$245 Million is the total value of Wealth Dimensions Group, Ltd.'s 129 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | DIMENSIONAL ETF TRUSTus small cap val | $1,689,669 | – | 68,214 | +100.0% | 0.69% | – | |
| New | DIMENSIONAL ETF TRUSTus real estate e | $1,642,112 | – | 77,641 | +100.0% | 0.67% | – | |
| NKE | New | NIKE INCcl b | $268,537 | – | 2,295 | +100.0% | 0.11% | – |
| CAT | New | CATERPILLAR INC | $253,601 | – | 1,059 | +100.0% | 0.10% | – |
| KMB | New | KIMBERLY-CLARK CORP | $246,947 | – | 1,819 | +100.0% | 0.10% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $240,207 | – | 3,604 | +100.0% | 0.10% | – |
| TJX | New | TJX COS INC NEW | $238,720 | – | 2,999 | +100.0% | 0.10% | – |
| AVGO | New | BROADCOM INC | $219,738 | – | 393 | +100.0% | 0.09% | – |
| DAL | New | DELTA AIR LINES INC DEL | $210,633 | – | 6,410 | +100.0% | 0.09% | – |
| NVS | New | NOVARTIS AGsponsored adr | $206,932 | – | 2,281 | +100.0% | 0.08% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $203,988 | – | 1,171 | +100.0% | 0.08% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $203,755 | – | 370 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
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.