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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DUSB +4,365+$221
DFGP +4,057+$217
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
BA -1,572-$410
QMOM -8,003-$399
IVAL -12,334-$309
HBT -9,594-$203
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DUHP +54,941+$3,309
DIHP +32,447+$1,216
AVGV +29,545+$2,897
DFCF +24,277+$951
VTEB +11,675+$580
AVDV +8,580+$1,461
DFSD +8,020+$378
AVGE +7,372+$610
AVES +6,963+$619
DEHP +6,427+$190
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
VCSH -2,389-$186
MTUM -1,462+$2,458
VWO -1,403-$48
QVAL -896+$84
IEMG -200-$5
CAT -189+$27
GOOGL -153+$76
IJS -95-$12
AMZN -40+$135
Meredith Wealth Planning Info
Size ($ 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

All Stocks Held By Meredith Wealth Planning
As of  03/31/2024, we find all stocks held by Meredith Wealth Planning to be as follows, presented in the table below with each row detailing each Meredith Wealth Planning position, ordered by largest to smallest position size. The all-stocks-held-by-Meredith Wealth Planning table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Meredith Wealth Planning as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
AMERICAN CENTY ETF TR (AVUV) 445,174 +672 $41,717
     AVUV445,174+672$41,717
DIMENSIONAL ETF TRUST (DUHP) 578,828 +54,941 $18,297
     DUHP578,828+54,941$18,297
AMERICAN CENTY ETF TR (AVDV) 274,544 +8,580 $18,081
     AVDV274,544+8,580$18,081
AMERICAN CENTY ETF TR (AVGV) 288,357 +29,545 $17,422
     AVGV288,357+29,545$17,422
ISHARES TR (MTUM) 88,254 -1,462 $16,534
     MTUM88,254-1,462$16,534
AMERICAN CENTY ETF TR (AVES) 210,358 +6,963 $9,969
     AVES210,358+6,963$9,969
ISHARES TR (IMTM) 221,640 +191 $8,695
     IMTM221,640+191$8,695
DIMENSIONAL ETF TRUST (DIHP) 299,431 +32,447 $8,067
     DIHP299,431+32,447$8,067
DIMENSIONAL ETF TRUST (DFCF) 175,272 +24,277 $7,353
     DFCF175,272+24,277$7,353
AMERICAN CENTY ETF TR (AVUS) 64,409 +1,583 $5,765
     AVUS64,409+1,583$5,765
SPDR SER TR (SLYV) 23,397 +141 $1,941
     SLYV23,397+141$1,941
DIMENSIONAL ETF TRUST (DFSD) 41,117 +8,020 $1,934
     DFSD41,117+8,020$1,934
AMERICAN CENTY ETF TR (AVGE) 26,238 +7,372 $1,832
     AVGE26,238+7,372$1,832
AMERICAN CENTY ETF TR (AVDE) 27,209 +770 $1,734
     AVDE27,209+770$1,734
VANGUARD MUN BD FDS (VTEB) 33,880 +11,675 $1,714
     VTEB33,880+11,675$1,714
VANGUARD SCOTTSDALE FDS (VCSH) 21,152 -2,389 $1,635
     VCSH21,152-2,389$1,635
APPLE INC 9,190 -11 $1,576
     AAPL9,190-11$1,576
DIMENSIONAL ETF TRUST (DEHP) 59,332 +6,427 $1,473
     DEHP59,332+6,427$1,473
ALPHABET INC 8,678 -153 $1,310
     GOOGL8,678-153$1,310
EA SERIES TRUST 27,113 -896 $1,218
     QVAL27,113-896$1,218
DIMENSIONAL ETF TRUST (DFAT) 19,752 -17 $1,075
     DFAT19,752-17$1,075
MICROSOFT CORP 2,529 +15 $1,064
     MSFT2,529+15$1,064
VANGUARD INDEX FDS (VTI) 3,990 +851 $1,037
     VTI3,990+851$1,037
AMAZON COM INC 4,943 -40 $892
     AMZN4,943-40$892
AMERICAN CENTY ETF TR (AVIV) 16,249 UNCH $879
     AVIV16,249UNCH$879
META PLATFORMS INC 1,385 -11 $663
     META1,385-11$663
VANGUARD INTL EQUITY INDEX F (VWO) 14,341 -1,403 $599
     VWO14,341-1,403$599
ISHARES TR (IJS) 5,520 -95 $567
     IJS5,520-95$567
VANGUARD INDEX FDS (VOO) 1,157 +52 $556
     VOO1,157+52$556
NVIDIA CORPORATION 531 -9 $480
     NVDA531-9$480
CATERPILLAR INC 1,180 -189 $432
     CAT1,180-189$432
PLAYAGS INC 42,890 UNCH $385
     AGS42,890UNCH$385
MCDONALDS CORP 1,157 +1 $326
     MCD1,157+1$326
ISHARES INC (IEMG) 5,802 -200 $299
     IEMG5,802-200$299
ELI LILLY & CO 370 -36 $288
     LLY370-36$288
ISHARES TR (IBDS) 11,572 +82 $275
     IBDS11,572+82$275
AMERICAN CENTY ETF TR (AVIG) 6,196 -35 $256
     AVIG6,196-35$256
ISHARES TR (IVV) 455 -8 $239
     IVV455-8$239
DIMENSIONAL ETF TRUST (DFIP) 5,511 +18 $227
     DFIP5,511+18$227
DIMENSIONAL ETF TRUST (DUSB) 4,365 +4,365 $221
     DUSB4,365+4,365$221
DIMENSIONAL ETF TRUST (DFGP) 4,057 +4,057 $217
     DFGP4,057+4,057$217
BOEING CO $0 (exited)
     BA0-1,572$0
HBT FINL INC. $0 (exited)
     HBT0-9,594$0
EA SERIES TRUST $0 (exited)
     IVAL0-12,334$0
EA SERIES TRUST 0 -8,003 $0 (exited)
     QMOM0-8,003$0

See Summary: Meredith Wealth Planning Top Holdings
See Details: Top 10 Stocks Held By Meredith Wealth Planning

All Stocks Held By Meredith Wealth Planning | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

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