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 28 stocks	$124 Million 93.55% of portfolio	16	6	3	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services MTG 1 stocks	$1.81 Million 1.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.3 Million 0.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$995,820 0.75% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$763,641 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$686,595 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$629,730 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$558,396 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH 1 stocks	$488,249 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts

Aerospace & Defense \| Industrials NOC 1 stocks	$369,857 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL 1 stocks	$367,248 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$311,963 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$257,686 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts

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