Ridgeline Wealth Planning

Ridgeline Wealth Planning as of Dec. 31, 2024

Portfolio Holdings for Ridgeline Wealth Planning

Ridgeline Wealth Planning holds 37 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPYM) 27.0 $28M 409k 68.94
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 14.7 $15M 305k 50.37
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 11.6 $12M 415k 29.22
Capital Group Dividend Value Shs Creation Uni (CGDV) 7.9 $8.2M 233k 35.26
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.7 $7.0M 39k 178.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.7 $4.9M 9.5k 511.24
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.9 $4.1M 80k 51.25
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.7 $3.8M 103k 37.17
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 2.7 $2.8M 93k 30.01
Blackstone Secd Lending Common Stock (BXSL) 2.3 $2.4M 75k 32.31
Ishares Msci Emrg Chn (EMXC) 2.0 $2.1M 39k 55.45
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $1.7M 17k 96.53
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.1M 3.9k 289.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $915k 12k 78.01
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.8 $808k 12k 67.03
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $777k 11k 71.43
Ishares Tr Core S&p500 Etf (IVV) 0.7 $769k 1.3k 588.87
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $645k 5.6k 115.22
Procter & Gamble Company (PG) 0.6 $581k 3.5k 167.65
Lam Research Corp Com New (LRCX) 0.5 $563k 7.8k 72.23
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $503k 12k 41.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $479k 18k 27.32
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $432k 13k 34.13
Amazon (AMZN) 0.4 $414k 1.9k 219.39
First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $396k 1.6k 243.17
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.4 $389k 18k 22.20
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.3 $365k 1.9k 188.28
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $319k 9.2k 34.59
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.3 $298k 3.0k 99.16
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.3 $285k 5.9k 47.89
Northrop Grumman Corporation (NOC) 0.3 $281k 598.00 469.29
Wal-Mart Stores (WMT) 0.2 $253k 2.8k 90.35
Apple (AAPL) 0.2 $252k 1.0k 250.42
First Tr Exchange Traded Indls Prod Dur (FXR) 0.2 $251k 3.4k 74.81
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.2 $238k 8.0k 29.60
Smurfit Westrock SHS (SW) 0.2 $206k 3.8k 53.86
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $200k 951.00 210.45