Meredith Wealth Planning has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 44 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $40.5B, Dimensional ETF Tr Dimensional with a value of $21.2B, American Centy ETF Tr with a value of $20.3B, American Centy ETF Tr Avantis with a value of $18.2B, and Ishares Msci Usa Momentum Fact with a value of $16.7B.
Examining the 13F form we can see an increase of $11.6B in the current position value, from $179B to 191B.
Meredith Wealth Planning is based out at Maryville, IL
Below you can find more details about Meredith Wealth Planning portfolio as well as his latest detailed transactions.