| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 30.0% |
| ISHARES TR | 7 | Q2 2024 | 15.6% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 12.8% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 7.8% |
| ISHARES TR | 7 | Q2 2024 | 7.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 11.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.1% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.7% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 1.8% |
| SPDR SER TR | 7 | Q2 2024 | 1.5% |
View Meredith Wealth Planning's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| 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.