Back to Wealth Dimensions Group, Ltd.

Wealth Dimensions Group, Ltd.

All holdings · as of Dec 31, 2025

170 positions

CompanyClassValueShares% of portfolio
Mastercard Inc$846.8K1,4830.2%
ISHARES TR$893.6K6,3320.2%
ISHARES TR$903.0K13,6810.2%
REPUBLIC BANCORP INC /KYRBCAACommon Stock$904.2K13,1060.2%
ISHARES TR$904.9K3,6760.2%
CISCO SYSTEMS, INC.$938.0K12,1770.2%
Walmart Inc.$1.03M9,2680.2%
HOME DEPOT, INC.$1.03M3,0030.2%
AMGEN INC$1.06M3,2430.2%
CHEVRON CORP$1.08M7,1050.2%
VANGUARD INDEX FDS$1.08M12,2380.2%
iShares MSCI UAE ETF$1.10M5,5190.2%
VANGUARD INDEX FDS$1.10M2,2570.2%
INTERNATIONAL BUSINESS MACHINES CORP$1.15M3,8870.2%
VANGUARD SPECIALIZED FUNDS$1.15M5,2440.2%
AbbVie Inc.$1.19M5,2270.2%
ETF SER SOLUTIONS$1.20M41,7750.2%
MCDONALD'S CORP$1.21M3,9750.2%
ISHARES TR$1.22M10,1120.2%
GE Vernova Inc.$1.24M1,8950.2%
CINCINNATI FINANCIAL CORP$1.28M7,8380.3%
J P MORGAN EXCHANGE TRADED F$1.33M23,1980.3%
ORACLE CORP$1.33M7,0630.3%
INVESCO QQQ TR$1.38M2,2450.3%
Meta Platforms Inc$1.43M2,1640.3%
Tesla Inc$1.54M3,5150.3%
VANGUARD INDEX FDS$1.60M4,7710.3%
Duke Energy Corp$1.61M13,7360.3%
Alphabet Inc.$1.67M5,3220.3%
Merck & Co., Inc.$1.74M16,5190.3%
ISHARES TR$1.79M9,8750.4%
VANGUARD INDEX FDS$1.81M2,8860.4%
ISHARES TR$1.86M18,6630.4%
FIFTH THIRD BANCORP$1.95M41,6960.4%
EXXON MOBIL CORP$2.07M17,2380.4%
ORGANOGENESIS HOLDINGS INC.ORGOCommon Stock$2.11M407,9650.4%
Broadcom Inc.$2.18M6,3050.4%
ISHARES TR$2.29M10,8830.5%
VANGUARD INDEX FDS$2.31M7,9620.5%
VANGUARD SCOTTSDALE FDS$2.37M14,8170.5%
ISHARES TR$2.41M11,3480.5%
JPMORGAN CHASE & CO$2.41M7,4840.5%
CINTAS CORP$2.43M12,9150.5%
ISHARES TR$2.46M50,4300.5%
GENERAL ELECTRIC CO$2.64M8,5720.5%
JOHNSON & JOHNSON$2.66M12,8330.5%
ISHARES INC$2.94M43,6770.6%
Amazon.com Inc$2.96M12,8370.6%
VANGUARD SCOTTSDALE FDS$3.18M31,9100.6%
Alphabet Inc.$3.21M10,2290.6%
← PrevPage 3 of 4Next →