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Meredith Wealth Planning

All holdings · as of Dec 31, 2025

62 positions

CompanyClassValueShares% of portfolio
AMERICAN CENTY ETF TR$59.51M583,56717.7%
AMERICAN CENTY ETF TR$33.68M460,26310.0%
DIMENSIONAL ETF TRUST$33.32M876,1829.9%
AMERICAN CENTY ETF TR$30.29M322,3639.0%
iShares MSCI UAE ETF$21.29M85,0486.3%
AMERICAN CENTY ETF TR$19.99M232,7036.0%
AMERICAN CENTURY ETF TRUST$16.34M280,1574.9%
DIMENSIONAL ETF TRUST$15.50M489,4274.6%
DIMENSIONAL ETF TRUST$12.83M301,3843.8%
ISHARES TR$11.43M238,3173.4%
AMERICAN CENTY ETF TR$10.02M89,6203.0%
DIMENSIONAL ETF TRUST$7.14M132,0392.1%
DIMENSIONAL ETF TRUST$6.17M128,6111.8%
EA SERIES TRUST$4.01M81,2721.2%
NVIDIA Corp$3.77M20,2391.1%
DIMENSIONAL ETF TRUST$3.34M103,5161.0%
AMERICAN CENTY ETF TR$3.27M39,7591.0%
VANGUARD INDEX FDS$3.26M5,1991.0%
VANGUARD INDEX FDS$3.25M9,6961.0%
SPDR SERIES TRUST$2.77M30,4300.8%
Apple Inc.$2.58M9,4830.8%
DIMENSIONAL ETF TRUST$2.54M46,7960.8%
Alphabet Inc.$2.40M7,6610.7%
DIMENSIONAL ETF TRUST$2.09M43,4490.6%
VANGUARD MUN BD FDS$1.70M33,7980.5%
Tesla Inc$1.43M3,1730.4%
DIMENSIONAL ETF TRUST$1.43M23,9420.4%
AMERICAN CENTY ETF TR$1.31M18,3510.4%
Meta Platforms Inc$1.21M1,8390.4%
EA SERIES TRUST$1.21M24,8200.4%
Amazon.com Inc$1.20M5,2150.4%
MICROSOFT CORP$1.15M2,3710.3%
DIMENSIONAL ETF TRUST$960.2K24,2550.3%
DIMENSIONAL ETF TRUST$956.9K18,8920.3%
VANGUARD SCOTTSDALE FDS$939.7K11,7850.3%
VANGUARD STAR FDS$898.7K11,9130.3%
DIMENSIONAL ETF TRUST$855.9K26,1490.3%
ISHARES TR$784.4K7,8150.2%
ISHARES TR$640.8K5,6350.2%
Walmart Inc.$621.7K5,5800.2%
CATERPILLAR INC$561.4K9800.2%
VANECK ETF TRUST$538.8K1,4960.2%
DIMENSIONAL ETF TRUST$537.3K10,7680.2%
VANGUARD INTL EQUITY INDEX F$515.7K9,5920.2%
DIMENSIONAL ETF TRUST$496.0K15,0810.1%
VANGUARD WORLD FD$392.1K5200.1%
SCHWAB STRATEGIC TR$391.6K13,2240.1%
ISHARES INC$383.6K5,7070.1%
ELI LILLY & Co$382.4K3560.1%
WORLD GOLD TR$358.3K4,1970.1%
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