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| Name: |
Wealth Dimensions Group Ltd. |
| City: |
CINCINNATI |
| State: |
OH |
| Zip: |
45249 |
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data |
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| Holdings
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8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NFLX |
Netflix Inc |
98 |
New |
$621.10 |
$375,000 |
617 |
0.11% |
375,000 |
617 |
0 |
Music & Video Stores |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
103 |
New |
$0.00 |
$346,000 |
8,240 |
0.1% |
346,000 |
8,240 |
0 |
N/A |
|
|
SMH |
Vaneck Vectors Semiconducto... |
119 |
New |
$208.63 |
$259,000 |
1,153 |
0.08% |
259,000 |
1,153 |
0.001 |
N/A |
|
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FENY |
Fidelity MSCI Energy Index |
127 |
New |
$26.07 |
$233,000 |
9,012 |
0.07% |
233,000 |
9,012 |
0.017 |
N/A |
|
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TMO |
Thermo Fisher Scientific |
133 |
New |
$595.30 |
$215,000 |
370 |
0.06% |
215,000 |
370 |
0 |
Medical Laboratories ... |
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XLK |
SPDR Technology Sector |
137 |
New |
$211.82 |
$208,000 |
998 |
0.06% |
208,000 |
998 |
0 |
Closed - End Fund - E... |
|
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SNOW |
Snowflake Inc. |
138 |
New |
$161.86 |
$205,000 |
1,270 |
0.06% |
205,000 |
1,270 |
0 |
N/A |
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NEE |
NextEra Energy |
140 |
New |
$76.09 |
$203,000 |
3,173 |
0.06% |
203,000 |
3,173 |
0 |
Electric Utilities |
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