Top 50 Meredith Wealth Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 17.72% | 592.0K | $65.4M | +1.44%(+8.40K) | $76.31(+54.39%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 11.95% | 1.20M | $44.1M | +36.91%(+323.44K) | $31.10(+28.29%) | 2026-03-31 | |
| AVGV | AMERICAN CENTY ETF TR | 11.23% | 534.6K | $41.5M | +16.15%(+74.31K) | $59.68(+40.81%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 8.48% | 313.6K | $31.3M | -2.73%(-8.81K) | $55.88(+96.96%) | 2026-03-31 | |
| AVGE | AMERICAN CENTY ETF TR | 6.64% | 278.6K | $24.5M | +19.72%(+45.90K) | $77.50(+25.62%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 6.32% | 723.5K | $23.3M | +47.83%(+234.07K) | $27.25(+25.62%) | 2026-03-31 | |
| AVES | AMERICAN CENTY ETF TR | 4.64% | 285.8K | $17.1M | +2.02%(+5.65K) | $43.04(+55.94%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 4.01% | 350.8K | $14.8M | +16.39%(+49.39K) | $41.91(+0.78%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.31% | 110.0K | $12.2M | +22.74%(+20.38K) | $85.57(+46.17%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 2.89% | 197.9K | $10.7M | +49.85%(+65.82K) | $54.14(+0.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.22% | +49.00% |
| Top 20 Holdings Unweighted | +12.53% | +42.49% |
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