13F HOLDINGS REPORT
Meredith Wealth Planning
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001956471-25-000007
Total Value
$315.5M
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072877 | 583,079 | $58.0M | 18.39% |
| 2 | DIMENSIONAL ETF TRUST | 25434V831 | 876,421 | $33.1M | 10.49% |
| 3 | AMERICAN CENTY ETF TR | 025072216 | 455,200 | $32.0M | 10.15% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 329,207 | $29.3M | 9.29% |
| 5 | ISHARES TR | 46432F396 | 85,434 | $21.9M | 6.94% |
| 6 | AMERICAN CENTY ETF TR | 025072372 | 278,355 | $16.0M | 5.06% |
| 7 | DIMENSIONAL ETF TRUST | 25434V765 | 473,703 | $14.4M | 4.56% |
| 8 | AMERICAN CENTY ETF TR | 025072232 | 160,562 | $13.4M | 4.24% |
| 9 | DIMENSIONAL ETF TRUST | 25434V872 | 290,296 | $12.4M | 3.93% |
| 10 | ISHARES TR | 46434V449 | 233,961 | $11.2M | 3.55% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 91,830 | $10.0M | 3.16% |
| 12 | DIMENSIONAL ETF TRUST | 25434V583 | 92,801 | $5.2M | 1.63% |
| 13 | DIMENSIONAL ETF TRUST | 25434V864 | 98,653 | $4.8M | 1.51% |
| 14 | NVIDIA CORPORATION | NVDA | 20,086 | $3.7M | 1.19% |
| 15 | AMERICAN CENTY ETF TR | 025072703 | 40,913 | $3.2M | 1.02% |
| 16 | VANGUARD INDEX FDS | 922908769 | 9,724 | $3.2M | 1.01% |
| 17 | VANGUARD INDEX FDS | 922908363 | 5,129 | $3.1M | 1.00% |
| 18 | DIMENSIONAL ETF TRUST | 25434V757 | 99,646 | $3.0M | 0.96% |
| 19 | DIMENSIONAL ETF TRUST | 25434V567 | 49,714 | $2.8M | 0.87% |
| 20 | SPDR SERIES TRUST | 78464A300 | 30,555 | $2.7M | 0.86% |
| 21 | APPLE INC | AAPL | 10,291 | $2.6M | 0.83% |
| 22 | ALPHABET INC | GOOG | 7,784 | $1.9M | 0.60% |
| 23 | VANGUARD MUN BD FDS | 922907746 | 34,388 | $1.7M | 0.55% |
| 24 | ISHARES TR | 46436E718 | 14,853 | $1.5M | 0.47% |
| 25 | TESLA INC | TSLA | 3,204 | $1.4M | 0.45% |
| 26 | DIMENSIONAL ETF TRUST | 25434V609 | 23,690 | $1.4M | 0.44% |
| 27 | AMAZON COM INC | AMZN | 6,259 | $1.4M | 0.44% |
| 28 | META PLATFORMS INC | META | 1,824 | $1.3M | 0.42% |
| 29 | AMERICAN CENTY ETF TR | 025072364 | 18,144 | $1.2M | 0.39% |
| 30 | MICROSOFT CORP | MSFT | 2,334 | $1.2M | 0.38% |
| 31 | EA SERIES TRUST | 02072L102 | 24,570 | $1.1M | 0.36% |
| 32 | DIMENSIONAL ETF TRUST | 25434V591 | 18,948 | $962,158 | 0.30% |
| 33 | DIMENSIONAL ETF TRUST | 25434V849 | 19,400 | $930,790 | 0.30% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C409 | 11,542 | $922,527 | 0.29% |
| 35 | DIMENSIONAL ETF TRUST | 25434V708 | 23,912 | $922,290 | 0.29% |
| 36 | VANGUARD STAR FDS | 921909768 | 12,045 | $884,842 | 0.28% |
| 37 | DIMENSIONAL ETF TRUST | 25434V880 | 25,839 | $810,815 | 0.26% |
| 38 | WALMART INC | WMT | 6,557 | $675,799 | 0.21% |
| 39 | ISHARES TR | 464287879 | 5,570 | $615,938 | 0.20% |
| 40 | CATERPILLAR INC | CAT | 1,180 | $563,050 | 0.18% |
| 41 | VANGUARD INTL EQUITY INDEX F | 922042858 | 10,110 | $547,750 | 0.17% |
| 42 | EA SERIES TRUST | 02072Q853 | 9,476 | $511,617 | 0.16% |
| 43 | DIMENSIONAL ETF TRUST | 25434V807 | 10,768 | $496,600 | 0.16% |
| 44 | VANECK ETF TRUST | 92189F676 | 1,496 | $488,235 | 0.15% |
| 45 | DIMENSIONAL ETF TRUST | 25434V815 | 14,897 | $474,332 | 0.15% |
| 46 | ISHARES TR | 46434VBD1 | 16,583 | $417,723 | 0.13% |
| 47 | SCHWAB STRATEGIC TR | 808524409 | 13,224 | $384,951 | 0.12% |
| 48 | RIOT PLATFORMS INC | RIOT | 20,042 | $381,399 | 0.12% |
| 49 | ISHARES INC | 46434G103 | 5,733 | $377,920 | 0.12% |
| 50 | MCDONALDS CORP | MCD | 1,175 | $356,998 | 0.11% |
| 51 | VANGUARD WORLD FD | 92204A702 | 472 | $352,201 | 0.11% |
| 52 | ISHARES TR | 464287200 | 469 | $313,773 | 0.10% |
| 53 | WORLD GOLD TR | GLDW | 4,045 | $309,240 | 0.10% |
| 54 | VANGUARD INDEX FDS | 922908611 | 1,477 | $308,265 | 0.10% |
| 55 | ISHARES TR | 46435UAA9 | 11,780 | $286,721 | 0.09% |
| 56 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 563 | $283,043 | 0.09% |
| 57 | ELI LILLY & CO | LLY | 355 | $270,620 | 0.09% |
| 58 | BROADCOM INC | AVGO | 764 | $252,051 | 0.08% |
| 59 | HBT FINL INC. | 404111106 | 9,594 | $241,769 | 0.08% |
| 60 | AMERICAN CENTY ETF TR | 025072562 | 5,718 | $240,620 | 0.08% |
| 61 | VANGUARD INDEX FDS | 922908512 | 1,266 | $221,018 | 0.07% |
| 62 | EATON CORP PLC | ETN | 561 | $209,954 | 0.07% |
| 63 | JPMORGAN CHASE & CO. | VYLD | 648 | $204,399 | 0.06% |