Instuitional Investor - Ridgeline Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Ridgeline Wealth Planning, Llc |
| Portfolio Value | $121,469,878 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 457,590 | $33,262,207 | 27.38% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 335,281 | $16,992,033 | 13.99% | |
| 3. | Capital Group Gbl Growth Eqt | 451,727 | $14,441,707 | 11.89% | |
| 4. | Capital Group Dividend Value | 256,792 | $10,140,716 | 8.35% | |
| 5. | Blackrock Etf Trust | 167,659 | $9,130,723 | 7.52% |
