Wealth Dimensions Group, Ltd.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $52.24M | 10.4% |
| VANGUARD SCOTTSDALE FDS | $47.34M | 9.4% |
| VANGUARD SCOTTSDALE FDS | $30.58M | 6.1% |
| PROCTER & GAMBLE Co | $29.44M | 5.8% |
| ISHARES TR | $27.16M | 5.4% |
| VANGUARD SCOTTSDALE FDS | $24.34M | 4.8% |
| VANGUARD WHITEHALL FDS | $22.09M | 4.4% |
| VANGUARD BD INDEX FDS | $19.45M | 3.9% |
| DIMENSIONAL ETF TRUST | $18.27M | 3.6% |
| DIMENSIONAL ETF TRUST | $17.43M | 3.5% |
| Apple Inc. | $17.00M | 3.4% |
| DIMENSIONAL ETF TRUST | $14.86M | 2.9% |
| SPDR S&P 500 ETF TR | $12.38M | 2.5% |
| DIMENSIONAL ETF TRUST | $8.96M | 1.8% |
| NVIDIA Corp | $8.40M | 1.7% |
| MICROSOFT CORP | $8.20M | 1.6% |
| ISHARES TR | $7.48M | 1.5% |
| Samsara Inc. | $5.57M | 1.1% |
| ELI LILLY & Co | $3.98M | 0.8% |
| ISHARES TR | $3.75M | 0.7% |
| Alphabet Inc. | $3.21M | 0.6% |
| VANGUARD SCOTTSDALE FDS | $3.18M | 0.6% |
| Amazon.com Inc | $2.96M | 0.6% |
| ISHARES INC | $2.94M | 0.6% |
| JOHNSON & JOHNSON | $2.66M | 0.5% |
| GENERAL ELECTRIC CO | $2.64M | 0.5% |
| ISHARES TR | $2.46M | 0.5% |
| CINTAS CORP | $2.43M | 0.5% |
| JPMORGAN CHASE & CO | $2.41M | 0.5% |
| ISHARES TR | $2.41M | 0.5% |
| VANGUARD SCOTTSDALE FDS | $2.37M | 0.5% |
| VANGUARD INDEX FDS | $2.31M | 0.5% |
| ISHARES TR | $2.29M | 0.5% |
| Broadcom Inc. | $2.18M | 0.4% |
| ORGANOGENESIS HOLDINGS INC.ORGO | $2.11M | 0.4% |
| EXXON MOBIL CORP | $2.07M | 0.4% |
| FIFTH THIRD BANCORP | $1.95M | 0.4% |
| ISHARES TR | $1.86M | 0.4% |
| VANGUARD INDEX FDS | $1.81M | 0.4% |
| ISHARES TR | $1.79M | 0.4% |
| Merck & Co., Inc. | $1.74M | 0.3% |
| Alphabet Inc. | $1.67M | 0.3% |
| Duke Energy Corp | $1.61M | 0.3% |
| VANGUARD INDEX FDS | $1.60M | 0.3% |
| Tesla Inc | $1.54M | 0.3% |
| Meta Platforms Inc | $1.43M | 0.3% |
| INVESCO QQQ TR | $1.38M | 0.3% |
| ORACLE CORP | $1.33M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $1.33M | 0.3% |
| CINCINNATI FINANCIAL CORP | $1.28M | 0.3% |