account_balance
Investment manager · 13F filer · SEC CIK 1956471
Meredith Wealth Planning
Reported value$401Mas of Sep 30, 2026
Positions80 11 new, 5 sold out
Top 10 weight75.9%AVUV alone is 17%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVUVAmerican Centy ETF Tr
17.3%
AVGVAmerican Centy ETF Tr
14.3%Added +11%
AVDVAmerican Centy ETF Tr
8.6%
AVGEAmerican Centy ETF Tr
7.6%Added +4%
VGITVanguard Scottsdale FDS
6.8%New
DIHPDimensional ETF Trust
6.0%
AVESAmerican Centy ETF Tr
4.7%
DFGPDimensional ETF Trust
4.1%Added +37%
AVUSAmerican Centy ETF Tr
3.6%
MTUMiShares Tr
3.0%
VGSHVanguard Scottsdale FDS
2.8%New
DFSDDimensional ETF Trust
2.1%
AVUVAmerican Centy ETF Tr
17.3%
AVGVAmerican Centy ETF Tr
14.3%Added +11%
AVDVAmerican Centy ETF Tr
8.6%
AVGEAmerican Centy ETF Tr
7.6%
VGITVanguard Scottsdale FDS
6.8%New
DIHPDimensional ETF Trust
6.0%
AVESAmerican Centy ETF Tr
4.7%
DFGP4.1%
AVUS
MTUM
VGSH2.8%
DFSD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVUV American Centy ETF Tr 17.3% Held
AVGV American Centy ETF Tr 14.3% Added +11%
AVDV American Centy ETF Tr 8.6% Held
AVGE American Centy ETF Tr 7.6% Added +4%
VGIT Vanguard Scottsdale FDS 6.8% New
DIHP Dimensional ETF Trust 6.0% Held
AVES American Centy ETF Tr 4.7% Held
DFGP Dimensional ETF Trust 4.1% Added +37%
AVUS American Centy ETF Tr 3.6% Held
MTUM iShares Tr 3.0% Held
VGSH Vanguard Scottsdale FDS 2.8% New
DFSD Dimensional ETF Trust 2.1% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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