Instuitional Investor - Ridgeline Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Ridgeline Wealth Planning, Llc |
| Portfolio Value | $157,782,527 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | KRE | 478,689 | $42,067,167 | 26.66% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 395,728 | $20,011,951 | 12.68% | |
| 3. | DYNF | 215,984 | $14,689,057 | 9.31% | |
| 4. | Capital Group Dividend Value | 272,667 | $13,437,023 | 8.52% | |
| 5. | Capital Group Gbl Growth Eqt | 263,789 | $11,166,180 | 7.08% |
Hedge Fund Resource Center 
