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Ridgeline Wealth

Latest statistics and disclosures from Ridgeline Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001934226

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Positions held by Ridgeline Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Ridgeline Wealth

Ridgeline Wealth holds 55 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	21.7	$27M	275k	96.93	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	12.4	$15M	220k	68.94	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	7.8	$9.6M	158k	60.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	6.8	$8.4M	324k	25.84	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	5.2	$6.4M	100k	63.75	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.0	$4.9M	49k	100.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$4.7M	27k	178.08	View chart
Ishares Tr S&p 100 Etf (OEF)	3.8	$4.7M	16k	288.85	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.7	$4.5M	90k	50.71	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	3.2	$3.9M	43k	91.43	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	2.8	$3.4M	26k	128.82	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$2.5M	47k	52.47	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	1.8	$2.2M	44k	49.54	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.4	$1.7M	11k	159.51	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.4	$1.7M	33k	49.55	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	1.3	$1.5M	21k	72.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$1.4M	15k	96.83	View chart
Ishares Tr Europe Etf (IEV)	1.0	$1.3M	25k	52.06	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.9	$1.1M	22k	50.43	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.9	$1.1M	42k	25.54	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$809k	36k	22.70	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.6	$780k	30k	26.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$753k	2.6k	289.84	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.6	$744k	10k	71.43	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$744k	12k	61.37	View chart
Apple (AAPL)	0.6	$739k	3.0k	250.42	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.6	$736k	15k	50.11	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.6	$700k	19k	36.99	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.5	$608k	6.0k	102.09	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$549k	6.2k	88.78	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$545k	5.5k	99.92	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$534k	12k	45.20	View chart
Timothy Plan Intl Etf (TPIF)	0.4	$523k	20k	26.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$503k	1.6k	322.15	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$489k	18k	27.11	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$474k	9.1k	52.22	View chart
Ishares Emng Mkts Eqt (EMGF)	0.3	$426k	9.4k	45.23	View chart
Prospect Capital Corporation (PSEC)	0.3	$407k	94k	4.31	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$382k	7.5k	51.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$382k	2.0k	190.85	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$368k	1.3k	283.85	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$345k	3.4k	103.05	View chart
Microsoft Corporation (MSFT)	0.3	$307k	728.00	421.62	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$288k	6.2k	46.29	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$287k	5.2k	55.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$263k	1.4k	189.23	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$260k	2.8k	91.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$253k	431.00	588.00	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$250k	7.2k	34.59	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$247k	2.8k	87.33	View chart
Amazon (AMZN)	0.2	$237k	1.1k	219.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$233k	2.3k	101.53	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$216k	4.7k	45.62	View chart
Eaton Corp SHS (ETN)	0.2	$215k	648.00	331.61	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$214k	2.4k	88.40	View chart

Past Filings by Ridgeline Wealth

SEC 13F filings are viewable for Ridgeline Wealth going back to 2024

Ridgeline Wealth 2024 Q4 filed Jan. 6, 2025

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