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Home > Institutional Investor > Wealth Dimensions Group, Ltd. > Profile

Instuitional Investor - Wealth Dimensions Group, Ltd.

Fund Profile
Filing Period:
Fund Name: Wealth Dimensions Group, Ltd.
Portfolio Value $408,266,989
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 718,843 $41,822,263 10.24%
2.
Dimensional Etf Trust
 1,134,008 $33,113,020 8.11%
3.
Procter & Gamble Co
 PG 167,363 $28,058,326 6.87%
4.
Vanguard Scottsdale Funds
 286,451 $23,274,167 5.7%
5.
Ishares Trust
 IEF 39,374 $23,178,601 5.67%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)