FCHI8,114.840.53%
GDAXI24,292.381.41%
DJI49,652.141.62%
XLE59.920.50%
STOXX50E5,881.511.12%
XLF52.190.10%
FTSE10,317.33-0.59%
IXIC24,892.310.89%
RUT2,799.912.21%
GSPC7,209.011.02%
Temp26.8°C
UV0
Feels29.7°C
Humidity77%
Wind14.4 km/h
Air QualityAQI 1
Cloud Cover0%
Rain86%
Sunrise05:57 AM
Sunset06:48 PM
Time4:51 AM
Markets
13F
Insiders
Press Releases
Companies
People
Cayman Journal
1 May 2026

Institutional Manager · CIK 0001956471

Meredith Wealth Planning

MARYVILLE, IL · File #028-22785

Latest AUM
$335.9M
Positions
62
Top-10 Concentration
76.4%
Filings
12

Sector Allocation

Technology
2.4%$8.0M
Consumer Staples
0.2%$621,705
Industrials
0.2%$561,429
Healthcare
0.1%$382,419
Financials
0.1%$310,947

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMERICAN CENTY ETF TR025072877583,567$59.5M17.89%
2AMERICAN CENTY ETF TR025072216460,263$33.7M10.13%
3DIMENSIONAL ETF TRUST25434V831876,182$33.3M10.02%
4AMERICAN CENTY ETF TR025072802322,363$30.3M9.11%
5ISHARES TR46432F39685,048$21.3M6.40%
6AMERICAN CENTY ETF TR025072232232,703$20.0M6.01%
7AMERICAN CENTY ETF TR025072372280,157$16.3M4.91%
8DIMENSIONAL ETF TRUST25434V765489,427$15.5M4.66%
9DIMENSIONAL ETF TRUST25434V872301,384$12.8M3.86%
10ISHARES TR46434V449238,317$11.4M3.44%
11AMERICAN CENTY ETF TR02507288589,620$10.0M3.01%
12DIMENSIONAL ETF TRUST25434V583132,039$7.1M2.15%
13DIMENSIONAL ETF TRUST25434V864128,611$6.2M1.85%
14EA SERIES TRUST02072Q35881,272$4.0M1.21%
15NVIDIA CORPORATIONNVDA20,239$3.8M1.13%
16DIMENSIONAL ETF TRUST25434V757103,516$3.3M1.00%
17AMERICAN CENTY ETF TR02507270339,759$3.3M0.98%
18VANGUARD INDEX FDS9229083635,199$3.3M0.98%
19VANGUARD INDEX FDS9229087699,696$3.3M0.98%
20SPDR SERIES TRUST78464A30030,430$2.8M0.83%