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Disclosery

13F-HR filed by Meredith Wealth Planning

Meredith Wealth Planning filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-23, with 41 holding rows worth $179,244,945.

Accession
0001956471-24-000003
Filer
CIK 1956471
Filed
2024-04-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 41 entries on the cover page, a total value of $179,244,945 stated on the cover page (in dollars after the unit check, H1), rows summing to $179,244,945 with VALUE read as dollars as filed, 13F file number 028-22785. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Avantis US Small Cap Value ETF025072877SHS445,174$41,717,262dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF578,828$18,296,759dollars as filed
Avantis International Small Cap Val ETF025072802SHS274,544$18,081,475dollars as filed
Avantis All Equity Markets Value ETF025072216SHS288,357$17,421,618dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS88,254$16,534,366dollars as filed
Avantis Emerging Markets Value ETF025072372SHS210,358$9,968,844dollars as filed
iShares MSCI Intl Momentum Factor ETF46434V449SHS221,640$8,694,923dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT299,431$8,066,677dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF175,272$7,352,650dollars as filed
Avantis US Equity ETF025072885SHS64,409$5,764,621dollars as filed
SPDR S&P 600 Small Cap Value ETF78464A300SHS23,397$1,941,214dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF41,117$1,934,155dollars as filed
Avantis All Equity Markets ETF025072232SHS26,238$1,831,903dollars as filed
Avantis International Equity ETF025072703SHS27,209$1,734,321dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF33,880$1,714,307dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM21,152$1,635,237dollars as filed
Apple Inc037833100COM9,190$1,575,857dollars as filed
DIMENSIONAL ETF TRUST25434V757EMERGING MKTS HI59,332$1,472,610dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,678$1,309,771dollars as filed
ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF02072L102ETF27,113$1,218,449dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU19,752$1,075,117dollars as filed
Microsoft Corp594918104COM2,529$1,064,177dollars as filed
VTI922908769COM3,990$1,037,079dollars as filed
Amazon.com, Inc023135106COM4,943$891,511dollars as filed
Avantis International Large Cap Val ETF025072364SHS16,249$878,749dollars as filed
META PLATFORMS INC CL A30303M102COM1,385$662,640dollars as filed
VWO922042858SHS14,341$599,034dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS5,520$567,249dollars as filed
Vanguard S&P 500 ETF922908363COM1,157$556,126dollars as filed
NVIDIA Corp67066G104COM531$479,767dollars as filed
Caterpillar Inc.149123101COM1,180$432,398dollars as filed
PLAYAGS INC72814N104COM42,890$385,152dollars as filed
McDonalds Corporation580135101COM1,157$326,289dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS5,802$299,398dollars as filed
Eli Lilly and Company532457108COM370$288,230dollars as filed
iShares iBonds Dec. 2027 Corporate Bond ETF46435UAA9ETF11,572$275,425dollars as filed
AMERICAN CENTY ETF TR025072562AVANTIS CORE FI6,196$255,592dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS455$239,344dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE5,511$227,331dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED4,365$220,731dollars as filed
DIMENSIONAL ETF TRUST25434V583GLOB CO PLUS ETF4,057$216,587dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001956471-24-000003this filing2024-04-23acceptance time not in the bulk data set