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 DIHP AVES DFCF IMTM 31 stocks	$176 Million 93.85% of portfolio	20	9	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.5 Million 1.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$2.35 Million 1.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.17 Million 1.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.09 Million 0.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$900,693 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$523,576 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$389,173 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$360,662 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$299,999 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$280,670 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$258,004 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$230,712 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HBT 1 stocks	$215,002 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts

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