$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
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.