Wealth Dimensions Group, Ltd.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Cincinnati, OH
CIK
0001846462
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 135 315,762 VGSH, PG, DFAI, IVV 13F-HR 2/9/2024 000184646224000001
Q3 2023 131 275,635 VGSH, PG, IVV, BSV 13F-HR 11/14/2023 000184646223000005
Q2 2023 137 274,672 VGSH, PG, IVV, BSV 13F-HR 8/14/2023 000184646223000004
Q1 2023 133 258,475 VGSH, PG, BSV, IVV 13F-HR 5/9/2023 000184646223000002
Q4 2022 129 244,873 VGSH, PG, BSV, IVV 13F-HR 2/10/2023 000184646223000001
Q3 2022 120 202,124 VGSH, PG, VONV, VONG 13F-HR 11/10/2022 000181124022000004
Q2 2022 127 210,658 VGSH, PG, VONV, IVV 13F-HR 8/5/2022 000184646222000004
Q1 2022 131 215,996 PG, AGG, IVV, VONG 13F-HR 5/4/2022 000184646222000003
Q4 2021 131 204,196 AGG, PG, VONG, AAPL 13F-HR 2/4/2022 000184646222000001
Q3 2021 130 156,313 PG, VONG, IVV, VONV 13F-HR 11/3/2021 000184646221000004
Q2 2021 120 147,496 PG, VONG, IVV, VONV 13F-HR 8/12/2021 000184646221000003
Q1 2021 118 128,768 PG, IVV, VONG, AAPL 13F-HR 5/13/2021 000184646221000002
Q4 2020 113 115,816 PG, IVV, AAPL, VONG 13F-HR 2/17/2021 000184646221000001