Chief Compliance Officer

0001846462-21-000001.txt : 20210217 0001846462-21-000001.hdr.sgml : 20210217 20210217171547 ACCESSION NUMBER: 0001846462-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210217 DATE AS OF CHANGE: 20210217 EFFECTIVENESS DATE: 20210217 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wealth Dimensions Group, Ltd. CENTRAL INDEX KEY: 0001846462 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: 21646112 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 13F-HR LIVE false true false 0001846462 XXXXXXXX 12-31-2020 12-31-2020 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 513-554-6000 Patrick D. Hayes Cincinnati OH 02-17-2021 0 113 115816 false INFORMATION TABLE 2 WDG4Q2013F.xml ISHARES TR CORE S&P MCP ETF 464287507 284 1235 SH SOLE 0 0 0 1235 ISHARES TR S&P MC 400GR ETF 464287606 357 4940 SH SOLE 0 0 0 4940 ISHARES TR CORE S&P SCP ETF 464287804 689 7502 SH SOLE 0 0 0 7502 ISHARES TR SP SMCP600VL ETF 464287879 457 5615 SH SOLE 0 0 0 5615 ISHARES TR S&P 500 VAL ETF 464287408 1864 14562 SH SOLE 0 0 0 14562 ISHARES TR CORE S&P500 ETF 464287200 9424 25106 SH SOLE 0 0 0 25106 ISHARES TR RUS 1000 GRW ETF 464287614 460 1907 SH SOLE 0 0 0 1907 ISHARES TR RUSSELL 2000 ETF 464287655 513 2617 SH SOLE 0 0 0 2617 ISHARES TR RUS 2000 VAL ETF 464287630 1365 10360 SH SOLE 0 0 0 10360 ISHARES TR U.S. REAL ES ETF 464287739 401 4680 SH SOLE 0 0 0 4680 SPDR S&P 500 ETF TR TR UNIT 78462F103 3644 9746 SH SOLE 0 0 0 9746 AMAZON COM INC COM 023135106 1303 400 SH SOLE 0 0 0 400 BRISTOL-MYERS SQUIBB CO COM 110122108 702 11324 SH SOLE 0 0 0 11324 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 509 2196 SH SOLE 0 0 0 2196 EMERSON ELEC CO COM 291011104 258 3212 SH SOLE 0 0 0 3212 BOEING CO COM 097023105 320 1496 SH SOLE 0 0 0 1496 INVESCO QQQ TR UNIT SER 1 46090E103 293 935 SH SOLE 0 0 0 935 AMGEN INC COM 031162100 902 3924 SH SOLE 0 0 0 3924 ABBOTT LABS COM 002824100 466 4253 SH SOLE 0 0 0 4253 BP PLC SPONSORED ADR 055622104 261 12713 SH SOLE 0 0 0 12713 ALTRIA GROUP INC COM 02209S103 357 8713 SH SOLE 0 0 0 8713 INTEL CORP COM 458140100 874 17551 SH SOLE 0 0 0 17551 QUALCOMM INC COM 747525103 642 4211 SH SOLE 0 0 0 4211 DISNEY WALT CO COM 254687106 547 3018 SH SOLE 0 0 0 3018 US BANCORP DEL COM NEW 902973304 643 13799 SH SOLE 0 0 0 13799 JOHNSON & JOHNSON COM 478160104 2172 13801 SH SOLE 0 0 0 13801 PFIZER INC COM 717081103 650 17664 SH SOLE 0 0 0 17664 EXELON CORP COM 30161N101 229 5424 SH SOLE 0 0 0 5424 KROGER CO COM 501044101 416 13088 SH SOLE 0 0 0 13088 LOWES COS INC COM 548661107 429 2670 SH SOLE 0 0 0 2670 ISHARES TR MSCI EAFE ETF 464287465 320 4385 SH SOLE 0 0 0 4385 CHEVRON CORP NEW COM 166764100 238 2822 SH SOLE 0 0 0 2822 MICROSOFT CORP COM 594918104 3595 16164 SH SOLE 0 0 0 16164 AT&T INC COM 00206R102 547 19030 SH SOLE 0 0 0 19030 CISCO SYS INC COM 17275R102 517 11542 SH SOLE 0 0 0 11542 INTERNATIONAL BUSINESS MACHS COM 459200101 469 3722 SH SOLE 0 0 0 3722 COCA COLA CO COM 191216100 293 5349 SH SOLE 0 0 0 5349 LOCKHEED MARTIN CORP COM 539830109 427 1202 SH SOLE 0 0 0 1202 PEPSICO INC COM 713448108 345 2324 SH SOLE 0 0 0 2324 VERIZON COMMUNICATIONS INC COM 92343V104 643 10945 SH SOLE 0 0 0 10945 ISHARES TR RUS MID CAP ETF 464287499 472 6881 SH SOLE 0 0 0 6881 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 227 1610 SH SOLE 0 0 0 1610 DEERE & CO COM 244199105 202 750 SH SOLE 0 0 0 750 STARBUCKS CORP COM 855244109 292 2732 SH SOLE 0 0 0 2732 EXXON MOBIL CORP COM 30231G102 724 17553 SH SOLE 0 0 0 17553 WALMART INC COM 931142103 342 2376 SH SOLE 0 0 0 2376 TARGET CORP COM 87612E106 213 1209 SH SOLE 0 0 0 1209 LILLY ELI & CO COM 532457108 531 3146 SH SOLE 0 0 0 3146 MERCK & CO. INC COM 58933Y105 1088 13304 SH SOLE 0 0 0 13304 NOVARTIS AG SPONSORED ADR 66987V109 200 2118 SH SOLE 0 0 0 2118 FIFTH THIRD BANCORP COM 316773100 280 10168 SH SOLE 0 0 0 10168 PROCTER AND GAMBLE CO COM 742718109 15362 110403 SH SOLE 0 0 0 110403 GENERAL ELECTRIC CO COM 369604103 384 35569 SH SOLE 0 0 0 35569 KIMBERLY-CLARK CORP COM 494368103 212 1571 SH SOLE 0 0 0 1571 HOME DEPOT INC COM 437076102 784 2950 SH SOLE 0 0 0 2950 MCDONALDS CORP COM 580135101 426 1985 SH SOLE 0 0 0 1985 NIKE INC CL B 654106103 240 1698 SH SOLE 0 0 0 1698 JPMORGAN CHASE & CO COM 46625H100 605 4758 SH SOLE 0 0 0 4758 TJX COS INC NEW COM 872540109 237 3469 SH SOLE 0 0 0 3469 3M CO COM 88579Y101 363 2075 SH SOLE 0 0 0 2075 VANGUARD INDEX FDS TOTAL STK MKT 922908769 538 2765 SH SOLE 0 0 0 2765 DUKE ENERGY CORP NEW COM NEW 26441C204 1081 11805 SH SOLE 0 0 0 11805 APPLE INC COM 037833100 7957 59963 SH SOLE 0 0 0 59963 ISHARES TR MSCI EMG MKT ETF 464287234 253 4896 SH SOLE 0 0 0 4896 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 394 3091 SH SOLE 0 0 0 3091 SOUTHERN CO COM 842587107 475 7738 SH SOLE 0 0 0 7738 ISHARES TR CORE US AGGBD ET 464287226 450 3808 SH SOLE 0 0 0 3808 ISHARES TR SELECT DIVID ETF 464287168 601 6249 SH SOLE 0 0 0 6249 ISHARES TR TIPS BD ETF 464287176 229 1791 SH SOLE 0 0 0 1791 NUVEEN OHIO QLTY MUN INCOME COM 670980101 329 20990 SH SOLE 0 0 0 20990 HUMANA INC COM 444859102 261 637 SH SOLE 0 0 0 637 CINCINNATI FINL CORP COM 172062101 689 7881 SH SOLE 0 0 0 7881 ALPHABET INC CAP STK CL A 02079K305 270 154 SH SOLE 0 0 0 154 SPECIAL OPPORTUNITIES FD INC COM 84741T104 151 10736 SH SOLE 0 0 0 10736 AMERICAN FINL GROUP INC OHIO COM 025932104 212 2422 SH SOLE 0 0 0 2422 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1089 12824 SH SOLE 0 0 0 12824 VANGUARD INDEX FDS SMALL CP ETF 922908751 295 1516 SH SOLE 0 0 0 1516 VANGUARD INDEX FDS GROWTH ETF 922908736 477 1883 SH SOLE 0 0 0 1883 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 175 13573 SH SOLE 0 0 0 13573 NUVEEN AMT FREE MUN CR INC F COM 67071L106 526 31321 SH SOLE 0 0 0 31321 MCEWEN MNG INC COM 58039P107 10 10000 SH SOLE 0 0 0 10000 ENBRIDGE INC COM 29250N105 361 11299 SH SOLE 0 0 0 11299 NUVEEN SELECT TAX FREE INCOM SH BEN INT 67063C106 193 12100 SH SOLE 0 0 0 12100 INSIGHT SELECT INCOME FD COM 45781W109 412 19280 SH SOLE 0 0 0 19280 VANGUARD INDEX FDS LARGE CAP ETF 922908637 206 1171 SH SOLE 0 0 0 1171 ISHARES TR ISHS 1-5YR INVS 464288646 216 3910 SH SOLE 0 0 0 3910 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2141 25830 SH SOLE 0 0 0 25830 VANGUARD BD INDEX FDS INTERMED TERM 921937819 205 2205 SH SOLE 0 0 0 2205 DELTA AIR LINES INC DEL COM NEW 247361702 202 5022 SH SOLE 0 0 0 5022 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 220 2498 SH SOLE 0 0 0 2498 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1376 15039 SH SOLE 0 0 0 15039 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 306 6485 SH SOLE 0 0 0 6485 VISA INC COM CL A 92826C839 213 973 SH SOLE 0 0 0 973 PHILIP MORRIS INTL INC COM 718172109 370 4474 SH SOLE 0 0 0 4474 ISHARES TR SHRT NAT MUN ETF 464288158 271 2505 SH SOLE 0 0 0 2505 TESLA INC COM 88160R101 711 1007 SH SOLE 0 0 0 1007 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 7094 28626 SH SOLE 0 0 0 28626 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 4323 36082 SH SOLE 0 0 0 36082 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 460 1338 SH SOLE 0 0 0 1338 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1680 10612 SH SOLE 0 0 0 10612 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 2010 17404 SH SOLE 0 0 0 17404 ISHARES INC MSCI GBL MIN VOL 464286525 1811 18685 SH SOLE 0 0 0 18685 FACEBOOK INC CL A 30303M102 261 954 SH SOLE 0 0 0 954 ISHARES INC CORE MSCI EMKT 46434G103 2780 44807 SH SOLE 0 0 0 44807 ISHARES TR CORE MSCI EAFE 46432F842 5139 74385 SH SOLE 0 0 0 74385 ISHARES TR CORE 1 5 YR USD 46432F859 1657 32094 SH SOLE 0 0 0 32094 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 273 5347 SH SOLE 0 0 0 5347 ABBVIE INC COM 00287Y109 509 4747 SH SOLE 0 0 0 4747 ISHARES TR MSCI USA QLT FCT 46432F339 512 4409 SH SOLE 0 0 0 4409 ALPHABET INC CAP STK CL C 02079K107 631 360 SH SOLE 0 0 0 360 ORGANOGENESIS HLDGS INC COM 68621F102 459 60900 SH SOLE 0 0 0 60900 ZSCALER INC COM 98980G102 343 1716 SH SOLE 0 0 0 1716 SPDR S&P 500 ETF TR TR UNIT 78462F103 0 1600 SH Put SOLE 0 0 0 1600