0001956471-24-000001.txt : 20240125 0001956471-24-000001.hdr.sgml : 20240125 20240125104359 ACCESSION NUMBER: 0001956471-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240125 DATE AS OF CHANGE: 20240125 EFFECTIVENESS DATE: 20240125 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: 24559692 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 12-31-2023 12-31-2023 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 IL 01-25-2024 0 43 160868684 false INFORMATION TABLE 2 informationtable31122023.xml AMERICAN CENTY ETF TREMERGING MKT VAL0250723729350130203395SHSOLE497670153628AMERICAN CENTY ETF TRINTL SMCP VLU02507280216620110265964SHSOLE669960198969AMERICAN CENTY ETF TRUS SML CP VALU02507287739916302444502SHSOLE1097920334711ISHARES TRMSCI INTL MOMENT46434V4497593471221449SHSOLE194290202019ISHARES TRMSCI USA MMENTM46432F3961407551289716SHSOLE3443086273DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V7656850801266984SHSOLE1364590130525CATERPILLAR INCCOM1491231014047811369SHSOLE11401255HBT FINL INC.COM4041111062025299594SHSOLE009594DIMENSIONAL ETF TRUSTCORE FIXED INCOM25434V8726402200150995SHSOLE410010109994VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285864707115744SHSOLE500015244VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409182134723541SHSOLE14023527AMERICAN CENTY ETF TRAVANTIS ALL EQT02507221614524516258812SHSOLE1109460147866DIMENSIONAL ETF TRUSTEMERGING MKTS HI25434V757128282652905SHSOLE18430034475DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V83114988420523887SHSOLE2932690230618ISHARES INCCORE MSCI EMKT46434G1033035966002SHSOLE142004582EA SERIES TRUSTUS QUAN MOMENTUM02072L4093989958003SHSOLE76430359DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864155589933097SHSOLE18182014915ALPHABET INCCAP STK CL A02079K30512336208831SHSOLE618102650AMAZON COM INCCOM0231351067571194983SHSOLE368301300APPLE INCCOM03783310017715549201SHSOLE468804513MICROSOFT CORPCOM5949181049452182514SHSOLE18710642AMERICAN CENTY ETF TRINTL EQT ETF025072703159772726439SHSOLE5475020964AMERICAN CENTY ETF TRUS EQT ETF025072885512349062826SHSOLE12802050024AMERICAN CENTY ETF TRAVANTIS ALL EQT025072232122174418866SHSOLE1595902907EA SERIES TRUSTINTL QUAN VALUE02072L20130890812334SHSOLE0012334VANGUARD INDEX FDSS&P 500 ETF SHS9229083634827291105SHSOLE2840821VANGUARD INDEX FDSTOTAL STK MKT9229087697445433139SHSOLE16502974DIMENSIONAL ETF TRUSTINFLATION PROTE25434V8562267635493SHSOLE549300SPDR SER TRS&P 600 SMCP VAL78464A300193749823256SHSOLE3759019498EA SERIES TRUSTUS QUAN VALUE02072L102113409628009SHSOLE718027291NVIDIA CORPORATIONCOM67066G104267399540SHSOLE670473ISHARES TRCORE S&P500 ETF464287200220952463SHSOLE640399ISHARES TRIBONDS 27 ETF46435UAA927496511490SHSOLE109460545AMERICAN CENTY ETF TRINTERNATIONAL LR02507236483650116249SHSOLE1624900ELI LILLY & COCOM532457108236829406SHSOLE1050301MCDONALDS CORPCOM5801351013428231156SHSOLE4601110META PLATFORMS INCCL A30303M1024869371396SHSOLE9601300DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609103452119769SHSOLE5858013911ISHARES TRSP SMCP600VL ETF4642878795787045615SHSOLE10605509BOEING COCOM0970231054097581572SHSOLE001572VANGUARD MUN BD FDSTAX EXEMPT BD922907746113356322205SHSOLE0022205AMERICAN CENTY ETF TRAVANTIS CORE FI0250725622606546231SHSOLE80005431PLAYAGS INCCOM72814N10436156342890SHSOLE4289000