Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MEREDITH WEALTH PLANNING | 04-23-2024 | 03-31-2024 | 41 | 179,244,945 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US SML CP VALU | 1 | $41,717,262 | 445,174 | 0.02 | 0.02 | 672 | 0.15 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 2 | $18,296,759 | 578,828 | 0.01 | 0.01 | 54,941 | 10.49 | 03-31-2024 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 3 | $18,081,475 | 274,544 | 0.01 | 0.01 | 8,580 | 3.23 | 03-31-2024 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 4 | $17,421,618 | 288,357 | 0.01 | 0.01 | 29,545 | 11.42 | 03-31-2024 |
