Fourth Dimension Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| WISDOMTREE FLOATING | $1.10M | 0.4% |
| ISHARES TR | $1.08M | 0.4% |
| ISHARES IBONDS | $1.00M | 0.4% |
| ISHARES CORE | $914.6K | 0.3% |
| JPMORGAN | $852.6K | 0.3% |
| SPDR S&P 500 ETF TR | $851.6K | 0.3% |
| MCDONALD'S CORP | $837.8K | 0.3% |
| AB TAX | $825.1K | 0.3% |
| ISHARES S&P | $807.7K | 0.3% |
| Broadcom Inc. | $797.1K | 0.3% |
| EXXON MOBIL CORP | $789.1K | 0.3% |
| SPDR BLOOMBERG | $788.6K | 0.3% |
| Alphabet Inc. | $779.2K | 0.3% |
| STATE STREET | $775.1K | 0.3% |
| ISHARES SHORT | $760.0K | 0.3% |
| VANGUARD TAX-MANAGED FDS | $728.4K | 0.3% |
| SPDR SSGA | $716.4K | 0.3% |
| STATE STREET | $695.2K | 0.3% |
| STATE STREET | $671.0K | 0.2% |
| Tesla Inc | $671.0K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $662.2K | 0.2% |
| Walmart Inc. | $661.2K | 0.2% |
| VANECK LONG | $643.1K | 0.2% |
| VANGUARD INFORMATION | $584.2K | 0.2% |
| JOHNSON & JOHNSON | $576.4K | 0.2% |
| ISHARES EXPANDED | $561.2K | 0.2% |
| Mastercard Inc | $560.6K | 0.2% |
| ISHARES MBS | $557.3K | 0.2% |
| STATE STREET | $544.8K | 0.2% |
| Eaton Corp plc | $538.9K | 0.2% |
| VANGUARD SHORT | $534.7K | 0.2% |
| HOME DEPOT, INC. | $518.6K | 0.2% |
| VANGUARD SMALL | $495.2K | 0.2% |
| MICRON TECHNOLOGY INC | $486.6K | 0.2% |
| VANGUARD INTERMEDIATE | $473.2K | 0.2% |
| INVESCO BULLETSHARES | $440.6K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $410.1K | 0.1% |
| ISHARES CORE | $407.6K | 0.1% |
| Duke Energy Corp | $398.1K | 0.1% |
| FRANKLIN HIGH | $384.4K | 0.1% |
| VANGUARD S&P | $379.4K | 0.1% |
| Visa Inc | $378.6K | 0.1% |
| VANGUARD INTERMEDIATE | $374.7K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $369.1K | 0.1% |
| Air Products & Chemicals, Inc. | $365.8K | 0.1% |
| Welltower, Inc. | $328.7K | 0.1% |
| AbbVie Inc. | $325.4K | 0.1% |
| JPMORGAN ACTIVE | $324.8K | 0.1% |
| VANECK SHORT | $317.6K | 0.1% |
| Valero Energy Corp | $317.6K | 0.1% |