Ridgeline Wealth, LLC Reduced Holdings in Q1 2025

Ridgeline Wealth, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-26.7K
- 61.91%
$91.45 - $91.75 $2.44M - $2.45M
16.4K $1.51B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-15.6K
- 71.35%
$50.44 - $50.68 $789K - $793K
6.28K $319M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.23K
- 0.56%
$64.88 - $72.1 $79.5K - $88.3K
219K $14.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.83K
- 10.61%
$168.16 - $186.21 $475K - $526K
23.8K $4.07B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-4.21K
- 4.21%
$59.61 - $66.71 $251K - $281K
95.8K $5.8B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-6.29K
- 7.01%
$50.48 - $51.04 $317K - $321K
83.4K $4.23B
OEF
Ishares S&P 100 ETF

ETFs
-42
- 0.26%
N/A
16.2K $4.4B
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-5.29K
- 36.03%
$50.03 - $50.27 $265K - $266K
9.4K $471M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.8K
- 5.73%
$100.34 - $100.68 $281K - $282K
46K $4.63B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-371
- 1.4%
$120.24 - $134.3 $44.6K - $49.8K
26K $3.18B
AAPL
Apple Inc.

Technology
-394
- 13.35%
$209.68 - $247.1 $82.6K - $97.4K
2.56K $568M
GBIL
Goldman Sachs Access Treasury

ETFs
-1.25K
- 22.96%
$99.85 - $100.19 $125K - $126K
4.2K $421M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.2K
- 14.6%
$22.46 - $23.26 $117K - $121K
30.4K $705M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-4.02K
- 13.5%
$25.35 - $27.46 $102K - $110K
25.8K $682M
IVE
Ishares S&P 500 Value ETF

ETFs
-403
- 20.12%
$185.78 - $198.58 $74.9K - $80K
1.6K $305M
EFG
Msci Eafe Growth ETF

ETFs
-1.23K
- 8.26%
$96.1 - $106.37 $118K - $131K
13.7K $1.37B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.76K
- 14.9%
$44.72 - $46.25 $78.7K - $81.4K
10.1K $463M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-484
- 14.45%
$95.35 - $107.82 $46.1K - $52.2K
2.87K $275M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.18K
- 22.76%
$54.25 - $57.64 $64K - $68K
4K $220M
IFRA
Ishares Tr

ETFs
-838
- 13.48%
$44.8 - $49.25 $37.5K - $41.3K
5.38K $242M
MSFT
Microsoft Corp

Technology
-13
- 1.79%
$375.39 - $447.2 $4.88K - $5.81K
715 $268M
AVDE
American Centy ETF Tr Avantis

ETFs
-1.41K
- 11.61%
$60.63 - $68.55 $85.3K - $96.4K
10.7K $710M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4
- 0.26%
$302.31 - $337.54 $1.21K - $1.35K
1.56K $478M
IVW
Ishares S&P 500 Growth ETF

ETFs
-46
- 2.0%
$92.45 - $106.69 $4.25K - $4.91K
2.25K $209M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-38
- 0.51%
$48.06 - $53.73 $1.83K - $2.04K
7.42K $362M
IEMG
Ishares Inc

ETFs
-652
- 7.18%
N/A
8.43K $455M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-300
- 10.6%
$85.29 - $92.57 $25.6K - $27.8K
2.53K $230M
EMGF
Ishares Msci Emerging Markets

ETFs
-443
- 4.7%
$44.18 - $48.23 $19.6K - $21.4K
8.98K $420M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-153
- 2.48%
$87.68 - $94.52 $13.4K - $14.5K
6.03K $564M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-30
- 0.17%
$26.71 - $31.58 $801 - $947
18K $546M
IEV
Ishares Tr Europe ETF

ETFs
-171
- 0.69%
$51.89 - $60.68 $8.87K - $10.4K
24.5K $1.43B
EFV
Msci Eafe Value ETF

ETFs
-1.81K
- 3.83%
$51.88 - $60.73 $94K - $110K
45.6K $2.69B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-10.2K
- 3.15%
$25.54 - $28.79 $261K - $294K
314K $8.71B
Activity Summary
Buys All Purchases 10 New Holdings 1 Increased Positions 9 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ridgeline Wealth, LLC Portfolio

Follow Ridgeline Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ridgeline Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email