 |
Size ($ in 1000's)
At 03/31/2024: $179,244
At 12/31/2023: $160,873
Meredith Wealth Planning holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Meredith Wealth Planning 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Meredith Wealth Planning top holdings by largest position size, as per the latest 13f filing made by Meredith Wealth Planning.
In the Meredith Wealth Planning-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Meredith Wealth Planning in that top holding, then the share count change between reporting periods, and finally the Meredith Wealth Planning top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| AMERICAN CENTY ETF TR (AVUV) |
445,174 |
+672 |
$41,717 | | AVUV | 445,174 | +672 | $41,717 | | DIMENSIONAL ETF TRUST (DUHP) |
578,828 |
+54,941 |
$18,297 | | DUHP | 578,828 | +54,941 | $18,297 | | AMERICAN CENTY ETF TR (AVDV) |
274,544 |
+8,580 |
$18,081 | | AVDV | 274,544 | +8,580 | $18,081 | | AMERICAN CENTY ETF TR (AVGV) |
288,357 |
+29,545 |
$17,422 | | AVGV | 288,357 | +29,545 | $17,422 | | ISHARES TR (MTUM) |
88,254 |
-1,462 |
$16,534 | | MTUM | 88,254 | -1,462 | $16,534 | | AMERICAN CENTY ETF TR (AVES) |
210,358 |
+6,963 |
$9,969 | | AVES | 210,358 | +6,963 | $9,969 | | ISHARES TR (IMTM) |
221,640 |
+191 |
$8,695 | | IMTM | 221,640 | +191 | $8,695 | | DIMENSIONAL ETF TRUST (DIHP) |
299,431 |
+32,447 |
$8,067 | | DIHP | 299,431 | +32,447 | $8,067 | | DIMENSIONAL ETF TRUST (DFCF) |
175,272 |
+24,277 |
$7,353 | | DFCF | 175,272 | +24,277 | $7,353 | | AMERICAN CENTY ETF TR (AVUS) |
64,409 |
+1,583 |
$5,765 | | AVUS | 64,409 | +1,583 | $5,765 | | SPDR SER TR (SLYV) |
23,397 |
+141 |
$1,941 | | SLYV | 23,397 | +141 | $1,941 | | DIMENSIONAL ETF TRUST (DFSD) |
41,117 |
+8,020 |
$1,934 | | DFSD | 41,117 | +8,020 | $1,934 | | AMERICAN CENTY ETF TR (AVGE) |
26,238 |
+7,372 |
$1,832 | | AVGE | 26,238 | +7,372 | $1,832 | | AMERICAN CENTY ETF TR (AVDE) |
27,209 |
+770 |
$1,734 | | AVDE | 27,209 | +770 | $1,734 | | VANGUARD MUN BD FDS (VTEB) |
33,880 |
+11,675 |
$1,714 | | VTEB | 33,880 | +11,675 | $1,714 | | VANGUARD SCOTTSDALE FDS (VCSH) |
21,152 |
-2,389 |
$1,635 | | VCSH | 21,152 | -2,389 | $1,635 | | APPLE INC |
9,190 |
-11 |
$1,576 | | AAPL | 9,190 | -11 | $1,576 | | DIMENSIONAL ETF TRUST (DEHP) |
59,332 |
+6,427 |
$1,473 | | DEHP | 59,332 | +6,427 | $1,473 | | ALPHABET INC |
8,678 |
-153 |
$1,310 | | GOOGL | 8,678 | -153 | $1,310 | | EA SERIES TRUST |
27,113 |
-896 |
$1,218 | | QVAL | 27,113 | -896 | $1,218 | | DIMENSIONAL ETF TRUST (DFAT) |
19,752 |
-17 |
$1,075 | | DFAT | 19,752 | -17 | $1,075 | | MICROSOFT CORP |
2,529 |
+15 |
$1,064 | | MSFT | 2,529 | +15 | $1,064 | | VANGUARD INDEX FDS (VTI) |
3,990 |
+851 |
$1,037 | | VTI | 3,990 | +851 | $1,037 | | AMAZON COM INC |
4,943 |
-40 |
$892 | | AMZN | 4,943 | -40 | $892 | | AMERICAN CENTY ETF TR (AVIV) |
16,249 |
UNCH |
$879 | | AVIV | 16,249 | UNCH | $879 | | META PLATFORMS INC |
1,385 |
-11 |
$663 | | META | 1,385 | -11 | $663 | | VANGUARD INTL EQUITY INDEX F (VWO) |
14,341 |
-1,403 |
$599 | | VWO | 14,341 | -1,403 | $599 | | ISHARES TR (IJS) |
5,520 |
-95 |
$567 | | IJS | 5,520 | -95 | $567 | | VANGUARD INDEX FDS (VOO) |
1,157 |
+52 |
$556 | | VOO | 1,157 | +52 | $556 | | NVIDIA CORPORATION |
531 |
-9 |
$480 | | NVDA | 531 | -9 | $480 | | CATERPILLAR INC |
1,180 |
-189 |
$432 | | CAT | 1,180 | -189 | $432 | | PLAYAGS INC |
42,890 |
UNCH |
$385 | | AGS | 42,890 | UNCH | $385 | | MCDONALDS CORP |
1,157 |
+1 |
$326 | | MCD | 1,157 | +1 | $326 | | ISHARES INC (IEMG) |
5,802 |
-200 |
$299 | | IEMG | 5,802 | -200 | $299 | | ELI LILLY & CO |
370 |
-36 |
$288 | | LLY | 370 | -36 | $288 | | ISHARES TR (IBDS) |
11,572 |
+82 |
$275 | | IBDS | 11,572 | +82 | $275 | | AMERICAN CENTY ETF TR (AVIG) |
6,196 |
-35 |
$256 | | AVIG | 6,196 | -35 | $256 | | ISHARES TR (IVV) |
455 |
-8 |
$239 | | IVV | 455 | -8 | $239 | | DIMENSIONAL ETF TRUST (DFIP) |
5,511 |
+18 |
$227 | | DFIP | 5,511 | +18 | $227 | | DIMENSIONAL ETF TRUST (DUSB) |
4,365 |
+4,365 |
$221 | | DUSB | 4,365 | +4,365 | $221 |
See Full List: All Stocks Held By Meredith Wealth Planning
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Meredith Wealth Planning
|
|
