13F HOLDINGS REPORT
Meredith Wealth Planning
Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0001956471-25-000005
Total Value
$226.7M
Positions
51
Other Managers
0
Confidential Omitted
No
Holdings (51)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072877 | 479,513 | $41.8M | 18.44% |
| 2 | DIMENSIONAL ETF TRUST | 25434V831 | 760,626 | $25.2M | 11.12% |
| 3 | AMERICAN CENTY ETF TR | 025072216 | 395,336 | $24.0M | 10.60% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 305,518 | $21.3M | 9.40% |
| 5 | ISHARES TR | 46432F396 | 83,014 | $16.8M | 7.40% |
| 6 | DIMENSIONAL ETF TRUST | 25434V765 | 424,472 | $11.4M | 5.04% |
| 7 | AMERICAN CENTY ETF TR | 025072372 | 236,254 | $11.1M | 4.91% |
| 8 | DIMENSIONAL ETF TRUST | 25434V872 | 240,345 | $10.1M | 4.46% |
| 9 | ISHARES TR | 46434V449 | 228,883 | $9.1M | 4.03% |
| 10 | AMERICAN CENTY ETF TR | 025072232 | 101,221 | $7.2M | 3.18% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 67,178 | $6.2M | 2.74% |
| 12 | DIMENSIONAL ETF TRUST | 25434V583 | 64,248 | $3.4M | 1.51% |
| 13 | DIMENSIONAL ETF TRUST | 25434V864 | 60,712 | $2.9M | 1.27% |
| 14 | VANGUARD INDEX FDS | 922908769 | 9,081 | $2.5M | 1.10% |
| 15 | VANGUARD INDEX FDS | 922908363 | 4,645 | $2.4M | 1.05% |
| 16 | DIMENSIONAL ETF TRUST | 25434V757 | 88,448 | $2.2M | 0.98% |
| 17 | APPLE INC | AAPL | 9,757 | $2.2M | 0.96% |
| 18 | VANGUARD MUN BD FDS | 922907746 | 41,829 | $2.1M | 0.92% |
| 19 | AMERICAN CENTY ETF TR | 025072703 | 31,253 | $2.1M | 0.91% |
| 20 | SPDR SER TR | 78464A300 | 24,988 | $2.0M | 0.86% |
| 21 | ISHARES TR | 46436E718 | 19,320 | $1.9M | 0.86% |
| 22 | DIMENSIONAL ETF TRUST | 25434V567 | 34,734 | $1.8M | 0.81% |
| 23 | ALPHABET INC | GOOG | 8,207 | $1.3M | 0.56% |
| 24 | VANGUARD SCOTTSDALE FDS | 92206C409 | 16,060 | $1.3M | 0.56% |
| 25 | EA SERIES TRUST | 02072L102 | 27,688 | $1.2M | 0.52% |
| 26 | AMERICAN CENTY ETF TR | 025072364 | 20,523 | $1.2M | 0.51% |
| 27 | AMAZON COM INC | AMZN | 5,749 | $1.1M | 0.48% |
| 28 | META PLATFORMS INC | META | 1,867 | $1.1M | 0.47% |
| 29 | DIMENSIONAL ETF TRUST | 25434V609 | 19,794 | $1.0M | 0.45% |
| 30 | DIMENSIONAL ETF TRUST | 25434V591 | 19,390 | $983,677 | 0.43% |
| 31 | MICROSOFT CORP | MSFT | 2,399 | $900,693 | 0.40% |
| 32 | VANGUARD STAR FDS | 921909768 | 11,726 | $728,182 | 0.32% |
| 33 | ISHARES TR | 464287879 | 5,565 | $542,491 | 0.24% |
| 34 | NVIDIA CORPORATION | NVDA | 4,831 | $523,576 | 0.23% |
| 35 | VANGUARD INTL EQUITY INDEX F | 922042858 | 10,475 | $474,107 | 0.21% |
| 36 | ISHARES TR | 46434VBD1 | 16,241 | $408,473 | 0.18% |
| 37 | CATERPILLAR INC | CAT | 1,180 | $389,173 | 0.17% |
| 38 | MCDONALDS CORP | MCD | 1,155 | $360,662 | 0.16% |
| 39 | VANECK ETF TRUST | 92189F676 | 1,496 | $316,359 | 0.14% |
| 40 | ISHARES INC | 46434G103 | 5,767 | $311,253 | 0.14% |
| 41 | DIMENSIONAL ETF TRUST | 25434V849 | 6,490 | $308,714 | 0.14% |
| 42 | ELI LILLY & CO | LLY | 363 | $299,999 | 0.13% |
| 43 | ISHARES TR | 46435UAA9 | 11,937 | $288,626 | 0.13% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 527 | $280,670 | 0.12% |
| 45 | ISHARES TR | 464287200 | 466 | $262,025 | 0.12% |
| 46 | UNITEDHEALTH GROUP INC | UNH | 493 | $258,004 | 0.11% |
| 47 | VANGUARD WORLD FD | 92204A702 | 471 | $255,281 | 0.11% |
| 48 | AMERICAN CENTY ETF TR | 025072562 | 5,593 | $231,511 | 0.10% |
| 49 | WALMART INC | WMT | 2,628 | $230,712 | 0.10% |
| 50 | SPDR SER TR | 78468R663 | 2,397 | $219,915 | 0.10% |
| 51 | HBT FINL INC. | 404111106 | 9,594 | $215,002 | 0.09% |