Ridgeline Wealth Planning, LLC Portfolio Holdings by Sector

Ridgeline Wealth Planning, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG JPST CGGO CGDV QUAL QQQ DYNF CGGR 28 stocks	$98.4 Million 94.86% of portfolio	28	-	28	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL 1 stocks	$2.42 Million 2.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.13 Million 1.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$580,907 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$413,989 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$280,635 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$252,528 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$252,173 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts

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