Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH DIMENSIONS GROUP LTD | 02-09-2024 | 12-31-2023 | 135 | 315,762,489 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI GBL MIN VOL | 51 | $777,790 | 7,751 | 0.00 | 0.00 | -16,841 | -68.48 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 52 | $763,037 | 5,462 | 0.00 | 0.00 | 242 | 4.64 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COM | 53 | $724,380 | 1,598 | 0.00 | 0.00 | -9 | -0.56 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 54 | $723,300 | 1,766 | 0.00 | 0.00 | 92 | 5.50 | 12-31-2023 |
