0001956471-24-000003.txt : 20240423 0001956471-24-000003.hdr.sgml : 20240423 20240423104130 ACCESSION NUMBER: 0001956471-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240423 EFFECTIVENESS DATE: 20240423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Meredith Wealth Planning CENTRAL INDEX KEY: 0001956471 ORGANIZATION NAME: IRS NUMBER: 832636641 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22785 FILM NUMBER: 24863094 BUSINESS ADDRESS: STREET 1: 6300 E MAIN ST CITY: MARYVILLE STATE: IL ZIP: 62062 BUSINESS PHONE: 6187446755 MAIL ADDRESS: STREET 1: 6300 E MAIN ST CITY: MARYVILLE STATE: IL ZIP: 62062 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false true 0001956471 XXXXXXXX 03-31-2024 03-31-2024 Meredith Wealth Planning

6300 E MAIN ST MARYVILLE IL 62062

13F HOLDINGS REPORT 028-22785 000300019 801-122113 N Mark Meredith 6187446755 Mark Meredith Maryville IL 04-23-2024 0 41 179244945 false INFORMATION TABLE 2 informationtable31032024.xml AMERICAN CENTY ETF TREMERGING MKT VAL0250723729968844210358SHSOLE490330161325AMERICAN CENTY ETF TRINTL SMCP VLU02507280218081475274544SHSOLE733590201185AMERICAN CENTY ETF TRUS SML CP VALU02507287741717262445174SHSOLE1123440332830ISHARES TRMSCI INTL MOMENT46434V4498694923221640SHSOLE196180202022ISHARES TRMSCI USA MMENTM46432F3961653436688254SHSOLE3463084791DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V7658066677299431SHSOLE1670150132417AMERICAN CENTY ETF TRINTL EQT ETF025072703173432127209SHSOLE5475021734CATERPILLAR INCCOM1491231014323981180SHSOLE2501155DIMENSIONAL ETF TRUSTCORE FIXED INCOM25434V8727352650175272SHSOLE539460121326DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864193415541117SHSOLE25665015452VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285859903414341SHSOLE978013363VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409163523721152SHSOLE0021152AMERICAN CENTY ETF TRAVANTIS ALL EQT02507221617421618288357SHSOLE1404910147866DIMENSIONAL ETF TRUSTEMERGING MKTS HI25434V757147261059332SHSOLE24807034524DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V83118296759578828SHSOLE3480350230793ISHARES INCCORE MSCI EMKT46434G1032993985802SHSOLE122004582ALPHABET INCCAP STK CL A02079K30513097718678SHSOLE602802650AMAZON COM INCCOM0231351068915114943SHSOLE364301300APPLE INCCOM03783310015758579190SHSOLE467404515MICROSOFT CORPCOM59491810410641772529SHSOLE18380691AMERICAN CENTY ETF TRAVANTIS ALL EQT025072232183190326238SHSOLE2330202936AMERICAN CENTY ETF TRUS EQT ETF025072885576462164409SHSOLE13274051135VANGUARD INDEX FDSS&P 500 ETF SHS9229083635561261157SHSOLE2870870DIMENSIONAL ETF TRUSTGLOBAL CORE PLUS25434V5832165874057SHSOLE405700VANGUARD INDEX FDSTOTAL STK MKT92290876910370793990SHSOLE120302788DIMENSIONAL ETF TRUSTINFLATION PROTE25434V8562273315511SHSOLE551100SPDR SER TRS&P 600 SMCP VAL78464A300194121423397SHSOLE3780019617EA SERIES TRUSTUS QUAN VALUE02072L102121844927113SHSOLE720026392ELI LILLY & COCOM532457108288230370SHSOLE790291META PLATFORMS INCCL A30303M1026626401385SHSOLE8501300NVIDIA CORPORATIONCOM67066G104479767531SHSOLE580473ISHARES TRCORE S&P500 ETF464287200239344455SHSOLE550400ISHARES TRIBONDS 27 ETF46435UAA927542511572SHSOLE110240548AMERICAN CENTY ETF TRINTERNATIONAL LR02507236487874916249SHSOLE1624900MCDONALDS CORPCOM5801351013262891157SHSOLE4601111DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609107511719752SHSOLE5858013894ISHARES TRSP SMCP600VL ETF4642878795672495520SHSOLE005520VANGUARD MUN BD FDSTAX EXEMPT BD922907746171430733880SHSOLE0033880DIMENSIONAL ETF TRUSTULTRASHORT FIXED25434V5912207314365SHSOLE436500AMERICAN CENTY ETF TRAVANTIS CORE FI0250725622555926196SHSOLE80005396PLAYAGS INCCOM72814N10438515242890SHSOLE4289000