13F HOLDINGS REPORT
Meredith Wealth Planning
Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001956471-25-000006
Total Value
$275.4M
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072877 | 565,599 | $51.5M | 18.71% |
| 2 | DIMENSIONAL ETF TRUST | 25434V831 | 824,568 | $29.3M | 10.65% |
| 3 | AMERICAN CENTY ETF TR | 025072216 | 422,349 | $27.5M | 10.00% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 330,653 | $26.2M | 9.52% |
| 5 | ISHARES TR | 46432F396 | 87,151 | $20.9M | 7.61% |
| 6 | AMERICAN CENTY ETF TR | 025072372 | 271,441 | $14.5M | 5.28% |
| 7 | DIMENSIONAL ETF TRUST | 25434V765 | 435,299 | $12.8M | 4.66% |
| 8 | AMERICAN CENTY ETF TR | 025072232 | 146,880 | $11.4M | 4.13% |
| 9 | DIMENSIONAL ETF TRUST | 25434V872 | 266,053 | $11.2M | 4.08% |
| 10 | ISHARES TR | 46434V449 | 237,925 | $10.9M | 3.95% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 82,657 | $8.3M | 3.03% |
| 12 | DIMENSIONAL ETF TRUST | 25434V583 | 71,470 | $3.9M | 1.41% |
| 13 | DIMENSIONAL ETF TRUST | 25434V864 | 63,855 | $3.1M | 1.11% |
| 14 | VANGUARD INDEX FDS | 922908769 | 9,911 | $3.0M | 1.09% |
| 15 | AMERICAN CENTY ETF TR | 025072703 | 36,404 | $2.7M | 0.98% |
| 16 | DIMENSIONAL ETF TRUST | 25434V757 | 95,802 | $2.7M | 0.97% |
| 17 | VANGUARD INDEX FDS | 922908363 | 4,629 | $2.6M | 0.95% |
| 18 | SPDR SERIES TRUST | 78464A300 | 30,396 | $2.4M | 0.88% |
| 19 | DIMENSIONAL ETF TRUST | 25434V567 | 38,720 | $2.1M | 0.76% |
| 20 | APPLE INC | AAPL | 9,788 | $2.0M | 0.73% |
| 21 | VANGUARD MUN BD FDS | 922907746 | 33,096 | $1.6M | 0.59% |
| 22 | ISHARES TR | 46436E718 | 15,021 | $1.5M | 0.55% |
| 23 | ALPHABET INC | GOOG | 8,213 | $1.4M | 0.53% |
| 24 | META PLATFORMS INC | META | 1,875 | $1.4M | 0.50% |
| 25 | DIMENSIONAL ETF TRUST | 25434V591 | 25,794 | $1.3M | 0.48% |
| 26 | AMAZON COM INC | AMZN | 5,859 | $1.3M | 0.47% |
| 27 | DIMENSIONAL ETF TRUST | 25434V609 | 23,753 | $1.3M | 0.47% |
| 28 | EA SERIES TRUST | 02072L102 | 27,811 | $1.2M | 0.44% |
| 29 | MICROSOFT CORP | MSFT | 2,409 | $1.2M | 0.44% |
| 30 | AMERICAN CENTY ETF TR | 025072364 | 18,151 | $1.1M | 0.41% |
| 31 | VANGUARD SCOTTSDALE FDS | 92206C409 | 11,689 | $929,271 | 0.34% |
| 32 | DIMENSIONAL ETF TRUST | 25434V708 | 23,580 | $845,119 | 0.31% |
| 33 | VANGUARD STAR FDS | 921909768 | 12,039 | $831,747 | 0.30% |
| 34 | NVIDIA CORPORATION | NVDA | 4,956 | $783,041 | 0.28% |
| 35 | DIMENSIONAL ETF TRUST | 25434V880 | 25,478 | $748,301 | 0.27% |
| 36 | WALMART INC | WMT | 6,557 | $641,143 | 0.23% |
| 37 | ISHARES TR | 464287879 | 5,580 | $555,111 | 0.20% |
| 38 | VANGUARD INTL EQUITY INDEX F | 922042858 | 10,646 | $526,575 | 0.19% |
| 39 | DIMENSIONAL ETF TRUST | 25434V807 | 10,768 | $461,172 | 0.17% |
| 40 | CATERPILLAR INC | CAT | 1,180 | $458,099 | 0.17% |
| 41 | DIMENSIONAL ETF TRUST | 25434V815 | 14,831 | $436,480 | 0.16% |
| 42 | VANECK ETF TRUST | 92189F676 | 1,505 | $419,714 | 0.15% |
| 43 | ISHARES TR | 46434VBD1 | 16,409 | $413,189 | 0.15% |
| 44 | DIMENSIONAL ETF TRUST | 25434V849 | 7,775 | $368,787 | 0.13% |
| 45 | SCHWAB STRATEGIC TR | 808524409 | 13,224 | $365,908 | 0.13% |
| 46 | ISHARES INC | 46434G103 | 5,837 | $350,396 | 0.13% |
| 47 | MCDONALDS CORP | MCD | 1,156 | $337,657 | 0.12% |
| 48 | VANGUARD WORLD FD | 92204A702 | 471 | $312,517 | 0.11% |
| 49 | ISHARES TR | 464287200 | 468 | $290,324 | 0.11% |
| 50 | VANGUARD INDEX FDS | 922908611 | 1,477 | $288,030 | 0.10% |
| 51 | ISHARES TR | 46435UAA9 | 11,653 | $282,818 | 0.10% |
| 52 | ELI LILLY & CO | LLY | 360 | $280,982 | 0.10% |
| 53 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 551 | $267,659 | 0.10% |
| 54 | HBT FINL INC. | 404111106 | 9,594 | $241,865 | 0.09% |
| 55 | AMERICAN CENTY ETF TR | 025072562 | 5,657 | $235,438 | 0.09% |
| 56 | RIOT PLATFORMS INC | RIOT | 20,042 | $226,475 | 0.08% |
| 57 | BROADCOM INC | AVGO | 819 | $225,757 | 0.08% |
| 58 | VANGUARD INDEX FDS | 922908512 | 1,266 | $208,206 | 0.08% |
| 59 | DEERE & CO | DE | 400 | $203,158 | 0.07% |
| 60 | EATON CORP PLC | ETN | 561 | $200,271 | 0.07% |