Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 30.0% |
ISHARES TR | 4 | Q3 2023 | 15.6% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 12.8% |
ISHARES TR | 4 | Q3 2023 | 7.9% |
AMERICAN CENTY ETF TR | 4 | Q3 2023 | 7.8% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.3% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 3.8% |
DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.5% |
VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 1.8% |
SPDR SER TR | 4 | Q3 2023 | 1.5% |
View Meredith Wealth Planning's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-25 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-24 |
13F-HR | 2023-02-01 |
View Meredith Wealth Planning's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.