Instuitional Investor - Ridgeline Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Ridgeline Wealth Planning, Llc |
| Portfolio Value | $104,483,357 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 408,871 | $28,187,547 | 26.97% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 304,576 | $15,341,488 | 14.68% | |
| 3. | Capital Group Gbl Growth Eqt | 415,422 | $12,138,626 | 11.61% | |
| 4. | Capital Group Dividend Value | 232,837 | $8,209,826 | 7.85% | |
| 5. | Ishares Tr - MSCI USA QLT FCT | 39,432 | $7,022,083 | 6.72% |
