Meredith Wealth Planning Top Holdings and 13F Report (2025) About Meredith Wealth PlanningInvestment ActivityMeredith Wealth Planning has $224.36 million in total holdings as of December 31, 2024.Meredith Wealth Planning owns shares of 51 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 12.81% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Meredith Wealth Planning has purchased 44 new stocks and bought additional shares in 31 stocks.Meredith Wealth Planning sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $45,390,502Dimensional US High Profitability ETF $24,556,523Avantis All Equity Markets Value ETF $23,327,740Avantis International Small Cap Value ETF $19,628,959iShares MSCI USA Momentum Factor ETF $17,601,334 Largest New Holdings this Quarter DIMENSIONAL ETF TRUST $1,715,485 HoldingDIMENSIONAL ETF TRUST $1,360,660 HoldingiShares iBonds Dec 2025 Term Corporate ETF $404,166 HoldingVanEck Semiconductor ETF $362,286 HoldingBroadcom $296,523 Holding Largest Purchases this Quarter Avantis All Equity Markets ETF 54,482 shares (about $3.94M)Avantis All Equity Markets Value ETF 38,471 shares (about $2.35M)Dimensional US High Profitability ETF 62,864 shares (about $2.12M)Vanguard S&P 500 ETF 3,573 shares (about $1.93M)Avantis U.S. Small Cap Value ETF 18,865 shares (about $1.82M) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 3,238 shares (about $252.60K)iShares MSCI USA Momentum Factor ETF 851 shares (about $176.09K)Microsoft 199 shares (about $83.87K)Vanguard Tax-Exempt Bond ETF 1,617 shares (about $81.06K)PlayAGS 4,790 shares (about $55.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMeredith Wealth Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$45,390,502$1,821,037 ▲4.2%470,22220.2%ETFDUHPDimensional US High Profitability ETF$24,556,523$2,124,176 ▲9.5%726,73910.9%ETFAVGVAvantis All Equity Markets Value ETF$23,327,740$2,346,044 ▲11.2%382,53410.4%ETFAVDVAvantis International Small Cap Value ETF$19,628,959$1,371,104 ▲7.5%301,6138.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$17,601,334$176,090 ▼-1.0%85,0637.8%ETFAVESAvantis Emerging Markets Value ETF$10,600,300$750,379 ▲7.6%229,4444.7%ETFDIHPDimensional International High Profitability ETF$10,281,099$1,743,948 ▲20.4%407,4954.6%ETFDFCFDimensional Core Fixed Income ETF$9,550,033$1,715,468 ▲21.9%231,4044.3%ETFIMTMiShares MSCI Intl Momentum Factor ETF$8,636,885$350,924 ▲4.2%230,9333.8%ETFAVUSAvantis U.S. Equity ETF$6,523,986$7,561 ▼-0.1%67,3062.9%ETFAVGEAvantis All Equity Markets ETF$6,000,843$3,942,859 ▲191.6%82,9192.7%ETFDIMENSIONAL ETF TRUST$3,380,550$1,655,486 ▲96.0%63,9891.5%GLOBAL CORE PLUSVTIVanguard Total Stock Market ETF$2,713,474$1,578,585 ▲139.1%9,3631.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,615,182$41,301 ▲1.6%55,7851.2%ETFVOOVanguard S&P 500 ETF$2,521,685$1,925,210 ▲322.8%4,6801.1%ETFAAPLApple$2,521,441$220,366 ▲9.6%10,0691.1%Computer and TechnologyDEHPDimensional Emerging Markets High Profitability ETF$2,140,492$448,836 ▲26.5%86,5191.0%ETFSLYVSPDR S&P 600 Small CapValue ETF$2,133,194$73,814 ▲3.6%24,4491.0%ETFVTEBVanguard Tax-Exempt Bond ETF$1,901,584$81,060 ▼-4.1%37,9330.8%ETFAVDEAvantis International Equity ETF$1,827,389$48,911 ▲2.8%29,7770.8%ETFDIMENSIONAL ETF TRUST$1,715,485$1,715,485 ▲New Holding32,6140.8%GLOBAL CR ETFGOOGLAlphabet$1,554,394$48,273 ▲3.2%8,2110.7%Computer and TechnologyDIMENSIONAL ETF TRUST$1,360,660$1,360,660 ▲New Holding26,8960.6%ULTRASHORT FIXEDVCSHVanguard Short-Term Corporate Bond ETF$1,322,694$252,603 ▼-16.0%16,9550.6%ETFAMZNAmazon.com$1,290,013$303,636 ▲30.8%5,8800.6%Retail/WholesaleQVALAlpha Architect U.S. Quantitative Value ETF$1,232,739$16,249 ▲1.3%27,6150.5%ETFDFATDimensional U.S. Targeted Value ETF$1,102,537$4,286 ▲0.4%19,8080.5%ETFMETAMeta Platforms$1,096,548$5,269 ▲0.5%1,8730.5%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$1,044,052$182,321 ▲21.2%20,1170.5%ETFMSFTMicrosoft$1,038,104$83,874 ▼-7.5%2,4630.5%Computer and TechnologyNVDANVIDIA$793,375$84,199 ▲11.9%5,9080.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$690,678$469,213 ▲211.9%11,7200.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$608,888$3,693 ▲0.6%5,6060.3%ETFVWOVanguard FTSE Emerging Markets ETF$511,655$13,036 ▼-2.5%11,6180.2%ETFAGSPlayAGS$439,293$55,229 ▼-11.2%38,1000.2%Consumer DiscretionaryCATCaterpillar$428,0670.0%1,1800.2%Industrial ProductsIBDQiShares iBonds Dec 2025 Term Corporate ETF$404,166$404,166 ▲New Holding16,1340.2%ETFSMHVanEck Semiconductor ETF$362,286$362,286 ▲New Holding1,4960.2%ManufacturingMCDMcDonald's$346,861$13,330 ▲4.0%1,1970.2%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$301,161$4,648 ▼-1.5%5,7670.1%ETFDFNMDimensional National Municipal Bond ETF$298,101$68,554 ▲29.9%6,2400.1%ETFAVGOBroadcom$296,523$296,523 ▲New Holding1,2790.1%Computer and TechnologyVGTVanguard Information Technology ETF$292,281$292,281 ▲New Holding4700.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$286,886$7,308 ▲2.6%11,9740.1%ETFLLYEli Lilly and Company$280,256$6,176 ▼-2.2%3630.1%MedicalIVViShares Core S&P 500 ETF$273,778$37,681 ▲16.0%4650.1%ETFWMTWalmart$237,440$237,440 ▲New Holding2,6280.1%Retail/WholesaleBRK.BBerkshire Hathaway$232,079$232,079 ▲New Holding5120.1%FinanceDOCUDocuSign$230,696$230,696 ▲New Holding2,5650.1%Computer and TechnologyAVIGAvantis Core Fixed Income ETF$226,334$4,868 ▲2.2%5,5790.1%ETFHBTHBT Financial$210,109$210,109 ▲New Holding9,5940.1%FinanceVUGVanguard Growth ETF$0$501,616 ▼-100.0%00.0%ETFDFIPDimensional Inflation-Protected Securities ETF$0$297,281 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$235,338 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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