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CIK: 0001846462
Total reported value
$558.3M
$558.3M
142 檔
22.9%
The Q1 2024 SEC filing reveals that Wealth Dimensions Group, Ltd. held a total portfolio value of $558.3M, covering 142 public equity positions.
During Q1 2024, Wealth Dimensions Group, Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 11.10% | -0.50% | +1.28% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 7.40% | -0.09% | +6.26% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 7.35% | -0.45% | -1.05% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.22% | -0.06% | -2.95% | |
| 5 | VONV | Vanguard Russell 1000 Value | ETF-Other | 5.67% | +0.16% | -0.05% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.28% | -0.38% | +0.86% | |
| 7 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 4.71% | +0.29% | -3.86% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.62% | -0.11% | +0.36% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.01% | -6.97% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.94% | +0.09% | -0.89% | |
| 11 | IOT | Samsara Inc-cl A | Stock-Tech | 2.80% | -0.06% | — | |
| 12 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.24% | +0.07% | +13.56% | |
| 13 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.09% | +0.38% | +13.50% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | -0.09% | -2.67% | |
| 15 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.88% | +0.08% | +17.10% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.69% | -0.12% | -2.07% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.07% | +0.22% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | -0.02% | -2.48% | |
| 19 | FITB | Fifth Third Bancorp | Stock-Financials | 0.79% | +0.04% | -3.90% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.78% | +0.06% | -0.57% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.13% | +8.72% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.04% | -1.80% | |
| 23 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.68% | -0.05% | -3.60% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.14% | +3.08% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.64% | +0.02% | -0.65% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.01% | -2.52% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.64% | -0.02% | -0.35% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | +0.04% | -3.02% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | +0.01% | -0.69% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.60% | +0.01% | -5.03% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.04% | -2.25% | |
| 32 | VTWV | Vanguard Russell 2000 Value | ETF-Small Cap | 0.59% | +0.03% | -0.91% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | -0.03% | +0.11% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.05% | +1.69% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.02% | -1.09% | |
| 36 | DUK | Duke Energy CORP | Stock-Utilities | 0.41% | -0.03% | +0.96% | |
| 37 | GE | General Electric | Stock-Industrials | 0.36% | +0.12% | +11.65% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.01% | -4.09% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.32% | -0.01% | -10.57% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.32% | — | -3.11% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.31% | -0.01% | -1.27% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.06% | — | |
| 43 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.29% | +0.02% | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | +0.01% | +0.05% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.04% | +0.02% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.01% | +1.52% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | -7.92% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.04% | +2.95% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.25% | -0.08% | -3.80% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.25% | +0.04% | NEW |
According to official SEC Form 13F filings, Wealth Dimensions Group, Ltd. reported a total U.S. public equity portfolio value of $558.3M across 142 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VGSH, DFAI, PG) accounted for 22.9% of total reported equity market value during Q1 2024.
During Q1 2024, Wealth Dimensions Group, Ltd.'s top holdings by market value included VGSH (11.1%)、DFAI (7.4%)、PG (7.3%). The largest single position, VGSH, represented 11.1% of total portfolio value.
In Q1 2024, Wealth Dimensions Group, Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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