Meredith Wealth Planning
CIK:0001956471
Investment Adviser
$13M AUM
63 holdings
Columbia, MO, US
Meredith Wealth Planning is a registered investment adviser based in Columbia, Missouri, founded in 2022. The firm provides personalized financial planning and investment management services to individuals, families, and small business owners. Their team focuses on helping clients achieve financial goals through tailored solutions and a fiduciary approach.
Investment Strategy
Meredith Wealth Planning utilizes a client-centric investment strategy focused on diversified portfolios tailored to individual risk tolerance, goals, and time horizon. The firm combines financial planning with systematic investment management, aiming to grow and protect wealth through disciplined, long-term strategies and ongoing personal advice.
Top Buys
A
AVUVAMERICAN CENTY ETF TR+$6.5M
A
AVGVAMERICAN CENTY ETF TR+$4.5M
D
DUHPDIMENSIONAL ETF TRUST+$3.8M
A
AVDVAMERICAN CENTY ETF TR+$3.1M
N
NVDANVIDIA CORPORATION+$3.0M
Top Sells
D
DUSBDIMENSIONAL ETF TRUST-$346.9K
D
DEDEERE & CO-$203.2K
Q
QVALEA SERIES TRUST-$77.8K
M
METAMETA PLATFORMS INC-$43.8K
S
SGOVISHARES TR-$16.8K
Top Holdings
A
AVUVAMERICAN CENTY ETF TR+18.4%$58.0M
D
DUHPDIMENSIONAL ETF TRUST+10.5%$33.1M
A
AVGVAMERICAN CENTY ETF TR+10.1%$32.0M
A
AVDVAMERICAN CENTY ETF TR+9.3%$29.3M
M
MTUMISHARES TR+6.9%$21.9M
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUV | AMERICAN CENTY ETF TR | 18.39% | $58.0M | 583,079 | $79.02 | $99.53 | +$6.5M |
D DUHP | DIMENSIONAL ETF TRUST | 10.49% | $33.1M | 876,421 | $29.74 | $37.77 | +$3.8M |
A AVGV | AMERICAN CENTY ETF TR | 10.15% | $32.0M | 455,200 | $58.51 | $70.34 | +$4.5M |
A AVDV | AMERICAN CENTY ETF TR | 9.29% | $29.3M | 329,207 | $58.80 | $89.03 | +$3.1M |
M MTUM | ISHARES TR | 6.94% | $21.9M | 85,434 | $149.89 | $256.45 | +$965.4K |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+1.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.0%
ELECTRONIC COMPUTERS
+0.8%
MOTOR VEHICLES & PASSENGER CAR BODIES
+0.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+0.4%