Meredith Wealth Planning Portfolio Holdings by Sector

Meredith Wealth Planning

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AVUV DUHP AVDV MTUM AVES IMTM DIHP DFCF 25 stocks	$150 Million 94.67% of portfolio	16	9	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$1.97 Million 1.24% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.58 Million 0.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.06 Million 0.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.04 Million 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$891,511 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$479,767 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$432,398 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical AGS 1 stocks	$385,152 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts

Restaurants \| Consumer Cyclical MCD 1 stocks	$326,289 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$288,230 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts

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