North Ridge Wealth Advisors

North Ridge Wealth Advisors as of March 31, 2023

Portfolio Holdings for North Ridge Wealth Advisors

North Ridge Wealth Advisors holds 40 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 22.3 $22M 874k 25.48
Dimensional Etf Trust World Ex Us Core (DFAX) 9.6 $9.6M 417k 23.06
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 9.5 $9.5M 159k 59.96
Vanguard World Extended Dur (EDV) 7.2 $7.2M 79k 90.54
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 5.4 $5.4M 87k 62.31
Dimensional Etf Trust Intl Core Equity (DFIC) 5.4 $5.4M 223k 24.07
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.0 $5.0M 104k 47.82
Microsoft Corporation (MSFT) 4.9 $4.9M 17k 288.30
American Centy Etf Tr Real Estate Etf (AVRE) 4.0 $4.0M 97k 41.46
Ishares Tr Intl Trea Bd Etf (IGOV) 2.8 $2.8M 70k 40.21
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.6 $2.6M 108k 23.59
Ishares Tr Global Reit Etf (REET) 2.5 $2.5M 109k 22.93
American Centy Etf Tr Us Eqt Etf (AVUS) 1.8 $1.8M 25k 70.88
Vanguard Index Fds Value Etf (VTV) 1.4 $1.4M 10k 138.11
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.4 $1.4M 27k 50.43
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.2M 6.1k 204.10
UnitedHealth (UNH) 1.1 $1.1M 2.3k 472.59
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.1M 4.3k 249.44
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $1.1M 13k 83.04
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $845k 21k 40.57
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.8 $811k 14k 57.03
Tesla Motors (TSLA) 0.8 $757k 3.7k 207.46
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $750k 7.6k 99.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $719k 7.9k 90.55
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.7 $709k 15k 48.31
Dimensional Etf Trust Us Equity Etf (DFUS) 0.7 $656k 15k 44.43
Boeing Company (BA) 0.6 $608k 2.9k 212.40
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $484k 9.1k 52.89
Rockwell Automation (ROK) 0.4 $414k 1.4k 293.45
Strategy Day Hagan Ned (SSUS) 0.3 $347k 11k 33.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $331k 1.1k 308.72
Dimensional Etf Trust International (DFSI) 0.3 $326k 11k 30.05
Ishares Tr Core S&p500 Etf (IVV) 0.3 $296k 721.00 411.08
Dimensional Etf Trust Emerging Markets (DFSE) 0.3 $283k 9.5k 29.89
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.3 $280k 2.9k 95.78
Starbucks Corporation (SBUX) 0.2 $237k 2.3k 104.13
Ishares Tr Core Msci Eafe (IEFA) 0.2 $233k 3.5k 66.85
JPMorgan Chase & Co. (JPM) 0.2 $226k 1.7k 130.31
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $212k 8.0k 26.62
Vanguard Index Fds Small Cp Etf (VB) 0.2 $208k 1.1k 189.56