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CIK: 0001956471
Total reported value
$423.7M
$423.7M
51 檔
30.8%
At the close of Q4 2024, Meredith Wealth Planning disclosed equity holdings valued at approximately $423.7M, spread across 51 reported holdings.
In Q4 2024, Meredith Wealth Planning displayed an active expansion posture, initiating 5 new positions and adding to 36 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 | 20.23% | -0.39% | +2.82% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 10.95% | -0.24% | +5.66% | |
| 3 | AVGV | Avantis All Eq Mkts Val ETF | ETF-Other | 10.40% | +1.07% | +9.47% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 8.75% | -0.75% | +6.77% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 7.85% | +0.62% | -0.18% | |
| 6 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 4.72% | -0.16% | +5.45% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 4.58% | -0.44% | +12.49% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.26% | -0.26% | +11.09% | |
| 9 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 3.85% | -0.03% | +4.87% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.91% | +0.06% | -0.21% | |
| 11 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 2.67% | +0.31% | +58.03% | |
| 12 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.51% | +0.05% | +25.39% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.21% | -0.10% | +138.67% | |
| 14 | DFSD | Dimensional Short Duration | ETF-Other | 1.17% | -0.05% | +15.59% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | -0.02% | +288.06% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.12% | +0.02% | +9.65% | |
| 17 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.95% | +0.09% | +15.65% | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.95% | +0.01% | +2.58% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.85% | -0.47% | EXIT | |
| 20 | AVDE | Avantis International Equity | ETF-Other | 0.81% | -0.13% | +1.75% | |
| 21 | DGCB | Dimensional Global Credit | ETF-Other | 0.76% | -0.12% | +181.57% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.07% | +3.26% | |
| 23 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.61% | -0.05% | +76.81% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.59% | -0.04% | -11.14% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.01% | +30.78% | |
| 26 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.55% | -0.02% | +1.00% | |
| 27 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | -0.01% | -0.13% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.07% | +0.81% | |
| 29 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.47% | +0.08% | +1.06% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.04% | -1.60% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | +0.01% | +13.40% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.31% | -0.01% | +210.71% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.27% | — | +0.29% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | -0.01% | +1.50% | |
| 35 | AGS | Playags Inc | Stock-Other | 0.20% | — | -11.17% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | +0.05% | — | |
| 37 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.18% | — | — | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.16% | +0.07% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | -0.03% | +3.91% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.13% | -0.01% | +1.34% | |
| 41 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.13% | -0.01% | +0.92% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | -0.01% | +2.32% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.13% | +0.02% | +19.59% | |
| 44 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.13% | -0.01% | +1.49% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.01% | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | +15.38% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.04% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | +0.06% | NEW | |
| 49 | DOCU | Docusign Inc | Stock-Tech | 0.10% | — | — | |
| 50 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.10% | — | +1.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGE | Avantis All Eqty Mrkts ETF | +0.8% | +58.03% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.8% | +288.06% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | +138.67% | Add |
| 4 | DGCB | Dimensional Global Credit | +0.5% | +181.57% | Add |
| 5 | DUSB | Dimension Ultrashort Fi ETF | +0.2% | +76.81% | Add |
| 6 | VXUS | Vanguard Total Intl Stock | +0.2% | +210.71% | Add |
| 7 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.2% | NEW | New buy |
| 8 | DFGP | Dimensional Glbl Core Pl Fix | +0.2% | +25.39% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +30.78% | Add |
| 10 | SMH | Vaneck Semiconductor ETF | +0.2% | NEW | New buy |
| 11 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 12 | AAPL | Apple Inc | +0.1% | +9.65% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 14 | DOCU | Docusign Inc | +0.1% | NEW | New buy |
| 15 | DFSD | Dimensional Short Duration | +0.1% | +15.59% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.26% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +13.40% | Add |
| 18 | AVGO | Broadcom Inc | 0% | +2.32% | Add |
| 19 | VGT | Vanguard Info Tech ETF | 0% | +19.59% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | +15.38% | Add |
| 21 | DEHP | Dimensional Emrg Mrk Hi Prof | 0% | +15.65% | Add |
| 22 | AVIG | Avantis Core Fixed Income | 0% | +1.55% | Add |
| 23 | DFNM | Dimensional National Muni Bd | 0% | +0.92% | Add |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +1.49% | Add |
| 25 | META | Meta Platforms Inc-class A | 0% | +0.81% | Add |
| 26 | IJS | Ishares S&p Small-cap 600 Va | 0% | +0.29% | Add |
| 27 | MCD | Mcdonald's CORP | 0% | +3.91% | Add |
| 28 | DFCF | Dimensional Core Fixed Inc | 0% | +11.09% | Add |
| 29 | AGS | Playags Inc | 0% | -11.17% | Trim |
| 30 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 31 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.50% | Add |
| 32 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 33 | IEMG | Ishares Core Msci Emerging | 0% | +1.34% | Add |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +2.58% | Add |
| 35 | DFAT | Dimensional US Target Value | 0% | -0.13% | Trim |
| 36 | MSFT | Microsoft CORP | -0.1% | -1.60% | Trim |
| 37 | QVAL | Alpha Arch US Qnt Value ETF | -0.1% | +1.00% | Add |
| 38 | AVIV | Avantis Int Lrg Cap Val ETF | -0.1% | +1.06% | Add |
| 39 | AVGV | Avantis All Eq Mkts Val ETF | -0.1% | +9.47% | Add |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -4.98% | Trim |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -11.14% | Trim |
| 42 | AVDE | Avantis International Equity | -0.1% | +1.75% | Add |
| 43 | AVUS | Avantis U.s. Equity ETF | -0.2% | -0.21% | Trim |
| 44 | DIHP | Dimensional International Hi | -0.2% | +12.49% | Add |
| 45 | DUHP | Dimensional US High Profi Et | -0.2% | +5.66% | Add |
| 46 | IMTM | Ishares Msci Intl Momentum F | -0.4% | +4.87% | Add |
| 47 | MTUM | Ishares Msci USA Momentum Fa | -0.4% | -0.18% | Trim |
| 48 | AVES | Avantis Emerging Markets Val | -0.7% | +5.45% | Add |
| 49 | AVUV | Avantis US Small Cap Value | -0.7% | +2.82% | Add |
| 50 | AVDV | Avantis Intl S/c Value ETF | -0.8% | +6.77% | Add |
According to official SEC Form 13F filings, Meredith Wealth Planning reported a total U.S. public equity portfolio value of $423.7M across 51 disclosed positions in Q4 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 30.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
IBDQ
市值: $404.2K
Top Position Liquidated / Trimmed
MTUM
前期市值: $17.3M
During Q4 2024, Meredith Wealth Planning's top holdings by market value included AVUV (20.2%)、DUHP (10.9%)、AVGV (10.4%). The largest single position, AVUV, represented 20.2% of total portfolio value.
In Q4 2024, Meredith Wealth Planning made 48 total portfolio adjustments, initiating 5 new buys, adding to 36 positions, trimming 7 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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