Ridgewood Investments
Latest statistics and disclosures from Ridgewood Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, GOOGL, SGOV, BSV, SHV, and represent 19.06% of Ridgewood Investments's stock portfolio.
- Added to shares of these 10 stocks: KMB, BSV, SGOV, SAP, JD, FLRN, NFLX, INTU, CNQ, ORCL.
- Started 24 new stock positions in JJSF, FBIN, ABM, WTRG, CL, GAMB, ADP, LMT, VNQI, IWV. SE, ATR, MKC, RBLX, KMB, RPM, SAP, DHX, BJ, CNQ, PAYX, KDP, ZTS, INTU.
- Reduced shares in these 10 stocks: AMAT, MRK, TSM, XOM, LRCX, PFE, PBR, , VALE, GOOGL.
- Sold out of its positions in AMGN, CLB, CSGP, DVN, D, FERG, HP, HII, SHY, KBH. PII, RTX, RSSS, SCHO, TSCO, WM, ZDGE, LYB.
- Ridgewood Investments was a net buyer of stock by $2.3M.
- Ridgewood Investments has $245M in assets under management (AUM), dropping by 3.16%.
- Central Index Key (CIK): 0001703556
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Portfolio Holdings for Ridgewood Investments
Ridgewood Investments holds 208 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.4 | $23M | -2% | 48k | 479.20 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $7.7M | -11% | 27k | 287.56 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.6 | $6.3M | +22% | 63k | 100.66 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.2 | $5.5M | +27% | 70k | 78.41 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 1.7 | $4.1M | -14% | 37k | 110.39 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $4.1M | -12% | 6.9k | 597.54 |
|
| Spdr Series Trust State Street Spd (FLRN) | 1.6 | $3.9M | +33% | 126k | 30.78 |
|
| Markel Corporation (MKL) | 1.5 | $3.7M | -2% | 1.9k | 1914.07 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $3.7M | -2% | 13k | 286.87 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $3.7M | -4% | 27k | 138.32 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $3.6M | +3% | 13k | 287.19 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $3.3M | +8% | 13k | 261.92 |
|
| Meta Platforms Cl A (META) | 1.3 | $3.1M | +36% | 5.5k | 572.13 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.2 | $2.9M | +20% | 115k | 25.10 |
|
| Bristol Myers Squibb (BMY) | 1.0 | $2.5M | -13% | 42k | 60.65 |
|
| Microsoft Corporation (MSFT) | 1.0 | $2.5M | +19% | 6.8k | 370.18 |
|
| Texas Instruments Incorporated (TXN) | 1.0 | $2.5M | -2% | 13k | 194.14 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.0 | $2.4M | -6% | 42k | 58.54 |
|
| Qualcomm (QCOM) | 0.9 | $2.3M | +9% | 18k | 128.78 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.9 | $2.2M | +35% | 47k | 46.95 |
|
| Medtronic SHS (MDT) | 0.9 | $2.2M | -10% | 25k | 86.65 |
|
| Pepsi (PEP) | 0.9 | $2.2M | 14k | 155.29 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.9 | $2.1M | +24% | 69k | 30.50 |
|
| T. Rowe Price (TROW) | 0.8 | $2.1M | +12% | 23k | 90.14 |
|
| Microchip Technology (MCHP) | 0.8 | $2.0M | -5% | 31k | 64.61 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.8 | $2.0M | +55% | 42k | 48.05 |
|
| Amazon (AMZN) | 0.8 | $2.0M | +44% | 9.6k | 208.27 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.8 | $2.0M | -7% | 21k | 93.74 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.8 | $1.9M | +49% | 37k | 52.56 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $1.9M | +11% | 9.0k | 215.06 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.9M | -16% | 3.3k | 577.24 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $1.9M | -40% | 5.6k | 337.95 |
|
| United Therapeutics Corporation (UTHR) | 0.8 | $1.9M | 3.2k | 592.98 |
|
|
| Henry Schein (HSIC) | 0.8 | $1.8M | 25k | 73.70 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $1.8M | +94% | 12k | 147.11 |
|
| Clorox Company (CLX) | 0.7 | $1.7M | 17k | 103.63 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $1.7M | +17% | 22k | 75.10 |
|
| Old Republic International Corporation (ORI) | 0.7 | $1.7M | +4% | 42k | 39.90 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.7 | $1.6M | +20% | 21k | 77.18 |
|
| Target Corporation (TGT) | 0.7 | $1.6M | 14k | 121.20 |
|
|
| Hci (HCI) | 0.7 | $1.6M | 11k | 154.60 |
|
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.6M | -4% | 9.3k | 174.40 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.7 | $1.6M | -5% | 22k | 73.14 |
|
| Cnh Indl N V SHS (CNH) | 0.7 | $1.6M | +20% | 145k | 11.00 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.6 | $1.6M | +18% | 35k | 45.65 |
|
| Archer Daniels Midland Company (ADM) | 0.6 | $1.6M | -25% | 22k | 72.69 |
|
| United Parcel Service CL B (UPS) | 0.6 | $1.6M | 16k | 98.38 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.6 | $1.5M | +179% | 52k | 29.57 |
|
| Bofi Holding (AX) | 0.6 | $1.5M | 18k | 85.09 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $1.5M | +13% | 14k | 103.43 |
|
| Msc Indl Direct Cl A (MSM) | 0.6 | $1.4M | -19% | 15k | 92.27 |
|
| Otis Worldwide Corp (OTIS) | 0.6 | $1.3M | +19% | 18k | 77.08 |
|
| Merck & Co (MRK) | 0.5 | $1.3M | -54% | 11k | 120.28 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.3M | -10% | 3.9k | 320.81 |
|
| Walt Disney Company (DIS) | 0.5 | $1.3M | +128% | 13k | 96.38 |
|
| EOG Resources (EOG) | 0.5 | $1.3M | -37% | 8.7k | 144.57 |
|
| Kimberly-Clark Corporation (KMB) | 0.5 | $1.3M | NEW | 13k | 96.47 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.5 | $1.2M | +21% | 12k | 101.79 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | -50% | 7.1k | 169.66 |
|
| Carrier Global Corporation (CARR) | 0.5 | $1.2M | +68% | 21k | 56.31 |
|
| Lowe's Companies (LOW) | 0.5 | $1.2M | 5.0k | 236.28 |
|
|
| Gra (GGG) | 0.5 | $1.2M | 14k | 84.65 |
|
|
| Marsh & McLennan Companies | 0.5 | $1.2M | +190% | 6.6k | 173.45 |
|
| Hewlett Packard Enterprise (HPE) | 0.5 | $1.1M | -7% | 48k | 23.81 |
|
| Prudential Financial (PRU) | 0.5 | $1.1M | +161% | 12k | 97.69 |
|
| Canadian Natl Ry (CNI) | 0.5 | $1.1M | +13% | 11k | 102.77 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.5 | $1.1M | +93% | 17k | 65.69 |
|
| Sap Se Spon Adr (SAP) | 0.5 | $1.1M | NEW | 6.6k | 171.21 |
|
| Cdw (CDW) | 0.5 | $1.1M | +207% | 9.2k | 121.02 |
|
| 3M Company (MMM) | 0.5 | $1.1M | +36% | 7.6k | 145.23 |
|
| Pfizer (PFE) | 0.4 | $1.1M | -48% | 39k | 28.08 |
|
| Progressive Corporation (PGR) | 0.4 | $1.0M | +181% | 5.3k | 198.24 |
|
| Open Text Corp (OTEX) | 0.4 | $1.0M | +150% | 47k | 22.24 |
|
| UnitedHealth (UNH) | 0.4 | $1.0M | +127% | 3.8k | 270.59 |
|
| Bank Ozk (OZK) | 0.4 | $1.0M | +77% | 22k | 45.89 |
|
| Netflix (NFLX) | 0.4 | $996k | +2031% | 10k | 96.15 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $990k | -6% | 11k | 92.74 |
|
| Analog Devices (ADI) | 0.4 | $963k | -42% | 3.0k | 318.14 |
|
| Applied Materials (AMAT) | 0.4 | $963k | -75% | 2.8k | 341.79 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.4 | $957k | -7% | 11k | 84.91 |
|
| AES Corporation (AES) | 0.4 | $955k | -13% | 68k | 14.09 |
|
| Air Products & Chemicals (APD) | 0.4 | $923k | 3.2k | 290.49 |
|
|
| Netease Sponsored Ads (NTES) | 0.4 | $921k | +7% | 8.2k | 111.94 |
|
| Cisco Systems (CSCO) | 0.4 | $918k | 12k | 77.59 |
|
|
| TriCo Bancshares (TCBK) | 0.4 | $906k | +53% | 19k | 47.54 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $906k | +163% | 25k | 36.75 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.4 | $903k | -22% | 8.1k | 111.42 |
|
| AFLAC Incorporated (AFL) | 0.4 | $882k | -41% | 8.0k | 109.71 |
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| Intuit (INTU) | 0.4 | $874k | NEW | 2.0k | 432.38 |
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| State Street Corporation (STT) | 0.4 | $871k | 6.9k | 126.56 |
|
|
| Cme (CME) | 0.4 | $870k | 2.9k | 295.35 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $870k | -18% | 3.6k | 244.44 |
|
| Broadcom (AVGO) | 0.4 | $867k | -30% | 2.8k | 309.51 |
|
| Canadian Natural Resources (CNQ) | 0.4 | $860k | NEW | 18k | 48.73 |
|
| Rci Hospitality Hldgs (RICK) | 0.3 | $848k | +43% | 37k | 22.81 |
|
| Humana (HUM) | 0.3 | $816k | +312% | 4.7k | 173.39 |
|
| American Express Company (AXP) | 0.3 | $801k | -6% | 2.6k | 302.49 |
|
| Lennar Corp Cl A (LEN) | 0.3 | $799k | +68% | 9.2k | 86.84 |
|
| SLB Com Stk (SLB) | 0.3 | $796k | -35% | 16k | 51.39 |
|
| salesforce (CRM) | 0.3 | $794k | +85% | 4.3k | 186.67 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $792k | +19% | 21k | 38.42 |
|
| Tesla Motors (TSLA) | 0.3 | $755k | -10% | 2.0k | 371.77 |
|
| Home Depot (HD) | 0.3 | $755k | 2.3k | 328.89 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $719k | +16% | 4.9k | 145.79 |
|
| Bhp Group Sponsored Ads (BHP) | 0.3 | $711k | -44% | 9.8k | 72.74 |
|
| FactSet Research Systems (FDS) | 0.3 | $699k | +106% | 3.2k | 216.99 |
|
| Stanley Black & Decker (SWK) | 0.3 | $696k | +144% | 9.8k | 71.06 |
|
| Newtekone Com New (NEWT) | 0.3 | $684k | +19% | 63k | 10.95 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.3 | $677k | -17% | 20k | 34.55 |
|
| Chevron Corporation (CVX) | 0.3 | $661k | -55% | 3.2k | 206.90 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $654k | 1.5k | 430.29 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.3 | $650k | +2% | 8.2k | 78.77 |
|
| Automatic Data Processing (ADP) | 0.3 | $644k | NEW | 3.2k | 203.18 |
|
| Middleby Corporation (MIDD) | 0.3 | $639k | -2% | 4.8k | 132.58 |
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| Apple (AAPL) | 0.3 | $633k | -11% | 2.5k | 253.81 |
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| J&J Snack Foods (JJSF) | 0.3 | $630k | NEW | 7.9k | 79.27 |
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| Paychex (PAYX) | 0.3 | $628k | NEW | 6.8k | 92.12 |
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| Keurig Dr Pepper (KDP) | 0.3 | $625k | NEW | 24k | 26.33 |
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| American Tower Reit (AMT) | 0.3 | $624k | 3.6k | 172.57 |
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|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $624k | -12% | 2.4k | 257.33 |
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| SJW (HTO) | 0.2 | $606k | +49% | 10k | 58.67 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $594k | -22% | 5.5k | 108.99 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $586k | +38% | 9.9k | 59.19 |
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| Kinder Morgan (KMI) | 0.2 | $586k | -3% | 18k | 33.53 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $579k | +96% | 4.4k | 132.91 |
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| Citigroup Com New (C) | 0.2 | $576k | 5.1k | 113.40 |
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| Zoetis Cl A (ZTS) | 0.2 | $563k | NEW | 4.8k | 118.21 |
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| Fortune Brands (FBIN) | 0.2 | $555k | NEW | 14k | 38.97 |
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| A. O. Smith Corporation (AOS) | 0.2 | $550k | +32% | 8.3k | 65.94 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $547k | NEW | 905.00 | 604.39 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.2 | $545k | -64% | 26k | 20.75 |
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| Colgate-Palmolive Company (CL) | 0.2 | $531k | NEW | 6.2k | 85.23 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $511k | NEW | 10k | 50.44 |
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| Acme United Corporation (ACU) | 0.2 | $509k | -19% | 11k | 44.91 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $507k | -37% | 2.1k | 243.08 |
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| Bj's Wholesale Club Holdings (BJ) | 0.2 | $495k | NEW | 5.0k | 98.42 |
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| Vale S A Sponsored Ads (VALE) | 0.2 | $491k | -66% | 31k | 15.91 |
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| ABM Industries (ABM) | 0.2 | $489k | NEW | 13k | 38.52 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $484k | -38% | 5.1k | 93.98 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $474k | -70% | 2.2k | 213.66 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $468k | 7.5k | 62.45 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $457k | +39% | 8.5k | 54.05 |
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| Mosaic (MOS) | 0.2 | $457k | +58% | 18k | 25.50 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.2 | $455k | -7% | 51k | 8.98 |
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| Eli Lilly & Co. (LLY) | 0.2 | $451k | +6% | 490.00 | 919.77 |
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| Kla Corp Com New (KLAC) | 0.2 | $449k | -57% | 305.00 | 1472.41 |
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| Loews Corporation (L) | 0.2 | $443k | 4.1k | 106.73 |
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| Chubb (CB) | 0.2 | $438k | -34% | 1.3k | 325.93 |
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| Essential Utils (WTRG) | 0.2 | $430k | NEW | 11k | 40.27 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $429k | -53% | 3.4k | 125.45 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $412k | 5.8k | 70.90 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $404k | -3% | 1.9k | 217.25 |
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| Dhi (DHX) | 0.2 | $403k | NEW | 144k | 2.81 |
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| Paypal Holdings (PYPL) | 0.2 | $396k | -3% | 8.8k | 45.23 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $392k | 808.00 | 484.91 |
|
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $383k | +20% | 1.6k | 237.65 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $380k | 7.8k | 48.46 |
|
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| Philip Morris International (PM) | 0.2 | $380k | 2.3k | 165.36 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $379k | 4.8k | 79.27 |
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| Aon Shs Cl A (AON) | 0.2 | $378k | -16% | 1.2k | 322.78 |
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| Yum China Holdings (YUMC) | 0.2 | $377k | -31% | 7.7k | 48.78 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.2 | $377k | -12% | 11k | 34.45 |
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| Gilead Sciences (GILD) | 0.2 | $372k | -41% | 2.7k | 139.37 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $368k | 7.0k | 52.78 |
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| Hubspot (HUBS) | 0.1 | $360k | 1.5k | 244.10 |
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| Spdr Series Trust State Street Spd (SPIP) | 0.1 | $360k | -15% | 14k | 26.01 |
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| TJX Companies (TJX) | 0.1 | $359k | 2.3k | 159.67 |
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| Tyson Foods Cl A (TSN) | 0.1 | $351k | -3% | 5.5k | 64.07 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $349k | -73% | 264.00 | 1320.83 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $338k | +7% | 2.9k | 118.62 |
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| Nasdaq Omx (NDAQ) | 0.1 | $338k | -21% | 4.0k | 84.89 |
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| Ishares Tr Cmbs Etf (CMBS) | 0.1 | $337k | -14% | 6.9k | 48.73 |
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| Gambling Com Group Ordinary Shares (GAMB) | 0.1 | $330k | NEW | 85k | 3.88 |
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| Heritage Global (HGBL) | 0.1 | $323k | 237k | 1.36 |
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| Aptar (ATR) | 0.1 | $321k | NEW | 2.5k | 126.01 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $318k | -18% | 3.3k | 95.44 |
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| CSX Corporation (CSX) | 0.1 | $304k | 7.4k | 41.05 |
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| Whitestone REIT (WSR) | 0.1 | $291k | 18k | 16.15 |
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| eBay (EBAY) | 0.1 | $289k | -5% | 3.2k | 91.02 |
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| FedEx Corporation (FDX) | 0.1 | $285k | -44% | 799.00 | 356.18 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $283k | 4.0k | 71.13 |
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| Ezcorp Cl A Non Vtg (EZPW) | 0.1 | $279k | -71% | 11k | 25.38 |
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| Nutrien (NTR) | 0.1 | $262k | -58% | 3.5k | 75.46 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $262k | 713.00 | 367.44 |
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| Cava Group Ord (CAVA) | 0.1 | $262k | -40% | 3.2k | 80.90 |
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| Diageo Spon Adr New (DEO) | 0.1 | $259k | 3.5k | 74.45 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $255k | NEW | 4.5k | 56.56 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $251k | +60% | 1.4k | 174.61 |
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| MercadoLibre (MELI) | 0.1 | $244k | +53% | 141.00 | 1732.09 |
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| Unity Software (U) | 0.1 | $244k | -41% | 11k | 21.94 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $244k | NEW | 658.00 | 370.68 |
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| International Business Machines (IBM) | 0.1 | $243k | -23% | 1.0k | 242.39 |
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| Pinterest Cl A (PINS) | 0.1 | $241k | +20% | 13k | 18.34 |
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| Boeing Company (BA) | 0.1 | $240k | -31% | 1.2k | 199.03 |
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| Smith & Nephew Spdn Adr New (SNN) | 0.1 | $239k | -21% | 7.5k | 31.78 |
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| Rb Global (RBA) | 0.1 | $236k | +9% | 2.5k | 95.84 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $236k | 1.2k | 198.29 |
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| Simon Property (SPG) | 0.1 | $231k | -3% | 1.2k | 186.53 |
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| Becton, Dickinson and (BDX) | 0.1 | $231k | -20% | 1.5k | 157.23 |
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| Mueller Industries (MLI) | 0.1 | $226k | -16% | 2.0k | 110.80 |
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| RPM International (RPM) | 0.1 | $223k | NEW | 2.2k | 99.40 |
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| Royalty Pharma Shs Class A (RPRX) | 0.1 | $219k | -45% | 4.6k | 47.97 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $212k | +14% | 13k | 15.83 |
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| Sea Sponsord Ads (SE) | 0.1 | $211k | NEW | 2.6k | 82.81 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $208k | NEW | 4.7k | 44.45 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $203k | 5.2k | 38.86 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $202k | +2% | 4.2k | 48.75 |
|
| Fiserv (FI) | 0.1 | $200k | +28% | 3.6k | 55.79 |
|
Past Filings by Ridgewood Investments
SEC 13F filings are viewable for Ridgewood Investments going back to 2016
- Ridgewood Investments 2026 Q1 filed April 3, 2026
- Ridgewood Investments 2025 Q3 filed Oct. 30, 2025
- Ridgewood Investments 2025 Q2 filed July 14, 2025
- Ridgewood Investments 2025 Q1 filed May 7, 2025
- Ridgewood Investments 2024 Q4 filed Jan. 10, 2025
- Ridgewood Investments 2024 Q3 filed Oct. 4, 2024
- Ridgewood Investments 2024 Q2 filed July 29, 2024
- Ridgewood Investments 2024 Q1 filed April 10, 2024
- Ridgewood Investments 2023 Q4 filed Jan. 11, 2024
- Ridgewood Investments 2023 Q3 filed Oct. 20, 2023
- Ridgewood Investments 2023 Q2 filed Aug. 7, 2023
- Ridgewood Investments 2023 Q1 filed April 25, 2023
- Ridgewood Investments 2022 Q4 filed Jan. 19, 2023
- Ridgewood Investments 2022 Q3 filed Oct. 13, 2022
- Ridgewood Investments 2022 Q2 filed July 19, 2022
- Ridgewood Investments 2022 Q1 filed April 11, 2022