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Home > Institutional Investor > Ridgeline Wealth, Llc > 13F Holdings

Instuitional Investor - Ridgeline Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Centy Etf Tr - US EQT ETF
 291,490 $26,927,833 22.89%
2.
Spdr Series Trust
 218,867 $14,392,676 12.24%
3.
American Centy Etf Tr
 182,168 $11,070,665 9.41%
4.
Dimensional Etf Trust
 313,770 $8,713,403 7.41%
5.
Dimensional Etf Trust
 95,844 $5,796,641 4.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)