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Meredith Wealth Planning13F | |
| Meredith Wealth Planning | |
| Last update 2025-05-08 | 51 Stocks (3 new) |
| Value $227.00 Mil | Turnover 4 % |
Meredith Wealth Planning Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV | Avantis U.S. Small Cap Value ETF | 479,513 | 41,799.1 | +1.98% | 18.440 | +0.36% | 0.280 | +16.96% | -0.72% | 16,757.9 | ||
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 760,626 | 25,207.2 | +4.66% | 11.120 | +0.50% | 0.320 | +13.50% | +7.75% | 8,802.0 | ||
AVGV |
Avantis All Equity Markets Value ETF
Avantis All Equity Markets Value ETF
| 395,336 | 24,025.3 | +3.35% | 10.600 | +0.34% | 18.830 | +15.37% | +10.38% | 145.8 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 305,518 | 21,306.8 | +1.29% | 9.400 | +0.12% | 0.270 | +19.97% | +25.54% | 9,791.2 | ||
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 83,014 | 16,779.6 | -2.41% | 7.400 | -0.19% | 0.110 | +23.01% | +16.22% | 17,629.5 | ||
DIHP |
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
| 424,472 | 11,435.3 | +4.17% | 5.040 | +0.20% | 0.320 | +12.34% | +18.75% | 4,163.6 | ||
AVES | Avantis Emerging Markets Value ETF | 236,254 | 11,141.7 | +2.97% | 4.910 | +0.14% | 1.850 | +17.76% | +19.40% | 743.9 | ||
DFCF | Dimensional Core Fixed Income ETF | 240,345 | 10,108.9 | +3.86% | 4.460 | +0.17% | 0.150 | +0.67% | +4.11% | 7,072.8 | ||
IMTM |
iShares MSCI Intl Momentum Factor ET
iShares MSCI Intl Momentum Factor ET
| 228,883 | 9,141.6 | -0.89% | 4.030 | -0.03% | 0.350 | +16.09% | +22.64% | 3,036.6 | ||
AVGE | Avantis All Equity Markets ETF | 101,221 | 7,205.9 | +22.07% | 3.180 | +0.57% | 1.470 | +15.84% | +9.85% | 559.1 |
Meredith Wealth Planning's Historical Top Holdings Breakdowns
Meredith Wealth Planning's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +0.86% | 100.34 ($100.51) 100.68 | $100.42 | -0.09% | New holding | 19,320 | 19,320 | |
AVGE | Avantis All Equity Markets ETF | 2025-03-31 | Add Add | +0.57% | 70.14 ($73.47) 75.99 | $78.77 | 7.21% | Add 22.07% | 101,221 | 18,302 | |
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2025-03-31 | Add Add | +0.50% | 32.57 ($34.36) 35.83 | $36.20 | 5.36% | Add 4.66% | 760,626 | 33,887 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +0.36% | 84.96 ($93.96) 100.71 | $95.01 | 1.12% | Add 1.98% | 479,513 | 9,291 | |
AVGV |
Avantis All Equity Markets Value ETF
Avantis All Equity Markets Value ETF
| 2025-03-31 | Add Add | +0.34% | 59.62 ($62.12) 63.97 | $66.56 | 7.15% | Add 3.35% | 395,336 | 12,802 | |
DIHP |
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
| 2025-03-31 | Add Add | +0.20% | 25.1 ($26.73) 27.85 | $29.55 | 10.55% | Add 4.17% | 424,472 | 16,977 | |
AGS | PlayAGS Inc | 2025-03-31 | Sold Out Sold Out | -0.20% | 11.54 ($12) 12.15 | $12.49 | 4.08% | Sold Out | 0 | -38,100 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-03-31 | Reduce Reduce | -0.19% | 196.12 ($213.69) 229.48 | $239.37 | 12.02% | Reduce -2.41% | 83,014 | -2,049 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-03-31 | Add Add | +0.17% | 40.79 ($41.67) 42.32 | $42.15 | 1.15% | Add 3.86% | 240,345 | 8,941 | |
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -0.17% | 50.58 ($50.73) 50.87 | $50.77 | 0.07% | Reduce -27.91% | 19,390 | -7,506 |
Meredith Wealth Planning Total Holding History ($B)
Meredith Wealth Planning's Asset Allocation
Meredith Wealth Planning Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Meredith Wealth Planning's Hypothetical Growth since 2025-03-31
Meredith Wealth Planning's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Meredith Wealth Planning's Holdings Heat Map
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Meredith Wealth Planning's Holdings Bubble Chart
Meredith Wealth Planning News
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