0001846462-24-000003.txt : 20240809
0001846462-24-000003.hdr.sgml : 20240809
20240809134307
ACCESSION NUMBER: 0001846462-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240809
DATE AS OF CHANGE: 20240809
EFFECTIVENESS DATE: 20240809
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: 241191807
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
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0001846462
XXXXXXXX
06-30-2024
06-30-2024
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
06-30-2024
0
140
350797158
false
INFORMATION TABLE
2
wdg13f3q24.xml
WDG13F3Q24
DISNEY WALT CO
COM
254687106
533093
5369
SH
SOLE
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5369
PFIZER INC
COM
717081103
665682
23791
SH
SOLE
0
0
23791
DEERE & CO
COM
244199105
369251
988
SH
SOLE
0
0
988
ISHARES TR
SHRT NAT MUN ETF
464288158
212759
2035
SH
SOLE
0
0
2035
MASTERCARD INCORPORATED
CL A
57636Q104
460003
1043
SH
SOLE
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0
1043
SPDR S&P 500 ETF TR
TR UNIT
78462F103
10340253
19000
SH
SOLE
0
0
19000
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
494685
3011
SH
SOLE
0
0
3011
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
292305
1171
SH
SOLE
0
0
1171
ABBOTT LABS
COM
002824100
419786
4040
SH
SOLE
0
0
4040
PEPSICO INC
COM
713448108
533662
3236
SH
SOLE
0
0
3236
ISHARES TR
SELECT DIVID ETF
464287168
692644
5725
SH
SOLE
0
0
5725
AMERICAN FINL GROUP INC OHIO
COM
025932104
274581
2232
SH
SOLE
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2232
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
17099140
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VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
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14204
NEXTERA ENERGY INC
COM
65339F101
273127
3857
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NOVARTIS AG
SPONSORED ADR
66987V109
230167
2162
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CATERPILLAR INC
COM
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AT&T INC
COM
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AMAZON COM INC
COM
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2191726
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APPLE INC
COM
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13015155
61794
SH
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ISHARES TR
MSCI USA QLT FCT
46432F339
1051023
6155
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6155
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
310365
1023
SH
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0
1023
QUALCOMM INC
COM
747525103
937288
4706
SH
SOLE
0
0
4706
LOWES COS INC
COM
548661107
544757
2471
SH
SOLE
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2471
ORACLE CORP
COM
68389X105
717155
5079
SH
SOLE
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0
5079
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
8251103
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VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
17862382
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232886
DELTA AIR LINES INC DEL
COM NEW
247361702
418377
8819
SH
SOLE
0
0
8819
VANGUARD INDEX FDS
GROWTH ETF
922908736
833826
2211
SH
SOLE
0
0
2211
BOEING CO
COM
097023105
638236
3507
SH
SOLE
0
0
3507
CINCINNATI FINL CORP
COM
172062101
944091
7994
SH
SOLE
0
0
7994
PROCTER AND GAMBLE CO
COM
742718109
27157822
164673
SH
SOLE
0
0
164673
ISHARES TR
ESG AW MSCI EAFE
46435G516
598492
7597
SH
SOLE
0
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7597
PHILIP MORRIS INTL INC
COM
718172109
427967
4224
SH
SOLE
0
0
4224
ISHARES TR
RUS 2000 VAL ETF
464287630
1860322
12215
SH
SOLE
0
0
12215
WALMART INC
COM
931142103
509169
7520
SH
SOLE
0
0
7520
INTEL CORP
COM
458140100
453640
14648
SH
SOLE
0
0
14648
DUKE ENERGY CORP NEW
COM NEW
26441C204
1459296
14559
SH
SOLE
0
0
14559
INSIGHT SELECT INCOME FD
COM
45781W109
235077
14405
SH
SOLE
0
0
14405
BRISTOL-MYERS SQUIBB CO
COM
110122108
389513
9379
SH
SOLE
0
0
9379
ISHARES TR
SP SMCP600VL ETF
464287879
359218
3693
SH
SOLE
0
0
3693
ISHARES TR
CORE S&P SCP ETF
464287804
946561
8875
SH
SOLE
0
0
8875
SALESFORCE INC
COM
79466L302
327003
1272
SH
SOLE
0
0
1272
CISCO SYS INC
COM
17275R102
531616
11190
SH
SOLE
0
0
11190
EXXON MOBIL CORP
COM
30231G102
2041243
17731
SH
SOLE
0
0
17731
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
770886
1895
SH
SOLE
0
0
1895
BROADCOM INC
COM
11135F101
589246
367
SH
SOLE
0
0
367
ISHARES INC
CORE MSCI EMKT
46434G103
2229375
41647
SH
SOLE
0
0
41647
CHEVRON CORP NEW
COM
166764100
827632
5291
SH
SOLE
0
0
5291
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
229125
3907
SH
SOLE
0
0
3907
ABBVIE INC
COM
00287Y109
796726
4645
SH
SOLE
0
0
4645
VANGUARD INDEX FDS
VALUE ETF
922908744
205460
1281
SH
SOLE
0
0
1281
GE AEROSPACE
COM NEW
369604301
1177663
7408
SH
SOLE
0
0
7408
ISHARES TR
PFD AND INCM SEC
464288687
242272
7679
SH
SOLE
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VANGUARD INDEX FDS
MID CAP ETF
922908629
1900997
7852
SH
SOLE
0
0
7852
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1069989
12774
SH
SOLE
0
0
12774
MONDELEZ INTL INC
CL A
609207105
237809
3634
SH
SOLE
0
0
3634
VISA INC
COM CL A
92826C839
427941
1630
SH
SOLE
0
0
1630
JPMORGAN CHASE & CO.
COM
46625H100
1055972
5221
SH
SOLE
0
0
5221
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
598581
3279
SH
SOLE
0
0
3279
ROPER TECHNOLOGIES INC
COM
776696106
665119
1180
SH
SOLE
0
0
1180
ISHARES TR
RUS 1000 VAL ETF
464287598
2006302
11499
SH
SOLE
0
0
11499
TJX COS INC NEW
COM
872540109
294187
2672
SH
SOLE
0
0
2672
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
19542344
255222
SH
SOLE
0
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255222
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
2477978
30230
SH
SOLE
0
0
30230
NUVEEN SELECT TAX-FREE INCOM
SH BEN INT
67062F100
166939
11521
SH
SOLE
0
0
11521
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
220348
974
SH
SOLE
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974
VANGUARD INDEX FDS
SMALL CP ETF
922908751
441443
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SH
SOLE
0
0
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ISHARES TR
CORE US AGGBD ET
464287226
1399434
14417
SH
SOLE
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ORGANOGENESIS HLDGS INC
COM
68621F102
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SH
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NUVEEN S&P 500 BUY-WRITE INC
COM
6706ER101
178268
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SH
SOLE
0
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13205
HOME DEPOT INC
COM
437076102
813990
2365
SH
SOLE
0
0
2365
HUMANA INC
COM
444859102
453634
1214
SH
SOLE
0
0
1214
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
300587
1153
SH
SOLE
0
0
1153
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
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SH
SOLE
0
0
4067
ALTRIA GROUP INC
COM
02209S103
423159
9290
SH
SOLE
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NVIDIA CORPORATION
COM
67066G104
4525305
36630
SH
SOLE
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WASTE MGMT INC DEL
COM
94106L109
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SH
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NETFLIX INC
COM
64110L106
413200
612
SH
SOLE
0
0
612
VERIZON COMMUNICATIONS INC
COM
92343V104
517793
12556
SH
SOLE
0
0
12556
AMGEN INC
COM
031162100
1124437
3599
SH
SOLE
0
0
3599
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
15603201
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SH
SOLE
0
0
131562
INVESCO QQQ TR
UNIT SER 1
46090E103
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SH
SOLE
0
0
1689
SOUTHERN CO
COM
842587107
612021
7890
SH
SOLE
0
0
7890
COCA COLA CO
COM
191216100
482131
7575
SH
SOLE
0
0
7575
LOCKHEED MARTIN CORP
COM
539830109
652091
1396
SH
SOLE
0
0
1396
INTERNATIONAL BUSINESS MACHS
COM
459200101
685765
3965
SH
SOLE
0
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3965
UNITEDHEALTH GROUP INC
COM
91324P102
324983
638
SH
SOLE
0
0
638
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
258330
5322
SH
SOLE
0
0
5322
SAMSARA INC
COM CL A
79589L106
7639723
226698
SH
SOLE
0
0
226698
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
217490
1289
SH
SOLE
0
0
1289
CONSTELLATION ENERGY CORP
COM
21037T109
351758
1756
SH
SOLE
0
0
1756
3M CO
COM
88579Y101
310804
3041
SH
SOLE
0
0
3041
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
803652
1607
SH
SOLE
0
0
1607
TESLA INC
COM
88160R101
771188
3897
SH
SOLE
0
0
3897
DIMENSIONAL ETF TRUST
US SMALL CAP VAL
25434V815
8375499
291018
SH
SOLE
0
0
291018
ISHARES TR
CORE MSCI EAFE
46432F842
5601110
77108
SH
SOLE
0
0
77108
ISHARES TR
CORE S&P MCP ETF
464287507
730999
12491
SH
SOLE
0
0
12491
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
221065
17900
SH
SOLE
0
0
17900
MERCK & CO INC
COM
58933Y105
1960195
15834
SH
SOLE
0
0
15834
ISHARES TR
RUS MID CAP ETF
464287499
388698
4794
SH
SOLE
0
0
4794
ISHARES TR
MSCI EMG MKT ETF
464287234
265889
6243
SH
SOLE
0
0
6243
MICROSOFT CORP
COM
594918104
7247983
16217
SH
SOLE
0
0
16217
ISHARES TR
RUS 1000 GRW ETF
464287614
3218393
8829
SH
SOLE
0
0
8829
ISHARES TR
RUSSELL 2000 ETF
464287655
684328
3373
SH
SOLE
0
0
3373
ISHARES TR
S&P 500 VAL ETF
464287408
2101839
11548
SH
SOLE
0
0
11548
META PLATFORMS INC
CL A
30303M102
740322
1468
SH
SOLE
0
0
1468
MCDONALDS CORP
COM
580135101
948071
3720
SH
SOLE
0
0
3720
ENBRIDGE INC
COM
29250N105
576483
16198
SH
SOLE
0
0
16198
ALPHABET INC
CAP STK CL A
02079K305
1053134
5782
SH
SOLE
0
0
5782
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
27207322
916998
SH
SOLE
0
0
916998
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
405481
8205
SH
SOLE
0
0
8205
BANK AMERICA CORP
COM
060505104
260175
6542
SH
SOLE
0
0
6542
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
238010
1633
SH
SOLE
0
0
1633
ISHARES TR
CORE 1 5 YR USD
46432F859
2237659
47238
SH
SOLE
0
0
47238
EMERSON ELEC CO
COM
291011104
328056
2978
SH
SOLE
0
0
2978
GE VERNOVA INC
COM
36828A101
272015
1586
SH
SOLE
0
0
1586
ISHARES TR
MSCI EAFE ETF
464287465
382682
4886
SH
SOLE
0
0
4886
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
38277233
660066
SH
SOLE
0
0
660066
KROGER CO
COM
501044101
700967
14039
SH
SOLE
0
0
14039
ALPHABET INC
CAP STK CL C
02079K107
1941715
10586
SH
SOLE
0
0
10586
ELI LILLY & CO
COM
532457108
2876147
3177
SH
SOLE
0
0
3177
ISHARES TR
CORE S&P500 ETF
464287200
21878567
39981
SH
SOLE
0
0
39981
CROWDSTRIKE HLDGS INC
CL A
22788C105
304636
795
SH
SOLE
0
0
795
CONOCOPHILLIPS
COM
20825C104
328173
2869
SH
SOLE
0
0
2869
ASTRAZENECA PLC
SPONSORED ADR
046353108
434863
5576
SH
SOLE
0
0
5576
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
202339
4038
SH
SOLE
0
0
4038
ZSCALER INC
COM
98980G102
245042
1275
SH
SOLE
0
0
1275
BP PLC
SPONSORED ADR
055622104
278099
7704
SH
SOLE
0
0
7704
ISHARES TR
U.S. REAL ES ETF
464287739
262269
2989
SH
SOLE
0
0
2989
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
1028471
24759
SH
SOLE
0
0
24759
NUVEEN AMT FREE MUN CR INC F
COM
67071L106
302716
24295
SH
SOLE
0
0
24295
ISHARES INC
MSCI GBL MIN VOL
464286525
735357
7027
SH
SOLE
0
0
7027
LULULEMON ATHLETICA INC
COM
550021109
272261
911
SH
SOLE
0
0
911
DIMENSIONAL ETF TRUST
US REAL ESTATE E
25434V823
7759782
351121
SH
SOLE
0
0
351121
FIFTH THIRD BANCORP
COM
316773100
2598593
71214
SH
SOLE
0
0
71214
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
1348050
23784
SH
SOLE
0
0
23784
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
265604
3876
SH
SOLE
0
0
3876
THERMO FISHER SCIENTIFIC INC
COM
883556102
222306
402
SH
SOLE
0
0
402
JOHNSON & JOHNSON
COM
478160104
2032512
13906
SH
SOLE
0
0
13906