0001846462-24-000002.txt : 20240509
0001846462-24-000002.hdr.sgml : 20240509
20240509085816
ACCESSION NUMBER: 0001846462-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240509
DATE AS OF CHANGE: 20240509
EFFECTIVENESS DATE: 20240509
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wealth Dimensions Group, Ltd.
CENTRAL INDEX KEY: 0001846462
ORGANIZATION NAME:
IRS NUMBER: 311579140
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21037
FILM NUMBER: 24928833
BUSINESS ADDRESS:
STREET 1: 7870 E. KEMPER ROAD
STREET 2: SUITE 330
CITY: CINCINNATI
STATE: OH
ZIP: 45249
BUSINESS PHONE: 513-554-6000
MAIL ADDRESS:
STREET 1: 7870 E. KEMPER ROAD
STREET 2: SUITE 330
CITY: CINCINNATI
STATE: OH
ZIP: 45249
13F-HR
1
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0001846462
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03-31-2024
03-31-2024
Wealth Dimensions Group, Ltd.
7870 E. KEMPER ROAD
SUITE 330
CINCINNATI
OH
45249
13F HOLDINGS REPORT
028-21037
N
Patrick D. Hayes
Chief Compliance Officer
513-693-4886
Patrick D. Hayes
Cincinnati
OH
05-09-2024
0
143
338588330
false
INFORMATION TABLE
2
wdg13f2q24.xml
WDG13F2Q24
DISNEY WALT CO
COM
254687106
601027
4912
SH
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0
4912
PFIZER INC
COM
717081103
647616
23337
SH
SOLE
0
0
23337
ISHARES TR
SHRT NAT MUN ETF
464288158
213126
2035
SH
SOLE
0
0
2035
DEERE & CO
COM
244199105
404447
985
SH
SOLE
0
0
985
MASTERCARD INCORPORATED
CL A
57636Q104
516493
1073
SH
SOLE
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0
1073
SPDR S&P 500 ETF TR
TR UNIT
78462F103
9967866
19056
SH
SOLE
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0
19056
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
509420
3008
SH
SOLE
0
0
3008
AMERICAN FINL GROUP INC OHIO
COM
025932104
304623
2232
SH
SOLE
0
0
2232
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
280759
1171
SH
SOLE
0
0
1171
ABBOTT LABS
COM
002824100
480679
4229
SH
SOLE
0
0
4229
PEPSICO INC
COM
713448108
599033
3423
SH
SOLE
0
0
3423
ISHARES TR
SELECT DIVID ETF
464287168
686492
5573
SH
SOLE
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VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
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15944432
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VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
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NEXTERA ENERGY INC
COM
65339F101
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NOVARTIS AG
SPONSORED ADR
66987V109
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2187
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CATERPILLAR INC
COM
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AT&T INC
COM
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17360
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AMAZON COM INC
COM
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APPLE INC
COM
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60942
SH
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ISHARES TR
MSCI USA QLT FCT
46432F339
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
346237
999
SH
SOLE
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999
QUALCOMM INC
COM
747525103
796424
4704
SH
SOLE
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LOWES COS INC
COM
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620777
2437
SH
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2437
ORACLE CORP
COM
68389X105
593130
4722
SH
SOLE
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4722
NORFOLK SOUTHN CORP
COM
655844108
245950
965
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EMGR CRE EQT MNG
25434V302
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286513
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
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233341
SH
SOLE
0
0
233341
DELTA AIR LINES INC DEL
COM NEW
247361702
568302
11872
SH
SOLE
0
0
11872
BOEING CO
COM
097023105
836920
4337
SH
SOLE
0
0
4337
CINCINNATI FINL CORP
COM
172062101
992615
7994
SH
SOLE
0
0
7994
PROCTER AND GAMBLE CO
COM
742718109
24893388
153426
SH
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0
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153426
ISHARES TR
ESG AW MSCI EAFE
46435G516
617385
7726
SH
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7726
VANGUARD INDEX FDS
GROWTH ETF
922908736
729392
2119
SH
SOLE
0
0
2119
PHILIP MORRIS INTL INC
COM
718172109
468279
5111
SH
SOLE
0
0
5111
ISHARES TR
RUS 2000 VAL ETF
464287630
2041980
12858
SH
SOLE
0
0
12858
WALMART INC
COM
931142103
439112
7298
SH
SOLE
0
0
7298
INTEL CORP
COM
458140100
749991
16980
SH
SOLE
0
0
16980
DUKE ENERGY CORP NEW
COM NEW
26441C204
1388933
14362
SH
SOLE
0
0
14362
NIKE INC
CL B
654106103
232683
2476
SH
SOLE
0
0
2476
INSIGHT SELECT INCOME FD
COM
45781W109
236986
14372
SH
SOLE
0
0
14372
GENERAL ELECTRIC CO
COM NEW
369604301
1221431
6959
SH
SOLE
0
0
6959
BRISTOL-MYERS SQUIBB CO
COM
110122108
552083
10180
SH
SOLE
0
0
10180
ISHARES TR
SP SMCP600VL ETF
464287879
419466
4082
SH
SOLE
0
0
4082
ISHARES TR
CORE S&P SCP ETF
464287804
973509
8808
SH
SOLE
0
0
8808
SALESFORCE INC
COM
79466L302
378109
1255
SH
SOLE
0
0
1255
CISCO SYS INC
COM
17275R102
592093
11863
SH
SOLE
0
0
11863
EXXON MOBIL CORP
COM
30231G102
2181975
18771
SH
SOLE
0
0
18771
JPMORGAN CHASE & CO
COM
46625H100
1103163
5508
SH
SOLE
0
0
5508
BROADCOM INC
COM
11135F101
430758
325
SH
SOLE
0
0
325
ISHARES INC
CORE MSCI EMKT
46434G103
2157583
41814
SH
SOLE
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0
41814
CHEVRON CORP NEW
COM
166764100
839511
5322
SH
SOLE
0
0
5322
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
228732
3900
SH
SOLE
0
0
3900
ABBVIE INC
COM
00287Y109
824071
4525
SH
SOLE
0
0
4525
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
856179
2036
SH
SOLE
0
0
2036
ISHARES TR
PFD AND INCM SEC
464288687
211558
6564
SH
SOLE
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VANGUARD INDEX FDS
MID CAP ETF
922908629
2057326
8234
SH
SOLE
0
0
8234
FIDELITY COVINGTON TRUST
MSCI ENERGY IDX
316092402
233151
9012
SH
SOLE
0
0
9012
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1080435
12493
SH
SOLE
0
0
12493
MONDELEZ INTL INC
CL A
609207105
257810
3683
SH
SOLE
0
0
3683
VISA INC
COM CL A
92826C839
489853
1755
SH
SOLE
0
0
1755
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
583622
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SH
SOLE
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3196
ISHARES TR
RUS 1000 VAL ETF
464287598
2178866
12165
SH
SOLE
0
0
12165
TJX COS INC NEW
COM
872540109
268154
2644
SH
SOLE
0
0
2644
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
19199702
244147
SH
SOLE
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244147
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
2644103
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SH
SOLE
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31085
NUVEEN SELECT TAX-FREE INCOM
SH BEN INT
67062F100
166363
11521
SH
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11521
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
207853
998
SH
SOLE
0
0
998
VANGUARD INDEX FDS
SMALL CP ETF
922908751
462802
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SH
SOLE
0
0
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ISHARES TR
CORE US AGGBD ET
464287226
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SH
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ALTRIA GROUP INC
COM
02209S103
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SH
SOLE
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ORGANOGENESIS HLDGS INC
COM
68621F102
216195
76125
SH
SOLE
0
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NUVEEN S&P 500 BUY-WRITE INC
COM
6706ER101
174702
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SH
SOLE
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HOME DEPOT INC
COM
437076102
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2478
SH
SOLE
0
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HUMANA INC
COM
444859102
427459
1233
SH
SOLE
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1233
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
259413
1153
SH
SOLE
0
0
1153
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
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SH
SOLE
0
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NVIDIA CORPORATION
COM
67066G104
3660910
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SH
SOLE
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4052
WASTE MGMT INC DEL
COM
94106L109
511134
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SH
SOLE
0
0
2398
NETFLIX INC
COM
64110L106
374879
617
SH
SOLE
0
0
617
VERIZON COMMUNICATIONS INC
COM
92343V104
524803
12507
SH
SOLE
0
0
12507
LOCKHEED MARTIN CORP
COM
539830109
725710
1595
SH
SOLE
0
0
1595
AMGEN INC
COM
031162100
1058743
3724
SH
SOLE
0
0
3724
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
15652277
129368
SH
SOLE
0
0
129368
INVESCO QQQ TR
UNIT SER 1
46090E103
736739
1659
SH
SOLE
0
0
1659
SOUTHERN CO
COM
842587107
611257
8520
SH
SOLE
0
0
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COCA COLA CO
COM
191216100
476761
7793
SH
SOLE
0
0
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INTERNATIONAL BUSINESS MACHS
COM
459200101
806635
4224
SH
SOLE
0
0
4224
UNITEDHEALTH GROUP INC
COM
91324P102
312508
632
SH
SOLE
0
0
632
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
254871
5322
SH
SOLE
0
0
5322
SAMSARA INC
COM CL A
79589L106
9488993
251098
SH
SOLE
0
0
251098
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
225178
1285
SH
SOLE
0
0
1285
CONSTELLATION ENERGY CORP
COM
21037T109
333710
1805
SH
SOLE
0
0
1805
3M CO
COM
88579Y101
333671
3146
SH
SOLE
0
0
3146
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
713304
1484
SH
SOLE
0
0
1484
TESLA INC
COM
88160R101
748115
4256
SH
SOLE
0
0
4256
DIMENSIONAL ETF TRUST
US SMALL CAP VAL
25434V815
7568351
251440
SH
SOLE
0
0
251440
ISHARES TR
CORE MSCI EAFE
46432F842
5737030
77298
SH
SOLE
0
0
77298
ISHARES TR
CORE S&P MCP ETF
464287507
758624
12490
SH
SOLE
0
0
12490
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
219096
17900
SH
SOLE
0
0
17900
MERCK & CO INC
COM
58933Y105
2170188
16447
SH
SOLE
0
0
16447
ISHARES TR
RUS MID CAP ETF
464287499
409518
4870
SH
SOLE
0
0
4870
STARBUCKS CORP
COM
855244109
266997
2922
SH
SOLE
0
0
2922
ISHARES TR
MSCI EMG MKT ETF
464287234
263282
6409
SH
SOLE
0
0
6409
MICROSOFT CORP
COM
594918104
6972032
16572
SH
SOLE
0
0
16572
ISHARES TR
RUS 1000 GRW ETF
464287614
3131270
9290
SH
SOLE
0
0
9290
ISHARES TR
RUSSELL 2000 ETF
464287655
708230
3368
SH
SOLE
0
0
3368
ISHARES TR
S&P 500 VAL ETF
464287408
2166806
11599
SH
SOLE
0
0
11599
META PLATFORMS INC
CL A
30303M102
564305
1162
SH
SOLE
0
0
1162
MCDONALDS CORP
COM
580135101
1054812
3741
SH
SOLE
0
0
3741
ENBRIDGE INC
COM
29250N105
610922
16886
SH
SOLE
0
0
16886
ALPHABET INC
CAP STK CL A
02079K305
848734
5623
SH
SOLE
0
0
5623
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
25057547
829171
SH
SOLE
0
0
829171
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
403575
8044
SH
SOLE
0
0
8044
BANK AMERICA CORP
COM
060505104
276020
7279
SH
SOLE
0
0
7279
GENERAL DYNAMICS CORP
COM
369550108
204240
723
SH
SOLE
0
0
723
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
241243
1633
SH
SOLE
0
0
1633
ISHARES TR
CORE 1 5 YR USD
46432F859
2312764
48751
SH
SOLE
0
0
48751
EMERSON ELEC CO
COM
291011104
337765
2978
SH
SOLE
0
0
2978
ISHARES TR
MSCI EAFE ETF
464287465
390079
4885
SH
SOLE
0
0
4885
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
37585762
647249
SH
SOLE
0
0
647249
TESLA INC
COM
88160R101
22
200
SH
Call
SOLE
0
0
200
SNOWFLAKE INC
CL A
833445109
205232
1270
SH
SOLE
0
0
1270
KROGER CO
COM
501044101
772040
13514
SH
SOLE
0
0
13514
ALPHABET INC
CAP STK CL C
02079K107
1603146
10529
SH
SOLE
0
0
10529
ELI LILLY & CO
COM
532457108
2521885
3242
SH
SOLE
0
0
3242
ISHARES TR
CORE S&P500 ETF
464287200
21054047
40047
SH
SOLE
0
0
40047
CROWDSTRIKE HLDGS INC
CL A
22788C105
254869
795
SH
SOLE
0
0
795
CONOCOPHILLIPS
COM
20825C104
365089
2868
SH
SOLE
0
0
2868
ASTRAZENECA PLC
SPONSORED ADR
046353108
380273
5613
SH
SOLE
0
0
5613
ZSCALER INC
COM
98980G102
276424
1435
SH
SOLE
0
0
1435
BP PLC
SPONSORED ADR
055622104
290158
7701
SH
SOLE
0
0
7701
ISHARES TR
U.S. REAL ES ETF
464287739
315158
3506
SH
SOLE
0
0
3506
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
345666
8240
SH
SOLE
0
0
8240
NUVEEN AMT FREE MUN CR INC F
COM
67071L106
364442
29995
SH
SOLE
0
0
29995
ISHARES INC
MSCI GBL MIN VOL
464286525
748762
7113
SH
SOLE
0
0
7113
LULULEMON ATHLETICA INC
COM
550021109
356073
911
SH
SOLE
0
0
911
DIMENSIONAL ETF TRUST
US REAL ESTATE E
25434V823
6377338
285084
SH
SOLE
0
0
285084
FIFTH THIRD BANCORP
COM
316773100
2683467
72117
SH
SOLE
0
0
72117
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
1403713
24261
SH
SOLE
0
0
24261
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
242709
3528
SH
SOLE
0
0
3528
THERMO FISHER SCIENTIFIC INC
COM
883556102
215048
370
SH
SOLE
0
0
370
JOHNSON & JOHNSON
COM
478160104
2369092
14976
SH
SOLE
0
0
14976