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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001934226

Ridgeline Wealth, LLC

MESA, AZ · File #028-24533

Latest AUM
$144.2M
Positions
52
Top-10 Concentration
73.6%
Filings
5

Sector Allocation

Technology
0.6%$925,926
Industrials
0.2%$263,389
Utilities
0.2%$261,774
Healthcare
0.1%$204,777

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMERICAN CENTY ETF TR025072158444,183$34.9M24.29%
2SPDR SERIES TRUST78464A854201,328$16.2M11.23%
3DIMENSIONAL ETF TRUST25434V799348,852$12.0M8.36%
4AMERICAN CENTY ETF TR025072349112,046$8.5M5.90%
5DIMENSIONAL ETF TRUST25434V40191,434$6.8M4.72%
6AMERICAN CENTY ETF TR02507216684,487$6.3M4.39%
7AMERICAN CENTY ETF TR02507288555,212$6.2M4.29%
8JANUS DETROIT STR TR47103U845119,203$6.0M4.19%
9ISHARES TR46428710114,137$4.8M3.37%
10AMERICAN CENTY ETF TR02507232370,186$4.1M2.87%
11ISHARES TR46435G42525,785$3.8M2.67%
12AMERICAN CENTY ETF TR02507A10159,629$3.8M2.64%
13ISHARES TR46432F33915,569$3.1M2.15%
14ISHARES TR46428887740,683$2.9M2.02%
15AMERICAN CENTY ETF TR02507223227,879$2.4M1.67%
16PGIM ETF TR69344A10743,781$2.2M1.51%
17ISHARES TR4642877219,340$1.9M1.30%
18ISHARES TR46428786123,223$1.6M1.11%
19DIMENSIONAL ETF TRUST25434V65852,353$1.4M0.96%
20VANGUARD INDEX FDS9229087693,354$1.1M0.78%