News + Filings Holdings
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Wealth Dimensions Group, Ltd.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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HONEYWELL INTERNATIONAL INC
| HON | Common | 1,388 | 1,388 | 288,077,000 | 288,077,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 2,064 | 2,064 | 220,237,000 | 220,237,000 | 0.08 | |
Hist
| 06/30/2023 |
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lululemon athletica inc.
| LULU | Common | 571 | 571 | 216,308,000 | 216,308,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 3,877 | 3,877 | 210,958,000 | 210,958,000 | 0.08 | |
Hist
| 06/30/2023 |
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Zscaler, Inc.
| ZS | COM | 1,435 | 1,435 | 209,941,000 | 209,941,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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Nuveen Municipal Credit Income Fund
| NZF | Common | 17,900 | 17,900 | 208,714,000 | 208,714,000 | 0.08 | |
Hist
| 06/30/2023 |
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Snowflake Inc.
| SNOW | Common | 1,144 | 1,144 | 201,321,000 | 201,321,000 | 0.07 | |
Hist
| 06/30/2023 |
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VANGUARD EXTENDED STOCK MAKET INDEX FUND
| VXF | Common | 1,349 | 1,349 | 200,743,000 | 200,743,000 | 0.07 | |
Hist
| 06/30/2023 |
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NEXTERA ENERGY INC
| FPL | common | 2,704 | 2,704 | 200,623,000 | 200,623,000 | 0.07 | |
Hist
| 06/30/2023 |
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