Instuitional Investor - Meredith Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Meredith Wealth Planning |
| Portfolio Value | $160,868,684 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 444,502 | $39,916,302 | 24.81% | |
| 2. | American Centy Etf Tr | 265,964 | $16,620,110 | 10.33% | |
| 3. | Dimensional Etf Trust | 523,887 | $14,988,420 | 9.31% | |
| 4. | American Centy Etf Tr | 258,812 | $14,524,516 | 9.02% | |
| 5. | Ishares Tr | 89,716 | $14,075,512 | 8.74% |
