Instuitional Investor - Green Ridge Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Green Ridge Wealth Planning Llc |
| Portfolio Value | $237,754,480 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 38,107 | $28,062,182 | 11.8% | |
| 2. | Vanguard Tax-Managed Fds | 271,931 | $19,375,118 | 8.15% | |
| 3. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 110,026 | $17,773,600 | 7.48% | |
| 4. | Invesco Exchange Traded Fd T - S&P 500 TOP 50 | 228,719 | $14,004,450 | 5.89% | |
| 5. | IEF | 93,076 | $12,714,182 | 5.35% |
Hedge Fund Resource Center 
