Wealth Dimensions Group, Ltd.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $3.75M | 0.7% |
| ELI LILLY & Co | $3.98M | 0.8% |
| Samsara Inc. | $5.57M | 1.1% |
| ISHARES TR | $7.48M | 1.5% |
| MICROSOFT CORP | $8.20M | 1.6% |
| NVIDIA Corp | $8.40M | 1.7% |
| DIMENSIONAL ETF TRUST | $8.96M | 1.8% |
| SPDR S&P 500 ETF TR | $12.38M | 2.5% |
| DIMENSIONAL ETF TRUST | $14.86M | 2.9% |
| Apple Inc. | $17.00M | 3.4% |
| DIMENSIONAL ETF TRUST | $17.43M | 3.5% |
| DIMENSIONAL ETF TRUST | $18.27M | 3.6% |
| VANGUARD BD INDEX FDS | $19.45M | 3.9% |
| VANGUARD WHITEHALL FDS | $22.09M | 4.4% |
| VANGUARD SCOTTSDALE FDS | $24.34M | 4.8% |
| ISHARES TR | $27.16M | 5.4% |
| PROCTER & GAMBLE Co | $29.44M | 5.8% |
| VANGUARD SCOTTSDALE FDS | $30.58M | 6.1% |
| VANGUARD SCOTTSDALE FDS | $47.34M | 9.4% |
| DIMENSIONAL ETF TRUST | $52.24M | 10.4% |