Meredith Wealth Planning Portfolio Holdings
Meredith Wealth Planning
- $210 Billion
- Q3 2024
Meredith Wealth Planning has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Billion distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $43.9B, Dimensional ETF Tr Dimensional with a value of $23.4B, American Centy ETF Tr with a value of $21.9B, American Centy ETF Tr Avantis with a value of $20B, and Ishares Msci Usa Momentum Fact with a value of $17.3B.
Examining the 13F form we can see an increase of $18.7B in the current position value, from $191B to 210B.
Meredith Wealth Planning is based out at Maryville, IL
Below you can find more details about Meredith Wealth Planning portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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