North Ridge Wealth Advisors

North Ridge Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for North Ridge Wealth Advisors

North Ridge Wealth Advisors holds 39 positions in its portfolio as reported in the December 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) 23.9 $29M 982k 29.23
Dimensional Etf Trust World Ex Us Core (DFAX) 8.9 $11M 440k 24.42
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.1 $9.7M 164k 59.32
Vanguard World Extended Dur (EDV) 6.6 $8.0M 99k 81.03
Dimensional Etf Trust Intl Core Equity (DFIC) 5.7 $6.9M 270k 25.53
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 5.1 $6.1M 96k 63.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 4.6 $5.6M 117k 47.49
Microsoft Corporation (MSFT) 4.4 $5.3M 14k 376.04
Ishares Tr Intl Trea Bd Etf (IGOV) 3.8 $4.5M 109k 41.33
American Centy Etf Tr Real Estate Etf (AVRE) 3.6 $4.3M 100k 43.31
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.0 $3.6M 145k 24.96
American Centy Etf Tr Us Eqt Etf (AVUS) 2.5 $3.0M 36k 81.55
Dimensional Etf Trust Global Real Est (DFGR) 2.5 $3.0M 114k 25.98
Ishares Tr Global Reit Etf (REET) 1.9 $2.2M 92k 24.18
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.4 $1.6M 34k 48.51
Vanguard Index Fds Value Etf (VTV) 1.3 $1.5M 10k 149.50
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.2 $1.5M 29k 49.72
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.3M 4.3k 310.88
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.3M 5.4k 237.22
UnitedHealth (UNH) 1.0 $1.2M 2.3k 526.47
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.9 $1.1M 18k 60.43
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $843k 9.5k 88.36
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.7 $806k 9.4k 85.33
Dimensional Etf Trust Us Equity Etf (DFUS) 0.6 $758k 15k 51.83
Boeing Company (BA) 0.6 $728k 2.8k 260.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $683k 6.5k 105.23
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.5 $608k 14k 42.59
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $597k 6.1k 98.60
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $484k 8.6k 56.39
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $448k 14k 31.13
Tesla Motors (TSLA) 0.4 $447k 1.8k 248.48
Dimensional Etf Trust International (DFSI) 0.4 $446k 14k 32.03
Rockwell Automation (ROK) 0.4 $438k 1.4k 310.48
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $400k 4.5k 89.06
Dimensional Etf Trust Emerging Markets (DFSE) 0.3 $357k 11k 31.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $298k 835.00 356.66
JPMorgan Chase & Co. (JPM) 0.2 $295k 1.7k 170.10
Starbucks Corporation (SBUX) 0.2 $214k 2.2k 96.01
Vanguard Index Fds Small Cp Etf (VB) 0.2 $209k 979.00 213.33