Ridgeline Wealth, LLC New Holdings in Q4 2024

Ridgeline Wealth, LLC

  • $123 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
275K
New
$94.36 - $102.06 $26M - $28.1M
275K $26.7B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
220K
New
$66.77 - $71.52 $14.7M - $15.7M
220K $15.2B
American Centy ETF Tr
158K
New
N/A
158K $9.61B
DFIC
Dimensional ETF Tr Dimensional

ETFs
324K
New
$25.61 - $28.0 $8.3M - $9.07M
324K $8.37B
DFUS
Dimensional ETF Tr U S Equity

ETFs
100K
New
$61.52 - $66.5 $6.16M - $6.65M
100K $6.38B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
48.8K
New
$100.16 - $100.7 $4.89M - $4.92M
48.8K $4.9B
QUAL
Ishares Msci Usa Quality Facto

ETFs
26.6K
New
$176.42 - $186.91 $4.7M - $4.98M
26.6K $4.74B
OEF
Ishares S&P 100 ETF

ETFs
16.3K
New
N/A
16.3K $4.7B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
89.7K
New
$50.62 - $50.97 $4.54M - $4.57M
89.7K $4.55B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
43.1K
New
$91.29 - $91.8 $3.93M - $3.96M
43.1K $3.94B
EFV
Msci Eafe Value ETF

ETFs
47.4K
New
$51.78 - $57.15 $2.45M - $2.71M
47.4K $2.49B
American Centy ETF Tr
44K
New
N/A
44K $2.18B
IYW
Ishares Dj Us Tech ETF

ETFs
10.6K
New
$148.14 - $166.23 $1.56M - $1.75M
10.6K $1.68B
PULS
Pgim ETF Tr

ETFs
33.4K
New
$49.51 - $49.79 $1.66M - $1.67M
33.4K $1.66B
AVGE
American Centy ETF Tr Avantis
21.3K
New
N/A
21.3K $1.54B
EFG
Msci Eafe Growth ETF

ETFs
14.9K
New
$96.83 - $106.88 $1.44M - $1.59M
14.9K $1.44B
IEV
Ishares Tr Europe ETF

ETFs
24.7K
New
$52.03 - $57.63 $1.29M - $1.42M
24.7K $1.29B
ICSH
Blackrock Ultra Short Term Bon

ETFs
21.9K
New
$50.35 - $50.69 $1.1M - $1.11M
21.9K $1.11B
Dimensional ETF Trust
42.4K
New
N/A
42.4K $1.08B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
35.6K
New
$22.63 - $47.53 $806K - $1.69M
35.6K $809M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29.8K
New
$26.16 - $28.82 $780K - $859K
29.8K $780M
VTI
Vanguard Total Stock Market Et

ETFs
2.6K
New
$280.04 - $302.45 $728K - $786K
2.6K $753M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.4K
New
$69.3 - $74.3 $722K - $774K
10.4K $744M
AVDE
American Centy ETF Tr Avantis

ETFs
12.1K
New
$60.9 - $66.69 $738K - $808K
12.1K $744M
AAPL
Apple Inc.

Technology
2.95K
New
$221.69 - $259.02 $654K - $765K
2.95K $739M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
14.7K
New
$50.0 - $50.27 $735K - $739K
14.7K $736M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
18.9K
New
$36.95 - $39.5 $700K - $748K
18.9K $700M
IGM
Ishares Expanded Tech Sector E

ETFs
5.95K
New
$94.19 - $106.95 $561K - $637K
5.95K $608M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.18K
New
$88.59 - $94.57 $547K - $584K
6.18K $549M
GBIL
Goldman Sachs Access Treasury

ETFs
5.46K
New
$99.85 - $100.22 $545K - $547K
5.46K $545M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.8K
New
$45.07 - $47.1 $532K - $556K
11.8K $534M
TPIF
Timothy Plan Intl ETF (De)

ETFs
19.7K
New
$26.38 - $28.72 $519K - $565K
19.7K $523M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.56K
New
$311.11 - $335.64 $486K - $524K
1.56K $503M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
18K
New
$26.65 - $29.34 $480K - $529K
18K $489M
IEMG
Ishares Inc

ETFs
9.08K
New
N/A
9.08K $474M
EMGF
Ishares Msci Emerging Markets

ETFs
9.42K
New
$45.23 - $51.49 $426K - $485K
9.42K $426M
PSEC
Prospect Capital Corp

Financial Services
94.3K
New
$4.16 - $5.34 $392K - $504K
94.3K $407M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.46K
New
$49.03 - $53.35 $366K - $398K
7.46K $382M
IVE
Ishares S&P 500 Value ETF

ETFs
2K
New
$189.5 - $206.17 $380K - $413K
2K $382M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.3K
New
$278.49 - $315.16 $361K - $408K
1.3K $368M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3.35K
New
$100.38 - $107.86 $336K - $361K
3.35K $345M
MSFT
Microsoft Corp

Technology
728
New
$406.35 - $454.46 $296K - $331K
728 $307M
IFRA
Ishares Tr

ETFs
6.22K
New
$45.94 - $51.71 $286K - $321K
6.22K $288M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.18K
New
$55.45 - $61.08 $287K - $316K
5.18K $287M
GOOGL
Alphabet Inc.

Communication Services
1.39K
New
$161.86 - $196.66 $225K - $274K
1.39K $263M
MBB
Ishares Tr

ETFs
2.84K
New
$91.26 - $95.82 $259K - $272K
2.84K $260M
IVV
Ishares Core S&P 500 ETF

ETFs
431
New
$570.51 - $610.59 $246K - $263K
431 $253M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.24K
New
$33.92 - $36.6 $245K - $265K
7.24K $250M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.83K
New
$87.1 - $98.49 $247K - $279K
2.83K $247M
Activity Summary
Buys All Purchases 55 New Holdings 55 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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