Ridgeline Wealth Planning

Ridgeline Wealth Planning as of March 31, 2025

Portfolio Holdings for Ridgeline Wealth Planning

Ridgeline Wealth Planning holds 35 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPYM) 27.1 $28M 420k 65.76
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 15.4 $16M 310k 50.63
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 11.8 $12M 424k 28.33
Capital Group Dividend Value Shs Creation Uni (CGDV) 8.4 $8.6M 240k 35.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.7 $6.8M 40k 170.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $4.5M 9.7k 468.93
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.0 $4.1M 85k 48.76
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.5 $3.6M 105k 34.25
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 3.3 $3.4M 104k 32.59
Ishares Msci Emrg Chn (EMXC) 2.0 $2.0M 37k 55.09
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 1.4 $1.4M 27k 53.01
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.1M 2.0k 561.96
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.1M 3.9k 274.84
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $958k 12k 78.94
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.7 $740k 11k 68.01
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.7 $713k 11k 66.34
Procter & Gamble Company (PG) 0.6 $613k 3.6k 170.42
Lam Research Corp Com New (LRCX) 0.6 $574k 7.9k 72.70
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $566k 5.4k 104.57
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $492k 12k 41.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $471k 17k 27.96
Amazon (AMZN) 0.4 $451k 2.4k 190.26
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $432k 12k 36.41
Apple (AAPL) 0.4 $406k 1.8k 222.13
Blackstone Secd Lending Common Stock (BXSL) 0.4 $384k 12k 32.36
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.4 $376k 17k 22.45
First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $361k 1.6k 222.15
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.3 $336k 1.9k 173.56
Northrop Grumman Corporation (NOC) 0.3 $310k 606.00 512.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $305k 9.2k 32.99
NVIDIA Corporation (NVDA) 0.3 $297k 2.7k 108.38
Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.3 $287k 2.9k 99.49
Microsoft Corporation (MSFT) 0.3 $270k 720.00 375.39
Wal-Mart Stores (WMT) 0.2 $240k 2.7k 87.79
First Tr Exchange Traded Indls Prod Dur (FXR) 0.2 $234k 3.4k 69.64