Instuitional Investor - Meredith Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Meredith Wealth Planning |
| Portfolio Value | $423,707,713 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 588,447 | $73,414,710 | 17.33% | |
| 2. | American Centy Etf Tr | 613,056 | $52,122,029 | 12.3% | |
| 3. | DFAC | 1,189,266 | $49,628,078 | 11.71% | |
| 4. | American Centy Etf Tr | 317,877 | $32,757,261 | 7.73% | |
| 5. | American Centy Etf Tr | 297,253 | $29,457,745 | 6.95% |