0001956471-23-000002.txt : 20230424 0001956471-23-000002.hdr.sgml : 20230424 20230424093038 ACCESSION NUMBER: 0001956471-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230424 DATE AS OF CHANGE: 20230424 EFFECTIVENESS DATE: 20230424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Meredith Wealth Planning CENTRAL INDEX KEY: 0001956471 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: 23838137 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 03-31-2023 03-31-2023 Meredith Wealth Planning

6300 E MAIN ST MARYVILLE IL 62062

13F HOLDINGS REPORT 028-22785 000300019 N Mark Meredith 6187446755 Mark Meredith Maryville IL 04-24-2023 0 61 124221050 false INFORMATION TABLE 2 informationtable31032023.xml AMERICAN CENTY ETF TRINTL SMCP VLU02507280215347201262435SHSOLE290690233366AMERICAN CENTY ETF TRUS SML CP VALU02507287734401255464505SHSOLE591760405329ISHARES TRMSCI INTL MOMENT46434V4499567593296037SHSOLE119490284088ISHARES TRMSCI USA MMENTM46432F39618778101135055SHSOLE23810132675VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285877854819271SHSOLE500018771SPDR S&P 500 ETF TRTR UNIT78462F1034613831127SHSOLE001127AMERICAN CENTY ETF TREMERGING MKT VAL0250723729032174211576SHSOLE313330180242APPLE INCCOM03783310015080129146SHSOLE210007046BERKSHIRE HATHAWAY INC DELCL B NEW0846707023686711194SHSOLE001194DEERE & COCOM244199105286215693SHSOLE650628DISNEY WALT COCOM2546871062793732790SHSOLE12302667DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V7652461601101803SHSOLE61031040772VANGUARD INDEX FDSS&P 500 ETF SHS9229083634327141151SHSOLE10601045CATERPILLAR INCCOM1491231013615741580SHSOLE12501455VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409192170025209SHSOLE163025046DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V8313542686140918SHSOLE123568017350AMERICAN CENTY ETF TRINTL EQT ETF02507270360788710659SHSOLE0010659ISHARES INCCORE MSCI EMKT46434G1032675355483SHSOLE005483DIMENSIONAL ETF TRUSTCORE FIXED INCOM25434V872392825192429SHSOLE9483082946EA SERIES TRUSTUS QUAN MOMENTUM02072L4092591235749SHSOLE53900359DIMENSIONAL ETF TRUSTSHORT DURATION F25434V86471904315410SHSOLE669208718AMERICAN CENTY ETF TRUS EQT ETF025072885243271134322SHSOLE510033812VANGUARD MUN BD FDSTAX EXEMPT BD92290774668426113507SHSOLE0013507SPDR SER TRS&P 600 SMCP VAL78464A300177981123363SHSOLE0023363AMERICAN CENTY ETF TRAVANTIS ALL EQT02507223275816313117SHSOLE1050802609EA SERIES TRUSTINTL QUAN VALUE02072L20127640411784SHSOLE0011784EA SERIES TRUSTUS QUAN VALUE02072L102101718730068SHSOLE0030068AST SPACEMOBILE INCCOM CL A00217D10010120519975SHSOLE0019975ALPHABET INCCAP STK CL A02079K3057741377463SHSOLE295704506AMAZON COM INCCOM0231351062509952430SHSOLE66701763MICROSOFT CORPCOM5949181048039292789SHSOLE35802431VANGUARD INDEX FDSTOTAL STK MKT9229087696512093191SHSOLE16503026ABBOTT LABSCOM0028241002672762640SHSOLE6002580VISA INCCOM CL A92826C8394863052157SHSOLE46901688ISHARES TRU S EQUITY FACTR46434V2822571356205SHSOLE620500PLUG POWER INCCOM NEW72919P20212635310781SHSOLE0010781ISHARES TRIBONDS 27 ETF46435UAA926631211180SHSOLE11092088META PLATFORMS INCCL A30303M1023168601495SHSOLE001495MASTERCARD INCORPORATEDCL A57636Q104218846602SHSOLE00602STRYKER CORPORATIONCOM8636671014105061438SHSOLE001438HOME DEPOT INCCOM437076102223054756SHSOLE00756JOHNSON & JOHNSONCOM4781601044667033011SHSOLE3502976ACCENTURE PLC IRELANDSHS CLASS AG1151C101258372904SHSOLE00904BLACKROCK INCCOM09247X101366009547SHSOLE00547CHUBB LIMITEDCOMH1467J1042792311438SHSOLE001438GENERAL DYNAMICS CORPCOM3695501082514871102SHSOLE1540948PEPSICO INCCOM7134481083972602179SHSOLE7602103PROCTER AND GAMBLE COCOM7427181092235911504SHSOLE001504RAYTHEON TECHNOLOGIES CORPCOM75513E1012448252500SHSOLE20502295TEXAS INSTRS INCCOM8825081043169171704SHSOLE001704UNITED PARCEL SERVICE INCCL B9113121062067931066SHSOLE5001016DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V60988955819990SHSOLE0019990AMERICAN TOWER CORP NEWCOM03027X1002219131086SHSOLE001086BROADRIDGE FINL SOLUTIONS INCOM11133T1032468241684SHSOLE001684CISCO SYS INCCOM17275R1022971315684SHSOLE20005484SELECT SECTOR SPDR TRSBI CONS DISCR81369Y4076243304175SHSOLE004175ILLINOIS TOOL WKS INCCOM452308109227139933SHSOLE1480785LOWES COS INCCOM5486611073447481724SHSOLE001724PHILLIPS 66COM7185461042150272121SHSOLE002121ISHARES TRSP SMCP600VL ETF4642878795119355470SHSOLE005470AMERICAN CENTY ETF TRAVANTIS CORE FI0250725622179585174SHSOLE005174