 9.22% | +0.62% | -1.63% | |
| 6 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 5.56% | -0.16% | +3.42% | |
| 7 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 4.85% | -0.03% | +0.09% | |
| 8 | DIHP | Dimensional International Hi | ETF-Other | 4.50% | -0.44% | +12.15% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.10% | -0.26% | +16.08% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.22% | +0.06% | +2.52% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.08% | +0.01% | +0.61% | |
| 12 | DFSD | Dimensional Short Duration | ETF-Other | 1.08% | -0.05% | +24.23% | |
| 13 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 1.02% | +0.31% | +39.08% | |
| 14 | AVDE | Avantis International Equity | ETF-Other | 0.97% | -0.13% | +2.91% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.96% | -0.47% | EXIT | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.91% | -0.04% | -10.15% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.02% | -0.12% | |
| 18 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.82% | +0.09% | +12.15% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.07% | -1.73% | |
| 20 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.68% | -0.02% | -3.20% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 0.60% | -0.01% | -0.09% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.04% | +0.60% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | -0.10% | +27.11% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.01% | -0.80% | |
| 25 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.49% | +0.08% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.07% | -0.79% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.33% | -0.01% | -8.91% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.32% | — | -1.69% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | -0.02% | +4.71% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.01% | -1.67% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.05% | -13.81% | |
| 32 | AGS | Playags Inc | Stock-Other | 0.21% | — | — | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.18% | -0.03% | +0.09% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.17% | -0.01% | -3.33% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.01% | -8.87% | |
| 36 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.15% | -0.01% | +0.71% | |
| 37 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.14% | — | -0.56% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | -1.73% | |
| 39 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.13% | — | +0.33% | |
| 40 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.12% | -0.05% | — | |
| 41 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.12% | +0.05% | — |
According to official SEC Form 13F filings, Meredith Wealth Planning reported a total U.S. public equity portfolio value of $423.7M across 41 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVUV, DUHP, AVDV) accounted for 26.4% of total reported equity market value during Q1 2024.
During Q1 2024, Meredith Wealth Planning's top holdings by market value included AVUV (23.3%)、DUHP (10.2%)、AVDV (10.1%). The largest single position, AVUV, represented 23.3% of total portfolio value.
In Q1 2024, Meredith Wealth Planning made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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