Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
AMERICAN CENTY ETF TR (AVUV) | 445,174 | +672 | $41,717 |
AVUV | 445,174 | +672 | $41,717 |
DIMENSIONAL ETF TRUST (DUHP) | 578,828 | +54,941 | $18,297 |
DUHP | 578,828 | +54,941 | $18,297 |
AMERICAN CENTY ETF TR (AVDV) | 274,544 | +8,580 | $18,081 |
AVDV | 274,544 | +8,580 | $18,081 |
AMERICAN CENTY ETF TR (AVGV) | 288,357 | +29,545 | $17,422 |
AVGV | 288,357 | +29,545 | $17,422 |
ISHARES TR (MTUM) | 88,254 | -1,462 | $16,534 |
MTUM | 88,254 | -1,462 | $16,534 |
AMERICAN CENTY ETF TR (AVES) | 210,358 | +6,963 | $9,969 |
AVES | 210,358 | +6,963 | $9,969 |
ISHARES TR (IMTM) | 221,640 | +191 | $8,695 |
IMTM | 221,640 | +191 | $8,695 |
DIMENSIONAL ETF TRUST (DIHP) | 299,431 | +32,447 | $8,067 |
DIHP | 299,431 | +32,447 | $8,067 |
DIMENSIONAL ETF TRUST (DFCF) | 175,272 | +24,277 | $7,353 |
DFCF | 175,272 | +24,277 | $7,353 |
AMERICAN CENTY ETF TR (AVUS) | 64,409 | +1,583 | $5,765 |
AVUS | 64,409 | +1,583 | $5,765 |
SPDR SER TR (SLYV) | 23,397 | +141 | $1,941 |
SLYV | 23,397 | +141 | $1,941 |
DIMENSIONAL ETF TRUST (DFSD) | 41,117 | +8,020 | $1,934 |
DFSD | 41,117 | +8,020 | $1,934 |
AMERICAN CENTY ETF TR (AVGE) | 26,238 | +7,372 | $1,832 |
AVGE | 26,238 | +7,372 | $1,832 |
AMERICAN CENTY ETF TR (AVDE) | 27,209 | +770 | $1,734 |
AVDE | 27,209 | +770 | $1,734 |
VANGUARD MUN BD FDS (VTEB) | 33,880 | +11,675 | $1,714 |
VTEB | 33,880 | +11,675 | $1,714 |
VANGUARD SCOTTSDALE FDS (VCSH) | 21,152 | -2,389 | $1,635 |
VCSH | 21,152 | -2,389 | $1,635 |
APPLE INC | 9,190 | -11 | $1,576 |
AAPL | 9,190 | -11 | $1,576 |
DIMENSIONAL ETF TRUST (DEHP) | 59,332 | +6,427 | $1,473 |
DEHP | 59,332 | +6,427 | $1,473 |
ALPHABET INC | 8,678 | -153 | $1,310 |
GOOGL | 8,678 | -153 | $1,310 |
EA SERIES TRUST | 27,113 | -896 | $1,218 |
QVAL | 27,113 | -896 | $1,218 |
DIMENSIONAL ETF TRUST (DFAT) | 19,752 | -17 | $1,075 |
DFAT | 19,752 | -17 | $1,075 |
MICROSOFT CORP | 2,529 | +15 | $1,064 |
MSFT | 2,529 | +15 | $1,064 |
VANGUARD INDEX FDS (VTI) | 3,990 | +851 | $1,037 |
VTI | 3,990 | +851 | $1,037 |
AMAZON COM INC | 4,943 | -40 | $892 |
AMZN | 4,943 | -40 | $892 |
AMERICAN CENTY ETF TR (AVIV) | 16,249 | UNCH | $879 |
AVIV | 16,249 | UNCH | $879 |
META PLATFORMS INC | 1,385 | -11 | $663 |
META | 1,385 | -11 | $663 |
VANGUARD INTL EQUITY INDEX F (VWO) | 14,341 | -1,403 | $599 |
VWO | 14,341 | -1,403 | $599 |
ISHARES TR (IJS) | 5,520 | -95 | $567 |
IJS | 5,520 | -95 | $567 |
VANGUARD INDEX FDS (VOO) | 1,157 | +52 | $556 |
VOO | 1,157 | +52 | $556 |
NVIDIA CORPORATION | 531 | -9 | $480 |
NVDA | 531 | -9 | $480 |
CATERPILLAR INC | 1,180 | -189 | $432 |
CAT | 1,180 | -189 | $432 |
PLAYAGS INC | 42,890 | UNCH | $385 |
AGS | 42,890 | UNCH | $385 |
MCDONALDS CORP | 1,157 | +1 | $326 |
MCD | 1,157 | +1 | $326 |
ISHARES INC (IEMG) | 5,802 | -200 | $299 |
IEMG | 5,802 | -200 | $299 |
ELI LILLY & CO | 370 | -36 | $288 |
LLY | 370 | -36 | $288 |
ISHARES TR (IBDS) | 11,572 | +82 | $275 |
IBDS | 11,572 | +82 | $275 |
AMERICAN CENTY ETF TR (AVIG) | 6,196 | -35 | $256 |
AVIG | 6,196 | -35 | $256 |
ISHARES TR (IVV) | 455 | -8 | $239 |
IVV | 455 | -8 | $239 |
DIMENSIONAL ETF TRUST (DFIP) | 5,511 | +18 | $227 |
DFIP | 5,511 | +18 | $227 |
DIMENSIONAL ETF TRUST (DUSB) | 4,365 | +4,365 | $221 |
DUSB | 4,365 | +4,365 | $221 |
See Full List: All Stocks Held By Meredith Wealth Planning
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Meredith Wealth Planning
Size ($ in 1000's)
At 03/31/2024: $179,244 At 12/31/2023: $160,873 Meredith Wealth Planning holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Meredith Wealth Planning 13F filings. Link to 13F filings: SEC filings |