Instuitional Investor - Ridgeline Wealth Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Ridgeline Wealth Planning, Llc |
| Portfolio Value | $140,137,244 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 448,029 | $35,940,850 | 25.65% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 394,281 | $19,946,678 | 14.23% | |
| 3. | Capital Group Gbl Growth Eqt | 336,017 | $11,642,982 | 8.31% | |
| 4. | Blackrock Etf Trust | 183,577 | $11,163,322 | 7.97% | |
| 5. | Capital Group Dividend Value | 255,710 | $11,159,172 | 7.96% |
Hedge Fund Resource Center 
