Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- Latest filing
- Jul 22, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 13, 2021. Long positions only.
- Positions
- 118
- No 13F data for Q4 2020
- Portfolio value
- $128.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287630 | RUS 2000 VAL ETF | 10,010 | $1.60M | 1.2% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 31,627 | $1.62M | 1.3% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 18,513 | $1.83M | 1.4% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 10,520 | $1.88M | 1.5% | – | – | – |
| SNOWSnowflake Inc. | Stock | 8,675 | $1.99M | 1.5% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 14,426 | $2.04M | 1.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 25,455 | $2.09M | 1.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 13,883 | $2.28M | 1.8% | – | – | History |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 17,314 | $2.42M | 1.9% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 47,424 | $3.05M | 2.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 16,798 | $3.96M | 3.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,298 | $4.08M | 3.2% | – | – | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 40,283 | $5.36M | 4.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 77,848 | $5.61M | 4.4% | – | – | – |
| AAPLApple Inc. | Stock | 61,990 | $7.57M | 5.9% | – | – | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 30,916 | $7.73M | 6.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 24,643 | $9.80M | 7.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 110,859 | $15.0M | 11.7% | – | – | History |