Sponsored

The Analysis of Wealth Dimensions Group, Ltd.'s Holdings & P&L

Currently, Wealth Dimensions Group, Ltd. holds 170 types of securities in its portfolio with a total value $508.3M. In the most recent quarter, they have increased their positions in VGSH (+36.3K shares, valued at $2.1M), DFAI (+51.8K shares, valued at $2.0M), DFAR (+55.1K shares, valued at $1.3M); decreased their positions in IVV (-849 shares, valued at $554.6K), IEFA (-4.3K shares, valued at $384.8K), FITB (-4.0K shares, valued at $187.0K); initiated new positions in BND (+8.3K shares, valued at $611.0K), EPD (+13.5K shares, valued at $511.6K), SCHV (+15.1K shares, valued at $461.0K).

1M P&L

+4.8M+0.94%

3M P&L

-10.8M-2.03%

HY P&L

+18.0M+3.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A353.5M

72.9%

2Household & Personal Products29.4M

6.1%

3Consumer Electronics17.0M

3.5%

Top Industries by Stock Count

1N/A68 stocks

43.6%

2Drug Manufacturers - General8 stocks

5.1%

3Software - Infrastructure7 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAI DIMENSIONAL ETF TRUST1.4M shares3.78%2026-03-312026-05-12

VGSH VANGUARD SCOTTSDALE FDS842.3K shares4.50%2026-03-312026-05-12

VONV VANGUARD SCOTTSDALE FDS333.8K shares0.76%2026-03-312026-05-12

PG PROCTER & GAMBLE CO204.4K shares-0.49%2026-03-312026-05-12

IVV ISHARES TR38.8K shares-2.14%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS155.2K shares0.83%2026-03-312026-05-12

VONG VANGUARD SCOTTSDALE FDS204.3K shares2.19%2026-03-312026-05-12

DFSV DIMENSIONAL ETF TRUST581.3K shares4.64%2026-03-312026-05-12

Sponsored

BSV VANGUARD BD INDEX FDS251.0K shares1.67%2026-03-312026-05-12

DFAE DIMENSIONAL ETF TRUST562.4K shares5.09%2026-03-312026-05-12

DFAR DIMENSIONAL ETF TRUST703.9K shares8.49%2026-03-312026-05-12

AAPL APPLE INC63.3K shares1.13%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T18.1K shares-0.01%2026-03-312026-05-12

DFCF DIMENSIONAL ETF TRUST226.6K shares7.69%2026-03-312026-05-12

NVDA NVIDIA CORPORATION49.9K shares10.77%2026-03-312026-05-12

IEFA ISHARES TR79.4K shares-5.08%2026-03-312026-05-12

Sponsored

MSFT MICROSOFT CORP17.2K shares1.53%2026-03-312026-05-12

IOT SAMSARA INC159.3K shares1.31%2026-03-312026-05-12

IWF ISHARES TR7.9K shares0.03%2026-03-312026-05-12

LLY ELI LILLY & CO3.6K shares-2.94%2026-03-312026-05-12

VTWO VANGUARD SCOTTSDALE FDS30.5K shares-4.48%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON12.4K shares-3.12%2026-03-312026-05-12

IEMG ISHARES INC41.7K shares-4.49%2026-03-312026-05-12

ALPHABET INC ALPHABET INC10.0K shares-1.89%2026-03-312026-05-12

Sponsored

XOM EXXON MOBIL CORP16.1K shares-6.35%2026-03-312026-05-12

AMZN AMAZON COM INC13.0K shares1.17%2026-03-312026-05-12

ISTB ISHARES TR51.2K shares1.54%2026-03-312026-05-12

CTAS CINTAS CORP14.6K shares13.14%2026-03-312026-05-12

VTWV VANGUARD SCOTTSDALE FDS14.1K shares-4.93%2026-03-312026-05-12

VO VANGUARD INDEX FDS8.1K shares1.93%2026-03-312026-05-12

IVE ISHARES TR11.0K shares-3.38%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE8.2K shares-4.91%2026-03-312026-05-12

Sponsored

IWD ISHARES TR10.8K shares-1.02%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO7.6K shares1.72%2026-03-312026-05-12

BROADCOM INC BROADCOM INC6.5K shares3.12%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC15.7K shares-4.93%2026-03-312026-05-12

AGG ISHARES TR18.7K shares0.00%2026-03-312026-05-12

IWN ISHARES TR9.4K shares-5.22%2026-03-312026-05-12

FITB FIFTH THIRD BANCORP37.7K shares-9.65%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9K shares0.31%2026-03-312026-05-12

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.8K shares-6.85%2026-03-312026-05-12

ALPHABET INC ALPHABET INC5.5K shares4.04%2026-03-312026-05-12

GEV GE VERNOVA INC1.8K shares-5.12%2026-03-312026-05-12

VTI VANGUARD INDEX FDS4.9K shares2.41%2026-03-312026-05-12

CVX CHEVRON CORPORATION7.0K shares-0.99%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR2.3K shares0.71%2026-03-312026-05-12

MCD MCDONALDS CORP4.0K shares0.91%2026-03-312026-05-12

META META PLATFORMS INC2.2K shares0.51%2026-03-312026-05-12

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F21.9K shares-5.63%2026-03-312026-05-12

IJR ISHARES TR10.0K shares-1.58%2026-03-312026-05-12

CINF CINCINNATI FINL CORP7.8K shares0.00%2026-03-312026-05-12

SMIG ETF SER SOLUTIONS41.8K shares0.00%2026-03-312026-05-12

TSLA TESLA INC3.2K shares-8.08%2026-03-312026-05-12

WMT WALMART INC9.6K shares3.45%2026-03-312026-05-12

AMGN AMGEN INC3.2K shares-1.14%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS5.2K shares-0.42%2026-03-312026-05-12

Sponsored

ABBV ABBVIE INC5.1K shares-2.03%2026-03-312026-05-12

RBCAA REPUBLIC BANCORP INC KY15.3K shares16.90%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS12.1K shares-0.81%2026-03-312026-05-12

ORCL ORACLE CORP7.0K shares-1.54%2026-03-312026-05-12

HD HOME DEPOT INC3.0K shares1.37%2026-03-312026-05-12

CSCO CISCO SYS INC12.5K shares2.46%2026-03-312026-05-12

QUAL ISHARES TR5.0K shares-8.64%2026-03-312026-05-12

ORGO ORGANOGENESIS HLDGS INC408.0K shares0.00%2026-03-312026-05-12

Sponsored

VUG VANGUARD INDEX FDS2.2K shares-2.44%2026-03-312026-05-12

DVY ISHARES TR6.2K shares-1.75%2026-03-312026-05-12

IJH ISHARES TR13.8K shares0.78%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS3.8K shares-1.52%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC2.5K shares0.44%2026-03-312026-05-12

IWM ISHARES TR3.4K shares-7.37%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS12.6K shares1.05%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares1.38%2026-03-312026-05-12

Sponsored

CAT CATERPILLAR INC1.1K shares-0.93%2026-03-312026-05-12

MA MASTERCARD INCORPORATED1.5K shares0.94%2026-03-312026-05-12

ENB ENBRIDGE INC13.6K shares-1.09%2026-03-312026-05-12

PFE PFIZER INC26.2K shares-15.57%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F9.6K shares-0.54%2026-03-312026-05-12

SO SOUTHERN CO7.3K shares-8.34%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC4.2K shares4.11%2026-03-312026-05-12

VB VANGUARD INDEX FDS2.7K shares6.88%2026-03-312026-05-12

Sponsored

VZ VERIZON COMMUNICATIONS INC13.7K shares-8.08%2026-03-312026-05-12

ACWV ISHARES INC5.7K shares0.00%2026-03-312026-05-12

NFLX NETFLIX INC.7.1K shares2.99%2026-03-312026-05-12

VTV VANGUARD INDEX FDS3.4K shares2.04%2026-03-312026-05-12

GLD SPDR GOLD TR1.5K shares34.77%2026-03-312026-05-12

KR KROGER CO9.0K shares0.24%2026-03-312026-05-12

INTC INTEL CORP14.8K shares-6.90%2026-03-312026-05-12

VYMI VANGUARD WHITEHALL FDS6.8K shares-5.73%2026-03-312026-05-12

Sponsored

PEP PEPSICO INC4.1K shares2.28%2026-03-312026-05-12

T AT&T INC21.6K shares-3.03%2026-03-312026-05-12

BAC BANK AMERICA CORP12.8K shares2.98%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS8.3K sharesnew addition2026-03-312026-05-12

DE DEERE & CO1.1K shares1.06%2026-03-312026-05-12

LOW LOWES COS INC2.5K shares1.02%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares-3.07%2026-03-312026-05-12

FBTC FIDELITY WISE ORIGIN BITCOIN9.7K shares1.69%2026-03-312026-05-12

Sponsored

QCOM QUALCOMM INC4.4K shares1.18%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP932 shares-3.22%2026-03-312026-05-12

WM WASTE MGMT INC DEL2.3K shares-0.98%2026-03-312026-05-12

ABT ABBOTT LABORATORIES5.2K shares3.12%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO8.7K shares-0.46%2026-03-312026-05-12

DAL DELTA AIR LINES INC7.8K shares-0.03%2026-03-312026-05-12

V VISA INC1.7K shares16.71%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L13.5K sharesnew addition2026-03-312026-05-12

Sponsored

IWR ISHARES TR5.0K shares-22.59%2026-03-312026-05-12

MO ALTRIA GROUP INC7.3K shares-2.79%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC1.2K shares-3.18%2026-03-312026-05-12

COP CONOCOPHILLIPS3.5K shares3.33%2026-03-312026-05-12

TJX TJX COS INC NEW2.9K shares2.56%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR15.1K sharesnew addition2026-03-312026-05-12

KO COCA COLA CO6.0K shares5.20%2026-03-312026-05-12

EFA ISHARES TR4.7K shares0.00%2026-03-312026-05-12

Sponsored

GFF GRIFFON CORP6.1K shares0.00%2026-03-312026-05-12

SMH VANECK ETF TRUST1.2K shares0.00%2026-03-312026-05-12

DIS DISNEY WALT CO4.5K shares3.31%2026-03-312026-05-12

NEE NEXTERA ENERGY INC4.7K shares-9.51%2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP1.5K shares-3.54%2026-03-312026-05-12

RTX RTX CORPORATION2.1K shares4.75%2026-03-312026-05-12

EMR EMERSON ELEC CO3.1K shares-0.36%2026-03-312026-05-12

ASTRAZENECA PLC ASTRAZENECA PLC2.0K sharesnew addition2026-03-312026-05-12

Sponsored

PFF ISHARES TR12.9K shares0.00%2026-03-312026-05-12

MMM 3M CO2.7K shares-0.11%2026-03-312026-05-12

MS MORGAN STANLEY2.3K shares3.11%2026-03-312026-05-12

IJS ISHARES TR3.1K shares-6.23%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION370 shares4.52%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR4.2K shares0.46%2026-03-312026-05-12

BP BP PLC7.7K shares0.05%2026-03-312026-05-12

ESGD ISHARES TR3.7K shares0.00%2026-03-312026-05-12

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.3K shares40.30%2026-03-312026-05-12

VV VANGUARD INDEX FDS1.1K shares3.65%2026-03-312026-05-12

PHYS SPROTT ASSET MANAGEMENT LP9.5K shares0.00%2026-03-312026-05-12

NVS NOVARTIS AG2.2K shares0.09%2026-03-312026-05-12

VGT VANGUARD WORLD FD479 shares0.21%2026-03-312026-05-12

ET ENERGY TRANSFER L P17.3K shares7.35%2026-03-312026-05-12

EEM ISHARES TR5.7K shares-1.03%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR10.8K sharesnew addition2026-03-312026-05-12

Sponsored

VWO VANGUARD INTL EQUITY INDEX F5.6K shares5.83%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR2.3K shares0.00%2026-03-312026-05-12

WFC WELLS FARGO & CO3.7K shares7.95%2026-03-312026-05-12

HON HONEYWELL INTL INC1.3K shares0.87%2026-03-312026-05-12

VTIP VANGUARD MALVERN FDS5.7K shares0.00%2026-03-312026-05-12

JSCP J P MORGAN EXCHANGE TRADED F5.9K sharesnew addition2026-03-312026-05-12

IYR ISHARES TR2.9K shares1.05%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC4.7K shares-0.74%2026-03-312026-05-12

Sponsored

VXF VANGUARD INDEX FDS1.3K shares-0.77%2026-03-312026-05-12

VBK VANGUARD INDEX FDS856 shares27.95%2026-03-312026-05-12

IWB ISHARES TR724 shares0.00%2026-03-312026-05-12

MCK MCKESSON CORP296 shares2.07%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS3.1K shares0.00%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP729 shares2.24%2026-03-312026-05-12

ITOT ISHARES TR1.7K shares-0.74%2026-03-312026-05-12

FENY FIDELITY COVINGTON TRUST7.2K sharesnew addition2026-03-312026-05-12

Sponsored

SBUX STARBUCKS CORP2.7K shares1.04%2026-03-312026-05-12

MPC MARATHON PETE CORP989 sharesnew addition2026-03-312026-05-12

CMI CUMMINS INC446 shares0.00%2026-03-312026-05-12

SHEL SHELL PLC2.6K sharesnew addition2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC640 shares1.11%2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC662 shares-10.42%2026-03-312026-05-12

EXC EXELON CORP4.6K shares-0.39%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR4.9K shares0.00%2026-03-312026-05-12

Sponsored

NVG NUVEEN AMT FREE MUN CR INC F17.8K shares-2.73%2026-03-312026-05-12

NZF NUVEEN MUN CR INCOME FD17.9K shares0.00%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC427 shares6.75%2026-03-312026-05-12

QQQM INVESCO EXCH TRADED FD TR II883 shares0.46%2026-03-312026-05-12

AFG AMERICAN FINANCIAL GROUP INC1.6K shares-19.91%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares0.38%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP725 shares-2.68%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR8.4K sharesnew addition2026-03-312026-05-12

Sponsored

PANW PALO ALTO NETWORKS INC1.3K shares-1.33%2026-03-312026-05-12

NXP NUVEEN SELECT TAX-FREE INCOM11.5K shares0.00%2026-03-312026-05-12

DFAI

DIMENSIONAL ETF TRUST

3.78%

Shares1.4M

Event2026-03-31

Filed2026-05-12

VGSH

VANGUARD SCOTTSDALE FDS

4.50%

Shares842.3K

Event2026-03-31

Filed2026-05-12

VONV

VANGUARD SCOTTSDALE FDS

0.76%

Shares333.8K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-0.49%

Shares204.4K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-2.14%

Shares38.8K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

0.83%

Shares155.2K

Event2026-03-31

Filed2026-05-12

VONG

VANGUARD SCOTTSDALE FDS

2.19%

Shares204.3K

Event2026-03-31

Filed2026-05-12

DFSV

DIMENSIONAL ETF TRUST

4.64%

Shares581.3K

Event2026-03-31

Filed2026-05-12

BSV

VANGUARD BD INDEX FDS

1.67%

Shares251.0K

Event2026-03-31

Filed2026-05-12

DFAE

DIMENSIONAL ETF TRUST

5.09%

Shares562.4K

Event2026-03-31

Filed2026-05-12

DFAR

DIMENSIONAL ETF TRUST

8.49%

Shares703.9K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

1.13%

Shares63.3K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-0.01%

Shares18.1K

Event2026-03-31

Filed2026-05-12

DFCF

DIMENSIONAL ETF TRUST

7.69%

Shares226.6K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

10.77%

Shares49.9K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

-5.08%

Shares79.4K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

1.53%

Shares17.2K

Event2026-03-31

Filed2026-05-12

IOT

SAMSARA INC

1.31%

Shares159.3K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

0.03%

Shares7.9K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-2.94%

Shares3.6K

Event2026-03-31

Filed2026-05-12

VTWO

VANGUARD SCOTTSDALE FDS

-4.48%

Shares30.5K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-3.12%

Shares12.4K

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

-4.49%

Shares41.7K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-1.89%

Shares10.0K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-6.35%

Shares16.1K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

1.17%

Shares13.0K

Event2026-03-31

Filed2026-05-12

ISTB

ISHARES TR

1.54%

Shares51.2K

Event2026-03-31

Filed2026-05-12

CTAS

CINTAS CORP

13.14%

Shares14.6K

Event2026-03-31

Filed2026-05-12

VTWV

VANGUARD SCOTTSDALE FDS

-4.93%

Shares14.1K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

1.93%

Shares8.1K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

-3.38%

Shares11.0K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

-4.91%

Shares8.2K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

-1.02%

Shares10.8K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

1.72%

Shares7.6K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

3.12%

Shares6.5K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

-4.93%

Shares15.7K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

0.00%

Shares18.7K

Event2026-03-31

Filed2026-05-12

IWN

ISHARES TR

-5.22%

Shares9.4K

Event2026-03-31

Filed2026-05-12

FITB

FIFTH THIRD BANCORP

-9.65%

Shares37.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.31%

Shares2.9K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

-6.85%

Shares12.8K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

4.04%

Shares5.5K

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC

-5.12%

Shares1.8K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

2.41%

Shares4.9K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-0.99%

Shares7.0K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

0.71%

Shares2.3K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

0.91%

Shares4.0K

Event2026-03-31

Filed2026-05-12