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Livermore
Livermore
ZHEN

Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 9, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
142
+7 vs. Q4 2023
Portfolio value
$338.6M
+$22.8M (+7.2%) vs. Q4 2023
Filed
May 9, 2024
SEC
Holdings of Wealth Dimensions Group, Ltd. in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
LULUlululemon athletica inc.Stock911$356.1K0.1%+65+7.7%AddedHistory
ACNAccenture plcStock999$346.2K0.1%−105−9.5%ReducedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF8,240$345.7K0.1%+8,240New–
EMREmerson Electric CoStock2,978$337.8K0.1%00.0%UnchangedHistory
CEGConstellation Energy CorpStock1,805$333.7K0.1%00.0%UnchangedHistory
MMM3M CoStock3,146$333.7K0.1%+20+0.6%AddedHistory
CATCaterpillar IncStock889$325.6K0.1%−13−1.4%ReducedHistory
iShares Tr464287739U.S. REAL ES ETF3,506$315.2K0.1%00.0%Unchanged–
UNHUnitedHealth Group IncStock632$312.5K0.1%−68−9.7%ReducedHistory
TAT&T Inc.Stock17,360$305.5K0.1%−690−3.8%ReducedHistory
AFGAmerican Financial Group IncCOM2,232$304.6K0.1%00.0%UnchangedHistory
BPBP PLCADR7,701$290.2K0.1%−1,683−17.9%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF1,171$280.8K0.1%00.0%Unchanged–
ZSZscaler, Inc.Stock1,435$276.4K0.1%00.0%UnchangedHistory
BACBank of America CorpStock7,279$276.0K0.1%−192−2.6%ReducedHistory
TJXTJX Companies IncStock2,644$268.2K0.1%−259−8.9%ReducedHistory
SBUXStarbucks CorpStock2,922$267.0K0.1%+54+1.9%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF6,409$263.3K0.1%00.0%Unchanged–
VanEck Semiconductor ETF92189F676ETF1,153$259.4K0.1%+1,153New–
MDLZMondelez International, Inc.Stock3,683$257.8K0.1%−13−0.4%ReducedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX5,322$254.9K0.1%−25−0.5%Reduced–
CRWDCrowdStrike Holdings, Inc.Stock795$254.9K0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock965$245.9K0.1%00.0%UnchangedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF3,528$242.7K0.1%−12−0.3%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF1,633$241.2K0.1%00.0%Unchanged–
INSIInsight Select Income FundCOM14,372$237.0K0.1%00.0%UnchangedHistory
Fidelity MSCI Energy Index ETF316092402ETF9,012$233.2K0.1%+9,012New–
NKENIKE, Inc.Stock2,476$232.7K0.1%+46+1.9%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF3,900$228.7K0.1%+4+0.1%Added–
Vanguard Index FDS922908652EXTEND MKT ETF1,285$225.2K0.1%+3+0.2%Added–
NZFNuveen Municipal Credit Income FundCOM SH BEN INT17,900$219.1K0.1%00.0%UnchangedHistory
ORGOOrganogenesis Holdings Inc.COM76,125$216.2K0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock370$215.0K0.1%+370NewHistory
iShares Tr464288158SHRT NAT MUN ETF2,035$213.1K0.1%00.0%Unchanged–
iShares Tr464288687PFD AND INCM SEC6,564$211.6K0.1%00.0%Unchanged–
NVSNovartis AGADR2,187$211.5K0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF998$207.9K0.1%+998New–
SNOWSnowflake Inc.Stock1,270$205.2K0.1%+1,270NewHistory
GDGeneral Dynamics CorpStock723$204.2K0.1%+723NewHistory
NEENextera Energy IncStock3,173$202.8K0.1%+3,173NewHistory
BXMXNuveen S&P 500 BuyWrite Income FundCOM13,205$174.7K0.1%−368−2.7%ReducedHistory
NXPNuveen Select Tax Free Income PortfolioSH BEN INT11,521$166.4K<0.1%00.0%UnchangedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Wealth Dimensions Group, Ltd. in Q1 2024
SecurityClassPutsCalls
TSLATesla, Inc.Stock–$22

Sold out since Q4 2023 (2)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Wealth Dimensions Group, Ltd. sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
JPMorgan Ultra-Short Income ETF46641Q837ETF5,880$295.4K0.1%–
HONHoneywell International IncCOM1,040$218.0K0.1%History