Director of Research & Chief Compliance Officer

0001971230-24-000002.txt : 20240215 0001971230-24-000002.hdr.sgml : 20240215 20240215122443 ACCESSION NUMBER: 0001971230-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240215 DATE AS OF CHANGE: 20240215 EFFECTIVENESS DATE: 20240215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ruggaard & Associates LLC CENTRAL INDEX KEY: 0001971230 ORGANIZATION NAME: IRS NUMBER: 341777509 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23250 FILM NUMBER: 24642940 BUSINESS ADDRESS: STREET 1: 2196 E ENTERPRISE PKWY CITY: TWINSBURG STATE: OH ZIP: 44087 BUSINESS PHONE: 3304875888 MAIL ADDRESS: STREET 1: 2196 E ENTERPRISE PKWY CITY: TWINSBURG STATE: OH ZIP: 44087 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001971230 XXXXXXXX 12-31-2023 12-31-2023 Ruggaard & Associates LLC

2196 E ENTERPRISE PKWY TWINSBURG OH 44087

13F HOLDINGS REPORT 028-23250 000107489 801-43618 N Ryan P Ruggaard Director of Research & Chief Compliance Officer 330-487-5888 Ryan P Ruggaard Los Angeles CA 02-15-2023 0 134 188963581 false INFORMATION TABLE 2 raq42023.xml ABBOTT LABS COM 002824100 345014 3135 SH SOLE 0 0 3135 AFLAC INC COM 001055102 663300 8040 SH SOLE 0 0 8040 AGNICO EAGLE MINES LTD COM 008474108 684199 12474 SH SOLE 0 0 12474 ALCON AG ORD SHS H01301128 368674 4719 SH SOLE 0 0 4719 ALPHABET INC CAP STK CL A 02079K305 348060 2492 SH SOLE 20 0 2472 ALPHABET INC CAP STK CL A 02079K305 83814 600 SH OTR 0 0 600 AMAZON COM INC COM 023135106 764562 5032 SH SOLE 20 0 5012 AMAZON COM INC COM 023135106 48621 320 SH OTR 0 0 320 AMBEV SA SPONSORED ADR 02319V103 28000 10000 SH SOLE 0 0 10000 AMERICAN CENTY ETF TR US QUALITY GROW 025072307 8213031 107953 SH SOLE 89 0 107864 AMERICAN EXPRESS CO COM 025816109 394288 2105 SH SOLE 40 0 2065 APPLE INC COM 037833100 7048106 36608 SH SOLE 0 0 36608 APPLE INC COM 037833100 196958 1023 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