Instuitional Investor - Meredith Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Meredith Wealth Planning |
| Portfolio Value | $369,113,917 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 591,966 | $65,394,520 | 17.72% | |
| 2. | Dimensional Etf Trust | 1,199,622 | $44,098,091 | 11.95% | |
| 3. | American Centy Etf Tr | 534,577 | $41,451,099 | 11.23% | |
| 4. | American Centy Etf Tr | 313,555 | $31,311,650 | 8.48% | |
| 5. | American Centy Etf Tr | 278,601 | $24,522,486 | 6.64% |