Wealth Dimensions Group

Latest statistics and disclosures from Wealth Dimensions Group's latest quarterly 13F-HR filing:

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Positions held by Wealth Dimensions Group, Ltd. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Dimensions Group

Companies in the Wealth Dimensions Group portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Procter & Gamble Company (PG) 13.2 $15M 110k 139.14
Ishares Tr Core S&p500 Etf (IVV) 8.1 $9.4M 25k 375.37
Apple (AAPL) 6.8 $8.0M 60k 132.70
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 6.1 $7.1M 29k 247.82
Ishares Tr Core Msci Eafe (IEFA) 4.4 $5.1M 74k 69.09
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 3.7 $4.3M 36k 119.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $4.2M 11k 373.90
Microsoft Corporation (MSFT) 3.1 $3.6M 16k 222.41
Ishares Core Msci Emkt (IEMG) 2.4 $2.8M 45k 62.04
Johnson & Johnson (JNJ) 1.9 $2.2M 14k 157.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $2.1M 26k 82.89
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 1.7 $2.0M 17k 115.49
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $1.9M 15k 128.00
Ishares Msci Gbl Min Vol (ACWV) 1.6 $1.8M 19k 96.92

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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.4 $1.7M 11k 158.31
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.4 $1.7M 32k 51.63
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $1.4M 15k 91.50
Ishares Tr Rus 2000 Val Etf (IWN) 1.2 $1.4M 10k 131.76
Amazon (AMZN) 1.1 $1.3M 400.00 3257.50
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $1.1M 13k 84.92
Merck & Co (MRK) 0.9 $1.1M 13k 81.78
Duke Energy Corp Com New (DUK) 0.9 $1.1M 12k 91.57
Amgen (AMGN) 0.8 $902k 3.9k 229.87
Intel Corporation (INTC) 0.8 $874k 18k 49.80
Home Depot (HD) 0.7 $784k 3.0k 265.76
Exxon Mobil Corporation (XOM) 0.6 $724k 18k 41.25
Tesla Motors (TSLA) 0.6 $711k 1.0k 706.06
Bristol Myers Squibb (BMY) 0.6 $702k 11k 61.99
Cincinnati Financial Corporation (CINF) 0.6 $689k 7.9k 87.43
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $689k 7.5k 91.84
Pfizer (PFE) 0.6 $650k 18k 36.80
Us Bancorp Del Com New (USB) 0.6 $643k 14k 46.60
Verizon Communications (VZ) 0.6 $643k 11k 58.75
Qualcomm (QCOM) 0.6 $642k 4.2k 152.46
Alphabet Cap Stk Cl C (GOOG) 0.5 $631k 360.00 1752.78
JPMorgan Chase & Co. (JPM) 0.5 $605k 4.8k 127.15
Ishares Tr Select Divid Etf (DVY) 0.5 $601k 6.2k 96.18
At&t (T) 0.5 $547k 19k 28.74
Walt Disney Company (DIS) 0.5 $547k 3.0k 181.25
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $538k 2.8k 194.57
Eli Lilly & Co. (LLY) 0.5 $531k 3.1k 168.79
Nuveen Insd Dividend Advantage (NVG) 0.5 $526k 31k 16.79
Cisco Systems (CSCO) 0.4 $517k 12k 44.79
Ishares Tr Russell 2000 Etf (IWM) 0.4 $513k 2.6k 196.03
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $512k 4.4k 116.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $509k 2.2k 231.79
Abbvie (ABBV) 0.4 $509k 4.7k 107.23
Vanguard Index Fds Growth Etf (VUG) 0.4 $477k 1.9k 253.32
Southern Company (SO) 0.4 $475k 7.7k 61.39
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $472k 6.9k 68.59
International Business Machines (IBM) 0.4 $469k 3.7k 126.01
Abbott Laboratories (ABT) 0.4 $466k 4.3k 109.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $460k 1.9k 241.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $460k 1.3k 343.80
Organogenesis Hldgs (ORGO) 0.4 $459k 61k 7.54
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $457k 5.6k 81.39
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $450k 3.8k 118.17
Lowe's Companies (LOW) 0.4 $429k 2.7k 160.67
Lockheed Martin Corporation (LMT) 0.4 $427k 1.2k 355.24
McDonald's Corporation (MCD) 0.4 $426k 2.0k 214.61
Kroger (KR) 0.4 $416k 13k 31.78
Insight Select Income Fund Ins (INSI) 0.4 $412k 19k 21.37
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $401k 4.7k 85.68
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $394k 3.1k 127.47
General Electric Company (GE) 0.3 $384k 36k 10.80
Philip Morris International (PM) 0.3 $370k 4.5k 82.70
3M Company (MMM) 0.3 $363k 2.1k 174.94
Enbridge (ENB) 0.3 $361k 11k 31.95
Altria (MO) 0.3 $357k 8.7k 40.97
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $357k 4.9k 72.27
Pepsi (PEP) 0.3 $345k 2.3k 148.45
Zscaler Incorporated (ZS) 0.3 $343k 1.7k 199.88
Wal-Mart Stores (WMT) 0.3 $342k 2.4k 143.94
Nuveen Ohio Quality Income M (NUO) 0.3 $329k 21k 15.67
Ishares Tr Msci Eafe Etf (EFA) 0.3 $320k 4.4k 72.98
Boeing Company (BA) 0.3 $320k 1.5k 213.90
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $306k 6.5k 47.19
Vanguard Index Fds Small Cp Etf (VB) 0.3 $295k 1.5k 194.59
Coca-Cola Company (KO) 0.3 $293k 5.3k 54.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $293k 935.00 313.37
Starbucks Corporation (SBUX) 0.3 $292k 2.7k 106.88
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $284k 1.2k 229.96
Fifth Third Ban (FITB) 0.2 $280k 10k 27.54
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $273k 5.3k 51.06
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $271k 2.5k 108.18
Alphabet Cap Stk Cl A (GOOGL) 0.2 $270k 154.00 1753.25
BP Sponsored Adr (BP) 0.2 $261k 13k 20.53
Facebook Cl A (FB) 0.2 $261k 954.00 273.58
Humana (HUM) 0.2 $261k 637.00 409.73
Emerson Electric (EMR) 0.2 $258k 3.2k 80.32
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $253k 4.9k 51.67
Nike CL B (NKE) 0.2 $240k 1.7k 141.34
Chevron Corporation (CVX) 0.2 $238k 2.8k 84.34
TJX Companies (TJX) 0.2 $237k 3.5k 68.32
Exelon Corporation (EXC) 0.2 $229k 5.4k 42.22
Ishares Tr Tips Bd Etf (TIP) 0.2 $229k 1.8k 127.86
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $227k 1.6k 140.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $220k 2.5k 88.07
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $216k 3.9k 55.24
Target Corporation (TGT) 0.2 $213k 1.2k 176.18
Visa Com Cl A (V) 0.2 $213k 973.00 218.91
American Financial (AFG) 0.2 $212k 2.4k 87.53
Kimberly-Clark Corporation (KMB) 0.2 $212k 1.6k 134.95
Vanguard Index Fds Large Cap Etf (VV) 0.2 $206k 1.2k 175.92
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $205k 2.2k 92.97
Deere & Company (DE) 0.2 $202k 750.00 269.33
Delta Air Lines Inc Del Com New (DAL) 0.2 $202k 5.0k 40.22
Novartis Sponsored Adr (NVS) 0.2 $200k 2.1k 94.43
Nuveen Select Tax Free Incom Sh Ben Int (NXQ) 0.2 $193k 12k 15.95
Nuveen Equity Premium Income Fund (BXMX) 0.2 $175k 14k 12.89
Special Opportunities Fund (SPE) 0.1 $151k 11k 14.06
Mcewen Mining (MUX) 0.0 $10k 10k 1.00

Past Filings by Wealth Dimensions Group

SEC 13F filings are viewable for Wealth Dimensions Group going back to 2020