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 DYNF QQQ CGGR FLQH 25 stocks	$113 Million 93.89% of portfolio	12	8	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services MTG 1 stocks	$2.33 Million 1.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.2 Million 0.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$760,287 0.63% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$636,231 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$594,742 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$455,153 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$443,180 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL 1 stocks	$364,511 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$301,945 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials NOC 1 stocks	$301,488 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts

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