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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
 275,080 $26,663,469 21.72%
2.
Spdr Series Trust
 220,092 $15,173,138 12.36%
3.
American Centy Etf Tr
 157,592 $9,610,311 7.83%
4.
Dimensional Etf Trust
 323,990 $8,373,521 6.82%
5.
Dimensional Etf Trust
 100,052 $6,378,299 5.19%
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)