13F-HR filed by Meredith Wealth Planning
Meredith Wealth Planning filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-08, with 51 holding rows worth $226,712,838.
- Accession
- 0001956471-25-000005
- Filer
- CIK 1956471
- Filed
- 2025-05-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 51 entries on the cover page, a total value of $226,712,838 stated on the cover page (in dollars after the unit check, H1), rows summing to $226,712,838 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | 025072877 | SHS | 479,513 | $41,799,134 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 760,626 | $25,207,147 | dollars as filed | |
| Avantis All Equity Markets Value ETF | 025072216 | SHS | 395,336 | $24,025,247 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 305,518 | $21,306,792 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 83,014 | $16,779,576 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 424,472 | $11,435,273 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 236,254 | $11,141,716 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 240,345 | $10,108,926 | dollars as filed | |
| iShares MSCI Intl Momentum Factor ETF | 46434V449 | SHS | 228,883 | $9,141,606 | dollars as filed | |
| Avantis All Equity Markets ETF | 025072232 | SHS | 101,221 | $7,205,918 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 67,178 | $6,205,920 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V583 | GLOB CO PLUS ETF | 64,248 | $3,432,787 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 60,712 | $2,885,057 | dollars as filed | |
| VTI | 922908769 | COM | 9,081 | $2,495,914 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 4,645 | $2,387,128 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V757 | EMERGING MKTS HI | 88,448 | $2,230,650 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,757 | $2,167,215 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 41,829 | $2,075,537 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 31,253 | $2,071,109 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 24,988 | $1,959,049 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 19,320 | $1,944,944 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V567 | GLOBAL CR ETF | 34,734 | $1,846,807 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,207 | $1,269,110 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 16,060 | $1,267,803 | dollars as filed | |
| ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF | 02072L102 | ETF | 27,688 | $1,180,875 | dollars as filed | |
| Avantis International Large Cap Val ETF | 025072364 | SHS | 20,523 | $1,163,221 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,749 | $1,093,805 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,867 | $1,076,268 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 19,794 | $1,019,199 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 19,390 | $983,677 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,399 | $900,693 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 11,726 | $728,182 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 5,565 | $542,491 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 4,831 | $523,576 | dollars as filed | |
| VWO | 922042858 | SHS | 10,475 | $474,107 | dollars as filed | |
| ISHARES TR | 46434VBD1 | IBONDS DEC25 ETF | 16,241 | $408,473 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,180 | $389,173 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,155 | $360,662 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 1,496 | $316,359 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,767 | $311,253 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 6,490 | $308,714 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 363 | $299,999 | dollars as filed | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 11,937 | $288,626 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 527 | $280,670 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 466 | $262,025 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 493 | $258,004 | dollars as filed | |
| VGT | 92204A702 | SHS | 471 | $255,281 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072562 | AVANTIS CORE FI | 5,593 | $231,511 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,628 | $230,712 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 2,397 | $219,915 | dollars as filed | |
| HBT FINANCIAL INC DE | 404111106 | COMMON STOCK | 9,594 | $215,002 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001956471-25-000005 | this filing | 2025-05-08 | acceptance time not in the bulk data set |