Wealth Dimensions Group, Ltd. Diversified Active

CIK: 0001846462 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $453,756 (100.0% shares, 0.0% debt)

Holdings (173)

VGSH VANGUARD SCOTTSDALE FDS 9.6%
Value ($000) $43,519 Shares 740,377 Est. Cost $58.68 Unrealized
DFAI DIMENSIONAL ETF TRUST 9.4%
Value ($000) $42,818 Shares 1,238,601 Est. Cost $28.59 Unrealized
PG PROCTER AND GAMBLE CO 6.2%
Value ($000) $28,340 Shares 177,882 Est. Cost $132.83 Unrealized +21.0%
VONV VANGUARD SCOTTSDALE FDS 5.8%
Value ($000) $26,284 Shares 308,458 Est. Cost $78.06 Unrealized
IVV ISHARES TR 5.4%
Value ($000) $24,605 Shares 39,628 Est. Cost $390.19 Unrealized
VONG VANGUARD SCOTTSDALE FDS 4.8%
Value ($000) $21,914 Shares 200,674 Est. Cost $95.21 Unrealized
VYM VANGUARD WHITEHALL FDS 4.3%
Value ($000) $19,555 Shares 146,688 Est. Cost $105.79 Unrealized
BSV VANGUARD BD INDEX FDS 4.2%
Value ($000) $18,982 Shares 241,199 Est. Cost $76.13 Unrealized
DFAE DIMENSIONAL ETF TRUST 3.1%
Value ($000) $13,983 Shares 483,005 Est. Cost $24.96 Unrealized
DFSV DIMENSIONAL ETF TRUST 3.0%
Value ($000) $13,435 Shares 456,519 Est. Cost $27.82 Unrealized
AAPL APPLE INC 3.0%
Value ($000) $13,402 Shares 65,320 Est. Cost $128.39 Unrealized +56.9%
DFAR DIMENSIONAL ETF TRUST 2.7%
Value ($000) $12,043 Shares 513,347 Est. Cost $22.43 Unrealized
SPY SPDR S&P 500 ETF TR 2.6%
Value ($000) $11,640 Shares 18,839 Est. Cost $382.55 Unrealized
MSFT MICROSOFT CORP 1.9%
Value ($000) $8,623 Shares 17,335 Est. Cost $237.72 Unrealized +81.9%
DFCF DIMENSIONAL ETF TRUST 1.8%
Value ($000) $7,984 Shares 188,921 Est. Cost $42.19 Unrealized
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $7,325 Shares 46,363 Est. Cost $102.08 Unrealized +23.3%
IEFA ISHARES TR 1.6%
Value ($000) $7,100 Shares 85,046 Est. Cost $69.00 Unrealized
IOT SAMSARA INC 1.4%
Value ($000) $6,206 Shares 155,998 Est. Cost $27.77 Unrealized +48.8%
IWF ISHARES TR 0.8%
Value ($000) $3,422 Shares 8,059 Est. Cost $229.15 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $3,067 Shares 13,980 Est. Cost $137.44 Unrealized +44.0%
LLY ELI LILLY & CO 0.7%
Value ($000) $3,003 Shares 3,852 Est. Cost $327.43 Unrealized +136.2%
CTAS CINTAS CORP 0.6%
Value ($000) $2,872 Shares 12,887 Est. Cost $211.63 Unrealized +1.2%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $2,846 Shares 69,207 Est. Cost $32.00 Unrealized +14.2%
VTWO VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $2,784 Shares 31,919 Est. Cost $105.35 Unrealized
IEMG ISHARES INC 0.6%
Value ($000) $2,777 Shares 46,268 Est. Cost $60.66 Unrealized
ISTB ISHARES TR 0.5%
Value ($000) $2,473 Shares 50,840 Est. Cost $50.38 Unrealized
VO VANGUARD INDEX FDS 0.5%
Value ($000) $2,286 Shares 8,168 Est. Cost $214.91 Unrealized
IVE ISHARES TR 0.5%
Value ($000) $2,238 Shares 11,452 Est. Cost $129.72 Unrealized
GE GE AEROSPACE 0.5%
Value ($000) $2,211 Shares 8,589 Est. Cost $106.17 Unrealized +105.9%
AVGO BROADCOM INC 0.5%
Value ($000) $2,203 Shares 7,992 Est. Cost $169.17 Unrealized +27.6%
IWD ISHARES TR 0.5%
Value ($000) $2,171 Shares 11,177 Est. Cost $151.61 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $2,120 Shares 11,951 Est. Cost $119.99 Unrealized +37.4%
VTWV VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,067 Shares 14,859 Est. Cost $117.10 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,062 Shares 13,501 Est. Cost $132.09 Unrealized +14.2%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,897 Shares 6,544 Est. Cost $138.02 Unrealized +83.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,884 Shares 17,476 Est. Cost $39.11 Unrealized +167.3%
AGG ISHARES TR 0.4%
Value ($000) $1,818 Shares 18,328 Est. Cost $106.56 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,698 Shares 14,389 Est. Cost $77.71 Unrealized +48.5%
IWN ISHARES TR 0.4%
Value ($000) $1,665 Shares 10,555 Est. Cost $147.98 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $1,513 Shares 2,050 Est. Cost $354.66 Unrealized +73.9%
ORGO ORGANOGENESIS HLDGS INC 0.3%
Value ($000) $1,493 Shares 407,965 Est. Cost $3.18 Unrealized +17.2%
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,444 Shares 25,408 Est. Cost $58.86 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $1,352 Shares 4,450 Est. Cost $210.54 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,350 Shares 17,057 Est. Cost $73.05 Unrealized +6.0%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,257 Shares 4,264 Est. Cost $110.56 Unrealized +129.6%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,233 Shares 2,236 Est. Cost $381.21 Unrealized
SMIG ETF SER SOLUTIONS 0.3%
Value ($000) $1,205 Shares 41,775 Est. Cost $28.53 Unrealized
CINF CINCINNATI FINL CORP 0.3%
Value ($000) $1,197 Shares 8,035 Est. Cost $81.86 Unrealized +72.1%
TSLA TESLA INC 0.3%
Value ($000) $1,186 Shares 3,732 Est. Cost $248.32 Unrealized +21.3%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,181 Shares 4,043 Est. Cost $210.47 Unrealized +44.2%
HD HOME DEPOT INC 0.3%
Value ($000) $1,155 Shares 3,151 Est. Cost $291.79 Unrealized +22.0%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $1,142 Shares 12,825 Est. Cost $86.48 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $1,136 Shares 6,214 Est. Cost $130.46 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,106 Shares 7,722 Est. Cost $101.55 Unrealized +34.9%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,101 Shares 6,249 Est. Cost $124.75 Unrealized +30.9%
IJR ISHARES TR 0.2%
Value ($000) $1,080 Shares 9,884 Est. Cost $96.25 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $1,065 Shares 5,740 Est. Cost $105.42 Unrealized +73.3%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,047 Shares 5,116 Est. Cost $171.54 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $1,038 Shares 4,747 Est. Cost $79.41 Unrealized +102.5%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $1,026 Shares 1,806 Est. Cost $376.51 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,014 Shares 3,633 Est. Cost $204.42 Unrealized +35.9%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $1,003 Shares 2,289 Est. Cost $277.75 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $981 Shares 1,746 Est. Cost $418.63 Unrealized +31.7%
GEV GE VERNOVA INC 0.2%
Value ($000) $976 Shares 1,845 Est. Cost $194.93 Unrealized +113.4%
IWM ISHARES TR 0.2%
Value ($000) $959 Shares 4,444 Est. Cost $200.59 Unrealized
RBCAA REPUBLIC BANCORP INC KY 0.2%
Value ($000) $946 Shares 12,944 Est. Cost $66.48 Unrealized +2.9%
IJH ISHARES TR 0.2%
Value ($000) $918 Shares 14,797 Est. Cost $92.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $908 Shares 1,870 Est. Cost $264.46 Unrealized +92.0%
WMT WALMART INC 0.2%
Value ($000) $906 Shares 9,262 Est. Cost $59.54 Unrealized +59.1%
NFLX NETFLIX INC 0.2%
Value ($000) $898 Shares 670 Est. Cost $58.29 Unrealized +94.0%
DVY ISHARES TR 0.2%
Value ($000) $850 Shares 6,403 Est. Cost $103.84 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $844 Shares 9,177 Est. Cost $78.97 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $839 Shares 12,087 Est. Cost $38.65 Unrealized +56.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $754 Shares 4,735 Est. Cost $125.30 Unrealized +15.7%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $748 Shares 4,109 Est. Cost $65.25 Unrealized +156.5%
DIS DISNEY WALT CO 0.2%
Value ($000) $748 Shares 6,033 Est. Cost $128.87 Unrealized -20.2%
SO SOUTHERN CO 0.2%
Value ($000) $729 Shares 7,935 Est. Cost $51.86 Unrealized +69.7%
PFE PFIZER INC 0.2%
Value ($000) $725 Shares 29,911 Est. Cost $27.51 Unrealized -18.8%
BA BOEING CO 0.2%
Value ($000) $707 Shares 3,376 Est. Cost $185.89 Unrealized +1.6%
ACWV ISHARES INC 0.2%
Value ($000) $702 Shares 5,922 Est. Cost $98.63 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $692 Shares 15,262 Est. Cost $25.92 Unrealized +68.9%
ABT ABBOTT LABS 0.2%
Value ($000) $683 Shares 5,019 Est. Cost $106.03 Unrealized +23.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $672 Shares 1,186 Est. Cost $533.24 Unrealized +5.4%
BAC BANK AMERICA CORP 0.1%
Value ($000) $672 Shares 14,199 Est. Cost $36.23 Unrealized +14.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $665 Shares 1,435 Est. Cost $346.15 Unrealized +32.6%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $658 Shares 9,785 Est. Cost $58.22 Unrealized
V VISA INC 0.1%
Value ($000) $657 Shares 1,850 Est. Cost $231.90 Unrealized +49.6%
ESGD ISHARES TR 0.1%
Value ($000) $651 Shares 7,292 Est. Cost $78.49 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $646 Shares 11,327 Est. Cost $48.33 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $632 Shares 14,596 Est. Cost $42.32 Unrealized -1.2%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $625 Shares 1,227 Est. Cost $260.76 Unrealized +66.3%
T AT&T INC 0.1%
Value ($000) $613 Shares 21,169 Est. Cost $15.83 Unrealized +70.4%
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $601 Shares 7,503 Est. Cost $67.76 Unrealized
KR KROGER CO 0.1%
Value ($000) $597 Shares 8,317 Est. Cost $30.41 Unrealized +124.2%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $574 Shares 2,424 Est. Cost $207.19 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $570 Shares 3,134 Est. Cost $130.65 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value ($000) $566 Shares 2,474 Est. Cost $146.98 Unrealized +56.2%
DE DEERE & CO 0.1%
Value ($000) $558 Shares 1,098 Est. Cost $340.82 Unrealized +42.2%
PEP PEPSICO INC 0.1%
Value ($000) $549 Shares 4,157 Est. Cost $133.20 Unrealized -1.6%
LOW LOWES COS INC 0.1%
Value ($000) $547 Shares 2,466 Est. Cost $154.95 Unrealized +42.4%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $516 Shares 2,922 Est. Cost $167.67 Unrealized
CEG CONSTELLATION ENERGY CORP 0.1%
Value ($000) $497 Shares 1,539 Est. Cost $115.14 Unrealized +129.2%
EFA ISHARES TR 0.1%
Value ($000) $496 Shares 5,549 Est. Cost $74.01 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $485 Shares 6,859 Est. Cost $48.66 Unrealized +43.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $466 Shares 7,954 Est. Cost $27.64 Unrealized +102.4%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $455 Shares 3,691 Est. Cost $93.22 Unrealized 0.0%
GFF GRIFFON CORP 0.1%
Value ($000) $444 Shares 6,130 Est. Cost $73.06 Unrealized -5.3%
ETN EATON CORP PLC 0.1%
Value ($000) $438 Shares 1,226 Est. Cost $334.27 Unrealized -8.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $437 Shares 9,432 Est. Cost $51.99 Unrealized -9.2%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $437 Shares 8,877 Est. Cost $36.46 Unrealized +25.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $420 Shares 425 Est. Cost $928.59 Unrealized +6.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $419 Shares 1,080 Est. Cost $250.61 Unrealized +32.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $410 Shares 3,073 Est. Cost $69.62 Unrealized +63.1%
MMM 3M CO 0.1%
Value ($000) $406 Shares 2,669 Est. Cost $119.12 Unrealized +18.6%
ZS ZSCALER INC 0.1%
Value ($000) $397 Shares 1,265 Est. Cost $122.11 Unrealized +104.2%
INTC INTEL CORP 0.1%
Value ($000) $397 Shares 17,718 Est. Cost $37.90 Unrealized -45.3%
PFF ISHARES TR 0.1%
Value ($000) $371 Shares 12,107 Est. Cost $32.14 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $362 Shares 2,934 Est. Cost $75.16 Unrealized +67.5%
RTX RTX CORPORATION 0.1%
Value ($000) $361 Shares 2,475 Est. Cost $112.93 Unrealized +16.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $350 Shares 5,045 Est. Cost $60.69 Unrealized +12.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $343 Shares 3,825 Est. Cost $88.65 Unrealized -0.7%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $331 Shares 4,913 Est. Cost $58.77 Unrealized +10.8%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $328 Shares 4,687 Est. Cost $62.27 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $324 Shares 3,257 Est. Cost $82.63 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $323 Shares 1,185 Est. Cost $183.77 Unrealized +44.8%
SMH VANECK ETF TRUST 0.1%
Value ($000) $322 Shares 1,153 Est. Cost $224.99 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $310 Shares 2,203 Est. Cost $119.51 Unrealized +1.2%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $308 Shares 1,031 Est. Cost $285.29 Unrealized +6.2%
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $304 Shares 6,202 Est. Cost $49.87 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $304 Shares 1,065 Est. Cost $174.20 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $295 Shares 6,108 Est. Cost $52.17 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $291 Shares 3,172 Est. Cost $86.26 Unrealized -1.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $290 Shares 1,245 Est. Cost $202.52 Unrealized -1.4%
VTIP VANGUARD MALVERN FDS 0.1%
Value ($000) $285 Shares 5,664 Est. Cost $51.01 Unrealized
AFG AMERICAN FINL GROUP INC OHIO 0.1%
Value ($000) $282 Shares 2,232 Est. Cost $47.45 Unrealized +151.8%
ITOT ISHARES TR 0.1%
Value ($000) $281 Shares 2,080 Est. Cost $122.01 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $278 Shares 2,930 Est. Cost $85.67 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $272 Shares 3,396 Est. Cost $67.38 Unrealized +5.6%
NVS NOVARTIS AG 0.1%
Value ($000) $271 Shares 2,240 Est. Cost $91.68 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $270 Shares 667 Est. Cost $554.28 Unrealized -24.8%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $269 Shares 2,857 Est. Cost $94.00 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $268 Shares 1,164 Est. Cost $230.90 Unrealized -5.4%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $254 Shares 3,059 Est. Cost $80.60 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $252 Shares 1,375 Est. Cost $157.45 Unrealized 0.0%
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $250 Shares 1,298 Est. Cost $164.45 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $247 Shares 974 Est. Cost $208.27 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $246 Shares 724 Est. Cost $339.57 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $244 Shares 3,915 Est. Cost $58.96 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $243 Shares 761 Est. Cost $283.58 Unrealized -1.5%
PHYS SPROTT PHYSICAL GOLD TR 0.1%
Value ($000) $241 Shares 9,500 Est. Cost $24.06 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $236 Shares 755 Est. Cost $427.83 Unrealized -12.4%
BP BP PLC 0.1%
Value ($000) $235 Shares 7,861 Est. Cost $21.87 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $235 Shares 4,755 Est. Cost $49.46 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $232 Shares 1,133 Est. Cost $185.70 Unrealized 0.0%
CMI CUMMINS INC 0.1%
Value ($000) $227 Shares 694 Est. Cost $343.44 Unrealized -11.0%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $220 Shares 982 Est. Cost $180.80 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $218 Shares 18,295 Est. Cost $16.79 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $217 Shares 911 Est. Cost $379.57 Unrealized -27.4%
SUB ISHARES TR 0.0%
Value ($000) $216 Shares 2,035 Est. Cost $107.32 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $216 Shares 883 Est. Cost $401.61 Unrealized -38.6%
MPC MARATHON PETE CORP 0.0%
Value ($000) $215 Shares 1,291 Est. Cost $147.88 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $213 Shares 17,900 Est. Cost $11.66 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $213 Shares 290 Est. Cost $703.74 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $212 Shares 727 Est. Cost $272.45 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $211 Shares 826 Est. Cost $233.06 Unrealized 0.0%
JOBY JOBY AVIATION INC 0.0%
Value ($000) $211 Shares 22,000 Est. Cost $7.24 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $206 Shares 2,550 Est. Cost $83.00 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $202 Shares 4,659 Est. Cost $40.50 Unrealized +7.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $200 Shares 657 Est. Cost $304.83 Unrealized
NUVEEN SELECT TAX-FREE INCOM 0.0%
Value ($000) $162 Shares 11,521 Est. Cost $15.97 Unrealized
NUVEEN S&P 500 BUY-WRITE INC 0.0%
Value ($000) $152 Shares 10,943 Est. Cost $12.89 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $4 Shares 12,000 Est. Cost $7.24 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $1 Shares 400 Est. Cost $37.90 Unrealized -45.3%