The Analysis of Ridgeline Wealth, LLC's Holdings
Currently, Ridgeline Wealth, LLC holds 52 types of securities in its portfolio with a total value $144.2M. In the most recent quarter, they have increased their positions in AVLC (+16.4K shares, valued at $1.3M), DFUS (+7.7K shares, valued at $567.6K), N/A (+981 shares, valued at $493.1K); decreased their positions in EFG (-1.5K shares, valued at $171.6K), SPYM (-1.9K shares, valued at $155.3K), SCHZ (-6.6K shares, valued at $153.7K); initiated new positions in JNJ (+990 shares, valued at $204.8K), AEP (+1.8K shares, valued at $203.1K), ICSH (+4.0K shares, valued at $201.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVLC AMERICAN CENTY ETF TR444.2K shares3.84%2025-12-312026-01-08
SPYM SPDR SERIES TRUST201.3K shares-0.95%2025-12-312026-01-08 DFIC DIMENSIONAL ETF TRUST348.9K shares3.55%2025-12-312026-01-08 AVLV AMERICAN CENTY ETF TR112.0K shares6.10%2025-12-312026-01-08 DFUS DIMENSIONAL ETF TRUST91.4K shares9.13%2025-12-312026-01-08 AVNV AMERICAN CENTY ETF TR84.5K shares3.80%2025-12-312026-01-08 AVUS AMERICAN CENTY ETF TR55.2K shares8.10%2025-12-312026-01-08 JAAA JANUS DETROIT STR TR119.2K shares8.64%2025-12-312026-01-08 OEF ISHARES TR14.1K shares-0.01%2025-12-312026-01-08 AVSC AMERICAN CENTY ETF TR70.2K shares7.39%2025-12-312026-01-08 ESGU ISHARES TR25.8K shares-0.05%2025-12-312026-01-08 AVXC AMERICAN CENTY ETF TR59.6K shares2.37%2025-12-312026-01-08 QUAL ISHARES TR15.6K shares-3.90%2025-12-312026-01-08 EFV ISHARES TR40.7K shares-1.57%2025-12-312026-01-08 AVGE AMERICAN CENTY ETF TR27.9K shares19.48%2025-12-312026-01-08 PULS PGIM ETF TR43.8K shares-3.70%2025-12-312026-01-08 IYW ISHARES TR9.3K shares-4.21%2025-12-312026-01-08 IEV ISHARES TR23.2K shares-3.81%2025-12-312026-01-08 DFGR DIMENSIONAL ETF TRUST52.4K shares11.69%2025-12-312026-01-08 VTI VANGUARD INDEX FDS3.4K shares-2.44%2025-12-312026-01-08 AVDE AMERICAN CENTY ETF TR12.0K shares-6.42%2025-12-312026-01-08 BLES NORTHERN LTS FD TR IV20.8K shares4.80%2025-12-312026-01-08 IGM ISHARES TR5.9K shares-0.07%2025-12-312026-01-08 TPIF TIMOTHY PLAN21.9K shares-2.73%2025-12-312026-01-08 DFEM DIMENSIONAL ETF TRUST22.6K shares-0.45%2025-12-312026-01-08 JBBB JANUS DETROIT STR TR15.0K shares65.91%2025-12-312026-01-08 AVGV AMERICAN CENTY ETF TR8.4K shares-3.97%2025-12-312026-01-08 AVEM AMERICAN CENTY ETF TR7.5K shares0.67%2025-12-312026-01-08 AAPL APPLE INC2.1K shares4.68%2025-12-312026-01-08 SCHZ SCHWAB STRATEGIC TR20.9K shares-23.94%2025-12-312026-01-08 IUSB ISHARES TR10.0K shares0.00%2025-12-312026-01-08 SPTM SPDR SERIES TRUST5.5K shares0.36%2025-12-312026-01-08 ALPHABET INC ALPHABET INC1.4K shares-2.34%2025-12-312026-01-08 IWB ISHARES TR1.2K shares-22.97%2025-12-312026-01-08 SGOV ISHARES TR3.9K shares75.58%2025-12-312026-01-08 MSFT MICROSOFT CORP744 shares7.98%2025-12-312026-01-08 AJG GALLAGHER ARTHUR J & CO1.3K shares0.00%2025-12-312026-01-08 SUSL ISHARES TR2.6K shares-0.08%2025-12-312026-01-08 AMZN AMAZON COM INC1.2K shares6.43%2025-12-312026-01-08 IVLU ISHARES TR7.1K shares-30.16%2025-12-312026-01-08 GEV GE VERNOVA INC403 shares0.25%2025-12-312026-01-08 SO SOUTHERN CO3.0K shares3.45%2025-12-312026-01-08 USMV ISHARES TR2.8K shares-4.33%2025-12-312026-01-08 EFG ISHARES TR2.2K shares-40.26%2025-12-312026-01-08 IFRA ISHARES TR4.7K shares-0.38%2025-12-312026-01-08 IVV ISHARES TR363 shares0.00%2025-12-312026-01-08 EMGF ISHARES INC4.1K shares-4.66%2025-12-312026-01-08 TFI SPDR SERIES TRUST4.7K shares0.00%2025-12-312026-01-08 JNJ JOHNSON & JOHNSON990 sharesnew addition2025-12-312026-01-08 AEP AMERICAN ELEC PWR CO INC1.8K sharesnew addition2025-12-312026-01-08 ICSH ISHARES TR4.0K sharesnew addition2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available