Meredith Wealth Planning

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Maryville, IL
CIK
0001956471
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 41 179,244 AVUV, DUHP, AVDV, AVGV 13F-HR 4/23/2024 000195647124000003
Q4 2023 43 160,868 AVUV, AVDV, AMERICAN CENTY ETF TR, DUHP 13F-HR 1/25/2024 000195647124000001
Q3 2023 42 134,513 AVUV, MTUM, AVDV, AVES 13F-HR 10/16/2023 000195647123000004
Q2 2023 39 122,927 AVUV, MTUM, AVDV, AVES 13F-HR 7/14/2023 000195647123000003
Q1 2023 61 124,221 AVUV, MTUM, AVDV, IMTM 13F-HR 4/24/2023 000195647123000002
Q4 2022 60 116,104 AVUV, MTUM, AVDV, IMTM 13F-HR 2/1/2023 000195647123000001