Instuitional Investor - Meredith Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Meredith Wealth Planning |
| Portfolio Value | $275,395,261 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 565,599 | $51,526,029 | 18.71% | |
| 2. | Dimensional Etf Trust | 824,568 | $29,321,647 | 10.65% | |
| 3. | American Centy Etf Tr | 422,349 | $27,549,782 | 10% | |
| 4. | American Centy Etf Tr | 330,653 | $26,214,201 | 9.52% | |
| 5. | Ishares Tr - MSCI USA MMENTM | 87,151 | $20,944,027 | 7.61% |
