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CIK: 0001956471
Total reported value
$423.7M
$423.7M
46 檔
29.9%
As reported in its official Q3 2024 Form 13F filing, Meredith Wealth Planning's tracked investment portfolio stood at $423.7M with 46 total positions.
In Q3 2024, Meredith Wealth Planning displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 20.94% | -0.39% | +1.32% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 11.18% | -0.24% | +3.61% | |
| 3 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 10.47% | +1.07% | +1.56% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 9.53% | -0.75% | +0.70% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 8.25% | +0.62% | -0.82% | |
| 6 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 5.41% | -0.16% | +2.05% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 4.79% | -0.44% | +7.05% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.29% | -0.26% | +9.73% | |
| 9 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 4.24% | -0.03% | -0.60% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.06% | +0.06% | +0.09% | |
| 11 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 1.85% | +0.31% | +84.51% | |
| 12 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.34% | +0.05% | +56.28% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.10% | -0.05% | -12.10% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.02% | +0.02% | -0.07% | |
| 15 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.99% | +0.01% | +0.98% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.97% | -0.47% | EXIT | |
| 17 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.96% | +0.09% | +9.41% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 0.94% | -0.13% | +0.98% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.72% | -0.04% | -5.51% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.07% | -0.05% | |
| 21 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.60% | -0.02% | +0.33% | |
| 22 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.53% | +0.08% | +19.89% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.10% | +0.18% | |
| 24 | DFAT | Dimensional US Target Value | ETF-Other | 0.53% | -0.01% | +0.52% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.04% | -5.97% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.07% | -0.32% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.01% | — | |
| 28 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.37% | -0.05% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.02% | +8.94% | |
| 30 | DGCB | Dimensional Global Credit | ETF-Other | 0.30% | -0.12% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.01% | -1.34% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.29% | — | +0.32% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.26% | -0.01% | -3.93% | |
| 34 | AGS | Playags Inc | Stock-Other | 0.23% | — | — | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.05% | — | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.17% | -0.03% | +0.09% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.16% | -0.01% | -2.82% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.01% | -2.16% | |
| 39 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.14% | -0.01% | +28.68% | |
| 40 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.14% | -0.01% | +1.11% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | -0.01% | +0.37% | |
| 42 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.11% | — | +0.64% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | +0.50% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.11% | +0.02% | — | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | -0.01% | — | |
| 46 | HBT | Hbt Financial Inc/de | Stock-Other | 0.10% | — | — |
According to official SEC Form 13F filings, Meredith Wealth Planning reported a total U.S. public equity portfolio value of $423.7M across 46 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AVUV, DUHP, AVGV) accounted for 29.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
DUSB
市值: $772.3K
Top Position Liquidated / Trimmed
VUG
前期市值: $501.6K
During Q3 2024, Meredith Wealth Planning's top holdings by market value included AVUV (20.9%)、DUHP (11.2%)、AVGV (10.5%). The largest single position, AVUV, represented 20.9% of total portfolio value.
In Q3 2024, Meredith Wealth Planning made 46 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 12 holdings, and fully liquidating 3 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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