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CIK: 0001956471
Total reported value
$423.7M
$423.7M
44 檔
27.6%
The Q2 2024 SEC filing reveals that Meredith Wealth Planning held a total portfolio value of $423.7M, covering 44 public equity positions.
During Q2 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 | 21.22% | -0.39% | +1.39% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 11.13% | -0.24% | +14.69% | |
| 3 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 10.62% | +1.07% | +19.32% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 9.55% | -0.75% | +2.19% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 8.77% | +0.62% | -2.65% | |
| 6 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 5.45% | -0.16% | +1.35% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 4.67% | -0.44% | +13.01% | |
| 8 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 4.49% | -0.03% | -0.04% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.13% | -0.26% | +8.31% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.18% | +0.06% | +4.62% | |
| 11 | DFSD | Dimensional Short Duration | ETF-Other | 1.35% | -0.05% | +33.53% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.04% | -0.47% | EXIT | |
| 13 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 1.03% | +0.31% | +8.38% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.01% | +0.02% | -0.01% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.97% | +0.01% | +0.88% | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 0.95% | -0.13% | +6.51% | |
| 17 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.93% | +0.09% | +15.24% | |
| 18 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.91% | +0.05% | +704.86% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.82% | -0.04% | -4.53% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.07% | -8.32% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.04% | +5.26% | |
| 22 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.61% | -0.02% | +0.51% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | -0.10% | -1.85% | |
| 24 | DFAT | Dimensional US Target Value | ETF-Other | 0.54% | -0.01% | -0.11% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.07% | +34.58% | |
| 26 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.46% | +0.08% | +2.18% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.01% | -9.04% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.01% | +894.54% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | -0.02% | -4.32% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.28% | — | +0.94% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.01% | -16.92% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | — | — | |
| 33 | AGS | Playags Inc | Stock-Other | 0.26% | — | — | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.05% | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | +0.01% | +0.27% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.16% | -0.01% | +0.93% | |
| 37 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.16% | — | +32.10% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | -0.03% | -0.52% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.15% | -0.01% | +0.84% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.12% | — | — | |
| 41 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.12% | -0.01% | — | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | -0.01% | — | |
| 43 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.12% | — | -11.89% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -11.87% |
According to official SEC Form 13F filings, Meredith Wealth Planning reported a total U.S. public equity portfolio value of $423.7M across 44 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, AVGV) accounted for 27.6% of total reported equity market value during Q2 2024.
During Q2 2024, Meredith Wealth Planning's top holdings by market value included AVUV (21.2%)、DUHP (11.1%)、AVGV (10.6%). The largest single position, AVUV, represented 21.2% of total portfolio value.
In Q2 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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