$116 Million is the total value of Meredith Wealth Planning's 60 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $32,976,224 | – | 442,574 | +100.0% | 28.40% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $18,147,583 | – | 124,358 | +100.0% | 15.63% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $13,564,777 | – | 245,073 | +100.0% | 11.68% | – |
| IMTM | New | ISHARES TRmsci intl moment | $9,118,319 | – | 295,761 | +100.0% | 7.85% | – |
| New | AMERICAN CENTY ETF TRemerging mkt val | $7,687,799 | – | 187,599 | +100.0% | 6.62% | – | |
| New | DIMENSIONAL ETF TRUSTus high profitab | $2,971,177 | – | 123,747 | +100.0% | 2.56% | – | |
| New | DIMENSIONAL ETF TRUST | $2,929,205 | – | 70,549 | +100.0% | 2.52% | – | |
| VFMO | New | VANGUARD WELLINGTON FDus momentum | $2,420,583 | – | 21,222 | +100.0% | 2.08% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $2,142,492 | – | 28,494 | +100.0% | 1.84% | – |
| New | DIMENSIONAL ETF TRUSTintl high profit | $2,140,341 | – | 97,068 | +100.0% | 1.84% | – | |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $1,733,179 | – | 23,352 | +100.0% | 1.49% | – |
| AAPL | New | APPLE INC | $1,200,337 | – | 9,238 | +100.0% | 1.03% | – |
| New | LITMAN GREGORY FDS TRimgp dbi managed | $1,086,038 | – | 37,308 | +100.0% | 0.94% | – | |
| QVAL | New | EA SERIES TRUSTus quan value | $974,043 | – | 30,283 | +100.0% | 0.84% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $880,491 | – | 20,034 | +100.0% | 0.76% | – |
| KMLM | New | KRANESHARES TRkfa mount lucas | $843,119 | – | 27,598 | +100.0% | 0.73% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $747,708 | – | 19,182 | +100.0% | 0.64% | – |
| MSFT | New | MICROSOFT CORP | $724,054 | – | 3,019 | +100.0% | 0.62% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $698,569 | – | 3,654 | +100.0% | 0.60% | – |
| BA | New | BOEING CO | $696,622 | – | 3,657 | +100.0% | 0.60% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $630,845 | – | 7,150 | +100.0% | 0.54% | – |
| JNJ | New | JOHNSON & JOHNSON | $543,199 | – | 3,075 | +100.0% | 0.47% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $539,243 | – | 4,175 | +100.0% | 0.46% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $499,215 | – | 5,467 | +100.0% | 0.43% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $435,588 | – | 1,139 | +100.0% | 0.38% | – |
| V | New | VISA INC | $413,145 | – | 1,989 | +100.0% | 0.36% | – |
| VOO | New | VANGUARD INDEX FDS | $407,967 | – | 1,161 | +100.0% | 0.35% | – |
| BLK | New | BLACKROCK INC | $398,250 | – | 562 | +100.0% | 0.34% | – |
| PEP | New | PEPSICO INC | $397,601 | – | 2,201 | +100.0% | 0.34% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $368,827 | – | 1,194 | +100.0% | 0.32% | – |
| SYK | New | STRYKER CORPORATION | $360,378 | – | 1,474 | +100.0% | 0.31% | – |
| CAT | New | CATERPILLAR INC | $348,567 | – | 1,455 | +100.0% | 0.30% | – |
| LOW | New | LOWES COS INC | $343,490 | – | 1,724 | +100.0% | 0.30% | – |
| CB | New | CHUBB LIMITED | $337,077 | – | 1,528 | +100.0% | 0.29% | – |
| ACN | New | ACCENTURE PLC IRELAND | $332,773 | – | 1,247 | +100.0% | 0.29% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $310,575 | – | 6,276 | +100.0% | 0.27% | – |
| TXN | New | TEXAS INSTRS INC | $296,050 | – | 1,792 | +100.0% | 0.26% | – |
| ABT | New | ABBOTT LABS | $292,590 | – | 2,665 | +100.0% | 0.25% | – |
| DE | New | DEERE & CO | $281,167 | – | 656 | +100.0% | 0.24% | – |
| CSCO | New | CISCO SYS INC | $261,258 | – | 5,484 | +100.0% | 0.22% | – |
| IBDS | New | ISHARES TRibonds 27 etf | $259,679 | – | 11,112 | +100.0% | 0.22% | – |
| AVDE | New | AMERICAN CENTY ETF TRintl eqt etf | $256,380 | – | 4,820 | +100.0% | 0.22% | – |
| IEMG | New | ISHARES INCcore msci emkt | $256,075 | – | 5,483 | +100.0% | 0.22% | – |
| HD | New | HOME DEPOT INC | $255,359 | – | 808 | +100.0% | 0.22% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $250,383 | – | 2,481 | +100.0% | 0.22% | – |
| GD | New | GENERAL DYNAMICS CORP | $250,095 | – | 1,008 | +100.0% | 0.22% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $246,990 | – | 466 | +100.0% | 0.21% | – |
| IVAL | New | EA SERIES TRUSTintl quan value | $245,553 | – | 11,207 | +100.0% | 0.21% | – |
| PG | New | PROCTER AND GAMBLE CO | $242,305 | – | 1,599 | +100.0% | 0.21% | – |
| LRGF | New | ISHARES TRu s equity factr | $242,057 | – | 6,205 | +100.0% | 0.21% | – |
| DIS | New | DISNEY WALT CO | $231,718 | – | 2,667 | +100.0% | 0.20% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $230,080 | – | 1,086 | +100.0% | 0.20% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $225,875 | – | 1,684 | +100.0% | 0.20% | – |
| FB | New | META PLATFORMS INCcl a | $222,388 | – | 1,848 | +100.0% | 0.19% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $221,185 | – | 636 | +100.0% | 0.19% | – |
| PSX | New | PHILLIPS 66 | $220,754 | – | 2,121 | +100.0% | 0.19% | – |
| AMZN | New | AMAZON COM INC | $218,652 | – | 2,603 | +100.0% | 0.19% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $209,626 | – | 1,445 | +100.0% | 0.18% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $207,654 | – | 869 | +100.0% | 0.18% | – |
| PLUG | New | PLUG POWER INC | $131,184 | – | 10,605 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-01
Signatures
The EDGAR filing(s) were signed by:
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.