# EDGAR Filing Document

**Accession Number:** 0001956471
**File Stem:** 0001956471-23-000001
**Filing Date:** 2023-2
**Character Count:** 9648
**Document Hash:** d65a7e5ef6eaa19e3fbd013261e06338
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001956471-23-000001.hdr.sgml**: 20230201

**ACCESSION NUMBER**: 0001956471-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230201

**DATE AS OF CHANGE**: 20230201

**EFFECTIVENESS DATE**: 20230201

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Meredith Wealth Planning
- **CENTRAL INDEX KEY:** 0001956471
- **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:** 23576363

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Meredith Wealth Planning<br>**Address:** 6300 E MAIN ST<br>MARYVILLE, IL 62062

**Form 13F File Number:** 028-22785

**CRD Number (if applicable):** 000300019

**SEC File Number (if applicable):** 801-122113

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mark Meredith<br>**Title:** Managing Principal/Chief Compliance Officer<br>**Phone:** 6187446755

**Signature, Place, and Date of Signing:**

Mark Meredith  Maryville, IL  02-01-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $116104457

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 13564777 | 245073 | SH |  | SOLE |  | 19938 | 0 | 225135 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 32976224 | 442574 | SH |  | SOLE |  | 43486 | 0 | 399089 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 |  | 9118319 | 295761 | SH |  | SOLE |  | 2158 | 0 | 293603 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 18147583 | 124358 | SH |  | SOLE |  | 279 | 0 | 124079 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 747708 | 19182 | SH |  | SOLE |  | 0 | 0 | 19182 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 209626 | 1445 | SH |  | SOLE |  | 0 | 0 | 1445 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 435588 | 1139 | SH |  | SOLE |  | 0 | 0 | 1139 |
| AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 |  | 7687799 | 187599 | SH |  | SOLE |  | 21326 | 0 | 166273 |
| APPLE INC | COM | 037833100 |  | 1200337 | 9238 | SH |  | SOLE |  | 2100 | 0 | 7138 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 368827 | 1194 | SH |  | SOLE |  | 0 | 0 | 1194 |
| DEERE  CO | COM | 244199105 |  | 281167 | 656 | SH |  | SOLE |  | 0 | 0 | 656 |
| DISNEY WALT CO | COM | 254687106 |  | 231718 | 2667 | SH |  | SOLE |  | 0 | 0 | 2667 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 2140341 | 97068 | SH |  | SOLE |  | 53856 | 0 | 43212 |
| VANGUARD WELLINGTON FD | US MOMENTUM | 921935508 |  | 2420583 | 21222 | SH |  | SOLE |  | 0 | 0 | 21222 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 407967 | 1161 | SH |  | SOLE |  | 106 | 0 | 1055 |
| CATERPILLAR INC | COM | 149123101 |  | 348567 | 1455 | SH |  | SOLE |  | 0 | 0 | 1455 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2142492 | 28494 | SH |  | SOLE |  | 0 | 0 | 28494 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 256380 | 4820 | SH |  | SOLE |  | 0 | 0 | 4820 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 256075 | 5483 | SH |  | SOLE |  | 0 | 0 | 5483 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 2929205 | 70549 | SH |  | SOLE |  | 2493 | 0 | 68056 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 310575 | 6276 | SH |  | SOLE |  | 0 | 0 | 6276 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 1733179 | 23352 | SH |  | SOLE |  | 0 | 0 | 23352 |
| EA SERIES TRUST | INTL QUAN VALUE | 02072L201 |  | 245553 | 11207 | SH |  | SOLE |  | 0 | 0 | 11207 |
| EA SERIES TRUST | US QUAN VALUE | 02072L102 |  | 974043 | 30283 | SH |  | SOLE |  | 0 | 0 | 30283 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 2971177 | 123747 | SH |  | SOLE |  | 106543 | 0 | 17204 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 630845 | 7150 | SH |  | SOLE |  | 2070 | 0 | 5080 |
| AMAZON COM INC | COM | 023135106 |  | 218652 | 2603 | SH |  | SOLE |  | 260 | 0 | 2343 |
| MICROSOFT CORP | COM | 594918104 |  | 724054 | 3019 | SH |  | SOLE |  | 227 | 0 | 2792 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 246990 | 466 | SH |  | SOLE |  | 0 | 0 | 466 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 698569 | 3654 | SH |  | SOLE |  | 165 | 0 | 3489 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 1086038 | 37308 | SH |  | SOLE |  | 29226 | 0 | 8082 |
| ABBOTT LABS | COM | 002824100 |  | 292590 | 2665 | SH |  | SOLE |  | 0 | 0 | 2665 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 |  | 242057 | 6205 | SH |  | SOLE |  | 6205 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 696622 | 3657 | SH |  | SOLE |  | 0 | 0 | 3657 |
| PLUG POWER INC | COM NEW | 72919P202 |  | 131184 | 10605 | SH |  | SOLE |  | 0 | 0 | 10605 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 259679 | 11112 | SH |  | SOLE |  | 11024 | 0 | 87 |
| META PLATFORMS INC | CL A | 30303M102 |  | 222388 | 1848 | SH |  | SOLE |  | 0 | 0 | 1848 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 221185 | 636 | SH |  | SOLE |  | 0 | 0 | 636 |
| STRYKER CORPORATION | COM | 863667101 |  | 360378 | 1474 | SH |  | SOLE |  | 0 | 0 | 1474 |
| HOME DEPOT INC | COM | 437076102 |  | 255359 | 808 | SH |  | SOLE |  | 0 | 0 | 808 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 543199 | 3075 | SH |  | SOLE |  | 0 | 0 | 3075 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 332773 | 1247 | SH |  | SOLE |  | 0 | 0 | 1247 |
| BLACKROCK INC | COM | 09247X101 |  | 398250 | 562 | SH |  | SOLE |  | 0 | 0 | 562 |
| CHUBB LIMITED | COM | H1467J104 |  | 337077 | 1528 | SH |  | SOLE |  | 0 | 0 | 1528 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 250095 | 1008 | SH |  | SOLE |  | 0 | 0 | 1008 |
| PEPSICO INC | COM | 713448108 |  | 397601 | 2201 | SH |  | SOLE |  | 0 | 0 | 2201 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 242305 | 1599 | SH |  | SOLE |  | 0 | 0 | 1599 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 250383 | 2481 | SH |  | SOLE |  | 0 | 0 | 2481 |
| TEXAS INSTRS INC | COM | 882508104 |  | 296050 | 1792 | SH |  | SOLE |  | 0 | 0 | 1792 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 880491 | 20034 | SH |  | SOLE |  | 0 | 0 | 20034 |
| VISA INC | COM CL A | 92826C839 |  | 413145 | 1989 | SH |  | SOLE |  | 0 | 0 | 1989 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 230080 | 1086 | SH |  | SOLE |  | 0 | 0 | 1086 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 207654 | 869 | SH |  | SOLE |  | 0 | 0 | 869 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 225875 | 1684 | SH |  | SOLE |  | 0 | 0 | 1684 |
| CISCO SYS INC | COM | 17275R102 |  | 261258 | 5484 | SH |  | SOLE |  | 0 | 0 | 5484 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 539243 | 4175 | SH |  | SOLE |  | 0 | 0 | 4175 |
| LOWES COS INC | COM | 548661107 |  | 343490 | 1724 | SH |  | SOLE |  | 0 | 0 | 1724 |
| PHILLIPS 66 | COM | 718546104 |  | 220754 | 2121 | SH |  | SOLE |  | 0 | 0 | 2121 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 499215 | 5467 | SH |  | SOLE |  | 0 | 0 | 5467 |
| KRANESHARES TR | KFA MOUNT LUCAS | 500767652 |  | 843119 | 27598 | SH |  | SOLE |  | 27598 | 0 | 0 |

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