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Home > Institutional Investor > Wealth Dimensions Group, Ltd. > Profile

Instuitional Investor - Wealth Dimensions Group, Ltd.

Fund Profile
Filing Period:
Fund Name: Wealth Dimensions Group, Ltd.
Portfolio Value $315,762,489
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 639,058 $37,276,227 11.8%
2.
Procter & Gamble Co
 PG 155,057 $22,722,123 7.19%
3.
Dimensional Etf Trust
 780,303 $22,347,870 7.07%
4.
Ishares Trust
 IEF 41,263 $19,708,577 6.24%
5.
Vanguard Bond Index Funds
 BND 231,362 $17,819,497 5.64%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)