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Shp Etf Trust shares owned by Ridgewood Investments

Quarter-by-quarter ownership of Shp Etf Trust (CSHI) shares owned by Ridgewood Investments from 13F filings

Historical chart of Ridgewood Investments investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Ridgewood Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Ridgewood Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $45k 900 49.82
2024-09-30 $45k 900 49.80
2024-06-30 $45k 900 49.76
2023-06-30 $95k 1.9k 50.07
2023-03-31 $95k 1.9k 50.14

More positions owned by Ridgewood Investments

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Markel Corporation (MKL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Medtronic SHS (MDT)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Index Fds Small Cp Etf (VB)
Pfizer (PFE)

View all positions for Ridgewood Investments

Top funds holding Shp Etf Trust

Napa Wealth Management
Retirement Planning Group
Richard P Slaughter Associates
Gradient Investments
Mercer Global Advisors
Atticus Wealth Management
Advisor Group Holdings
LPL Financial
Gainplan
Mml Investors Services
Precision Wealth Strategies
Atomi Financial Group
Gladstone Institutional Advisory
WT Wealth Management
Ameriprise Financial

View all funds holding Shp Etf Trust