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| Name: |
Meredith Wealth Planning |
| City: |
MARYVILLE |
| State: |
IL |
| Zip: |
62062 |
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data |
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| Holdings
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MTUM |
Ishares Msci Usa Momentum F... |
5 |
- |
$0.00 |
$16,534,000 |
88,254 |
9.22% |
2,458,000 |
-1,462 |
0.011 |
N/A |
|
|
VCSH |
Vanguard Scottsdale Funds |
16 |
- |
$77.07 |
$1,635,000 |
21,152 |
0.91% |
-186,000 |
-2,389 |
0.005 |
N/A |
|
|
AAPL |
Apple Inc |
17 |
- |
$189.87 |
$1,576,000 |
9,190 |
0.88% |
-196,000 |
-11 |
0 |
Personal Computers |
|
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GOOGL |
Alphabet Inc |
19 |
- |
$176.06 |
$1,310,000 |
8,678 |
0.73% |
76,000 |
-153 |
0 |
Search Engines & Info... |
|
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QVAL |
Valueshares Us Quantitative... |
20 |
- |
$0.00 |
$1,218,000 |
27,113 |
0.68% |
84,000 |
-896 |
0.582 |
N/A |
|
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DFAT |
Dimensional U S Targeted Va... |
21 |
- |
$54.33 |
$1,075,000 |
19,752 |
0.6% |
40,000 |
-17 |
0.002 |
N/A |
|
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AMZN |
Amazon.com Inc |
24 |
- |
$184.70 |
$892,000 |
4,943 |
0.5% |
135,000 |
-40 |
0 |
Internet Software & S... |
|
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FB |
Meta Platforms Inc |
26 |
- |
$471.91 |
$663,000 |
1,385 |
0.37% |
176,000 |
-11 |
0 |
Internet Service Prov... |
|
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VWO |
Vanguard Emerging Markets S... |
27 |
- |
$44.89 |
$599,000 |
14,341 |
0.33% |
-48,000 |
-1,403 |
0 |
Closed - End Fund - E... |
|
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IJS |
iShares S&P SmCp 600/BRR Vl |
28 |
- |
$101.87 |
$567,000 |
5,520 |
0.32% |
-12,000 |
-95 |
0.007 |
Closed - End Fund - E... |
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NVDA |
NVIDIA Corporation |
30 |
- |
$924.79 |
$480,000 |
531 |
0.27% |
213,000 |
-9 |
0 |
Semiconductor - Speci... |
|
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CAT |
Caterpillar Inc |
31 |
- |
$356.27 |
$432,000 |
1,180 |
0.24% |
27,000 |
-189 |
0 |
Farm & Construction M... |
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IEMG |
Ishares Core Msci Emerging ... |
34 |
- |
$54.95 |
$299,000 |
5,802 |
0.17% |
-5,000 |
-200 |
0 |
N/A |
|
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LLY |
Eli Lilly & Co |
35 |
- |
$770.00 |
$288,000 |
370 |
0.16% |
51,000 |
-36 |
0 |
Drug Manufacturers - ... |
|
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AVIG |
Avantis Core Fixed Income Etf |
37 |
- |
$0.00 |
$256,000 |
6,196 |
0.14% |
-5,000 |
-35 |
0.048 |
N/A |
|
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IVV |
iShares Core S&P 500 Etf |
38 |
- |
$532.13 |
$239,000 |
455 |
0.13% |
18,000 |
-8 |
0 |
Closed - End Fund - E... |
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