$129 Million is the total value of Wealth Dimensions Group, Ltd.'s 118 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 133.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -1,600 | -100.0% | 0.00% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -2,118 | -100.0% | -0.17% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -2,205 | -100.0% | -0.18% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -3,469 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROCTER AND GAMBLE CO | 12 | Q3 2023 | 13.3% |
| ISHARES TR | 12 | Q3 2023 | 8.1% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 7.4% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 6.1% |
| APPLE INC | 12 | Q3 2023 | 6.9% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 7.4% |
| ISHARES TR | 12 | Q3 2023 | 4.4% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 3.2% |
| MICROSOFT CORP | 12 | Q3 2023 | 3.3% |
| ISHARES TR | 12 | Q3 2023 | 5.7% |
View Wealth Dimensions Group, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-04 |
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.