MEREDITH WEALTH PLANNING

Filed: 1/31/2025ACC: 0001956471-25-000001

📋 What this filing means

MEREDITH WEALTH PLANNING filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $224.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$224.36M

Total AUM (reported)

3.84M

Total Shares

Allocation by class

US SML CP VALU$45.39M20.2%

AVANTIS ALL EQT$29.33M13.1%

US HIGH PROFITAB$24.56M10.9%

INTL SMCP VLU$19.63M8.7%

MSCI USA MMENTM$17.60M7.8%

EMERGING MKT VAL$10.60M4.7%

INTL HIGH PROFIT$10.28M4.6%

Portfolio Concentration

Top 3$93.27M41.6%

4–10$82.82M36.9%

11–25$35.00M15.6%

Rest$13.26M5.9%

Top 3 weight

41.6%

Top 10 weight

78.5%

Voting Authority Distribution

Total shares with voting rights: 3.84M

Sole

Full voting authority

1.85M

% of voting shares48.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.99M

% of voting shares51.8%

Investment Discretion (by position count)

Sole51

Shared0

Other0

Dominant voting typeNone · 51.8% of voting shares

Institutional Holdings51

Rows:

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares470.22K

TypeSH

Market value$45.39M

20.23%

Sole

137.09K

Shared

0.00

None

333.13K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROFITAB

Shares726.74K

TypeSH

Market value$24.56M

10.95%

Sole

496.43K

Shared

0.00

None

230.31K

AMERICAN CENTY ETF TR

SOLE

AVANTIS ALL EQT

Shares382.53K

TypeSH

Market value$23.33M

10.40%

Sole

231.15K

Shared

0.00

None

151.39K

AMERICAN CENTY ETF TR

SOLE

INTL SMCP VLU

Shares301.61K

TypeSH

Market value$19.63M

8.75%

Sole

91.85K

Shared

0.00

None

209.76K

ISHARES TR

SOLE

MSCI USA MMENTM

Shares85.06K

TypeSH

Market value$17.60M

7.85%

Sole

5.05K

Shared

0.00

None

80.02K

AMERICAN CENTY ETF TR

SOLE

EMERGING MKT VAL

Shares229.44K

TypeSH

Market value$10.60M

4.72%

Sole

59.15K

Shared

0.00

None

170.29K

DIMENSIONAL ETF TRUST

SOLE

INTL HIGH PROFIT

Shares407.50K

TypeSH

Market value$10.28M

4.58%

Sole

278.01K

Shared

0.00

None

129.48K

DIMENSIONAL ETF TRUST

SOLE

CORE FIXED INCOM

Shares231.40K

TypeSH

Market value$9.55M

4.26%

Sole

76.61K

Shared

0.00

None

154.79K

ISHARES TR

SOLE

MSCI INTL MOMENT

Shares230.93K

TypeSH

Market value$8.64M

3.85%

Sole

21.53K

Shared

0.00

None

209.40K

AMERICAN CENTY ETF TR

SOLE

US EQT ETF

Shares67.31K

TypeSH

Market value$6.52M

2.91%

Sole

14.05K

Shared

0.00

None

53.26K

AMERICAN CENTY ETF TR

SOLE

AVANTIS ALL EQT

Shares82.92K

TypeSH

Market value$6.00M

2.67%

Sole

79.93K

Shared

0.00

None

2.99K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL CORE PLUS

Shares63.99K

TypeSH

Market value$3.38M

1.51%

Sole

63.99K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares9.36K

TypeSH

Market value$2.71M

1.21%

Sole

6.79K

Shared

0.00

None

2.57K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares55.78K

TypeSH

Market value$2.62M

1.17%

Sole

31.17K

Shared

0.00

None

24.61K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares4.68K

TypeSH

Market value$2.52M

1.12%

Sole

3.62K

Shared

0.00

None

1.06K

APPLE INC

SOLE

COM

Shares10.07K

TypeSH

Market value$2.52M

1.12%

Sole

5.89K

Shared

0.00

None

4.18K

DIMENSIONAL ETF TRUST

SOLE

EMERGING MKTS HI

Shares86.52K

TypeSH

Market value$2.14M

0.95%

Sole

51.23K

Shared

0.00

None

35.29K

SPDR SER TR

SOLE

S&P 600 SMCP VAL

Shares24.45K

TypeSH

Market value$2.13M

0.95%

Sole

4.13K

Shared

0.00

None

20.32K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares37.93K

TypeSH

Market value$1.90M

0.85%

Sole

0.00

Shared

0.00

None

37.93K

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares29.78K

TypeSH

Market value$1.83M

0.81%

Sole

7.23K

Shared

0.00

None

22.55K

DIMENSIONAL ETF TRUST

SOLE

GLOBAL CR ETF

Shares32.61K

TypeSH

Market value$1.72M

0.76%

Sole

32.61K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares8.21K

TypeSH

Market value$1.55M

0.69%

Sole

5.56K

Shared

0.00

None

2.65K

DIMENSIONAL ETF TRUST

SOLE

ULTRASHORT FIXED

Shares26.90K

TypeSH

Market value$1.36M

0.61%

Sole

25.90K

Shared

0.00

None

998.00

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares16.95K

TypeSH

Market value$1.32M

0.59%

Sole

0.00

Shared

0.00

None

16.95K

AMAZON COM INC

SOLE

COM

Shares5.88K

TypeSH

Market value$1.29M

0.57%

Sole

4.58K

Shared

0.00

None

1.30K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	470.22K	SH	$45.39M 20.23%	137.09K	333.13K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROFITAB	726.74K	SH	$24.56M 10.95%	496.43K	230.31K
AMERICAN CENTY ETF TRSOLE	AVANTIS ALL EQT	382.53K	SH	$23.33M 10.40%	231.15K	151.39K
AMERICAN CENTY ETF TRSOLE	INTL SMCP VLU	301.61K	SH	$19.63M 8.75%	91.85K	209.76K
ISHARES TRSOLE	MSCI USA MMENTM	85.06K	SH	$17.60M 7.85%	5.05K	80.02K
AMERICAN CENTY ETF TRSOLE	EMERGING MKT VAL	229.44K	SH	$10.60M 4.72%	59.15K	170.29K
DIMENSIONAL ETF TRUSTSOLE	INTL HIGH PROFIT	407.50K	SH	$10.28M 4.58%	278.01K	129.48K
DIMENSIONAL ETF TRUSTSOLE	CORE FIXED INCOM	231.40K	SH	$9.55M 4.26%	76.61K	154.79K
ISHARES TRSOLE	MSCI INTL MOMENT	230.93K	SH	$8.64M 3.85%	21.53K	209.40K
AMERICAN CENTY ETF TRSOLE	US EQT ETF	67.31K	SH	$6.52M 2.91%	14.05K	53.26K
AMERICAN CENTY ETF TRSOLE	AVANTIS ALL EQT	82.92K	SH	$6.00M 2.67%	79.93K	2.99K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL CORE PLUS	63.99K	SH	$3.38M 1.51%	63.99K	0.00
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	9.36K	SH	$2.71M 1.21%	6.79K	2.57K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	55.78K	SH	$2.62M 1.17%	31.17K	24.61K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	4.68K	SH	$2.52M 1.12%	3.62K	1.06K
APPLE INCSOLE	COM	10.07K	SH	$2.52M 1.12%	5.89K	4.18K
DIMENSIONAL ETF TRUSTSOLE	EMERGING MKTS HI	86.52K	SH	$2.14M 0.95%	51.23K	35.29K
SPDR SER TRSOLE	S&P 600 SMCP VAL	24.45K	SH	$2.13M 0.95%	4.13K	20.32K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	37.93K	SH	$1.90M 0.85%	0.00	37.93K
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	29.78K	SH	$1.83M 0.81%	7.23K	22.55K
DIMENSIONAL ETF TRUSTSOLE	GLOBAL CR ETF	32.61K	SH	$1.72M 0.76%	32.61K	0.00
ALPHABET INCSOLE	CAP STK CL A	8.21K	SH	$1.55M 0.69%	5.56K	2.65K
DIMENSIONAL ETF TRUSTSOLE	ULTRASHORT FIXED	26.90K	SH	$1.36M 0.61%	25.90K	998.00
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	16.95K	SH	$1.32M 0.59%	0.00	16.95K
AMAZON COM INCSOLE	COM	5.88K	SH	$1.29M 0.57%	4.58K	1.30K

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