Instuitional Investor - Meredith Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Meredith Wealth Planning |
| Portfolio Value | $315,503,532 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 583,079 | $58,033,856 | 18.39% | |
| 2. | Dimensional Etf Trust | 876,421 | $33,102,428 | 10.49% | |
| 3. | American Centy Etf Tr | 455,200 | $32,017,786 | 10.15% | |
| 4. | American Centy Etf Tr | 329,207 | $29,309,267 | 9.29% | |
| 5. | VLUE | 85,434 | $21,909,422 | 6.94% |