MWP

Meredith Wealth Planning Portfolio holdings

AUM $336M
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.01M
3
+$2.12M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.44M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$1.16M

Top Sells

1
+$706K
2
+$643K
3
+$512K
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$418K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$247K

Sector Composition

1 Technology 2.39%
2 Communication Services 1.08%
3 Consumer Discretionary 0.89%
4 Financials 0.24%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
51
McDonald's
MCD
$216B
$355K 0.11%
1,161
-14
IVV icon
52
iShares Core S&P 500 ETF
IVV
$754B
$321K 0.1%
469
RIOT icon
53
Riot Platforms
RIOT
$6.73B
$311K 0.09%
24,542
+4,500
VBR icon
54
Vanguard Small-Cap Value ETF
VBR
$33.7B
$306K 0.09%
1,447
-30
AVGO icon
55
Broadcom
AVGO
$1.58T
$304K 0.09%
877
+113
IBDS icon
56
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.65B
$290K 0.09%
11,952
+172
BRK.B icon
57
Berkshire Hathaway Class B
BRK.B
$1.05T
$257K 0.08%
512
-51
HBT icon
58
HBT Financial
HBT
$846M
$248K 0.07%
9,594
AVIG icon
59
Avantis Core Fixed Income ETF
AVIG
$1.57B
$243K 0.07%
5,802
+84
VOE icon
60
Vanguard Mid-Cap Value ETF
VOE
$20.8B
$212K 0.06%
1,198
-68
MU icon
61
Micron Technology
MU
$411B
$210K 0.06%
+735
VV icon
62
Vanguard Large-Cap ETF
VV
$46.8B
$200K 0.06%
+636
ETN icon
63
Eaton
ETN
$131B
– –
-561
IBDQ
64
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-16,583
JPM icon
65
JPMorgan Chase
JPM
$816B
– –
-648
AAUS
66
Alpha Architect US Equity ETF
AAUS
$483M
– –
-9,476
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