0001956471-24-000005.txt : 20241018 0001956471-24-000005.hdr.sgml : 20241018 20241018120202 ACCESSION NUMBER: 0001956471-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241018 DATE AS OF CHANGE: 20241018 EFFECTIVENESS DATE: 20241018 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: 241379478 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 09-30-2024 09-30-2024 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 10-18-2024 0 50 209524612 false INFORMATION TABLE 2 informationtable30092024.xml AMERICAN CENTY ETF TREMERGING MKT VAL02507237211344696217581SHSOLE550060162576AMERICAN CENTY ETF TRINTL SMCP VLU02507280219964088282497SHSOLE817930200705AMERICAN CENTY ETF TRUS SML CP VALU02507287743880701457329SHSOLE1271520330177ISHARES TRMSCI INTL MOMENT46434V4498892205220213SHSOLE197320200481ISHARES TRMSCI USA MMENTM46432F3961727773685213SHSOLE4526080686AMERICAN CENTY ETF TRINTL EQT ETF025072703196158929264SHSOLE7050022215CATERPILLAR INCCOM1491231014615331180SHSOLE2501155DIMENSIONAL ETF TRUSTCORE FIXED INCOM25434V8728996593208303SHSOLE749020133401HBT FINL INC.COM4041111062099179594SHSOLE009594DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864230401048262SHSOLE22470025791VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285854768111446SHSOLE258011188VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409151544719081SHSOLE0019081AMERICAN CENTY ETF TRAVANTIS ALL EQT02507221621920432349197SHSOLE1996610149536AMERICAN CENTY ETF TRAVANTIS ALL EQT02507221615003239SHDFND23900DIMENSIONAL ETF TRUSTEMERGING MKTS HI25434V757200715274699SHSOLE39580035119DIMENSIONAL ETF TRUSTEMERGING MKTS HI25434V7572956110SHDFND11000DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V76510028144362027SHSOLE2360400125987DIMENSIONAL ETF TRUSTINTL HIGH PROFIT25434V7655817210SHDFND21000DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V83123427136687618SHSOLE4593580228259DIMENSIONAL ETF TRUSTUS HIGH PROFITAB25434V8316814200SHDFND20000ISHARES INCCORE MSCI EMKT46434G1033267435691SHSOLE111904572DIMENSIONAL ETF TRUSTGLOBAL CORE PLUS25434V583281176751030SHSOLE5103000AMERICAN CENTY ETF TRAVANTIS ALL EQT025072232387591452469SHSOLE4953102939AMERICAN CENTY ETF TRUS EQT ETF025072885641750467446SHSOLE14347053099DIMENSIONAL ETF TRUSTGLOBAL CR ETF25434V56763523011583SHSOLE1158300VANGUARD WORLD FDINF TECH ETF92204A702230502393SHSOLE00393VANGUARD INDEX FDSS&P 500 ETF SHS9229083636362961206SHSOLE2380968ALPHABET INCCAP STK CL A02079K30513187887952SHSOLE529802654AMAZON COM INCCOM0231351068377404496SHSOLE319601300APPLE INCCOM03783310021395829183SHSOLE496904214MICROSOFT CORPCOM59491810410770242503SHSOLE18100693VANGUARD INDEX FDSTOTAL STK MKT92290876911107383923SHSOLE132302600DIMENSIONAL ETF TRUSTNATL MUN BD ETF25434V8493001286183SHSOLE407502109VANGUARD STAR FDSVG TL INTL STK F9219097682441793772SHSOLE34460326SPDR SER TRS&P 600 SMCP VAL78464A300206931723835SHSOLE3862019972EA SERIES TRUSTUS QUAN VALUE02072L102126139427341SHSOLE727026613ELI LILLY & COCOM532457108321453363SHSOLE710292META PLATFORMS INCCL A30303M10210637561858SHSOLE55801300NVIDIA CORPORATIONCOM67066G1046327255210SHSOLE48004730ISHARES TRCORE S&P500 ETF464287200232234403SHSOLE00403ISHARES TRIBONDS 27 ETF46435UAA928752711798SHSOLE112380561AMERICAN CENTY ETF TRINTERNATIONAL LR025072364111752719906SHSOLE1990600DIMENSIONAL ETF TRUSTULTRASHORT FIXED25434V59177232915212SHSOLE1521200MCDONALDS CORPCOM5801351013509361152SHSOLE2200932DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609110337119834SHSOLE5978013856ISHARES TRSP SMCP600VL ETF4642878796018385590SHSOLE326002330VANGUARD MUN BD FDSTAX EXEMPT BD922907746204073039920SHSOLE0039920BROADCOM INCCOM11135F1012156251250SHSOLE125000PLAYAGS INCCOM72814N10448851742890SHSOLE4289000AMERICAN CENTY ETF TRAVANTIS CORE FI0250725622335485494SHSOLE005494