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Disclosery

13F-HR filed by Ridgeline Wealth Planning, LLC

Ridgeline Wealth Planning, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-29, with 37 holding rows worth $104,483,357.

Accession
0001667731-25-000153
Filer
CIK 2013788
Filed
2025-01-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 37 entries on the cover page, a total value of $104,483,357 stated on the cover page (in dollars after the unit check, H1), rows summing to $104,483,357 with VALUE read as dollars as filed, 13F file number 028-24664. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS408,871$28,187,547dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF304,576$15,341,488dollars as filed
CAPITAL GROUP GBL GROWTH EQT14020X104SHS CREAT UNIT415,422$12,138,626dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT232,837$8,209,826dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF39,432$7,022,083dollars as filed
INVESCO QQQ TR46090E103COM9,527$4,870,578dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT80,007$4,100,382dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT103,224$3,836,836dollars as filed
FRANKLIN TEMPLETON ETF TR35473P108INTL COR DIV TIL93,004$2,791,050dollars as filed
BLACKSTONE SECD LENDING FD09261X102COMMON STOCK74,889$2,419,664dollars as filed
ISHARES INC46434G764MSCI EMRG CHN38,553$2,137,764dollars as filed
Avantis US Small Cap Value ETF025072877SHS17,388$1,678,464dollars as filed
VTI922908769COM3,904$1,131,418dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM11,731$915,135dollars as filed
INVESCO EXCHANGE TRADED FD T46137V241S&P500 QUALITY12,053$807,913dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS10,879$777,087dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,306$769,069dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS5,598$645,002dollars as filed
Procter & Gamble Co742718109COM3,465$580,907dollars as filed
Lam Research Corporation512807306COM7,794$562,961dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR12,061$503,306dollars as filed
SCHD808524797COM17,524$478,753dollars as filed
SPDW78463X889COM12,663$432,175dollars as filed
Amazon.com, Inc023135106COM1,887$413,989dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E302DJ INTERNT IDX1,627$395,638dollars as filed
CAPITAL GRP FIXED INCM ETF T14020Y102CORE PLUS INCM17,509$388,700dollars as filed
FIRST TR EXCHANGE-TRADED FD337345102SHS1,937$364,698dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 29,232$319,335dollars as filed
SPDR SERIES TRUST78468R523ST STR BL 12 ETF3,004$297,868dollars as filed
INVESCO EXCH TRADED FD TR II46138E743RAFI DVLPD MRKTS5,940$284,467dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock598$280,635dollars as filed
Walmart Inc.931142103COM2,795$252,528dollars as filed
Apple Inc037833100COM1,007$252,173dollars as filed
FIRST TR EXCHANGE TRADED FD33734X150INDLS PROD DUR3,359$251,287dollars as filed
COLUMBIA ETF TR II19762B202EM CORE EX ETF8,041$238,014dollars as filed
SMURFIT WESTROCK PLC SHSG8267P108Stock3,822$205,853dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM951$200,138dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000153this filing2025-01-29acceptance time not in the bulk data set