Meredith Wealth Planning
74 holdingsFiling period: 2026-06-30Current AUM: $423.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 588.4K | $73.4M | $72.9M | 17.22% | -3,519 | 2026-06-30 |
| 2 | AVGV | AMERICAN CENTY ETF TR | 613.1K | $52.1M | $53.2M | 12.57% | +78.5K | 2026-06-30 |
| 3 | DUHP | DIMENSIONAL ETF TRUST | 1.19M | $49.6M | $49.3M | 11.64% | -10,356 | 2026-06-30 |
| 4 | AVDV | AMERICAN CENTY ETF TR | 317.9K | $32.8M | $35.1M | 8.29% | +4.3K | 2026-06-30 |
| 5 | AVGE | AMERICAN CENTY ETF TR | 297.3K | $29.5M | $29.6M | 6.99% | +18.7K | 2026-06-30 |
| 6 | DIHP | DIMENSIONAL ETF TRUST | 729.5K | $24.9M | $25.0M | 5.91% | +6.0K | 2026-06-30 |
| 7 | AVES | AMERICAN CENTY ETF TR | 289.1K | $19.0M | $18.7M | 4.42% | +3.3K | 2026-06-30 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 376.1K | $15.9M | $15.4M | 3.63% | +25.3K | 2026-06-30 |
| 9 | AVUS | AMERICAN CENTY ETF TR | 111.3K | $14.3M | $14.3M | 3.38% | +1.3K | 2026-06-30 |
| 10 | MTUM | ISHARES TR | 38.7K | $13.3M | $11.6M | 2.74% | +25 | 2026-06-30 |
| 11 | DFGP | DIMENSIONAL ETF TRUST | 228.4K | $12.4M | $12.0M | 2.83% | +30.5K | 2026-06-30 |
| 12 | DFSD | DIMENSIONAL ETF TRUST | 180.5K | $8.6M | $8.5M | 2.00% | +20.2K | 2026-06-30 |
| 13 | AVDE | AMERICAN CENTY ETF TR | 64.6K | $5.8M | $5.9M | 1.40% | -254 | 2026-06-30 |
| 14 | IMTM | ISHARES TR | 86.9K | $4.6M | $4.6M | 1.08% | +376 | 2026-06-30 |
| 15 | DEHP | DIMENSIONAL ETF TRUST | 104.3K | $4.5M | $4.2M | 1.00% | -765 | 2026-06-30 |
| 16 | AAEQ | EA SERIES TRUST | 81.0K | $4.3M | $4.4M | 1.04% | -307 | 2026-06-30 |
| 17 | NVDA | NVIDIA CORPORATION | 18.9K | $3.8M | $4.0M | 0.95% | +175 | 2026-06-30 |
| 18 | VOO | VANGUARD INDEX FDS | 5.1K | $3.5M | $3.5M | 0.83% | -141 | 2026-06-30 |
| 19 | SLYV | SPDR SERIES TRUST | 31.4K | $3.4M | $3.3M | 0.79% | +268 | 2026-06-30 |
| 20 | VTI | VANGUARD INDEX FDS | 8.5K | $3.1M | $3.2M | 0.75% | -1,194 | 2026-06-30 |
| 21 | GOOGL | ALPHABET INC | 7.5K | $2.7M | $2.6M | 0.61% | +195 | 2026-06-30 |
| 22 | DFNM | DIMENSIONAL ETF TRUST | 55.5K | $2.7M | $2.6M | 0.61% | +6.3K | 2026-06-30 |
| 23 | VBIL | VANGUARD INSTL INDEX FD | 32.0K | $2.4M | $2.4M | 0.57% | +23.6K | 2026-06-30 |
| 24 | DGCB | DIMENSIONAL ETF TRUST | 39.4K | $2.2M | $2.1M | 0.49% | -3,446 | 2026-06-30 |
| 25 | AAPL | APPLE INC | 7.2K | $2.1M | $2.4M | 0.56% | +283 | 2026-06-30 |
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