Wealth Dimensions Group, Ltd. holdings history

Add to watchlist

163 is the total number of securities Wealth Dimensions Group, Ltd. has owned. The longest Wealth Dimensions Group, Ltd. has owned a single stock is 12 quarters.

Wealth Dimensions Group, Ltd. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
PG PROCTER AND GAMBLE CO12127.93%9.67%13.26%Q4 2020Q3 202312
IVV ISHARES TR12125.11%6.55%8.14%Q4 2020Q3 202312
VONG VANGUARD SCOTTSDALE FDS12124.19%5.70%7.40%Q4 2020Q3 202312
VONV VANGUARD SCOTTSDALE FDS12123.73%5.53%6.14%Q4 2020Q3 202312
AAPL APPLE INC12123.59%5.09%6.87%Q4 2020Q3 202312
BSV VANGUARD BD INDEX FDS12120.99%3.19%7.44%Q4 2020Q3 202312
IEFA ISHARES TR12121.91%2.83%4.44%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12121.78%2.72%3.18%Q4 2020Q3 202312
MSFT MICROSOFT CORP12121.89%2.56%3.29%Q4 2020Q3 202312
ISTB ISHARES TR12121.04%2.55%5.73%Q4 2020Q3 202312
VYM VANGUARD WHITEHALL FDS12120.87%2.28%3.88%Q4 2020Q3 202312
AGG ISHARES TR12120.36%2.09%10.23%Q4 2020Q3 202312
IEMG ISHARES INC12120.76%1.39%2.40%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.87%1.36%1.88%Q4 2020Q3 202312
FITB FIFTH THIRD BANCORP12120.24%1.29%2.75%Q4 2020Q3 202312
ACWV ISHARES INC12120.85%1.25%1.56%Q4 2020Q3 202312
IWN ISHARES TR12120.75%1.18%1.56%Q4 2020Q3 202312
VTWV VANGUARD SCOTTSDALE FDS12120.67%1.16%1.88%Q4 2020Q3 202312
VTWO VANGUARD SCOTTSDALE FDS12120.83%1.15%1.46%Q4 2020Q3 202312
IVE ISHARES TR12120.65%1.03%1.61%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.43%0.80%1.28%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.59%0.75%0.89%Q4 2020Q3 202312
MRK MERCK & CO. INC12120.57%0.71%0.94%Q4 2020Q3 202312
VNQ VANGUARD INDEX FDS12120.36%0.66%0.99%Q4 2020Q3 202312
DUK DUKE ENERGY CORP NEW12120.44%0.63%0.93%Q4 2020Q3 202312
GOOG ALPHABET INC12120.44%0.60%0.81%Q4 2020Q3 202312
IWF ISHARES TR12120.33%0.57%0.99%Q4 2020Q3 202312
HD HOME DEPOT INC12120.26%0.49%0.70%Q4 2020Q3 202312
AMGN AMGEN INC12120.30%0.49%0.78%Q4 2020Q3 202312
CINF CINCINNATI FINL CORP12120.32%0.48%0.63%Q4 2020Q3 202312
LLY LILLY ELI & CO12120.41%0.48%0.68%Q4 2020Q3 202312
IJR ISHARES TR12120.31%0.46%0.71%Q4 2020Q3 202312
QUAL ISHARES TR12120.39%0.46%0.56%Q4 2020Q3 202312
MCD MCDONALDS CORP12120.37%0.46%0.59%Q4 2020Q3 202312
BMY BRISTOL-MYERS SQUIBB CO12120.26%0.43%0.61%Q4 2020Q3 202312
TSLA TESLA INC12120.20%0.43%0.61%Q4 2020Q3 202312
INTC INTEL CORP12120.18%0.43%0.87%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO12120.29%0.43%0.61%Q4 2020Q3 202312
PFE PFIZER INC12120.23%0.41%0.56%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.24%0.40%0.55%Q4 2020Q3 202312
DVY ISHARES TR12120.22%0.38%0.54%Q4 2020Q3 202312
CVX CHEVRON CORP NEW12120.20%0.38%0.54%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.23%0.34%0.46%Q4 2020Q3 202312
QCOM QUALCOMM INC12120.20%0.33%0.55%Q4 2020Q3 202312
IJH ISHARES TR12120.24%0.33%0.48%Q4 2020Q3 202312
CSCO CISCO SYS INC12120.22%0.31%0.46%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.19%0.31%0.51%Q4 2020Q3 202312
ORGO ORGANOGENESIS HLDGS INC12120.06%0.31%0.86%Q4 2020Q3 202312
ABBV ABBVIE INC12120.21%0.31%0.44%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.15%0.30%0.56%Q4 2020Q3 202312
IWM ISHARES TR12120.21%0.30%0.47%Q4 2020Q3 202312
KR KROGER CO12120.22%0.30%0.36%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.16%0.30%0.50%Q4 2020Q3 202312
VOO VANGUARD INDEX FDS12120.22%0.29%0.40%Q4 2020Q3 202312
LMT LOCKHEED MARTIN CORP12120.23%0.29%0.37%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.16%0.28%0.41%Q4 2020Q3 202312
SO SOUTHERN CO12120.20%0.28%0.41%Q4 2020Q3 202312
IBM INTERNATIONAL BUSINESS...12120.21%0.28%0.40%Q4 2020Q3 202312
LOW LOWES COS INC12120.19%0.27%0.39%Q4 2020Q3 202312
ENB ENBRIDGE INC12120.22%0.26%0.32%Q4 2020Q3 202312
ABT ABBOTT LABS12120.15%0.26%0.42%Q4 2020Q3 202312
NVG NUVEEN AMT FREE MUN CR...12120.12%0.25%0.45%Q4 2020Q3 202312
EFA ISHARES TR12120.12%0.25%0.40%Q4 2020Q3 202312
T AT&T INC12120.10%0.25%0.47%Q4 2020Q3 202312
PM PHILIP MORRIS INTL INC12120.18%0.24%0.32%Q4 2020Q3 202312
IJS ISHARES TR12120.13%0.24%0.40%Q4 2020Q3 202312
IWR ISHARES TR12120.14%0.24%0.41%Q4 2020Q3 202312
PEP PEPSICO INC12120.22%0.24%0.30%Q4 2020Q3 202312
RSP INVESCO EXCHANGE TRADE...12120.16%0.23%0.34%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12120.14%0.23%0.34%Q4 2020Q3 202312
MO ALTRIA GROUP INC12120.15%0.22%0.35%Q4 2020Q3 202312
BA BOEING CO12120.15%0.21%0.33%Q4 2020Q3 202312
MMM 3M CO12120.11%0.21%0.31%Q4 2020Q3 202312
IYR ISHARES TR12120.10%0.21%0.35%Q4 2020Q3 202312
QQQ INVESCO QQQ TR12120.12%0.21%0.26%Q4 2020Q3 202312
V VISA INC12120.13%0.19%0.24%Q4 2020Q3 202312
KO COCA COLA CO12120.16%0.19%0.25%Q4 2020Q3 202312
VEA VANGUARD TAX-MANAGED I...12120.13%0.19%0.29%Q4 2020Q3 202312
INSI INSIGHT SELECT INCOME FD12120.08%0.19%0.36%Q4 2020Q3 202312
WMT WALMART INC12120.14%0.18%0.30%Q4 2020Q3 202312
HUM HUMANA INC12120.14%0.18%0.22%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12120.10%0.17%0.30%Q4 2020Q3 202312
EEM ISHARES TR12120.09%0.16%0.29%Q4 2020Q3 202312
BP BP PLC12120.13%0.16%0.22%Q4 2020Q3 202312
DE DEERE & CO12120.11%0.16%0.27%Q4 2020Q3 202312
SBUX STARBUCKS CORP12120.10%0.16%0.25%Q4 2020Q3 202312
AFG AMERICAN FINL GROUP IN...12120.09%0.15%0.21%Q4 2020Q3 202312
EMR EMERSON ELEC CO12120.10%0.15%0.22%Q4 2020Q3 202312
VTIP VANGUARD MALVERN FDS12120.09%0.14%0.24%Q4 2020Q3 202312
SUB ISHARES TR12120.08%0.14%0.23%Q4 2020Q3 202312
EXC EXELON CORP12120.07%0.13%0.20%Q4 2020Q3 202312
BXMX NUVEEN S&P 500 BUY-WRI...12120.06%0.10%0.15%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION11110.19%0.31%0.64%Q1 2021Q3 202311
MA MASTERCARD INCORPORATED11110.15%0.22%0.31%Q1 2021Q3 202311
FB META PLATFORMS INC830.08%0.19%0.31%Q4 2020Q3 202311
ORCL ORACLE CORP11110.10%0.15%0.24%Q1 2021Q3 202311
NKE NIKE INC740.08%0.15%0.21%Q4 2020Q3 202311
VV VANGUARD INDEX FDS740.08%0.12%0.18%Q4 2020Q3 202311
USB US BANCORP DEL10100.16%0.37%0.59%Q4 2020Q1 202310
ACN ACCENTURE PLC IRELAND10100.14%0.21%0.31%Q2 2021Q3 202310
JPST J P MORGAN EXCHANGE-TR...10100.14%0.19%0.27%Q2 2021Q3 202310
ZS ZSCALER INC820.08%0.18%0.30%Q4 2020Q3 202310
NUO NUVEEN OHIO QLTY MUN I...10100.09%0.17%0.28%Q4 2020Q1 202310
AZN ASTRAZENECA PLC10100.11%0.13%0.15%Q2 2021Q3 202310
DAL DELTA AIR LINES INC DEL640.09%0.13%0.19%Q4 2020Q3 202310
MDLZ MONDELEZ INTL INC640.09%0.11%0.16%Q1 2021Q3 202310
JEPI J P MORGAN EXCHANGE-TR...990.38%0.50%0.60%Q3 2021Q3 20239
ESGD ISHARES TR990.19%0.25%0.39%Q3 2021Q3 20239
GENERAL ELECTRIC CO990.14%0.21%0.33%Q3 2021Q3 20239
UNH UNITEDHEALTH GROUP INC990.10%0.17%0.22%Q3 2021Q3 20239
WM WASTE MGMT INC DEL990.14%0.16%0.19%Q3 2021Q3 20239
KMB KIMBERLY-CLARK CORP540.09%0.13%0.18%Q4 2020Q3 20239
VEU VANGUARD INTL EQUITY I...720.07%0.12%0.16%Q1 2021Q3 20239
HON HONEYWELL INTL INC710.10%0.20%0.28%Q2 2021Q2 20238
NXP NUVEEN SELECT TAX-FREE...880.06%0.07%0.09%Q4 2021Q3 20238
DFAI DIMENSIONAL ETF TRUST772.66%3.45%4.35%Q1 2022Q3 20237
DFAE DIMENSIONAL ETF TRUST770.84%1.30%1.78%Q1 2022Q3 20237
VO VANGUARD INDEX FDS770.22%0.48%0.67%Q1 2022Q3 20237
COP CONOCOPHILLIPS770.11%0.12%0.14%Q1 2022Q3 20237
TJX TJX COS INC NEW410.09%0.12%0.20%Q4 2020Q3 20237
VGSH VANGUARD SCOTTSDALE FDS6612.52%13.91%16.20%Q2 2022Q3 20236
SNOW SNOWFLAKE INC510.07%0.97%1.54%Q1 2021Q2 20236
IWD ISHARES TR660.12%0.47%0.67%Q2 2022Q3 20236
BND VANGUARD BD INDEX FDS660.12%0.16%0.19%Q4 2020Q1 20226
AXP AMERICAN EXPRESS CO660.13%0.16%0.22%Q3 2021Q4 20226
TIP ISHARES TR660.10%0.14%0.20%Q4 2020Q1 20226
IGSB ISHARES TR660.09%0.14%0.19%Q4 2020Q1 20226
CL COLGATE PALMOLIVE CO660.10%0.12%0.16%Q3 2021Q4 20226
CRM SALESFORCE INC330.10%0.12%0.14%Q4 2021Q3 20236
AVGO BROADCOM INC420.09%0.11%0.13%Q4 2021Q3 20236
TMO THERMO FISHER SCIENTIF...420.08%0.10%0.14%Q3 2021Q1 20236
NSC NORFOLK SOUTHN CORP660.08%0.10%0.14%Q1 2022Q2 20236
MUX MCEWEN MNG INC660.00%0.01%0.01%Q4 2020Q1 20226
IJK ISHARES TR550.13%0.25%0.31%Q4 2020Q4 20215
SPE SPECIAL OPPORTUNITIES ...550.08%0.11%0.13%Q4 2020Q4 20215
CAT CATERPILLAR INC410.10%0.10%0.11%Q2 2022Q3 20235
NVS NOVARTIS AG410.08%0.10%0.17%Q4 2020Q3 20235
DIMENSIONAL ETF TRUST440.69%1.14%1.66%Q4 2022Q3 20234
DIMENSIONAL ETF TRUST440.67%0.92%1.19%Q4 2022Q3 20234
PFF ISHARES TR220.15%0.19%0.22%Q1 2021Q2 20234
NXQ NUVEEN SELECT TAX FREE...440.12%0.14%0.17%Q4 2020Q3 20214
MEDS TRXADE HEALTH INC440.00%0.01%0.02%Q2 2022Q1 20234
GE GENERAL ELECTRIC CO330.33%0.35%0.36%Q4 2020Q2 20213
XLP SELECT SECTOR SPDR TR330.10%0.10%0.11%Q4 2021Q2 20223
GD GENERAL DYNAMICS CORP330.08%0.09%0.10%Q1 2023Q3 20233
CMCSA COMCAST CORP NEW330.08%0.08%0.09%Q1 2023Q3 20233
VYMI VANGUARD WHITEHALL FDS330.08%0.08%0.08%Q1 2023Q3 20233
TGT TARGET CORP220.18%0.19%0.19%Q4 2020Q1 20212
PYPL PAYPAL HLDGS INC220.12%0.16%0.21%Q3 2021Q4 20212
VBK VANGUARD INDEX FDS220.13%0.13%0.14%Q2 2021Q3 20212
BX BLACKSTONE INC220.11%0.12%0.13%Q3 2021Q4 20212
SWAV SHOCKWAVE MED INC110.10%0.11%0.13%Q3 2021Q1 20222
LULU LULULEMON ATHLETICA INC220.08%0.10%0.12%Q2 2023Q3 20232
NZF NUVEEN MUNICIPAL CREDI...220.07%0.07%0.08%Q2 2023Q3 20232
DOCU DOCUSIGN INC110.20%0.20%0.20%Q1 2021Q1 20211
PSTH PERSHING SQUARE TONTIN...110.18%0.18%0.18%Q1 2021Q1 20211
BIV VANGUARD BD INDEX FDS110.18%0.18%0.18%Q4 2020Q4 20201
UPS UNITED PARCEL SERVICE INC110.08%0.08%0.08%Q1 2023Q1 20231
MUB ISHARES TR110.08%0.08%0.08%Q2 2023Q2 20231
BAC BANK AMERICA CORP110.08%0.08%0.08%Q3 2023Q3 20231
NEE NEXTERA ENERGY INC110.07%0.07%0.07%Q2 2023Q2 20231
VXF VANGUARD INDEX FDS110.07%0.07%0.07%Q2 2023Q2 20231
SPY SPDR S&P 500 ETF TR110.00%0.00%0.00%Q4 2020Q4 20201
 Download

The securities at the top of the list , including PROCTER AND GAMBLE CO, ISHARES TR, and VANGUARD SCOTTSDALE FDS, are the highest-conviction holdings of Wealth Dimensions Group, Ltd..

The conviction is calculated by counting the number of quarters a security has been reported by Wealth Dimensions Group, Ltd.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Wealth Dimensions Group, Ltd. owns currently or has owned in the past.