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| Name: |
Meredith Wealth Planning |
| City: |
MARYVILLE |
| State: |
IL |
| Zip: |
62062 |
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data |
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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 |
|
AVUV |
Avantis Us Small Cap Value Etf |
1 |
- |
$93.45 |
$41,717,000 |
445,174 |
23.27% |
1,801,000 |
672 |
0.495 |
N/A |
|
|
DUHP |
Dfa Dimensional Us High Pro... |
2 |
- |
$0.00 |
$18,297,000 |
578,828 |
10.21% |
3,309,000 |
54,941 |
0.43 |
N/A |
|
|
AVDV |
Avantis International Small... |
3 |
- |
$0.00 |
$18,081,000 |
274,544 |
10.09% |
1,461,000 |
8,580 |
0.175 |
N/A |
|
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AVGV |
Avantis All Equity Markets ... |
4 |
- |
$0.00 |
$17,422,000 |
288,357 |
9.72% |
2,897,000 |
29,545 |
3.204 |
N/A |
|
|
AVES |
Avantis Emerging Markets Va... |
6 |
- |
$0.00 |
$9,969,000 |
210,358 |
5.56% |
619,000 |
6,963 |
1.383 |
N/A |
|
|
IMTM |
Ishares Edge Msci Intl Mome... |
7 |
- |
$25.80 |
$8,695,000 |
221,640 |
4.85% |
1,102,000 |
191 |
0.124 |
N/A |
|
|
DIHP |
Dfa Dimensional Internatl H... |
8 |
- |
$0.00 |
$8,067,000 |
299,431 |
4.5% |
1,216,000 |
32,447 |
0.333 |
N/A |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
9 |
- |
$0.00 |
$7,353,000 |
175,272 |
4.1% |
951,000 |
24,277 |
0.195 |
N/A |
|
|
AVUS |
Avantis Us Equity Etf |
10 |
- |
$0.00 |
$5,765,000 |
64,409 |
3.22% |
642,000 |
1,583 |
0.072 |
N/A |
|
|
SLYV |
streetTRACKS Dow Jones US S... |
11 |
- |
$82.25 |
$1,941,000 |
23,397 |
1.08% |
4,000 |
141 |
0.059 |
Closed - End Fund - E... |
|
|
DFSD |
Dfa Dimensional Short-durat... |
12 |
- |
$0.00 |
$1,934,000 |
41,117 |
1.08% |
378,000 |
8,020 |
0.046 |
N/A |
|
|
AVGE |
Avantis All Equity Markets Etf |
13 |
- |
$0.00 |
$1,832,000 |
26,238 |
1.02% |
610,000 |
7,372 |
1.193 |
N/A |
|
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AVDE |
Avantis International Equit... |
14 |
- |
$65.20 |
$1,734,000 |
27,209 |
0.97% |
136,000 |
770 |
0.03 |
N/A |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
15 |
- |
$50.10 |
$1,714,000 |
33,880 |
0.96% |
580,000 |
11,675 |
0.002 |
N/A |
|
|
DEHP |
Dfa Dimensional Emerging Mk... |
18 |
- |
$0.00 |
$1,473,000 |
59,332 |
0.82% |
190,000 |
6,427 |
0.659 |
N/A |
|
|
MSFT |
Microsoft Corp |
22 |
- |
$420.21 |
$1,064,000 |
2,529 |
0.59% |
119,000 |
15 |
0 |
Application Software |
|
|
VTI |
Vanguard Total Stock Market... |
23 |
- |
$262.30 |
$1,037,000 |
3,990 |
0.58% |
292,000 |
851 |
0 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
29 |
- |
$486.69 |
$556,000 |
1,157 |
0.31% |
73,000 |
52 |
0 |
Closed - End Fund - E... |
|
|
IBDS |
Ishares Ibonds Dec 2027 Ter... |
36 |
- |
$0.00 |
$275,000 |
11,572 |
0.15% |
0 |
82 |
0.008 |
N/A |
|
|
DFIP |
Dfa Dimensional Inflation-p... |
39 |
- |
$0.00 |
$227,000 |
5,511 |
0.13% |
0 |
18 |
0.006 |
N/A |
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