Meredith Wealth Planning
70 holdingsFiling period: 2026-03-31Current AUM: $405.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 592.0K | $65.4M | $74.2M | 18.28% | +8.4K | 2026-03-31 |
| 2 | DUHP | DIMENSIONAL ETF TRUST | 1.20M | $44.1M | $49.4M | 12.18% | +323.4K | 2026-03-31 |
| 3 | AVGV | AMERICAN CENTY ETF TR | 534.6K | $41.5M | $45.9M | 11.31% | +74.3K | 2026-03-31 |
| 4 | AVDV | AMERICAN CENTY ETF TR | 313.6K | $31.3M | $32.8M | 8.09% | -8,808 | 2026-03-31 |
| 5 | AVGE | AMERICAN CENTY ETF TR | 278.6K | $24.5M | $27.5M | 6.78% | +45.9K | 2026-03-31 |
| 6 | DIHP | DIMENSIONAL ETF TRUST | 723.5K | $23.3M | $25.0M | 6.16% | +234.1K | 2026-03-31 |
| 7 | AVES | AMERICAN CENTY ETF TR | 285.8K | $17.1M | $17.8M | 4.39% | +5.7K | 2026-03-31 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 350.8K | $14.8M | $14.6M | 3.59% | +49.4K | 2026-03-31 |
| 9 | AVUS | AMERICAN CENTY ETF TR | 110.0K | $12.2M | $14.0M | 3.46% | +20.4K | 2026-03-31 |
| 10 | DFGP | DIMENSIONAL ETF TRUST | 197.9K | $10.7M | $10.5M | 2.60% | +65.8K | 2026-03-31 |
| 11 | MTUM | ISHARES TR | 38.7K | $9.3M | $11.6M | 2.86% | -46,373 | 2026-03-31 |
| 12 | DFSD | DIMENSIONAL ETF TRUST | 160.3K | $7.7M | $7.6M | 1.87% | +31.7K | 2026-03-31 |
| 13 | AVDE | AMERICAN CENTY ETF TR | 64.9K | $5.5M | $5.9M | 1.46% | +25.1K | 2026-03-31 |
| 14 | IMTM | ISHARES TR | 86.5K | $4.2M | $4.5M | 1.11% | -151,838 | 2026-03-31 |
| 15 | AAEQ | EA SERIES TRUST | 81.3K | $3.8M | $4.3M | 1.07% | -- | 2026-03-31 |
| 16 | DEHP | DIMENSIONAL ETF TRUST | 105.1K | $3.6M | $4.1M | 1.01% | +1.6K | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 18.7K | $3.3M | $3.8M | 0.93% | -1,541 | 2026-03-31 |
| 18 | VOO | VANGUARD INDEX FDS | 5.2K | $3.1M | $3.6M | 0.88% | +18 | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 9.7K | $3.1M | $3.6M | 0.88% | +1 | 2026-03-31 |
| 20 | SLYV | SPDR SERIES TRUST | 31.1K | $2.9M | $3.4M | 0.83% | +656 | 2026-03-31 |
| 21 | DFNM | DIMENSIONAL ETF TRUST | 49.2K | $2.4M | $2.3M | 0.58% | +5.8K | 2026-03-31 |
| 22 | DGCB | DIMENSIONAL ETF TRUST | 42.9K | $2.3M | $2.3M | 0.56% | -3,945 | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 7.4K | $2.1M | $2.6M | 0.65% | -308 | 2026-03-31 |
| 24 | DUSB | DIMENSIONAL ETF TRUST | 36.3K | $1.8M | $1.8M | 0.45% | +17.4K | 2026-03-31 |
| 25 | AAPL | APPLE INC | 6.9K | $1.8M | $2.1M | 0.53% | -2,585 | 2026-03-31 |
← Scroll →
Page 1 of 3