Instuitional Investor - Meredith Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Meredith Wealth Planning |
| Portfolio Value | $224,361,334 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 470,222 | $45,390,502 | 20.23% | |
| 2. | Dimensional Etf Trust | 726,739 | $24,556,523 | 10.94% | |
| 3. | American Centy Etf Tr | 382,534 | $23,327,740 | 10.39% | |
| 4. | American Centy Etf Tr | 301,613 | $19,628,959 | 8.74% | |
| 5. | Ishares Tr | 85,063 | $17,601,334 | 7.84% |
