Meredith Wealth Planning
74 holdingsFiling period: 2026-06-30Current AUM: $420.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | American Centy ETF TR | 588.4K | $73.4M | $71.2M | 16.94% | -3,519 | 2026-06-30 |
| 2 | AVGV | American Centy ETF TR | 613.1K | $52.1M | $52.6M | 12.51% | +78.5K | 2026-06-30 |
| 3 | DUHP | Dimensional ETF Trust | 1.19M | $49.6M | $50.6M | 12.05% | -10,356 | 2026-06-30 |
| 4 | AVDV | American Centy ETF TR | 317.9K | $32.8M | $34.2M | 8.14% | +4.3K | 2026-06-30 |
| 5 | AVGE | American Centy ETF TR | 297.3K | $29.5M | $29.5M | 7.02% | +18.7K | 2026-06-30 |
| 6 | DIHP | Dimensional ETF Trust | 729.5K | $24.9M | $25.1M | 5.97% | +6.0K | 2026-06-30 |
| 7 | AVES | American Centy ETF TR | 289.1K | $19.0M | $18.4M | 4.38% | +3.3K | 2026-06-30 |
| 8 | DFCF | Dimensional ETF Trust | 376.1K | $15.9M | $15.2M | 3.62% | +25.3K | 2026-06-30 |
| 9 | AVUS | American Centy ETF TR | 111.3K | $14.3M | $14.4M | 3.43% | +1.3K | 2026-06-30 |
| 10 | MTUM | iShares TR | 38.7K | $13.3M | $11.4M | 2.73% | +25 | 2026-06-30 |
| 11 | DFGP | Dimensional ETF Trust | 228.4K | $12.4M | $11.9M | 2.83% | +30.5K | 2026-06-30 |
| 12 | DFSD | Dimensional ETF Trust | 180.5K | $8.6M | $8.4M | 2.00% | +20.2K | 2026-06-30 |
| 13 | AVDE | American Centy ETF TR | 64.6K | $5.8M | $5.8M | 1.39% | -254 | 2026-06-30 |
| 14 | IMTM | iShares TR | 86.9K | $4.6M | $4.5M | 1.06% | +376 | 2026-06-30 |
| 15 | DEHP | Dimensional ETF Trust | 104.3K | $4.5M | $4.0M | 0.94% | -765 | 2026-06-30 |
| 16 | AAEQ | EA Series Trust | 81.0K | $4.3M | $4.5M | 1.06% | -307 | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation | 18.9K | $3.8M | $4.1M | 0.97% | +175 | 2026-06-30 |
| 18 | VOO | Vanguard Index Fds | 5.1K | $3.5M | $3.6M | 0.85% | -141 | 2026-06-30 |
| 19 | SLYV | Spdr Series Trust | 31.4K | $3.4M | $3.3M | 0.77% | +268 | 2026-06-30 |
| 20 | VTI | Vanguard Index Fds | 8.5K | $3.1M | $3.2M | 0.76% | -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 | 0.62% | +6.3K | 2026-06-30 |
| 23 | VBIL | Vanguard Instl Index FD | 32.0K | $2.4M | $2.4M | 0.58% | +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 | 0.58% | +283 | 2026-06-30 |
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