Teresa Douberly

@Ridgeline Wealth, Llc

Latest period2024 - Q4

Reported12d ago

Managed Assets$122.708M

Total holdings55

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ridgeline Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Ridgeline Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 122.708M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ESGUIshares Tr Recent Activity New Position	2.78%	$3.403M 26,417 shares@ $128.82 avg price	New Position
EFVIshares Tr Recent Activity New Position	2.03%	$2.486M 47,372 shares@ $52.48 avg price	New Position
AVXCAmerican Centy Etf Tr Recent Activity New Position	1.78%	$2.179M 43,977 shares@ $49.55 avg price	New Position
IYWIshares Tr Recent Activity New Position	1.38%	$1.684M 10,555 shares@ $159.52 avg price	New Position
PULSPgim Etf Tr Recent Activity New Position	1.36%	$1.657M 33,441 shares@ $49.56 avg price	New Position
AVGEAmerican Centy Etf Tr Recent Activity New Position	1.26%	$1.539M 21,262 shares@ $72.37 avg price	New Position
EFGIshares Tr Recent Activity New Position	1.18%	$1.442M 14,893 shares@ $96.84 avg price	New Position
IEVIshares Tr Recent Activity New Position	1.05%	$1.287M 24,719 shares@ $52.06 avg price	New Position
ICSHIshares Tr Recent Activity New Position	0.91%	$1.106M 21,932 shares@ $50.44 avg price	New Position
DFGRDimensional Etf Trust Recent Activity New Position	0.89%	$1.082M 42,369 shares@ $25.54 avg price	New Position