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 primary_doc.xml X0202 13F-HR LIVE false true false 0001846462 XXXXXXXX 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 SOLE 0 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 0 0 1073 SPDR S&P 500 ETF TR TR UNIT 78462F103 9967866 19056 SH SOLE 0 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 0 0 5573 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 15944432 183967 SH SOLE 0 0 183967 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 2008461 14365 SH SOLE 0 0 14365 NEXTERA ENERGY INC COM 65339F101 202791 3173 SH SOLE 0 0 3173 NOVARTIS AG SPONSORED ADR 66987V109 211549 2187 SH SOLE 0 0 2187 CATERPILLAR INC COM 149123101 325610 889 SH SOLE 0 0 889 AT&T INC COM 00206R102 305530 17360 SH SOLE 0 0 17360 AMAZON COM INC COM 023135106 2009145 11138 SH SOLE 0 0 11138 APPLE INC COM 037833100 10450316 60942 SH SOLE 0 0 60942 ISHARES TR MSCI USA QLT FCT 46432F339 1096921 6674 SH SOLE 0 0 6674 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 346237 999 SH SOLE 0 0 999 QUALCOMM INC COM 747525103 796424 4704 SH SOLE 0 0 4704 LOWES COS INC COM 548661107 620777 2437 SH SOLE 0 0 2437 ORACLE CORP COM 68389X105 593130 4722 SH SOLE 0 0 4722 NORFOLK SOUTHN CORP COM 655844108 245950 965 SH SOLE 0 0 965 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 7082590 286513 SH SOLE 0 0 286513 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17890240 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 SOLE 0 0 153426 ISHARES TR ESG AW MSCI EAFE 46435G516 617385 7726 SH SOLE 0 0 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 0 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 0 0 6564 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 3196 SH SOLE 0 0 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 0 0 244147 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2644103 31085 SH SOLE 0 0 31085 NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 166363 11521 SH SOLE 0 0 11521 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 207853 998 SH SOLE 0 0 998 VANGUARD INDEX FDS SMALL CP ETF 922908751 462802 2025 SH SOLE 0 0 2025 ISHARES TR CORE US AGGBD ET 464287226 1845339 18842 SH SOLE 0 0 18842 ALTRIA GROUP INC COM 02209S103 438794 10059 SH SOLE 0 0 10059 ORGANOGENESIS HLDGS INC COM 68621F102 216195 76125 SH SOLE 0 0 76125 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 174702 13205 SH SOLE 0 0 13205 HOME DEPOT INC COM 437076102 950544 2478 SH SOLE 0 0 2478 HUMANA INC COM 444859102 427459 1233 SH SOLE 0 0 1233 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 259413 1153 SH SOLE 0 0 1153 VANGUARD INDEX FDS TOTAL STK MKT 922908769 983930 3786 SH SOLE 0 0 3786 NVIDIA CORPORATION COM 67066G104 3660910 4052 SH SOLE 0 0 4052 WASTE MGMT INC DEL COM 94106L109 511134 2398 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 8520 COCA COLA CO COM 191216100 476761 7793 SH SOLE 0 0 7793 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