Meredith Wealth Planning Incresed Positions in Q4 2024

Meredith Wealth Planning

  • $224 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGE
American Centy ETF Tr Avantis
30.5K
+ 58.03%
N/A
82.9K $6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.47K
+ 288.06%
$521.84 - $558.82 $1.81M - $1.94M
4.68K $2.52B
VTI
Vanguard Total Stock Market Et

ETFs
5.44K
+ 138.67%
$280.04 - $302.45 $1.52M - $1.65M
9.36K $2.71B
AVUV
American Centy ETF Tr Avantis

ETFs
12.9K
+ 2.82%
$94.37 - $106.41 $1.22M - $1.37M
470K $45.4B
American Centy ETF Tr
33.1K
+ 9.47%
N/A
383K $23.3B
DUHP
Dimensional ETF Tr Dimensional

ETFs
38.9K
+ 5.66%
$33.62 - $35.69 $1.31M - $1.39M
727K $24.6B
Dimensional ETF Trust
21K
+ 181.57%
N/A
32.6K $1.72B
Dimensional ETF Trust
11.7K
+ 76.81%
N/A
26.9K $1.36B
Dimensional ETF Trust
13K
+ 25.39%
N/A
64K $3.38B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
23.1K
+ 11.09%
$41.17 - $43.34 $951K - $1M
231K $9.55B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.95K
+ 210.71%
$58.88 - $64.8 $468K - $515K
11.7K $691M
AAPL
Apple Inc.

Technology
886
+ 9.65%
$221.69 - $259.02 $196K - $229K
10.1K $2.52B
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.52K
+ 15.59%
$46.75 - $47.8 $352K - $360K
55.8K $2.62B
DIHP
Dimensional ETF Tr Dimensional

ETFs
45.3K
+ 12.49%
$25.15 - $27.57 $1.14M - $1.25M
407K $10.3B
GOOGL
Alphabet Inc.

Communication Services
259
+ 3.26%
$161.86 - $196.66 $41.9K - $50.9K
8.21K $1.55B
NVDA
Nvidia Corp

Technology
698
+ 13.4%
$117.0 - $148.88 $81.7K - $104K
5.91K $793M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
11.7K
+ 15.65%
$24.74 - $27.68 $290K - $324K
86.5K $2.14B
AVGO
Broadcom Inc.

Technology
29
+ 2.32%
$159.67 - $250.0 $4.63K - $7.25K
1.28K $297M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
614
+ 2.58%
$84.34 - $95.14 $51.8K - $58.4K
24.4K $2.13B
VGT
Vanguard Information Technolog

ETFs
77
+ 19.59%
$571.78 - $647.97 $44K - $49.9K
470 $292M
IVV
Ishares Core S&P 500 ETF

ETFs
62
+ 15.38%
$570.51 - $610.59 $35.4K - $37.9K
465 $274M
META
Meta Platforms, Inc.

Communication Services
15
+ 0.81%
$554.08 - $632.68 $8.31K - $9.49K
1.87K $1.1B
IJS
Ishares S&P Smallcap 600 Value

ETFs
16
+ 0.29%
$104.59 - $118.05 $1.67K - $1.89K
5.61K $609M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
176
+ 1.49%
$23.88 - $24.32 $4.2K - $4.28K
12K $287M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
57
+ 0.92%
$47.65 - $48.6 $2.72K - $2.77K
6.24K $298M
MCD
Mcdonalds Corp

Consumer Cyclical
45
+ 3.91%
$288.47 - $316.54 $13K - $14.2K
1.2K $347M
AVIG
American Centy ETF Tr Avantis

ETFs
85
+ 1.55%
$40.48 - $42.48 $3.44K - $3.61K
5.58K $226M
IEMG
Ishares Inc

ETFs
76
+ 1.34%
N/A
5.77K $301M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
274
+ 1.0%
$44.25 - $47.77 $12.1K - $13.1K
27.6K $1.23B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
172
+ 1.5%
$44.04 - $49.49 $7.57K - $8.51K
11.6K $512M
AVIV
American Centy ETF Tr Avantis
211
+ 1.06%
$51.24 - $55.81 $10.8K - $11.8K
20.1K $1.04B
AVDE
American Centy ETF Tr Avantis

ETFs
513
+ 1.75%
$60.9 - $66.69 $31.2K - $34.2K
29.8K $1.83B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
10.7K
+ 4.87%
$37.33 - $40.39 $400K - $433K
231K $8.64B
AVDV
American Centy ETF Tr Avantis

ETFs
19.1K
+ 6.77%
$63.85 - $70.4 $1.22M - $1.35M
302K $19.6B
AVES
American Centy ETF Tr Avantis

ETFs
11.9K
+ 5.45%
$46.2 - $53.09 $548K - $630K
229K $10.6B
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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