Instuitional Investor - Green Ridge Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Green Ridge Wealth Planning Llc |
| Portfolio Value | $249,232,954 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 39,349 | $29,108,858 | 11.68% | |
| 2. | Vanguard Tax-Managed Fds | 285,552 | $20,162,817 | 8.09% | |
| 3. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 118,636 | $17,982,845 | 7.22% | |
| 4. | IEF | 109,469 | $15,764,631 | 6.33% | |
| 5. | Invesco Exchange Traded Fd T - S&P 500 TOP 50 | 220,635 | $14,034,623 | 5.63% |
Hedge Fund Resource Center 
