Instuitional Investor - Green Ridge Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Green Ridge Wealth Planning Llc |
| Portfolio Value | $190,016,406 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 36,893 | $21,294,107 | 11.21% | |
| 2. | Vanguard Tax-Managed Fds | 247,484 | $15,858,752 | 8.35% | |
| 3. | Invesco Exchange Traded Fd T - S&P 500 TOP 50 | 222,205 | $12,121,306 | 6.38% | |
| 4. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 104,869 | $11,756,864 | 6.19% | |
| 5. | IEF | 84,478 | $10,219,303 | 5.38% |
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