Close

Form 13F-HR Wealth Dimensions Group, For: Mar 31

FREE Breaking News Alerts from StreetInsider.com!

E-mail Address

StreetInsider.com Top Tickers, 4/25/2024

1. TSLA
2. META
3. ENPH
4. TXN
5. BA
6. SPOT
7. IBM
8. V
9. CMG
10. HCP


May 13, 2021 11:49 AM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2021
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Wealth Dimensions Group, Ltd.
Address: 7870 E. KEMPER ROAD
SUITE 330
CINCINNATI , OH45249
Form 13F File Number: 028-21037

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Patrick D. Hayes
Title: Chief Compliance Officer
Phone: 5136934886
Signature, Place, and Date of Signing:
Patrick D. hayes Cincinnati , OH 05-13-2021
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 118
Form 13F Information Table Value Total: 128,768
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
PFIZER INC COM 717081103 663 18,294 SH SOLE 0 0 0 18,294
DISNEY WALT CO COM 254687106 637 3,450 SH SOLE 0 0 0 3,450
ISHARES TR SHRT NAT MUN ETF 464288158 270 2,505 SH SOLE 0 0 0 2,505
DEERE & CO COM 244199105 281 750 SH SOLE 0 0 0 750
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 438 3,095 SH SOLE 0 0 0 3,095
GENERAL ELECTRIC CO COM 369604103 469 35,729 SH SOLE 0 0 0 35,729
MASTERCARD INCORPORATED CL A 57636Q104 257 722 SH SOLE 0 0 0 722
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,082 10,298 SH SOLE 0 0 0 10,298
KIMBERLY-CLARK CORP COM 494368103 215 1,545 SH SOLE 0 0 0 1,545
ABBOTT LABS COM 002824100 544 4,543 SH SOLE 0 0 0 4,543
ISHARES TR TIPS BD ETF 464287176 225 1,791 SH SOLE 0 0 0 1,791
PEPSICO INC COM 713448108 329 2,324 SH SOLE 0 0 0 2,324
ISHARES TR SELECT DIVID ETF 464287168 685 6,002 SH SOLE 0 0 0 6,002
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 7,729 30,916 SH SOLE 0 0 0 30,916
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 2,420 17,314 SH SOLE 0 0 0 17,314
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 319 6,497 SH SOLE 0 0 0 6,497
AMERICAN FINL GROUP INC OHIO COM 025932104 276 2,422 SH SOLE 0 0 0 2,422
VANGUARD INDEX FDS LARGE CAP ETF 922908637 217 1,171 SH SOLE 0 0 0 1,171
MCEWEN MNG INC COM 58039P107 10 10,000 SH SOLE 0 0 0 10,000
AT&T INC COM 00206R102 606 20,017 SH SOLE 0 0 0 20,017
APPLE INC COM 037833100 7,572 61,990 SH SOLE 0 0 0 61,990
TARGET CORP COM 87612E106 249 1,255 SH SOLE 0 0 0 1,255
AMAZON COM INC COM 023135106 1,374 444 SH SOLE 0 0 0 444
QUALCOMM INC COM 747525103 573 4,324 SH SOLE 0 0 0 4,324
MERCK & CO. INC COM 58933Y105 1,082 14,035 SH SOLE 0 0 0 14,035
ISHARES TR MSCI USA QLT FCT 46432F339 547 4,493 SH SOLE 0 0 0 4,493
LOWES COS INC COM 548661107 498 2,618 SH SOLE 0 0 0 2,618
PHILIP MORRIS INTL INC COM 718172109 407 4,586 SH SOLE 0 0 0 4,586
VANGUARD INDEX FDS GROWTH ETF 922908736 510 1,983 SH SOLE 0 0 0 1,983
ORACLE CORP COM 68389X105 204 2,902 SH SOLE 0 0 0 2,902
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2,092 25,455 SH SOLE 0 0 0 25,455
PROCTER AND GAMBLE CO COM 742718109 15,014 110,859 SH SOLE 0 0 0 110,859
DELTA AIR LINES INC DEL COM NEW 247361702 242 5,022 SH SOLE 0 0 0 5,022
BOEING CO COM 097023105 424 1,666 SH SOLE 0 0 0 1,666
CINCINNATI FINL CORP COM 172062101 812 7,881 SH SOLE 0 0 0 7,881
ISHARES TR RUS 2000 VAL ETF 464287630 1,596 10,010 SH SOLE 0 0 0 10,010
DUKE ENERGY CORP NEW COM NEW 26441C204 1,141 11,820 SH SOLE 0 0 0 11,820
NIKE INC CL B 654106103 240 1,806 SH SOLE 0 0 0 1,806
WALMART INC COM 931142103 320 2,353 SH SOLE 0 0 0 2,353
US BANCORP DEL COM NEW 902973304 763 13,799 SH SOLE 0 0 0 13,799
INTEL CORP COM 458140100 1,125 17,585 SH SOLE 0 0 0 17,585
ISHARES TR SP SMCP600VL ETF 464287879 515 5,116 SH SOLE 0 0 0 5,116
ISHARES TR CORE S&P SCP ETF 464287804 915 8,432 SH SOLE 0 0 0 8,432
INSIGHT SELECT INCOME FD COM 45781W109 394 19,280 SH SOLE 0 0 0 19,280
JPMORGAN CHASE & CO COM 46625H100 778 5,113 SH SOLE 0 0 0 5,113
CISCO SYS INC COM 17275R102 589 11,392 SH SOLE 0 0 0 11,392
BRISTOL-MYERS SQUIBB CO COM 110122108 753 11,931 SH SOLE 0 0 0 11,931
EXXON MOBIL CORP COM 30231G102 981 17,565 SH SOLE 0 0 0 17,565
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 203 3,353 SH SOLE 0 0 0 3,353
ABBVIE INC COM 00287Y109 507 4,682 SH SOLE 0 0 0 4,682
CHEVRON CORP NEW COM 166764100 303 2,896 SH SOLE 0 0 0 2,896
ISHARES TR PFD AND INCM SEC 464288687 223 5,806 SH SOLE 0 0 0 5,806
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 571 2,235 SH SOLE 0 0 0 2,235
ISHARES INC CORE MSCI EMKT 46434G103 3,052 47,424 SH SOLE 0 0 0 47,424
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,272 13,853 SH SOLE 0 0 0 13,853
VISA INC COM CL A 92826C839 212 999 SH SOLE 0 0 0 999
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 238 1,616 SH SOLE 0 0 0 1,616
MONDELEZ INTL INC CL A 609207105 203 3,460 SH SOLE 0 0 0 3,460
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 212 2,498 SH SOLE 0 0 0 2,498
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 1,875 10,520 SH SOLE 0 0 0 10,520
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 5,355 40,283 SH SOLE 0 0 0 40,283
EXELON CORP COM 30161N101 237 5,424 SH SOLE 0 0 0 5,424
FACEBOOK INC CL A 30303M102 373 1,266 SH SOLE 0 0 0 1,266
LILLY ELI & CO COM 532457108 577 3,087 SH SOLE 0 0 0 3,087
VANGUARD INDEX FDS SMALL CP ETF 922908751 432 2,017 SH SOLE 0 0 0 2,017
VANGUARD INDEX FDS TOTAL STK MKT 922908769 571 2,765 SH SOLE 0 0 0 2,765
HUMANA INC COM 444859102 264 629 SH SOLE 0 0 0 629
ORGANOGENESIS HLDGS INC COM 68621F102 1,110 60,900 SH SOLE 0 0 0 60,900
NUVEEN SELECT TAX FREE INCOM SH BEN INT 67063C106 195 12,100 SH SOLE 0 0 0 12,100
ALTRIA GROUP INC COM 02209S103 446 8,713 SH SOLE 0 0 0 8,713
HOME DEPOT INC COM 437076102 908 2,975 SH SOLE 0 0 0 2,975
ISHARES TR CORE US AGGBD ET 464287226 528 4,642 SH SOLE 0 0 0 4,642
NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 183 13,573 SH SOLE 0 0 0 13,573
COCA COLA CO COM 191216100 271 5,149 SH SOLE 0 0 0 5,149
INVESCO QQQ TR UNIT SER 1 46090E103 333 1,044 SH SOLE 0 0 0 1,044
AMGEN INC COM 031162100 987 3,965 SH SOLE 0 0 0 3,965
VERIZON COMMUNICATIONS INC COM 92343V104 640 11,000 SH SOLE 0 0 0 11,000
SOUTHERN CO COM 842587107 481 7,738 SH SOLE 0 0 0 7,738
NVIDIA CORPORATION COM 67066G104 244 457 SH SOLE 0 0 0 457
TESLA INC COM 88160R101 705 1,056 SH SOLE 0 0 0 1,056
ISHARES TR S&P MC 400GR ETF 464287606 387 4,940 SH SOLE 0 0 0 4,940
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 489 1,342 SH SOLE 0 0 0 1,342
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1,498 14,820 SH SOLE 0 0 0 14,820
INTERNATIONAL BUSINESS MACHS COM 459200101 496 3,722 SH SOLE 0 0 0 3,722
LOCKHEED MARTIN CORP COM 539830109 444 1,202 SH SOLE 0 0 0 1,202
3M CO COM 88579Y101 400 2,075 SH SOLE 0 0 0 2,075
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 276 5,347 SH SOLE 0 0 0 5,347
ISHARES TR MSCI EMG MKT ETF 464287234 374 7,016 SH SOLE 0 0 0 7,016
ISHARES TR RUS MID CAP ETF 464287499 509 6,881 SH SOLE 0 0 0 6,881
STARBUCKS CORP COM 855244109 299 2,732 SH SOLE 0 0 0 2,732
MICROSOFT CORP COM 594918104 3,961 16,798 SH SOLE 0 0 0 16,798
ISHARES TR CORE S&P MCP ETF 464287507 599 2,302 SH SOLE 0 0 0 2,302
ISHARES TR RUS 1000 GRW ETF 464287614 463 1,907 SH SOLE 0 0 0 1,907
SPECIAL OPPORTUNITIES FD INC COM 84741T104 157 10,736 SH SOLE 0 0 0 10,736
ISHARES TR S&P 500 VAL ETF 464287408 2,038 14,426 SH SOLE 0 0 0 14,426
ISHARES TR RUSSELL 2000 ETF 464287655 601 2,720 SH SOLE 0 0 0 2,720
ISHARES TR CORE MSCI EAFE 46432F842 5,609 77,848 SH SOLE 0 0 0 77,848
MCDONALDS CORP COM 580135101 759 3,385 SH SOLE 0 0 0 3,385
ENBRIDGE INC COM 29250N105 412 11,311 SH SOLE 0 0 0 11,311
ISHARES TR CORE 1 5 YR USD 46432F859 1,622 31,627 SH SOLE 0 0 0 31,627
ALPHABET INC CAP STK CL A 02079K305 388 188 SH SOLE 0 0 0 188
ISHARES TR MSCI EAFE ETF 464287465 521 6,866 SH SOLE 0 0 0 6,866
DOCUSIGN INC COM 256163106 251 1,242 SH SOLE 0 0 0 1,242
ISHARES TR ISHS 1-5YR INVS 464288646 214 3,910 SH SOLE 0 0 0 3,910
ALPHABET INC CAP STK CL C 02079K107 755 365 SH SOLE 0 0 0 365
SNOWFLAKE INC CL A 833445109 1,989 8,675 SH SOLE 0 0 0 8,675
KROGER CO COM 501044101 468 12,998 SH SOLE 0 0 0 12,998
EMERSON ELEC CO COM 291011104 279 3,092 SH SOLE 0 0 0 3,092
ISHARES TR CORE S&P500 ETF 464287200 9,804 24,643 SH SOLE 0 0 0 24,643
PERSHING SQUARE TONTINE HLDG COM CL A 71531R109 235 9,800 SH SOLE 0 0 0 9,800
BP PLC SPONSORED ADR 055622104 271 11,124 SH SOLE 0 0 0 11,124
ZSCALER INC COM 98980G102 277 1,616 SH SOLE 0 0 0 1,616
ISHARES TR U.S. REAL ES ETF 464287739 430 4,680 SH SOLE 0 0 0 4,680
NUVEEN OHIO QLTY MUN INCOME COM 670980101 327 20,990 SH SOLE 0 0 0 20,990
FIFTH THIRD BANCORP COM 316773100 435 11,603 SH SOLE 0 0 0 11,603
JOHNSON & JOHNSON COM 478160104 2,282 13,883 SH SOLE 0 0 0 13,883
NUVEEN AMT FREE MUN CR INC F COM 67071L106 529 31,321 SH SOLE 0 0 0 31,321
ISHARES INC MSCI GBL MIN VOL 464286525 1,827 18,513 SH SOLE 0 0 0 18,513

Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

SEC Filings