Titelia

Holdings of Meredith Wealth Planning

55 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 83.3 % of the equity sleeve

Sector breakdown

  • Funds 7.1 %
  • Technology 2.7 %
  • Communication 1.3 %
  • Consumer discretionary 1.1 %
  • Industrials 0.4 %
  • Consumer staples 0.2 %
  • Health care 0.1 %
  • Unattributed 87.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US55249.2M $100.00 %

Positions

RankCompanySharesValueWeight
1American Century ETF Trust 591,96665.4M $
2Dimensional ETF Trust 1,199,62244.1M $
3Avantis International Small Cap Value ETF 313,55531.3M $
4Avantis Emerging Markets Value ETF 285,80817.1M $
5Dimensional ETF Trust 350,77814.8M $
6Avantis US Equity ETF 109,99912.2M $
7iShares MSCI USA Momentum Factor ETF 38,6759.3M $
8Avantis International Equity ETF 64,8975.5M $
9iShares Trust 86,4794.2M $
10DFA Dimensional Emerging Mkts High Proftblty ETF 105,0983.6M $
11NVIDIA Corp 18,6983.3M $
12Vanguard S&P 500 ETF 5,2173.1M $
13Vanguard Total Stock Market ETF 9,6973.1M $
14SPDR SERIES TRUST 31,0862.9M $
15DFA Dimensional National Municipal Bond ETF 49,2162.4M $
16Alphabet Inc 7,3532.1M $
17Apple Inc 6,8981.8M $
18Vanguard Tax-Exempt Bond Index ETF 34,9481.7M $
19Dimensional U S Targeted Value ETF 25,1751.6M $
20Avantis International Large Cap Value ETF 18,3721.4M $
21Tesla Inc 3,2181.2M $
22Meta Platforms Inc 1,9981.1M $
23Amazon.com Inc 5,1411.1M $
24Dimensional ETF Trust 24,306944.5K $
25Microsoft Corp 2,550944K $
26Vanguard Total International S 11,892917K $
27VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 10,563837.3K $
28iShares Trust 7,860791.2K $
29Caterpillar Inc 980694.3K $
30iShares Trust 5,591662.2K $
31Vanguard 0-3 Month Treasury Bi 8,433638K $
32VanEck Semiconductor ETF 1,496573.6K $
33Dimensional International Value ETF 10,752567.5K $
34Walmart Inc 4,158516.7K $
35Vanguard International Equity Index Funds 9,368506.3K $
36Global X Funds 5,985442.5K $
37Micron Technology Inc 1,260425.6K $
38Schwab Strategic Trust 13,224403.3K $
39iShares Core MSCI Emerging Markets ETF 5,593390.1K $
40SPDR Gold MiniShares Trust 4,197389K $
41Avantis Emerging Markets Equity ETF 4,555367K $
42Vanguard Information Technology ETF 521363.3K $
43McDonald's Corp. 1,159360.2K $
44Eli Lilly & Co 355326.5K $
45Global X MLP ETF 5,961321.1K $
46Vanguard Index Funds 1,447314.4K $
47iShares Core S&P 500 ETF 470307.2K $
48Riot Platforms Inc 24,542303.3K $
49iShares iBonds Dec 2027 Term C 11,996290.8K $
50Broadcom Inc 836258.8K $
51HBT Financial Inc 9,594256.4K $
52Deere & Co 400225.5K $
53Vanguard Index Funds 1,198220.8K $
54VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,224211.8K $
55Comfort Systems USA Inc 146201.4K $