Meredith Wealth Planning
CIK 1956471 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $423.7M
- Posisi
- 74
- Per tanggal
- 30 Juni 2026
#4.215 dari 9.443 berdasarkan nilai 13F · top 44.6%
Nilai portofolio QoQ: +14.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 76,62%
- Bobot 25 kepemilikan teratas
- 92,22%
- Posisi di atas 1%
- 16
- Jumlah posisi efektif
- 12,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,04% Perkiraan pembelian $18.446.697 · penjualan $4.103.605
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 88,1% masih dipegang
- Posisi baru
- 6
- Meningkat
- 33
- Menurun
- 22
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,4%
Communication Services
0,9%
Consumer Discretionary
0,6%
Industrials
0,5%
Retail
0,4%
Healthcare
0,1%
Financials
0,1%
Lainnya/Tidak terpetakan
95,1%
Portofolio lengkap 74 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AVUV | $73.414.710 | 17,33% | 588.447 | $8.020.190 | Turun ×1 | ||
| AVGV | $52.122.029 | 12,30% | 613.056 | $10.670.930 | Naik ×6 | ||
| DUHP | $49.628.078 | 11,71% | 1.189.266 | $5.529.987 | Turun ×1 | ||
| AVDV | $32.757.261 | 7,73% | 317.877 | $1.445.611 | Naik ×1 | ||
| AVGE | $29.457.745 | 6,95% | 297.253 | $4.935.259 | Naik ×6 | ||
| DIHP | $24.894.803 | 5,88% | 729.518 | $1.583.672 | Naik ×6 | ||
| AVES | $18.963.274 | 4,48% | 289.074 | $1.820.522 | Naik ×6 | ||
| DFCF | $15.873.796 | 3,75% | 376.067 | $1.063.956 | Naik ×6 | ||
| AVUS | $14.258.439 | 3,37% | 111.324 | $2.028.786 | Naik ×2 | ||
| MTUM | $13.267.353 | 3,13% | 38.700 | $3.985.700 | Naik ×1 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $12.438.288 | 2,94% | 228.393 | $1.755.881 | Naik ×6 | ||
| DFSD | $8.616.999 | 2,03% | 180.461 | $942.220 | Naik ×6 | ||
| AVDE | $5.766.173 | 1,36% | 64.643 | $260.322 | Turun ×1 | ||
| IMTM | $4.631.997 | 1,09% | 86.855 | $479.282 | Naik ×1 | ||
| DEHP | $4.462.311 | 1,05% | 104.333 | $911.058 | Turun ×1 | ||
| AAEQ Alpha Architect US Equity 2 ETF | $4.306.284 | 1,02% | 80.965 | $525.716 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3.776.368 | 0,89% | 18.873 | $515.410 | Naik ×1 | ||
| VOO | $3.486.505 | 0,82% | 5.076 | $368.918 | Turun ×1 | ||
| SLYV | $3.421.064 | 0,81% | 31.354 | $480.931 | Naik ×2 | ||
| VTI | $3.146.338 | 0,74% | 8.503 | $35.509 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.697.607 | 0,64% | 7.548 | $583.238 | Naik ×1 | ||
| DFNM | $2.683.880 | 0,63% | 55.527 | $324.967 | Naik ×6 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $2.421.983 | 0,57% | 32.003 | $1.783.994 | Naik ×1 | ||
| DGCB Dimensional Global Credit ETF | $2.154.289 | 0,51% | 39.405 | $-165.434 | Turun ×3 | ||
| AAPL Apple Inc. - Common Stock | $2.077.865 | 0,49% | 7.181 | $327.252 | Naik ×1 | ||
| DUSB | $1.918.387 | 0,45% | 37.778 | $77.517 | Naik ×2 | ||
| AVIV | $1.897.307 | 0,45% | 24.507 | $522.524 | Naik ×3 | ||
| DFAT | $1.759.851 | 0,42% | 25.177 | $187.666 | Naik ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $1.446.657 | 0,34% | 1.253 | $1.021.023 | Turun ×1 | ||
| QVAL Alpha Architect U.S. Quantitative Value ETF | $1.379.785 | 0,33% | 24.883 | $84.618 | Naik ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1.334.564 | 0,31% | 3.173 | $138.272 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.257.042 | 0,30% | 5.274 | $186.293 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 02072Q275) | $1.113.204 | 0,26% | 19.556 | $156.101 | |||
| DFAC | $1.080.099 | 0,25% | 24.348 | $135.551 | Naik ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.027.019 | 0,24% | 1.823 | $-116.113 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1.020.204 | 0,24% | 958 | $325.893 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1.018.042 | 0,24% | 11.908 | $101.079 | Naik ×1 | ||
| SMH SMH | $981.211 | 0,23% | 1.496 | $407.645 | |||
| DFAX | $975.388 | 0,23% | 26.476 | $85.559 | Naik ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $933.916 | 0,22% | 2.504 | $-10.070 | Turun ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $821.348 | 0,19% | 10.393 | $-15.970 | Turun ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $798.217 | 0,19% | 7.929 | $7.040 | Naik ×2 | ||
| IJS | $754.624 | 0,18% | 5.521 | $92.376 | Turun ×2 | ||
| DFSV | $581.911 | 0,14% | 15.002 | $58.069 | Naik ×1 | ||
| DFIV | $580.805 | 0,14% | 10.752 | $13.332 | |||
| VWO | $558.320 | 0,13% | 9.354 | $51.988 | Turun ×4 | ||
| RIOT Riot Platforms, Inc. - Common Stock | $550.256 | 0,13% | 20.097 | $246.917 | Turun ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $532.541 | 0,13% | 552 | $316.346 | |||
| VGT | $498.372 | 0,12% | 4.170 | $135.038 | Naik ×4 | ||
| SCHV | $460.327 | 0,11% | 13.224 | $56.995 | |||
| WMT Walmart Inc. - Common Stock | $442.416 | 0,10% | 3.906 | $-74.294 | Turun ×3 | ||
| MLPX | $440.855 | 0,10% | 5.985 | $-1.676 | |||
| HUT Hut 8 Corp. - Common Stock | $425.184 | 0,10% | 3.683 | Naik ×1 | |||
| IEMG | $425.148 | 0,10% | 5.132 | $35.064 | Turun ×4 | ||
| LLY Eli Lilly and Company Common Stock | $417.636 | 0,10% | 348 | $91.088 | Turun ×2 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $414.545 | 0,10% | 209 | $213.113 | Naik ×1 | ||
| IVV | $401.738 | 0,09% | 536 | $94.500 | Naik ×2 | ||
| AVEM | $399.473 | 0,09% | 4.140 | $32.445 | Turun ×1 | ||
| VBR | $351.607 | 0,08% | 1.447 | $37.246 | |||
| GLDM | $333.326 | 0,08% | 4.197 | $-55.694 | |||
| MLPA | $316.410 | 0,07% | 5.961 | $-4.709 | |||
| MCD McDonald's Corporation Common Stock | $313.591 | 0,07% | 1.160 | $-46.584 | Naik ×1 | ||
| HBT HBT Financial, Inc. - Common Stock | $306.912 | 0,07% | 9.594 | $50.560 | |||
| XHLF | $305.854 | 0,07% | 6.081 | Naik ×1 | |||
| IBDS | $293.647 | 0,07% | 12.124 | $2.867 | Naik ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $264.431 | 0,06% | 700 | $5.676 | Turun ×2 | ||
| DE Deere & Company Common Stock | $254.130 | 0,06% | 401 | $28.599 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 921938700) | $249.695 | 0,06% | 3.300 | Naik ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $239.053 | 0,06% | 561 | $38.400 | |||
| VOE | $236.725 | 0,06% | 1.198 | $15.958 | |||
| BRKB | $233.182 | 0,06% | 466 | ||||
| VV | $218.727 | 0,05% | 636 | ||||
| VFMO | $210.721 | 0,05% | 845 | Naik ×1 | |||
| PHYS | $207.871 | 0,05% | 6.890 | $-36.311 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| AVGV | $52.122.029 | 12,30% | naik ×6 |
| AVGE | $29.457.745 | 6,95% | naik ×6 |
| DIHP | $24.894.803 | 5,88% | naik ×6 |
| AVES | $18.963.274 | 4,48% | naik ×6 |
| DFCF | $15.873.796 | 3,75% | naik ×6 |
| DFGP | $12.438.288 | 2,94% | naik ×6 |
| DFSD | $8.616.999 | 2,03% | naik ×6 |
| DFNM | $2.683.880 | 0,63% | naik ×6 |
| AVIV | $1.897.307 | 0,45% | naik ×3 |
| DFAT | $1.759.851 | 0,42% | naik ×3 |
| QVAL | $1.379.785 | 0,33% | naik ×3 |
| DFAC | $1.080.099 | 0,25% | naik ×4 |
| DFAX | $975.388 | 0,23% | naik ×4 |
| VGT | $498.372 | 0,12% | naik ×4 |
| IBDS | $293.647 | 0,07% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| HUT | $425.184 | 3.683 | 0,10% |
| XHLF | $305.854 | 6.081 | 0,07% |
| Penerbit tidak dikenal (CUSIP: 921938700) | $249.695 | 3.300 | 0,06% |
| BRKB | $233.182 | 466 | 0,06% |
| VV | $218.727 | 636 | 0,05% |
| VFMO | $210.721 | 845 | 0,05% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AVGV | Beli lebih banyak | +78K | +$10.7M |
| AVUV | Dipangkas | -4K | +$8.0M |
| DUHP | Dipangkas | -10K | +$5.5M |
| AVGE | Beli lebih banyak | +19K | +$4.9M |
| MTUM | Beli lebih banyak | +25 | +$4.0M |
| AVUS | Beli lebih banyak | +1K | +$2.0M |
| AVES | Beli lebih banyak | +3K | +$1.8M |
| VBIL | Beli lebih banyak | +24K | +$1.8M |
| DFGP | Beli lebih banyak | +31K | +$1.8M |
| DIHP | Beli lebih banyak | +6K | +$1.6M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VTEB | 30 Juni 2026 | 34.948 | $1.743.580 | Tidak lagi dilacak |
| AAUS | 31 Des. 2025 | 9.476 | $511.617 | |
| AGS | 31 Maret 2025 | 38.100 | $439.293 | Tidak lagi dilacak |
| IBDQ | 31 Des. 2025 | 16.583 | $417.723 | Tidak lagi dilacak |
| AVGO | 31 Maret 2025 | 1.279 | $296.523 | 116,0% |
| UNH | 30 Juni 2025 | 493 | $258.004 | 26,6% |
| BRKB | 31 Maret 2026 | 512 | $257.357 | Tidak lagi dilacak |
| AVIG | 31 Maret 2026 | 5.802 | $243.254 | Tidak lagi dilacak |
| DOCU | 31 Maret 2025 | 2.565 | $230.696 | -24,3% |
| BIL | 30 Juni 2025 | 2.397 | $219.915 | Tidak lagi dilacak |
| VDE | 30 Juni 2026 | 1.224 | $211.801 | Tidak lagi dilacak |
| ETN | 31 Des. 2025 | 561 | $209.954 | 31,3% |
| JPM | 31 Des. 2025 | 648 | $204.399 | 12,2% |
| DE | 30 Sep. 2025 | 400 | $203.158 | 29,5% |
| VV | 31 Maret 2026 | 636 | $200.213 | Tidak lagi dilacak |