Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- 最新申報
- 2026/7/22
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 118
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.29 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 110,859 | $1,501 萬 | 11.7% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 24,643 | $980.4 萬 | 7.6% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 30,916 | $772.9 萬 | 6.0% | – | – | – |
| AAPLApple Inc. | Stock | 61,990 | $757.2 萬 | 5.9% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 77,848 | $560.9 萬 | 4.4% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 40,283 | $535.5 萬 | 4.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,298 | $408.2 萬 | 3.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,798 | $396.1 萬 | 3.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 47,424 | $305.2 萬 | 2.4% | – | – | – |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 17,314 | $242.0 萬 | 1.9% | – | – | – |
| JNJJohnson & Johnson | Stock | 13,883 | $228.2 萬 | 1.8% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 25,455 | $209.2 萬 | 1.6% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 14,426 | $203.8 萬 | 1.6% | – | – | – |
| SNOWSnowflake Inc. | Stock | 8,675 | $198.9 萬 | 1.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 10,520 | $187.5 萬 | 1.5% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 18,513 | $182.7 萬 | 1.4% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 31,627 | $162.2 萬 | 1.3% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 10,010 | $159.6 萬 | 1.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 14,820 | $149.8 萬 | 1.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 444 | $137.4 萬 | 1.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 13,853 | $127.2 萬 | 1.0% | – | – | – |
| DUKDuke Energy CORP | Stock | 11,820 | $114.1 萬 | 0.9% | – | – | 歷史 |
| INTCIntel Corp | Stock | 17,585 | $112.5 萬 | 0.9% | – | – | 歷史 |
| ORGOOrganogenesis Holdings Inc. | COM | 60,900 | $111.0 萬 | 0.9% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,035 | $108.2 萬 | 0.8% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 3,965 | $98.7 萬 | 0.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,565 | $98.1 萬 | 0.8% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,432 | $91.5 萬 | 0.7% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,975 | $90.8 萬 | 0.7% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 7,881 | $81.2 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,113 | $77.8 萬 | 0.6% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 13,799 | $76.3 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,385 | $75.9 萬 | 0.6% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 365 | $75.5 萬 | 0.6% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,931 | $75.3 萬 | 0.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,056 | $70.5 萬 | 0.5% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 6,002 | $68.5 萬 | 0.5% | – | – | – |
| PFEPfizer Inc | Stock | 18,294 | $66.3 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 11,000 | $64.0 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,450 | $63.7 萬 | 0.5% | – | – | 歷史 |
| TAT&T Inc. | Stock | 20,017 | $60.6 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,720 | $60.1 萬 | 0.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,302 | $59.9 萬 | 0.5% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 11,392 | $58.9 萬 | 0.5% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,087 | $57.7 萬 | 0.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,324 | $57.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,765 | $57.1 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,235 | $57.1 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,493 | $54.7 萬 | 0.4% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,543 | $54.4 萬 | 0.4% | – | – | 歷史 |
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 31,321 | $52.9 萬 | 0.4% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,642 | $52.8 萬 | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,866 | $52.1 萬 | 0.4% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 5,116 | $51.5 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,983 | $51.0 萬 | 0.4% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,881 | $50.9 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,682 | $50.7 萬 | 0.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,618 | $49.8 萬 | 0.4% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,722 | $49.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,342 | $48.9 萬 | 0.4% | – | – | – |
| SOSouthern Co | Stock | 7,738 | $48.1 萬 | 0.4% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 35,729 | $46.9 萬 | 0.4% | – | – | 歷史 |
| KRKroger Co | Stock | 12,998 | $46.8 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,907 | $46.3 萬 | 0.4% | – | – | – |
| MOAltria Group, Inc. | Stock | 8,713 | $44.6 萬 | 0.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,202 | $44.4 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,095 | $43.8 萬 | 0.3% | – | – | – |
| FITBFifth Third Bancorp | COM | 11,603 | $43.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,017 | $43.2 萬 | 0.3% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 4,680 | $43.0 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 1,666 | $42.4 萬 | 0.3% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 11,311 | $41.2 萬 | 0.3% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,586 | $40.7 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 2,075 | $40.0 萬 | 0.3% | – | – | 歷史 |
| INSIInsight Select Income Fund | COM | 19,280 | $39.4 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 188 | $38.8 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,940 | $38.7 萬 | 0.3% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,016 | $37.4 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,266 | $37.3 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,044 | $33.3 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,324 | $32.9 萬 | 0.3% | – | – | 歷史 |
| NUONuveen Ohio Quality Municipal Income Fund | COM | 20,990 | $32.7 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,353 | $32.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,497 | $31.9 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 2,896 | $30.3 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 2,732 | $29.9 萬 | 0.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 750 | $28.1 萬 | 0.2% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 3,092 | $27.9 萬 | 0.2% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 1,616 | $27.7 萬 | 0.2% | – | – | 歷史 |
| AFGAmerican Financial Group Inc | COM | 2,422 | $27.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,347 | $27.6 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 5,149 | $27.1 萬 | 0.2% | – | – | 歷史 |
| BPBP PLC | ADR | 11,124 | $27.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,505 | $27.0 萬 | 0.2% | – | – | – |
| HUMHumana Inc | Stock | 629 | $26.4 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 722 | $25.7 萬 | 0.2% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,242 | $25.1 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 1,255 | $24.9 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 457 | $24.4 萬 | 0.2% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 5,022 | $24.2 萬 | 0.2% | – | – | 歷史 |