| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROCTER AND GAMBLE CO | 15 | Q2 2024 | 13.3% |
| ISHARES TR | 15 | Q2 2024 | 8.1% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 6.1% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 7.4% |
| APPLE INC | 15 | Q2 2024 | 6.9% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 7.4% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 3.2% |
| VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 4.6% |
| ISHARES TR | 15 | Q2 2024 | 4.4% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.3% |
View Wealth Dimensions Group, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-05 |
View Wealth Dimensions Group, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.