Instuitional Investor - Meredith Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Meredith Wealth Planning |
| Portfolio Value | $335,893,817 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 583,567 | $59,512,141 | 17.72% | |
| 2. | American Centy Etf Tr | 460,263 | $33,682,013 | 10.03% | |
| 3. | Dimensional Etf Trust | 876,182 | $33,321,187 | 9.92% | |
| 4. | American Centy Etf Tr | 322,363 | $30,292,437 | 9.02% | |
| 5. | VLUE | 85,048 | $21,288,433 | 6.34% |