Ridgeline Wealth, LLC
CIK 1934226 · Holdings on Dec 31, 2024 · First reported Jan 6, 2025
Top ten holdings
Q4 2024- AVUS21.73%
- SPYM12.37%
- AVGV7.83%
- DFIC6.82%
- DFUS5.20%
- SGOV3.99%
- QUAL3.87%
- OEF3.83%
- JAAA3.71%
- BIL3.21%
Share classes counted separately72.56%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $26.66M | 21.73% | 275.08K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $15.17M | 12.37% | 220.09K shares | Prior unavailable — | — | ↗▾ |
| 03 | AVGVAVANTIS ALL EQ MKTS VAL ETFAVANTIS ALL EQT View history and evidence | $9.61M | 7.83% | 157.59K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $8.37M | 6.82% | 323.99K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $6.38M | 5.20% | 100.05K shares | Prior unavailable — | — | ↗▾ |
| 06 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $4.90M | 3.99% | 48.83K shares | Prior unavailable — | — | ↗▾ |
| 07 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $4.74M | 3.87% | 26.63K shares | Prior unavailable — | — | ↗▾ |
| 08 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $4.70M | 3.83% | 16.29K shares | Prior unavailable — | — | ↗▾ |
| 09 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $4.55M | 3.71% | 89.69K shares | Prior unavailable — | — | ↗▾ |
| 10 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $3.94M | 3.21% | 43.09K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1934226 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 122708418
}Research all 55 reported holdings.
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