Instuitional Investor - Ridgeline Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Ridgeline Wealth Planning, Llc |
| Portfolio Value | $133,135,868 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 443,473 | $34,741,640 | 26.09% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 433,615 | $21,997,287 | 16.52% | |
| 3. | Capital Group Gbl Growth Eqt | 396,540 | $13,549,776 | 10.18% | |
| 4. | Capital Group Dividend Value | 260,912 | $10,966,119 | 8.24% | |
| 5. | Blackrock Etf Trust | 170,522 | $10,094,887 | 7.58% |
Hedge Fund Resource Center 
