HoldingsChannel.com
Wealth Dimensions Group Ltd. Top Holdings
As of  06/30/2022, below is a summary of the Wealth Dimensions Group Ltd. top holdings by largest position size, as per the latest 13f filing made by Wealth Dimensions Group Ltd.. In the Wealth Dimensions Group Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Wealth Dimensions Group Ltd. in that top holding, then the share count change between reporting periods, and finally the Wealth Dimensions Group Ltd. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VGSH) 524,549 +524,549 $30,875
     VGSH524,549+524,549$30,875
PROCTER AND GAMBLE CO 138,158 +2,004 $19,866
     PG138,158+2,004$19,866
VANGUARD SCOTTSDALE FDS (VONV) 185,984 +16,653 $11,819
     VONV185,984+16,653$11,819
ISHARES TR (IVV) 28,375 -2,962 $10,758
     IVV28,375-2,962$10,758
ISHARES TR (ISTB) 225,524 -12,199 $10,690
     ISTB225,524-12,199$10,690
VANGUARD SCOTTSDALE FDS (VONG) 188,774 +10,243 $10,624
     VONG188,774+10,243$10,624
APPLE INC 67,447 +408 $9,221
     AAPL67,447+408$9,221
DIMENSIONAL ETF TRUST (DFAI) 299,039 +76,118 $7,219
     DFAI299,039+76,118$7,219
VANGUARD WHITEHALL FDS (VYM) 61,984 +45,209 $6,304
     VYM61,984+45,209$6,304
MICROSOFT CORP 18,663 +161 $4,793
     MSFT18,663+161$4,793
ISHARES TR (IEFA) 75,948 -693 $4,470
     IEFA75,948-693$4,470
SPDR S&P 500 ETF TR (SPY) 10,159 -4 $3,833
     SPY10,159-4$3,833
JOHNSON & JOHNSON 16,412 +81 $2,913
     JNJ16,412+81$2,913
VANGUARD BD INDEX FDS (BSV) 33,962 +6,629 $2,608
     BSV33,962+6,629$2,608
ISHARES INC (ACWV) 27,577 +844 $2,606
     ACWV27,577+844$2,606
ISHARES TR (IWN) 19,066 -1,832 $2,596
     IWN19,066-1,832$2,596
DIMENSIONAL ETF TRUST (DFAE) 110,277 +40,923 $2,554
     DFAE110,277+40,923$2,554
VANGUARD SCOTTSDALE FDS (VTWO) 36,780 -1,219 $2,515
     VTWO36,780-1,219$2,515
FIFTH THIRD BANCORP 73,236 -16,376 $2,461
     FITB73,236-16,376$2,461
ISHARES TR (AGG) 24,192 -159,359 $2,460
     AGG24,192-159,359$2,460
ISHARES INC (IEMG) 45,356 +758 $2,225
     IEMG45,356+758$2,225
VANGUARD SCOTTSDALE FDS (VTWV) 18,171 +2,881 $2,165
     VTWV18,171+2,881$2,165
ISHARES TR (IVE) 12,992 -509 $1,786
     IVE12,992-509$1,786
EXXON MOBIL CORP 18,927 -96 $1,621
     XOM18,927-96$1,621
MERCK & CO INC 15,303 -206 $1,395
     MRK15,303-206$1,395
VANGUARD INDEX FDS (VNQ) 14,769 +2,052 $1,346
     VNQ14,769+2,052$1,346
ALPHABET INC 592 +10 $1,295
     GOOG592+10$1,295
AMAZON COM INC 12,002 +11,427 $1,275
     AMZN12,002+11,427$1,275
DUKE ENERGY CORP NEW 11,701 +7 $1,255
     DUK11,701+7$1,255
J P MORGAN EXCHANGE TRADED F (JEPI) 21,817 +4,092 $1,210
     JEPI21,817+4,092$1,210
CHEVRON CORP NEW 7,056 -126 $1,022
     CVX7,056-126$1,022
ISHARES TR (QUAL) 8,801 +239 $983
     QUAL8,801+239$983
LILLY ELI & CO 3,014 -108 $977
     LLY3,014-108$977
BRISTOL MYERS SQUIBB CO 12,498 -42 $962
     BMY12,498-42$962
AMGEN INC 3,837 +7 $934
     AMGN3,837+7$934
MCDONALDS CORP 3,712 -36 $917
     MCD3,712-36$917
HOME DEPOT INC 3,335 -29 $915
     HD3,335-29$915
CINCINNATI FINL CORP 7,663 -181 $912
     CINF7,663-181$912
PFIZER INC 16,669 -23 $874
     PFE16,669-23$874
TESLA INC 1,242 +424 $837
     TSLA1,242+424$837
BERKSHIRE HATHAWAY INC DEL      $836
     BRK.B3,063+44$836
ISHARES TR (IWF) 3,774 +478 $825
     IWF3,774+478$825
ISHARES TR (IJR) 8,660 -148 $800
     IJR8,660-148$800
INTEL CORP 20,094 +1,085 $752
     INTC20,094+1,085$752
ISHARES TR (DVY) 6,293 -479 $740
     DVY6,293-479$740
JPMORGAN CHASE & CO 6,352 +59 $715
     JPM6,352+59$715
ALPHABET INC 305 -1 $665
     GOOGL305-1$665
LOCKHEED MARTIN CORP 1,545 +4 $664
     LMT1,545+4$664
ABBVIE INC 4,246 -104 $650
     ABBV4,246-104$650
KROGER CO 13,495 +42 $639
     KR13,495+42$639

See Full List: All Stocks Held By Wealth Dimensions Group Ltd.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealth Dimensions Group Ltd.

Size ($ in 1000's)
At 06/30/2022: $210,658
At 03/31/2022: $215,996

Wealth Dimensions Group Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Dimensions Group Ltd. 13F filings. Link to 13F filings: SEC filings

Wealth Dimensions Group Ltd. Top Holdings 13F Filings | www.HoldingsChannel.com

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