Ridgeline Wealth Planning, LLC
- SEC CIK
- 0002013788
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/29 申報。只含多頭部位。
- 持股檔數
- 37
- 2024 年第 3 季沒有申報
- 總值
- $1.04 億
- 2024 年第 3 季沒有申報
Ridgeline Wealth Planning, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 408,871 | $2,819 萬 | 27.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 304,576 | $1,534 萬 | 14.7% | – | – | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 415,422 | $1,214 萬 | 11.6% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 232,837 | $821.0 萬 | 7.9% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 39,432 | $702.2 萬 | 6.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,527 | $487.1 萬 | 4.7% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 80,007 | $410.0 萬 | 3.9% | – | – | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 103,224 | $383.7 萬 | 3.7% | – | – | – |
| Franklin Templeton ETF Tr35473P108 | INTL COR DIV TIL | 93,004 | $279.1 萬 | 2.7% | – | – | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 74,889 | $242.0 萬 | 2.3% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 38,553 | $213.8 萬 | 2.0% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,388 | $167.8 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,904 | $113.1 萬 | 1.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,731 | $91.5 萬 | 0.9% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 12,053 | $80.8 萬 | 0.8% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 10,879 | $77.7 萬 | 0.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,306 | $76.9 萬 | 0.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,598 | $64.5 萬 | 0.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,465 | $58.1 萬 | 0.6% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 7,794 | $56.3 萬 | 0.5% | – | – | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 12,061 | $50.3 萬 | 0.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,524 | $47.9 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 12,663 | $43.2 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,887 | $41.4 萬 | 0.4% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,627 | $39.6 萬 | 0.4% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 17,509 | $38.9 萬 | 0.4% | – | – | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 1,937 | $36.5 萬 | 0.3% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 9,232 | $31.9 萬 | 0.3% | – | – | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 3,004 | $29.8 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 5,940 | $28.4 萬 | 0.3% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 598 | $28.1 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,795 | $25.3 萬 | 0.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,007 | $25.2 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X150 | INDLS PROD DUR | 3,359 | $25.1 萬 | 0.2% | – | – | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 8,041 | $23.8 萬 | 0.2% | – | – | – |
| SWSmurfit Westrock plc | Stock | 3,822 | $20.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 951 | $20.0 萬 | 0.2% | – | – | – |