Wealth Dimensions Group, Ltd.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NUVEEN SELECT TAX FREE INCOME PORTFOLIONXP | $162.4K | 0.0% |
| Global X Artificial Intelligence & Technology ETF | $200.7K | 0.0% |
| Eaton Corp plc | $201.6K | 0.0% |
| VANGUARD INDEX FDS | $202.1K | 0.0% |
| Exelon Corp | $203.3K | 0.0% |
| UNITEDHEALTH GROUP INC | $204.7K | 0.0% |
| Salesforce Inc | $210.4K | 0.0% |
| SELECT SECTOR SPDR TR | $211.0K | 0.0% |
| Leidos Holdings Inc | $214.4K | 0.0% |
| NORFOLK SOUTHERN CORP | $215.1K | 0.0% |
| Snowflake Inc. | $215.8K | 0.0% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $216.8K | 0.0% |
| iShares MSCI UAE ETF | $217.1K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $222.3K | 0.0% |
| The Boeing Company | $224.0K | 0.0% |
| AMERICAN EXPRESS CO | $224.9K | 0.0% |
| Nuveen Municipal Credit Income FundNZF | $225.2K | 0.0% |
| CUMMINS INC | $227.4K | 0.0% |
| STARBUCKS CORP | $227.7K | 0.0% |
| Nuveen AMT-Free Municipal Credit Income FundNVG | $231.6K | 0.0% |
| THERMO FISHER SCIENTIFIC INC. | $231.8K | 0.0% |
| Palo Alto Networks Inc | $234.6K | 0.0% |
| MCKESSON CORP | $237.9K | 0.0% |
| GENERAL DYNAMICS CORP | $240.0K | 0.0% |
| HONEYWELL INTERNATIONAL INC | $246.6K | 0.0% |
| Mondelez International, Inc. | $254.5K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $258.2K | 0.1% |
| iShares MSCI UAE ETF | $259.5K | 0.1% |
| Zscaler, Inc. | $261.4K | 0.1% |
| Energy Transfer LPET | $265.3K | 0.1% |
| BP PLC | $268.5K | 0.1% |
| ISHARES TR | $269.5K | 0.1% |
| ISHARES TR | $270.4K | 0.1% |
| VANGUARD INDEX FDS | $271.9K | 0.1% |
| AMERICAN FINANCIAL GROUP INC | $280.1K | 0.1% |
| VANGUARD MALVERN FDS | $280.1K | 0.1% |
| Accenture plc | $280.7K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $286.6K | 0.1% |
| Palantir Technologies Inc | $294.2K | 0.1% |
| NOVARTIS AG | $303.6K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $305.1K | 0.1% |
| SPROTT ASSET MANAGEMENT LP | $313.7K | 0.1% |
| ISHARES TR | $313.9K | 0.1% |
| ConocoPhillips | $320.8K | 0.1% |
| WELLS FARGO & COMPANY/MN | $323.6K | 0.1% |
| SELECT SECTOR SPDR TR | $328.8K | 0.1% |
| ISHARES GOLD TR | $336.9K | 0.1% |
| VANGUARD INDEX FDS | $344.7K | 0.1% |
| ISHARES TR | $355.5K | 0.1% |
| VANGUARD WORLD FD | $360.7K | 0.1% |