Ridgeline Wealth Planning, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Centerville, OH
CIK
0002013788
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 35 101,757 SPLG, JPST, CGGO, CGDV 13F-HR 4/30/2025 000166773125000553
Q4 2024 37 104,483 SPLG, JPST, CGGO, CGDV 13F-HR 1/29/2025 000166773125000153