Meredith-Wealth-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  null,
  null,
  "CAT",
  null,
  "AVDE",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "META",
  null,
  "MSFT",
  null,
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "NVDA",
  null,
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "HBT",
  "AMZN",
  null,
  null,
  "VGT",
  null,
  "VXUS",
  "VTEB",
  "VOO",
  "WMT",
  null,
  null,
  "MTUM",
  "BRK-B",
  null,
  "LLY",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 51
Total Value: 226712838
Accession Number: 0001956471-25-000005
Form Type: 13F-HR
CIK: meredith-wealth-planning
Manager Name: Meredith-Wealth-Planning

Data Enrichment

45% identified

23 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $226.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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25434V849

Shares:6.5K

Value:$308.7K

% of Portfolio:0.1% ($308.7K/$226.7M)

ELI LILLY & Co

LLY|532457108

Shares:363

Value:$300.0K

% of Portfolio:0.1% ($300.0K/$226.7M)

46435UAA9

Shares:11.9K

Value:$288.6K

% of Portfolio:0.1% ($288.6K/$226.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:527

Value:$280.7K

% of Portfolio:0.1% ($280.7K/$226.7M)

464287200

IVV|464287200

Shares:466

Value:$262.0K

% of Portfolio:0.1% ($262.0K/$226.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:493

Value:$258.0K

% of Portfolio:0.1% ($258.0K/$226.7M)

92204A702

VGT|92204A702

Shares:471

Value:$255.3K

% of Portfolio:0.1% ($255.3K/$226.7M)

025072562

Shares:5.6K

Value:$231.5K

% of Portfolio:0.1% ($231.5K/$226.7M)

Walmart Inc.

WMT|931142103

Shares:2.6K

Value:$230.7K

% of Portfolio:0.1% ($230.7K/$226.7M)

78468R663

Shares:2.4K

Value:$219.9K

% of Portfolio:0.1% ($219.9K/$226.7M)

HBT Financial, Inc.

HBT|404111106

Shares:9.6K

Value:$215.0K

% of Portfolio:0.1% ($215.0K/$226.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V849)✕	6.5K	QoQ +4.00% (+250) YoY NEW(+6.5K)	All Managers (Combined)	$308.7K	0.1% ($308.7K/$226.7M)	QoQ +3.56% (+$10.6K) YoY NEW(+$308.7K)
ELI LILLY & Co(LLYcusip532457108)	363	QoQ 0.00% (+0) YoY -1.89% (-7)	All Managers (Combined)	$300.0K	0.1% ($300.0K/$226.7M)	QoQ +7.04% (+$19.7K) YoY +4.08% (-$11.8K)
(cusip46435UAA9)✕	11.9K	QoQ -0.30% (-37) YoY +3.15% (+365)	All Managers (Combined)	$288.6K	0.1% ($288.6K/$226.7M)	QoQ +0.60% (-$1.7K) YoY +4.79% (+$13.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	527	QoQ +2.92% (+15) YoY NEW(+527)	All Managers (Combined)	$280.7K	0.1% ($280.7K/$226.7M)	QoQ +20.93% (+$48.6K) YoY NEW(+$280.7K)
(IVVcusip464287200)	466	QoQ +0.21% (-1) YoY +2.41% (+11)	All Managers (Combined)	$262.0K	0.1% ($262.0K/$226.7M)	QoQ -4.29% (-$11.8K) YoY +9.47% (+$22.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	493	QoQ NEW(+493) YoY NEW(+493)	All Managers (Combined)	$258.0K	0.1% ($258.0K/$226.7M)	QoQ NEW(+$258.0K) YoY NEW(+$258.0K)
(VGTcusip92204A702)	471	QoQ +0.21% (-1) YoY NEW(+471)	All Managers (Combined)	$255.3K	0.1% ($255.3K/$226.7M)	QoQ -12.65% (-$37.0K) YoY NEW(+$255.3K)
(cusip025072562)✕	5.6K	QoQ +0.25% (+14) YoY -9.73% (-603)	All Managers (Combined)	$231.5K	0.1% ($231.5K/$226.7M)	QoQ +2.28% (+$5.2K) YoY -9.42% (-$24.1K)
Walmart Inc.(WMTcusip931142103)	2.6K	QoQ 0.00% (-0) YoY NEW(+2.6K)	All Managers (Combined)	$230.7K	0.1% ($230.7K/$226.7M)	QoQ -2.83% (-$6.7K) YoY NEW(+$230.7K)
(cusip78468R663)✕	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$219.9K	0.1% ($219.9K/$226.7M)	QoQ NEW(+$219.9K) YoY NEW(+$219.9K)
HBT Financial, Inc.(HBTcusip404111106)	9.6K	QoQ 0.00% (+0) YoY NEW(+9.6K)	All Managers (Combined)	$215.0K	0.1% ($215.0K/$226.7M)	QoQ +2.32% (+$4.9K) YoY NEW(+$215.0K)