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North Ridge Wealth Advisors

Latest statistics and disclosures from North Ridge Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFAX, VGIT, EDV, DFIC, and represent 54.23% of North Ridge Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC, VGIT, VTIP, EDV, VWOB, DFGR, DFEM, IGOV, AVSU, DFIC.
Started 1 new stock position in AVSU.
Reduced shares in these 7 stocks: UNH, MSFT, ZROZ, ITOT, VB, STIP, DFSU.
North Ridge Wealth Advisors was a net buyer of stock by $5.0M.
North Ridge Wealth Advisors has $129M in assets under management (AUM), dropping by 7.31%.
Central Index Key (CIK): 0001974277

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Portfolio Holdings for North Ridge Wealth Advisors

North Ridge Wealth Advisors holds 40 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	25.5	$33M	+4%	1.0M	31.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	8.8	$11M		447k	25.44	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.0	$10M	+7%	176k	58.55	View chart
Vanguard World Extended Dur (EDV)	6.2	$8.0M	+5%	104k	76.60	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	5.8	$7.4M	+2%	278k	26.75	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	5.0	$6.5M	+5%	102k	63.85	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.7	$6.0M	+7%	126k	47.89	View chart
Microsoft Corporation (MSFT)	4.5	$5.9M		14k	420.72	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	3.6	$4.6M	+6%	116k	39.63	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	3.3	$4.2M		100k	42.28	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.1	$4.0M	+7%	156k	25.49	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.5	$3.3M		36k	89.50	View chart
Dimensional Etf Trust Global Real Est (DFGR)	2.5	$3.2M	+11%	127k	25.53	View chart
Ishares Tr Global Reit Etf (REET)	1.7	$2.2M		93k	23.68	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	1.3	$1.7M		34k	48.09	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$1.6M		10k	162.86	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$1.5M		4.3k	344.20	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.1	$1.4M		29k	49.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$1.4M		5.4k	259.90	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$1.3M	+11%	20k	63.74	View chart
UnitedHealth (UNH)	0.8	$1.1M	-4%	2.2k	494.70	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.6	$833k		15k	56.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$829k		9.6k	86.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$725k	-3%	6.3k	115.31	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.6	$722k	-3%	9.1k	79.25	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.5	$629k	+4%	15k	42.14	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.5	$588k	-2%	5.9k	99.44	View chart
Boeing Company (BA)	0.4	$539k		2.8k	192.96	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$500k		8.6k	57.96	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$490k		14k	34.41	View chart
Dimensional Etf Trust International (DFSI)	0.4	$470k		14k	33.67	View chart
Rockwell Automation (ROK)	0.3	$411k		1.4k	291.33	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$403k		4.5k	89.67	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.3	$373k	+2%	12k	32.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$351k		835.00	420.52	View chart
JPMorgan Chase & Co. (JPM)	0.3	$348k		1.7k	200.30	View chart
Tesla Motors (TSLA)	0.2	$316k		1.8k	175.79	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$222k	NEW	3.6k	61.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$209k	-6%	915.00	228.59	View chart
Starbucks Corporation (SBUX)	0.2	$204k		2.2k	91.39	View chart

Past Filings by North Ridge Wealth Advisors

SEC 13F filings are viewable for North Ridge Wealth Advisors going back to 2023

North Ridge Wealth Advisors 2024 Q1 filed April 24, 2024
North Ridge Wealth Advisors 2023 Q4 filed Jan. 18, 2024
North Ridge Wealth Advisors 2023 Q3 filed Oct. 19, 2023
North Ridge Wealth Advisors 2023 Q2 filed July 27, 2023
North Ridge Wealth Advisors 2023 Q1 filed April 28, 2023

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