Meredith Wealth Planning Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$226.7B
Holdings
51
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (51 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 479,513 | $41.8B | 18.44% | |
| 2 | DUHPDIMENSIONAL ETF TRUST | 760,626 | $25.2B | 11.12% | |
| 3 | AVGVAMERICAN CENTY ETF TR | 395,336 | $24.0B | 10.60% | |
| 4 | AVDVAMERICAN CENTY ETF TR | 305,518 | $21.3B | 9.40% | |
| 5 | MTUMISHARES TR | 83,014 | $16.8B | 7.40% | |
| 6 | DIHPDIMENSIONAL ETF TRUST | 424,472 | $11.4B | 5.04% | |
| 7 | AVESAMERICAN CENTY ETF TR | 236,254 | $11.1B | 4.91% | |
| 8 | DFCFDIMENSIONAL ETF TRUST | 240,345 | $10.1B | 4.46% | |
| 9 | IMTMISHARES TR | 228,883 | $9.1B | 4.03% | |
| 10 | AVGEAMERICAN CENTY ETF TR | 101,221 | $7.2B | 3.18% | |
| 11 | AVUSAMERICAN CENTY ETF TR | 67,178 | $6.2B | 2.74% | |
| 12 | DFGPDIMENSIONAL ETF TRUST | 64,248 | $3.4B | 1.51% | |
| 13 | DFSDDIMENSIONAL ETF TRUST | 60,712 | $2.9B | 1.27% | |
| 14 | VTIVANGUARD INDEX FDS | 9,081 | $2.5B | 1.10% | |
| 15 | VOOVANGUARD INDEX FDS | 4,645 | $2.4B | 1.05% | |
| 16 | DEHPDIMENSIONAL ETF TRUST | 88,448 | $2.2B | 0.98% | |
| 17 | AAPLAPPLE INC | 9,757 | $2.2B | 0.96% | |
| 18 | VTEBVANGUARD MUN BD FDS | 41,829 | $2.1B | 0.92% | |
| 19 | AVDEAMERICAN CENTY ETF TR | 31,253 | $2.1B | 0.91% | |
| 20 | SLYVSPDR SER TR | 24,988 | $2.0B | 0.86% | |
| 21 | SGOVISHARES TR | 19,320 | $1.9B | 0.86% | |
| 22 | DGCBDIMENSIONAL ETF TRUST | 34,734 | $1.8B | 0.81% | |
| 23 | GOOGLALPHABET INC | 8,207 | $1.3B | 0.56% | |
| 24 | VCSHVANGUARD SCOTTSDALE FDS | 16,060 | $1.3B | 0.56% | |
| 25 | QVALEA SERIES TRUST | 27,688 | $1.2B | 0.52% | |
| 26 | AVIVAMERICAN CENTY ETF TR | 20,523 | $1.2B | 0.51% | |
| 27 | AMZNAMAZON COM INC | 5,749 | $1.1B | 0.48% | |
| 28 | METAMETA PLATFORMS INC | 1,867 | $1.1B | 0.47% | |
| 29 | DFATDIMENSIONAL ETF TRUST | 19,794 | $1.0B | 0.45% | |
| 30 | DUSBDIMENSIONAL ETF TRUST | 19,390 | $983.7M | 0.43% | |
| 31 | MSFTMICROSOFT CORP | 2,399 | $900.7M | 0.40% | |
| 32 | VXUSVANGUARD STAR FDS | 11,726 | $728.2M | 0.32% | |
| 33 | IJSISHARES TR | 5,565 | $542.5M | 0.24% | |
| 34 | NVDANVIDIA CORPORATION | 4,831 | $523.6M | 0.23% | |
| 35 | VWOVANGUARD INTL EQUITY INDEX F | 10,475 | $474.1M | 0.21% | |
| 36 | IBDQISHARES TR | 16,241 | $408.5M | 0.18% | |
| 37 | CATCATERPILLAR INC | 1,180 | $389.2M | 0.17% | |
| 38 | MCDMCDONALDS CORP | 1,155 | $360.7M | 0.16% | |
| 39 | SMHVANECK ETF TRUST | 1,496 | $316.4M | 0.14% | |
| 40 | IEMGISHARES INC | 5,767 | $311.3M | 0.14% | |
| 41 | DFNMDIMENSIONAL ETF TRUST | 6,490 | $308.7M | 0.14% | |
| 42 | LLYELI LILLY & CO | 363 | $300.0M | 0.13% | |
| 43 | IBDSISHARES TR | 11,937 | $288.6M | 0.13% | |
| 44 | BRK/BBERKSHIRE HATHAWAY INC DEL | 527 | $280.7M | 0.12% | |
| 45 | IVVISHARES TR | 466 | $262.0M | 0.12% | |
| 46 | UNHUNITEDHEALTH GROUP INC | 493 | $258.0M | 0.11% | |
| 47 | VGTVANGUARD WORLD FD | 471 | $255.3M | 0.11% | |
| 48 | AVIGAMERICAN CENTY ETF TR | 5,593 | $231.5M | 0.10% | |
| 49 | WMTWALMART INC | 2,628 | $230.7M | 0.10% | |
| 50 | BILSPDR SER TR | 2,397 | $219.9M | 0.10% | |
| 51 | HBTHBT FINL INC. | 9,594 | $215.0M | 0.09% |