MW
| |
Meredith Wealth Planning13F | |
| Meredith Wealth Planning | |
| Last update 2025-07-16 | 60 Stocks (11 new) |
| Value $275.00 Mil | Turnover 11 % |
Meredith Wealth Planning Top Holdings of 2025-06-30
View Full List
| 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 | 565,599 | 51,526.0 | +17.95% | 18.710 | +2.85% | 0.320 | +14.79% | -0.91% | 16,968.9 | ||
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 824,568 | 29,321.7 | +8.41% | 10.650 | +0.83% | 0.340 | +13.90% | +8.49% | 8,933.9 | ||
AVGV |
Avantis All Equity Markets Value ETF
Avantis All Equity Markets Value ETF
| 422,349 | 27,549.8 | +6.83% | 10.000 | +0.64% | 19.290 | +14.07% | +11.73% | 147.6 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 330,653 | 26,214.2 | +8.23% | 9.520 | +0.72% | 0.270 | +17.73% | +29.44% | 10,095.2 | ||
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 87,151 | 20,944.0 | +4.98% | 7.610 | +0.36% | 0.120 | +17.22% | +16.33% | 17,754.7 | ||
AVES | Avantis Emerging Markets Value ETF | 271,441 | 14,534.3 | +14.89% | 5.280 | +0.68% | 1.980 | +17.63% | +21.37% | 756.2 | ||
DIHP |
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
| 435,299 | 12,837.0 | +2.55% | 4.660 | +0.12% | 0.300 | +9.34% | +19.83% | 4,224.0 | ||
AVGE | Avantis All Equity Markets ETF | 146,880 | 11,380.2 | +45.11% | 4.130 | +1.28% | 2.070 | +14.31% | +11.12% | 569.5 | ||
DFCF | Dimensional Core Fixed Income ETF | 266,053 | 11,243.4 | +10.70% | 4.080 | +0.39% | 0.160 | +1.86% | +3.89% | 7,120.9 | ||
IMTM |
iShares MSCI Intl Momentum Factor ET
iShares MSCI Intl Momentum Factor ET
| 237,925 | 10,870.8 | +3.95% | 3.950 | +0.15% | 0.350 | +10.95% | +23.50% | 3,131.0 |
Meredith Wealth Planning's Historical Top Holdings Breakdowns
Meredith Wealth Planning's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Add Add | +2.85% | 75.17 ($86.2) 91.21 | $94.83 | 10.01% | Add 17.95% | 565,599 | 86,086 | |
AVGE | Avantis All Equity Markets ETF | 2025-06-30 | Add Add | +1.28% | 62.97 ($72.61) 77.48 | $79.68 | 9.74% | Add 45.11% | 146,880 | 45,659 | |
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2025-06-30 | Add Add | +0.83% | 29.36 ($33.38) 35.56 | $36.45 | 9.20% | Add 8.41% | 824,568 | 63,942 | |
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2025-06-30 | Add Add | +0.72% | 61.76 ($73.9) 79.32 | $82.68 | 11.88% | Add 8.23% | 330,653 | 25,135 | |
AVES | Avantis Emerging Markets Value ETF | 2025-06-30 | Add Add | +0.68% | 42.02 ($49.53) 53.63 | $55.28 | 11.61% | Add 14.89% | 271,441 | 35,187 | |
AVGV |
Avantis All Equity Markets Value ETF
Avantis All Equity Markets Value ETF
| 2025-06-30 | Add Add | +0.64% | 53.4 ($61.57) 65.23 | $67.38 | 9.44% | Add 6.83% | 422,349 | 27,013 | |
AVUS | Avantis U.S. Equity ETF | 2025-06-30 | Add Add | +0.57% | 81.38 ($93.61) 100.82 | $103.65 | 10.73% | Add 23.04% | 82,657 | 15,479 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-06-30 | Add Add | +0.39% | 41.1 ($41.71) 42.37 | $41.90 | 0.46% | Add 10.7% | 266,053 | 25,708 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-06-30 | Add Add | +0.36% | 180.84 ($217.91) 240.32 | $239.60 | 9.95% | Add 4.98% | 87,151 | 4,137 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-06-30 | New Buy New Buy | +0.31% | 29.12 ($33.35) 35.84 | $36.89 | 10.61% | New holding | 23,580 | 23,580 |
Meredith Wealth Planning Total Holding History ($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
- 1
Meredith Wealth Planning's Hypothetical Growth since 2025-06-30
Meredith Wealth Planning's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Meredith Wealth Planning's Holdings Heat Map
Size field:
Meredith Wealth Planning's Holdings Bubble Chart
Meredith Wealth Planning News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers