Wealth Dimensions Group, Ltd.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Visa Inc | $514.0K | 0.1% |
| Walt Disney Co | $498.7K | 0.1% |
| DEERE & CO | $483.6K | 0.1% |
| BRISTOL MYERS SQUIBB CO | $470.6K | 0.1% |
| LOCKHEED MARTIN CORP | $465.8K | 0.1% |
| GRIFFON CORP | $451.5K | 0.1% |
| ISHARES TR | $450.5K | 0.1% |
| SPDR GOLD TR | $449.2K | 0.1% |
| TJX Cos Inc/The | $438.3K | 0.1% |
| ALTRIA GROUP, INC. | $433.9K | 0.1% |
| 3M CO | $424.9K | 0.1% |
| ASTRAZENECA PLC | $421.1K | 0.1% |
| VANECK ETF TRUST | $415.2K | 0.1% |
| NEXTERA ENERGY INC | $413.0K | 0.1% |
| EMERSON ELECTRIC CO | $410.9K | 0.1% |
| ISHARES TR | $400.3K | 0.1% |
| COCA COLA CO | $399.3K | 0.1% |
| Morgan Stanley | $387.9K | 0.1% |
| ISHARES TR | $377.9K | 0.1% |
| RTX Corp | $374.3K | 0.1% |
| VANGUARD WORLD FD | $360.7K | 0.1% |
| ISHARES TR | $355.5K | 0.1% |
| VANGUARD INDEX FDS | $344.7K | 0.1% |
| ISHARES GOLD TR | $336.9K | 0.1% |
| SELECT SECTOR SPDR TR | $328.8K | 0.1% |
| WELLS FARGO & COMPANY/MN | $323.6K | 0.1% |
| ConocoPhillips | $320.8K | 0.1% |
| ISHARES TR | $313.9K | 0.1% |
| SPROTT ASSET MANAGEMENT LP | $313.7K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $305.1K | 0.1% |
| NOVARTIS AG | $303.6K | 0.1% |
| Palantir Technologies Inc | $294.2K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $286.6K | 0.1% |
| Accenture plc | $280.7K | 0.1% |
| VANGUARD MALVERN FDS | $280.1K | 0.1% |
| AMERICAN FINANCIAL GROUP INC | $280.1K | 0.1% |
| VANGUARD INDEX FDS | $271.9K | 0.1% |
| ISHARES TR | $270.4K | 0.1% |
| ISHARES TR | $269.5K | 0.1% |
| BP PLC | $268.5K | 0.1% |
| Energy Transfer LPET | $265.3K | 0.1% |
| Zscaler, Inc. | $261.4K | 0.1% |
| iShares MSCI UAE ETF | $259.5K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $258.2K | 0.1% |
| Mondelez International, Inc. | $254.5K | 0.1% |
| HONEYWELL INTERNATIONAL INC | $246.6K | 0.0% |
| GENERAL DYNAMICS CORP | $240.0K | 0.0% |
| MCKESSON CORP | $237.9K | 0.0% |
| Palo Alto Networks Inc | $234.6K | 0.0% |
| THERMO FISHER SCIENTIFIC INC. | $231.8K | 0.0% |