13F HOLDINGS REPORT
Meredith Wealth Planning
Quarter ended Q4 2024 · Filed January 31, 2025 · Accession 0001956471-25-000001
Total Value
$224.4M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072877 | 470,222 | $45.4M | 20.23% |
| 2 | DIMENSIONAL ETF TRUST | 25434V831 | 726,739 | $24.6M | 10.95% |
| 3 | AMERICAN CENTY ETF TR | 025072216 | 382,534 | $23.3M | 10.40% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 301,613 | $19.6M | 8.75% |
| 5 | ISHARES TR | 46432F396 | 85,063 | $17.6M | 7.85% |
| 6 | AMERICAN CENTY ETF TR | 025072372 | 229,444 | $10.6M | 4.72% |
| 7 | DIMENSIONAL ETF TRUST | 25434V765 | 407,495 | $10.3M | 4.58% |
| 8 | DIMENSIONAL ETF TRUST | 25434V872 | 231,404 | $9.6M | 4.26% |
| 9 | ISHARES TR | 46434V449 | 230,933 | $8.6M | 3.85% |
| 10 | AMERICAN CENTY ETF TR | 025072885 | 67,306 | $6.5M | 2.91% |
| 11 | AMERICAN CENTY ETF TR | 025072232 | 82,919 | $6.0M | 2.67% |
| 12 | DIMENSIONAL ETF TRUST | 25434V583 | 63,989 | $3.4M | 1.51% |
| 13 | VANGUARD INDEX FDS | 922908769 | 9,363 | $2.7M | 1.21% |
| 14 | DIMENSIONAL ETF TRUST | 25434V864 | 55,785 | $2.6M | 1.17% |
| 15 | VANGUARD INDEX FDS | 922908363 | 4,680 | $2.5M | 1.12% |
| 16 | APPLE INC | AAPL | 10,069 | $2.5M | 1.12% |
| 17 | DIMENSIONAL ETF TRUST | 25434V757 | 86,519 | $2.1M | 0.95% |
| 18 | SPDR SER TR | 78464A300 | 24,449 | $2.1M | 0.95% |
| 19 | VANGUARD MUN BD FDS | 922907746 | 37,933 | $1.9M | 0.85% |
| 20 | AMERICAN CENTY ETF TR | 025072703 | 29,777 | $1.8M | 0.81% |
| 21 | DIMENSIONAL ETF TRUST | 25434V567 | 32,614 | $1.7M | 0.76% |
| 22 | ALPHABET INC | GOOG | 8,211 | $1.6M | 0.69% |
| 23 | DIMENSIONAL ETF TRUST | 25434V591 | 26,896 | $1.4M | 0.61% |
| 24 | VANGUARD SCOTTSDALE FDS | 92206C409 | 16,955 | $1.3M | 0.59% |
| 25 | AMAZON COM INC | AMZN | 5,880 | $1.3M | 0.57% |
| 26 | EA SERIES TRUST | 02072L102 | 27,615 | $1.2M | 0.55% |
| 27 | DIMENSIONAL ETF TRUST | 25434V609 | 19,808 | $1.1M | 0.49% |
| 28 | META PLATFORMS INC | META | 1,873 | $1.1M | 0.49% |
| 29 | AMERICAN CENTY ETF TR | 025072364 | 20,117 | $1.0M | 0.47% |
| 30 | MICROSOFT CORP | MSFT | 2,463 | $1.0M | 0.46% |
| 31 | NVIDIA CORPORATION | NVDA | 5,908 | $793,375 | 0.35% |
| 32 | VANGUARD STAR FDS | 921909768 | 11,720 | $690,678 | 0.31% |
| 33 | ISHARES TR | 464287879 | 5,606 | $608,888 | 0.27% |
| 34 | VANGUARD INTL EQUITY INDEX F | 922042858 | 11,618 | $511,655 | 0.23% |
| 35 | PLAYAGS INC | 72814N104 | 38,100 | $439,293 | 0.20% |
| 36 | CATERPILLAR INC | CAT | 1,180 | $428,067 | 0.19% |
| 37 | ISHARES TR | 46434VBD1 | 16,134 | $404,166 | 0.18% |
| 38 | VANECK ETF TRUST | 92189F676 | 1,496 | $362,286 | 0.16% |
| 39 | MCDONALDS CORP | MCD | 1,197 | $346,861 | 0.15% |
| 40 | ISHARES INC | 46434G103 | 5,767 | $301,161 | 0.13% |
| 41 | DIMENSIONAL ETF TRUST | 25434V849 | 6,240 | $298,101 | 0.13% |
| 42 | BROADCOM INC | AVGO | 1,279 | $296,523 | 0.13% |
| 43 | VANGUARD WORLD FD | 92204A702 | 470 | $292,281 | 0.13% |
| 44 | ISHARES TR | 46435UAA9 | 11,974 | $286,886 | 0.13% |
| 45 | ELI LILLY & CO | LLY | 363 | $280,256 | 0.12% |
| 46 | ISHARES TR | 464287200 | 465 | $273,778 | 0.12% |
| 47 | WALMART INC | WMT | 2,628 | $237,440 | 0.11% |
| 48 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 512 | $232,079 | 0.10% |
| 49 | DOCUSIGN INC | DOCU | 2,565 | $230,696 | 0.10% |
| 50 | AMERICAN CENTY ETF TR | 025072562 | 5,579 | $226,334 | 0.10% |
| 51 | HBT FINL INC. | 404111106 | 9,594 | $210,109 | 0.09% |