13F HOLDINGS REPORT
Meredith Wealth Planning
Quarter ended Q4 2025 · Filed January 16, 2026 · Accession 0001956471-26-000001
Total Value
$335.9M
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072877 | 583,567 | $59.5M | 17.72% |
| 2 | AMERICAN CENTY ETF TR | 025072216 | 460,263 | $33.7M | 10.03% |
| 3 | DIMENSIONAL ETF TRUST | 25434V831 | 876,182 | $33.3M | 9.92% |
| 4 | AMERICAN CENTY ETF TR | 025072802 | 322,363 | $30.3M | 9.02% |
| 5 | ISHARES TR | 46432F396 | 85,048 | $21.3M | 6.34% |
| 6 | AMERICAN CENTY ETF TR | 025072232 | 232,703 | $20.0M | 5.95% |
| 7 | AMERICAN CENTY ETF TR | 025072372 | 280,157 | $16.3M | 4.86% |
| 8 | DIMENSIONAL ETF TRUST | 25434V765 | 489,427 | $15.5M | 4.61% |
| 9 | DIMENSIONAL ETF TRUST | 25434V872 | 301,384 | $12.8M | 3.82% |
| 10 | ISHARES TR | 46434V449 | 238,317 | $11.4M | 3.40% |
| 11 | AMERICAN CENTY ETF TR | 025072885 | 89,620 | $10.0M | 2.98% |
| 12 | DIMENSIONAL ETF TRUST | 25434V583 | 132,039 | $7.1M | 2.13% |
| 13 | DIMENSIONAL ETF TRUST | 25434V864 | 128,611 | $6.2M | 1.84% |
| 14 | EA SERIES TRUST | 02072Q358 | 81,272 | $4.0M | 1.19% |
| 15 | NVIDIA CORPORATION | NVDA | 20,239 | $3.8M | 1.12% |
| 16 | DIMENSIONAL ETF TRUST | 25434V757 | 103,516 | $3.3M | 0.99% |
| 17 | AMERICAN CENTY ETF TR | 025072703 | 39,759 | $3.3M | 0.97% |
| 18 | VANGUARD INDEX FDS | 922908363 | 5,199 | $3.3M | 0.97% |
| 19 | VANGUARD INDEX FDS | 922908769 | 9,696 | $3.3M | 0.97% |
| 20 | SPDR SERIES TRUST | 78464A300 | 30,430 | $2.8M | 0.82% |
| 21 | APPLE INC | AAPL | 9,483 | $2.6M | 0.77% |
| 22 | DIMENSIONAL ETF TRUST | 25434V567 | 46,796 | $2.5M | 0.76% |
| 23 | ALPHABET INC | GOOG | 7,661 | $2.4M | 0.71% |
| 24 | DIMENSIONAL ETF TRUST | 25434V849 | 43,449 | $2.1M | 0.62% |
| 25 | VANGUARD MUN BD FDS | 922907746 | 33,798 | $1.7M | 0.51% |
| 26 | TESLA INC | TSLA | 3,173 | $1.4M | 0.42% |
| 27 | DIMENSIONAL ETF TRUST | 25434V609 | 23,942 | $1.4M | 0.42% |
| 28 | AMERICAN CENTY ETF TR | 025072364 | 18,351 | $1.3M | 0.39% |
| 29 | META PLATFORMS INC | META | 1,839 | $1.2M | 0.36% |
| 30 | EA SERIES TRUST | 02072L102 | 24,820 | $1.2M | 0.36% |
| 31 | AMAZON COM INC | AMZN | 5,215 | $1.2M | 0.36% |
| 32 | MICROSOFT CORP | MSFT | 2,371 | $1.1M | 0.34% |
| 33 | DIMENSIONAL ETF TRUST | 25434V708 | 24,255 | $960,244 | 0.29% |
| 34 | DIMENSIONAL ETF TRUST | 25434V591 | 18,892 | $956,882 | 0.28% |
| 35 | VANGUARD SCOTTSDALE FDS | 92206C409 | 11,785 | $939,655 | 0.28% |
| 36 | VANGUARD STAR FDS | 921909768 | 11,913 | $898,700 | 0.27% |
| 37 | DIMENSIONAL ETF TRUST | 25434V880 | 26,149 | $855,867 | 0.25% |
| 38 | ISHARES TR | 46436E718 | 7,815 | $784,426 | 0.23% |
| 39 | ISHARES TR | 464287879 | 5,635 | $640,820 | 0.19% |
| 40 | WALMART INC | WMT | 5,580 | $621,705 | 0.19% |
| 41 | CATERPILLAR INC | CAT | 980 | $561,429 | 0.17% |
| 42 | VANECK ETF TRUST | 92189F676 | 1,496 | $538,754 | 0.16% |
| 43 | DIMENSIONAL ETF TRUST | 25434V807 | 10,768 | $537,306 | 0.16% |
| 44 | VANGUARD INTL EQUITY INDEX F | 922042858 | 9,592 | $515,691 | 0.15% |
| 45 | DIMENSIONAL ETF TRUST | 25434V815 | 15,081 | $496,002 | 0.15% |
| 46 | VANGUARD WORLD FD | 92204A702 | 520 | $392,112 | 0.12% |
| 47 | SCHWAB STRATEGIC TR | 808524409 | 13,224 | $391,563 | 0.12% |
| 48 | ISHARES INC | 46434G103 | 5,707 | $383,597 | 0.11% |
| 49 | ELI LILLY & CO | LLY | 356 | $382,419 | 0.11% |
| 50 | WORLD GOLD TR | GLDW | 4,197 | $358,298 | 0.11% |
| 51 | MCDONALDS CORP | MCD | 1,161 | $354,790 | 0.11% |
| 52 | ISHARES TR | 464287200 | 469 | $321,401 | 0.10% |
| 53 | RIOT PLATFORMS INC | RIOT | 24,542 | $310,947 | 0.09% |
| 54 | VANGUARD INDEX FDS | 922908611 | 1,447 | $306,460 | 0.09% |
| 55 | BROADCOM INC | AVGO | 877 | $303,535 | 0.09% |
| 56 | ISHARES TR | 46435UAA9 | 11,952 | $290,199 | 0.09% |
| 57 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 512 | $257,357 | 0.08% |
| 58 | HBT FINL INC. | 404111106 | 9,594 | $248,005 | 0.07% |
| 59 | AMERICAN CENTY ETF TR | 025072562 | 5,802 | $243,254 | 0.07% |
| 60 | VANGUARD INDEX FDS | 922908512 | 1,198 | $212,489 | 0.06% |
| 61 | MICRON TECHNOLOGY INC | MU | 735 | $209,667 | 0.06% |
| 62 | VANGUARD INDEX FDS | 922908637 | 636 | $200,213 | 0.06% |