Instuitional Investor - Ridgeline Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Ridgeline Wealth Planning, Llc |
| Portfolio Value | $101,757,529 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 419,586 | $27,591,976 | 27.12% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 309,681 | $15,679,165 | 15.41% | |
| 3. | Capital Group Gbl Growth Eqt | 423,957 | $12,010,697 | 11.8% | |
| 4. | Capital Group Dividend Value | 240,249 | $8,562,468 | 8.41% | |
| 5. | Ishares Tr - MSCI USA QLT FCT | 39,888 | $6,816,411 | 6.7% |
