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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
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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 | 565,599 | 51,526.0 | +17.95% | 18.710 | +2.85% | 0.320 | +17.12% | -2.02% | 16,539.2 | ||
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 824,568 | 29,321.7 | +8.41% | 10.650 | +0.83% | 0.340 | +15.80% | +7.66% | 8,829.1 | ||
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 | +15.39% | +9.54% | 144.7 | ||
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 | +16.67% | +25.49% | 9,787.5 | ||
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 | +22.63% | +16.07% | 17,703.4 | ||
AVES | Avantis Emerging Markets Value ETF | 271,441 | 14,534.3 | +14.89% | 5.280 | +0.68% | 1.980 | +20.39% | +19.95% | 747.4 | ||
DIHP |
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
| 435,299 | 12,837.0 | +2.55% | 4.660 | +0.12% | 0.300 | +9.10% | +16.84% | 4,156.3 | ||
AVGE | Avantis All Equity Markets ETF | 146,880 | 11,380.2 | +45.11% | 4.130 | +1.28% | 2.070 | +16.81% | +9.43% | 556.9 | ||
DFCF | Dimensional Core Fixed Income ETF | 266,053 | 11,243.4 | +10.70% | 4.080 | +0.39% | 0.160 | +2.07% | +3.71% | 7,117.3 | ||
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 | +12.93% | +21.74% | 3,068.0 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Add Add | +2.85% | 75.17 ($86.2) 91.21 | $93.77 | 8.78% | 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 | $78.47 | 8.07% | 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 | $36.17 | 8.36% | 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 | $80.16 | 8.47% | 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 | $54.63 | 10.30% | 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 | $66.06 | 7.29% | 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 | $102.51 | 9.51% | 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 | $41.99 | 0.67% | 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 | $239.07 | 9.71% | 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 | $36.53 | 9.54% | New holding | 23,580 | 23,580 |
Meredith Wealth Planning Total Holding History ($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
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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
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Meredith Wealth Planning's Holdings Bubble Chart
Meredith Wealth Planning News
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