The Analysis of Wealth Dimensions Group, Ltd.'s Holdings

Currently, Wealth Dimensions Group, Ltd. holds 170 types of securities in its portfolio with a total value $504.0M. In the most recent quarter, they have increased their positions in PG (+28.0K shares, valued at $4.0M), DFAI (+77.9K shares, valued at $3.0M), VGSH (+38.5K shares, valued at $2.3M); decreased their positions in N/A (-1.7K shares, valued at $580.1K), BA (-2.3K shares, valued at $493.8K), N/A (-1.4K shares, valued at $433.7K); initiated new positions in VGT (+478 shares, valued at $360.7K), PLTR (+1.7K shares, valued at $294.2K), AXP (+608 shares, valued at $224.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST1.4M shares6.03%2025-12-312026-02-13

VGSH VANGUARD SCOTTSDALE FDS806.0K shares5.01%2025-12-312026-02-13

VONV VANGUARD SCOTTSDALE FDS331.3K shares3.45%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO205.4K shares15.75%2025-12-312026-02-13

IVV ISHARES TR39.7K shares-0.66%2025-12-312026-02-13

VONG VANGUARD SCOTTSDALE FDS200.0K shares-0.52%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS153.9K shares2.29%2025-12-312026-02-13

BSV VANGUARD BD INDEX FDS246.9K shares1.69%2025-12-312026-02-13

Sponsored

DFSV DIMENSIONAL ETF TRUST555.5K shares10.95%2025-12-312026-02-13

DFAE DIMENSIONAL ETF TRUST535.2K shares5.09%2025-12-312026-02-13

AAPL APPLE INC62.5K shares-2.16%2025-12-312026-02-13

DFAR DIMENSIONAL ETF TRUST648.8K shares14.45%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR18.1K shares-2.15%2025-12-312026-02-13

DFCF DIMENSIONAL ETF TRUST210.4K shares3.26%2025-12-312026-02-13

NVDA NVIDIA CORPORATION45.0K shares4.54%2025-12-312026-02-13

MSFT MICROSOFT CORP17.0K shares-0.98%2025-12-312026-02-13

Sponsored

IEFA ISHARES TR83.7K shares-0.54%2025-12-312026-02-13

IOT SAMSARA INC157.2K shares0.04%2025-12-312026-02-13

LLY ELI LILLY & CO3.7K shares-3.29%2025-12-312026-02-13

IWF ISHARES TR7.9K shares-0.81%2025-12-312026-02-13

ALPHABET INC ALPHABET INC10.2K shares-11.90%2025-12-312026-02-13

VTWO VANGUARD SCOTTSDALE FDS31.9K shares0.32%2025-12-312026-02-13

AMZN AMAZON COM INC12.8K shares-8.69%2025-12-312026-02-13

IEMG ISHARES INC43.7K shares0.15%2025-12-312026-02-13

Sponsored

JNJ JOHNSON & JOHNSON12.8K shares-2.80%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE8.6K shares-0.19%2025-12-312026-02-13

ISTB ISHARES TR50.4K shares-0.12%2025-12-312026-02-13

CTAS CINTAS CORP12.9K shares0.22%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.7.5K shares-1.63%2025-12-312026-02-13

IVE ISHARES TR11.3K shares-2.28%2025-12-312026-02-13

VTWV VANGUARD SCOTTSDALE FDS14.8K shares-0.40%2025-12-312026-02-13

VO VANGUARD INDEX FDS8.0K shares-0.57%2025-12-312026-02-13

Sponsored

IWD ISHARES TR10.9K shares-0.66%2025-12-312026-02-13

BROADCOM INC BROADCOM INC6.3K shares-21.00%2025-12-312026-02-13

ORGO ORGANOGENESIS HLDGS INC408.0K shares0.00%2025-12-312026-02-13

XOM EXXON MOBIL CORP17.2K shares-0.04%2025-12-312026-02-13

FITB FIFTH THIRD BANCORP41.7K shares1.77%2025-12-312026-02-13

AGG ISHARES TR18.7K shares-0.45%2025-12-312026-02-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9K shares29.42%2025-12-312026-02-13

IWN ISHARES TR9.9K shares-3.21%2025-12-312026-02-13

Sponsored

MERCK & CO INC MERCK & CO INC16.5K shares-0.28%2025-12-312026-02-13

ALPHABET INC ALPHABET INC5.3K shares0.13%2025-12-312026-02-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW13.7K shares-2.43%2025-12-312026-02-13

VTI VANGUARD INDEX FDS4.8K shares-1.10%2025-12-312026-02-13

TSLA TESLA INC3.5K shares2.42%2025-12-312026-02-13

META META PLATFORMS INC2.2K shares2.90%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR2.2K shares0.00%2025-12-312026-02-13

ORCL ORACLE CORP7.1K shares48.82%2025-12-312026-02-13

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F23.2K shares-9.12%2025-12-312026-02-13

CINF CINCINNATI FINL CORP7.8K shares0.41%2025-12-312026-02-13

GEV GE VERNOVA INC1.9K shares1.45%2025-12-312026-02-13

IJR ISHARES TR10.1K shares0.71%2025-12-312026-02-13

MCD MCDONALDS CORP4.0K shares-1.71%2025-12-312026-02-13

SMIG ETF SER SOLUTIONS41.8K shares0.00%2025-12-312026-02-13

ABBV ABBVIE INC5.2K shares-7.55%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS5.2K shares-1.56%2025-12-312026-02-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS3.9K shares-5.52%2025-12-312026-02-13

VUG VANGUARD INDEX FDS2.3K shares-0.62%2025-12-312026-02-13

QUAL ISHARES TR5.5K shares-8.03%2025-12-312026-02-13

VNQ VANGUARD INDEX FDS12.2K shares-5.53%2025-12-312026-02-13

CVX CHEVRON CORP NEW7.1K shares-6.33%2025-12-312026-02-13

AMGN AMGEN INC3.2K shares-10.12%2025-12-312026-02-13

HD HOME DEPOT INC3.0K shares-5.48%2025-12-312026-02-13

WMT WALMART INC9.3K shares0.63%2025-12-312026-02-13

Sponsored

CSCO CISCO SYS INC12.2K shares0.43%2025-12-312026-02-13

IWM ISHARES TR3.7K shares-5.38%2025-12-312026-02-13

RBCAA REPUBLIC BANCORP INC KY13.1K shares0.65%2025-12-312026-02-13

IJH ISHARES TR13.7K shares-0.35%2025-12-312026-02-13

DVY ISHARES TR6.3K shares-0.49%2025-12-312026-02-13

MA MASTERCARD INCORPORATED1.5K shares-11.73%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares-6.01%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS12.5K shares-4.75%2025-12-312026-02-13

Sponsored

PFE PFIZER INC31.1K shares4.55%2025-12-312026-02-13

QCOM QUALCOMM INC4.3K shares-8.55%2025-12-312026-02-13

FBTC FIDELITY WISE ORIGIN BITCOIN9.5K shares0.03%2025-12-312026-02-13

MU MICRON TECHNOLOGY INC2.5K shares-32.13%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F9.7K shares-0.83%2025-12-312026-02-13

SO SOUTHERN CO7.9K shares0.18%2025-12-312026-02-13

BAC BANK AMERICA CORP12.4K shares-11.92%2025-12-312026-02-13

ACWV ISHARES INC5.7K shares0.09%2025-12-312026-02-13

Sponsored

ENB ENBRIDGE INC13.8K shares-8.90%2025-12-312026-02-13

VYMI VANGUARD WHITEHALL FDS7.2K shares-3.28%2025-12-312026-02-13

PM PHILIP MORRIS INTL INC4.1K shares-0.27%2025-12-312026-02-13

NFLX NETFLIX INC6.9K shares912.24%2025-12-312026-02-13

VB VANGUARD INDEX FDS2.5K shares3.76%2025-12-312026-02-13

VTV VANGUARD INDEX FDS3.3K shares11.82%2025-12-312026-02-13

IWR ISHARES TR6.5K shares-23.14%2025-12-312026-02-13

ABT ABBOTT LABS5.0K shares-1.13%2025-12-312026-02-13

Sponsored

CAT CATERPILLAR INC1.1K shares0.93%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC14.9K shares1.03%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares-0.19%2025-12-312026-02-13

LOW LOWES COS INC2.5K shares-0.36%2025-12-312026-02-13

CRWD CROWDSTRIKE HLDGS INC1.3K shares1.94%2025-12-312026-02-13

PEP PEPSICO INC4.0K shares0.02%2025-12-312026-02-13

INTC INTEL CORP15.9K shares-6.57%2025-12-312026-02-13

KR KROGER CO9.0K shares7.83%2025-12-312026-02-13

Sponsored

T AT&T INC22.3K shares-1.85%2025-12-312026-02-13

CEG CONSTELLATION ENERGY CORP1.6K shares-0.32%2025-12-312026-02-13

DAL DELTA AIR LINES INC DEL7.8K shares-7.15%2025-12-312026-02-13

WM WASTE MGMT INC DEL2.4K shares0.68%2025-12-312026-02-13

V VISA INC1.5K shares-0.34%2025-12-312026-02-13

DIS DISNEY WALT CO4.4K shares-22.73%2025-12-312026-02-13

DE DEERE & CO1.0K shares-5.63%2025-12-312026-02-13

BMY BRISTOL-MYERS SQUIBB CO8.7K shares-0.65%2025-12-312026-02-13

Sponsored

LMT LOCKHEED MARTIN CORP963 shares-32.04%2025-12-312026-02-13

GFF GRIFFON CORP6.1K shares0.00%2025-12-312026-02-13

EFA ISHARES TR4.7K shares-17.89%2025-12-312026-02-13

GLD SPDR GOLD TR1.1K shares72.45%2025-12-312026-02-13

TJX TJX COS INC NEW2.9K shares3.37%2025-12-312026-02-13

MO ALTRIA GROUP INC7.5K shares-1.58%2025-12-312026-02-13

MMM 3M CO2.7K shares-0.79%2025-12-312026-02-13

AZN ASTRAZENECA PLC4.6K shares-2.43%2025-12-312026-02-13

Sponsored

SMH VANECK ETF TRUST1.2K shares0.00%2025-12-312026-02-13

NEE NEXTERA ENERGY INC5.1K shares1.68%2025-12-312026-02-13

EMR EMERSON ELEC CO3.1K shares0.75%2025-12-312026-02-13

PFF ISHARES TR12.9K shares5.92%2025-12-312026-02-13

KO COCA COLA CO5.7K shares-10.27%2025-12-312026-02-13

MS MORGAN STANLEY2.2K shares-0.86%2025-12-312026-02-13

IJS ISHARES TR3.3K shares0.00%2025-12-312026-02-13

RTX RTX CORPORATION2.0K shares-17.57%2025-12-312026-02-13

Sponsored

VGT VANGUARD WORLD FD478 sharesnew addition2025-12-312026-02-13

ESGD ISHARES TR3.7K shares0.00%2025-12-312026-02-13

VV VANGUARD INDEX FDS1.1K shares0.00%2025-12-312026-02-13

ISHARES GOLD TR ISHARES GOLD TR4.2K shares6.00%2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR2.3K shares117.94%2025-12-312026-02-13

WFC WELLS FARGO CO NEW3.5K shares0.00%2025-12-312026-02-13

COP CONOCOPHILLIPS3.4K shares-10.50%2025-12-312026-02-13

EEM ISHARES TR5.7K shares-5.93%2025-12-312026-02-13

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP9.5K shares0.00%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW354 shares-9.00%2025-12-312026-02-13

NVS NOVARTIS AG2.2K shares-1.70%2025-12-312026-02-13

PLTR PALANTIR TECHNOLOGIES INC1.7K sharesnew addition2025-12-312026-02-13

VWO VANGUARD INTL EQUITY INDEX F5.3K shares5.59%2025-12-312026-02-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.0K shares-1.78%2025-12-312026-02-13

VTIP VANGUARD MALVERN FDS5.7K shares0.00%2025-12-312026-02-13

AFG AMERICAN FINL GROUP INC OHIO2.0K shares-8.20%2025-12-312026-02-13

Sponsored

VXF VANGUARD INDEX FDS1.3K shares0.08%2025-12-312026-02-13

IWB ISHARES TR724 shares0.00%2025-12-312026-02-13

IYR ISHARES TR2.9K shares-2.08%2025-12-312026-02-13

BP BP PLC7.7K shares-1.73%2025-12-312026-02-13

ET ENERGY TRANSFER L P16.1K shares6.66%2025-12-312026-02-13

ZS ZSCALER INC1.2K shares0.00%2025-12-312026-02-13

ITOT ISHARES TR1.7K shares-16.11%2025-12-312026-02-13

VCIT VANGUARD SCOTTSDALE FDS3.1K shares-6.26%2025-12-312026-02-13

Sponsored

MDLZ MONDELEZ INTL INC4.7K shares1.22%2025-12-312026-02-13

HON HONEYWELL INTL INC1.3K shares1.53%2025-12-312026-02-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP713 shares-1.93%2025-12-312026-02-13

MCK MCKESSON CORP290 shares0.00%2025-12-312026-02-13

PANW PALO ALTO NETWORKS INC1.3K shares-0.78%2025-12-312026-02-13

TMO THERMO FISHER SCIENTIFIC INC400 shares-33.33%2025-12-312026-02-13

NVG NUVEEN AMT FREE MUN CR INC F18.3K shares0.00%2025-12-312026-02-13

SBUX STARBUCKS CORP2.7K shares-12.97%2025-12-312026-02-13

Sponsored

CMI CUMMINS INC446 shares-35.83%2025-12-312026-02-13

NZF NUVEEN MUNICIPAL CREDIT INC17.9K shares0.00%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO608 sharesnew addition2025-12-312026-02-13

BA BOEING CO1.0K shares-68.79%2025-12-312026-02-13

QQQM INVESCO EXCH TRADED FD TR II879 shares-1.90%2025-12-312026-02-13

SUB ISHARES TR2.0K shares0.00%2025-12-312026-02-13

LHX L3HARRIS TECHNOLOGIES INC739 shares1.09%2025-12-312026-02-13

SNOW SNOWFLAKE INC984 shares-2.48%2025-12-312026-02-13

Sponsored

NSC NORFOLK SOUTHN CORP745 shares-9.81%2025-12-312026-02-13

LDOS LEIDOS HOLDINGS INC1.2K shares0.68%2025-12-312026-02-13

XLU SELECT SECTOR SPDR TR4.9K shares100.00%2025-12-312026-02-13

CRM SALESFORCE INC794 shares-30.78%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC620 shares-12.31%2025-12-312026-02-13

EXC EXELON CORP4.7K shares0.04%2025-12-312026-02-13

VBK VANGUARD INDEX FDS669 shares-5.77%2025-12-312026-02-13

EATON CORP PLC EATON CORP PLC633 shares-48.37%2025-12-312026-02-13

Sponsored

AIQ GLOBAL X FDS3.9K sharesnew addition2025-12-312026-02-13

NXP NUVEEN SELECT TAX-FREE INCOM11.5K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available