Filer Name: RIDGELINE WEALTH PLANNING, LLC
CIK: 2013788
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 37
Portfolio Value: $0.10B

Ridgeline Wealth Planning, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 408,871 $28M 26.98% - -
JPST US JPMORGAN ULTRA-SHORT INCOME 304,576 $15M 14.68% - -
CGGO US CAP GROUP GLOBAL GROWTH 415,422 $12M 11.62% - -
CGDV US CAP GROUP DIVIDEND VALUE 232,837 $8M 7.86% - -
QUAL US ISHARES MSCI USA QUALITY FAC 39,432 $7M 6.72% - -
QQQ US INVESCO QQQ TRUST SERIES 1 9,527 $5M 4.66% - -
DYNF US ISHRS US E F R A ETF-USD INC 80,007 $4M 3.92% - -
CGGR US CAP GROUP GROWTH EQUITY 103,224 $4M 3.67% - -
DIVI US FRANKLIN INTERNATIONAL CORE 93,004 $3M 2.67% - -
BXSL US BLACKSTONE SECURED LENDING F 74,889 $2M 2.32% - -
EMXC US ISHARES MSCI EMR MRK EX CHNA 38,553 $2M 2.05% - -
AVUV US AVANTIS US SMALL CAP VALUE 17,388 $2M 1.61% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 3,904 $1M 1.08% - -
VCSH US VANGUARD S/T CORP BOND ETF 11,731 $1M 0.88% - -
SPHQ US INVESCO S&P 500 QUALITY ETF 12,053 $1M 0.77% - -
IVV US ISHARES CORE S&P 500 ETF 1,306 $1M 0.74% - -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 10,879 $1M 0.74% - -
IJR US ISHARES CORE S&P SMALL-CAP E 5,598 $1M 0.62% - -
PG US PROCTER & GAMBLE CO/THE 3,465 $1M 0.56% - -
LRCX US LAM RESEARCH CORP 7,794 $1M 0.54% - -
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