Meredith Wealth Planning Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$275.4B
Holdings
60
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVUVAMERICAN CENTY ETF TR | 565,599 | $51.5B | 18.71% | |
| 2 | DUHPDIMENSIONAL ETF TRUST | 824,568 | $29.3B | 10.65% | |
| 3 | AVGVAMERICAN CENTY ETF TR | 422,349 | $27.5B | 10.00% | |
| 4 | AVDVAMERICAN CENTY ETF TR | 330,653 | $26.2B | 9.52% | |
| 5 | MTUMISHARES TR | 87,151 | $20.9B | 7.61% | |
| 6 | AVESAMERICAN CENTY ETF TR | 271,441 | $14.5B | 5.28% | |
| 7 | DIHPDIMENSIONAL ETF TRUST | 435,299 | $12.8B | 4.66% | |
| 8 | AVGEAMERICAN CENTY ETF TR | 146,880 | $11.4B | 4.13% | |
| 9 | DFCFDIMENSIONAL ETF TRUST | 266,053 | $11.2B | 4.08% | |
| 10 | IMTMISHARES TR | 237,925 | $10.9B | 3.95% | |
| 11 | AVUSAMERICAN CENTY ETF TR | 82,657 | $8.3B | 3.03% | |
| 12 | DFGPDIMENSIONAL ETF TRUST | 71,470 | $3.9B | 1.41% | |
| 13 | DFSDDIMENSIONAL ETF TRUST | 63,855 | $3.1B | 1.11% | |
| 14 | VTIVANGUARD INDEX FDS | 9,911 | $3.0B | 1.09% | |
| 15 | AVDEAMERICAN CENTY ETF TR | 36,404 | $2.7B | 0.98% | |
| 16 | DEHPDIMENSIONAL ETF TRUST | 95,802 | $2.7B | 0.97% | |
| 17 | VOOVANGUARD INDEX FDS | 4,629 | $2.6B | 0.95% | |
| 18 | SLYVSPDR SERIES TRUST | 30,396 | $2.4B | 0.88% | |
| 19 | DGCBDIMENSIONAL ETF TRUST | 38,720 | $2.1B | 0.76% | |
| 20 | AAPLAPPLE INC | 9,788 | $2.0B | 0.73% | |
| 21 | VTEBVANGUARD MUN BD FDS | 33,096 | $1.6B | 0.59% | |
| 22 | SGOVISHARES TR | 15,021 | $1.5B | 0.55% | |
| 23 | GOOGLALPHABET INC | 8,213 | $1.4B | 0.53% | |
| 24 | METAMETA PLATFORMS INC | 1,875 | $1.4B | 0.50% | |
| 25 | DUSBDIMENSIONAL ETF TRUST | 25,794 | $1.3B | 0.48% | |
| 26 | AMZNAMAZON COM INC | 5,859 | $1.3B | 0.47% | |
| 27 | DFATDIMENSIONAL ETF TRUST | 23,753 | $1.3B | 0.47% | |
| 28 | QVALEA SERIES TRUST | 27,811 | $1.2B | 0.44% | |
| 29 | MSFTMICROSOFT CORP | 2,409 | $1.2B | 0.44% | |
| 30 | AVIVAMERICAN CENTY ETF TR | 18,151 | $1.1B | 0.41% | |
| 31 | VCSHVANGUARD SCOTTSDALE FDS | 11,689 | $929.3M | 0.34% | |
| 32 | DFACDIMENSIONAL ETF TRUST | 23,580 | $845.1M | 0.31% | |
| 33 | VXUSVANGUARD STAR FDS | 12,039 | $831.7M | 0.30% | |
| 34 | NVDANVIDIA CORPORATION | 4,956 | $783.0M | 0.28% | |
| 35 | DFAXDIMENSIONAL ETF TRUST | 25,478 | $748.3M | 0.27% | |
| 36 | WMTWALMART INC | 6,557 | $641.1M | 0.23% | |
| 37 | IJSISHARES TR | 5,580 | $555.1M | 0.20% | |
| 38 | VWOVANGUARD INTL EQUITY INDEX F | 10,646 | $526.6M | 0.19% | |
| 39 | DFIVDIMENSIONAL ETF TRUST | 10,768 | $461.2M | 0.17% | |
| 40 | CATCATERPILLAR INC | 1,180 | $458.1M | 0.17% | |
| 41 | DFSVDIMENSIONAL ETF TRUST | 14,831 | $436.5M | 0.16% | |
| 42 | SMHVANECK ETF TRUST | 1,505 | $419.7M | 0.15% | |
| 43 | IBDQISHARES TR | 16,409 | $413.2M | 0.15% | |
| 44 | DFNMDIMENSIONAL ETF TRUST | 7,775 | $368.8M | 0.13% | |
| 45 | SCHVSCHWAB STRATEGIC TR | 13,224 | $365.9M | 0.13% | |
| 46 | IEMGISHARES INC | 5,837 | $350.4M | 0.13% | |
| 47 | MCDMCDONALDS CORP | 1,156 | $337.7M | 0.12% | |
| 48 | VGTVANGUARD WORLD FD | 471 | $312.5M | 0.11% | |
| 49 | IVVISHARES TR | 468 | $290.3M | 0.11% | |
| 50 | VBRVANGUARD INDEX FDS | 1,477 | $288.0M | 0.10% | |
| 51 | IBDSISHARES TR | 11,653 | $282.8M | 0.10% | |
| 52 | LLYELI LILLY & CO | 360 | $281.0M | 0.10% | |
| 53 | BRK/BBERKSHIRE HATHAWAY INC DEL | 551 | $267.7M | 0.10% | |
| 54 | HBTHBT FINL INC. | 9,594 | $241.9M | 0.09% | |
| 55 | AVIGAMERICAN CENTY ETF TR | 5,657 | $235.4M | 0.09% | |
| 56 | RIOTRIOT PLATFORMS INC | 20,042 | $226.5M | 0.08% | |
| 57 | AVGOBROADCOM INC | 819 | $225.8M | 0.08% | |
| 58 | VOEVANGUARD INDEX FDS | 1,266 | $208.2M | 0.08% | |
| 59 | DEDEERE & CO | 400 | $203.2M | 0.07% | |
| 60 | ETNEATON CORP PLC | 561 | $200.3M | 0.07% |