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
AVUSAmerican Centy Etf Tr Recent Activity New Position	21.73%	$26.663M 275,080 shares@ $96.93 avg price	New Position
SPLGSpdr Ser Tr Recent Activity New Position	12.37%	$15.173M 220,092 shares@ $68.94 avg price	New Position
AVGVAmerican Centy Etf Tr Recent Activity New Position	7.84%	$9.61M 157,592 shares@ $60.99 avg price	New Position
DFICDimensional Etf Trust Recent Activity New Position	6.83%	$8.374M 323,990 shares@ $25.85 avg price	New Position
DFUSDimensional Etf Trust Recent Activity New Position	5.2%	$6.378M 100,052 shares@ $63.75 avg price	New Position
SGOVIshares Tr Recent Activity New Position	4%	$4.898M 48,826 shares@ $100.32 avg price	New Position
QUALIshares Tr Recent Activity New Position	3.87%	$4.743M 26,634 shares@ $178.09 avg price	New Position
OEFIshares Tr Recent Activity New Position	3.84%	$4.705M 16,287 shares@ $288.86 avg price	New Position
JAAAJanus Detroit Str Tr Recent Activity New Position	3.71%	$4.548M 89,695 shares@ $50.71 avg price	New Position
BILSpdr Ser Tr Recent Activity New Position	3.22%	$3.94M 43,088 shares@ $91.44 avg price	New Position