Meredith Wealth Planning: 13F holdings
CIK 19564712026Q2
| Positions | 74 |
|---|---|
| Reported value | $423.7m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVUV AMERICAN CENTY ETF TR | 588,447 | $73.4m | 17.3% |
| INDB AMERICAN CENTY ETF TR | 613,056 | $52.1m | 12.3% |
| DIMENSIONAL ETF TRUST | 1,189,266 | $49.6m | 11.7% |
| AVDV AMERICAN CENTY ETF TR | 317,877 | $32.8m | 7.7% |
| AMERICAN CENTY ETF TR | 297,253 | $29.5m | 7.0% |
| DIHP DIMENSIONAL ETF TRUST | 729,518 | $24.9m | 5.9% |
| EWL AMERICAN CENTY ETF TR | 289,074 | $19.0m | 4.5% |
| DFCF DIMENSIONAL ETF TRUST | 376,067 | $15.9m | 3.7% |
| AVUS AMERICAN CENTY ETF TR | 111,324 | $14.3m | 3.4% |
| MTUM ISHARES TR | 38,700 | $13.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1956471")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.