Ridgeline Wealth Planning, LLC
CIK 2013788 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- SPYM26.98%
- JPST14.68%
- CGGO11.62%
- CGDV7.86%
- QUAL6.72%
- QQQ4.66%
- DYNF3.92%
- CGGR3.67%
- DIVI2.67%
- BXSL2.32%
Share classes counted separately85.10%
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 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $28.19M | 26.98% | 408.87K shares | Prior unavailable — | — | ↗▾ |
| 02 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $15.34M | 14.68% | 304.58K shares | Prior unavailable — | — | ↗▾ |
| 03 | CGGOCAP GROUP GLOBAL GROWTHSHS CREATION UNI View history and evidence | $12.14M | 11.62% | 415.42K shares | Prior unavailable — | — | ↗▾ |
| 04 | CGDVCAP GROUP DIVIDEND VALUESHS CREATION UNI View history and evidence | $8.21M | 7.86% | 232.84K shares | Prior unavailable — | — | ↗▾ |
| 05 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $7.02M | 6.72% | 39.43K shares | Prior unavailable — | — | ↗▾ |
| 06 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $4.87M | 4.66% | 9.53K shares | Prior unavailable — | — | ↗▾ |
| 07 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $4.10M | 3.92% | 80.01K shares | Prior unavailable — | — | ↗▾ |
| 08 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $3.84M | 3.67% | 103.22K shares | Prior unavailable — | — | ↗▾ |
| 09 | DIVIFRANKLIN INTERNATIONAL COREINTL COR DIV TIL View history and evidence | $2.79M | 2.67% | 93.00K shares | Prior unavailable — | — | ↗▾ |
| 10 | BXSLBLACKSTONE SECURED LENDING FCOMMON STOCK View history and evidence | $2.42M | 2.32% | 74.89K 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 2013788 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 104483357
}Research all 37 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.