Instuitional Investor - Ridgeline Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Ridgeline Wealth Planning, Llc |
| Portfolio Value | $136,925,736 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 448,546 | $34,331,694 | 25.07% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 393,352 | $19,907,530 | 14.54% | |
| 3. | Capital Group Gbl Growth Eqt | 340,353 | $11,357,573 | 8.29% | |
| 4. | Capital Group Dividend Value | 251,606 | $10,703,327 | 7.82% | |
| 5. | Blackrock Etf Trust | 181,290 | $10,547,480 | 7.7% |
Hedge Fund Resource Center 
