0001956471-23-000004.txt : 20231016 0001956471-23-000004.hdr.sgml : 20231016 20231016093521 ACCESSION NUMBER: 0001956471-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231016 DATE AS OF CHANGE: 20231016 EFFECTIVENESS DATE: 20231016 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: 231326467 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 false 0001956471 XXXXXXXX 09-30-2023 09-30-2023 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 X1 10-16-2023 0 42 134513523 false INFORMATION TABLE 2 informationtable30092023.xml AMERICAN CENTY ETF TRINTL SMCP VLU02507280217182514297018SHSOLE616480235371AMERICAN CENTY ETF TRUS SML CP VALU02507287739875347511550SHSOLE1082700403280ISHARES TRMSCI INTL MOMENT46434V4498932383283748SHSOLE184970265251ISHARES TRMSCI USA MMENTM46432F39617262514123568SHSOLE35640120005VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285875346619216SHSOLE500018716AMERICAN CENTY ETF TREMERGING MKT VAL02507237210308903237314SHSOLE535750183738DIMENSIONAL ETF TRUSTCORE FIXED INCOM25434V8724911113121653SHSOLE189090102744DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V7653351822144537SHSOLE95536049002DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V8315765261224417SHSOLE184284040133DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864108510323396SHSOLE1403009366DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V60991263219974SHSOLE0019974APPLE INCCOM03783310015745749197SHSOLE467604521DEERE & COCOM244199105269167713SHSOLE1810532ELI LILLY & COCOM532457108218095406SHSOLE1050301CATERPILLAR INCCOM1491231014283451569SHSOLE11401455VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409175892723406SHSOLE0023406AMERICAN CENTY ETF TRAVANTIS ALL EQT025072232101777617244SHSOLE1447102773AMERICAN CENTY ETF TRINTL EQT ETF025072703135600124367SHSOLE3677020689ISHARES INCCORE MSCI EMKT46434G1032634475536SHSOLE104004496EA SERIES TRUSTUS QUAN MOMENTUM02072L4093531688191SHSOLE78320359AMERICAN CENTY ETF TRAVANTIS ALL EQT025072216157852230831SHSOLE3083100ALPHABET INCCAP STK CL A02079K30511555808831SHSOLE618102650AMAZON COM INCCOM0231351066359815003SHSOLE364301360MICROSOFT CORPCOM5949181048442452674SHSOLE18620812AMERICAN CENTY ETF TRUS EQT ETF025072885447821361128SHSOLE11312049815VANGUARD MUN BD FDSTAX EXEMPT BD92290774666202013763SHSOLE0013763SPDR SER TRS&P 600 SMCP VAL78464A300162070822395SHSOLE3579018816EA SERIES TRUSTINTL QUAN VALUE02072L20127941811845SHSOLE0011845EA SERIES TRUSTUS QUAN VALUE02072L102103101727783SHSOLE718027065VANGUARD INDEX FDSS&P 500 ETF SHS9229083634240181080SHSOLE2140866VANGUARD INDEX FDSTOTAL STK MKT9229087696674463142SHSOLE16502978PLUG POWER INCCOM NEW72919P2028059810605SHSOLE0010605NVIDIA CORPORATIONCOM67066G104300532691SHSOLE1150576ISHARES TRIBONDS 27 ETF46435UAA926388411404SHSOLE112670137META PLATFORMS INCCL A30303M1024190931396SHSOLE7501321DIMENSIONAL ETF TRUSTINTL CORE EQUITY25434V79977055033000SHSOLE3300000MASTERCARD INCORPORATEDCL A57636Q104243881616SHSOLE1160500MCDONALDS CORPCOM5801351013892311477SHSOLE4601431HOME DEPOT INCCOM437076102224515743SHSOLE490694ISHARES TRSP SMCP600VL ETF4642878794891595483SHSOLE005483EOS ENERGY ENTERPRISES INCCOM CL A29415C10116125075000SHSOLE0075000AMERICAN CENTY ETF TRAVANTIS CORE FI0250725622131045377SHSOLE005377