North Ridge Wealth Advisors

North Ridge Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for North Ridge Wealth Advisors

North Ridge Wealth Advisors holds 36 positions in its portfolio as reported in the September 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) 23.8 $24M 933k 26.20
Dimensional Etf Trust World Ex Us Core (DFAX) 9.6 $9.8M 436k 22.52
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 9.2 $9.4M 165k 57.15
Vanguard World Extended Dur (EDV) 6.4 $6.6M 94k 70.03
Dimensional Etf Trust Intl Core Equity (DFIC) 5.7 $5.9M 252k 23.35
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 5.5 $5.7M 96k 59.16
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.2 $5.3M 112k 47.28
Microsoft Corporation (MSFT) 4.3 $4.4M 14k 315.75
American Centy Etf Tr Real Estate Etf (AVRE) 3.8 $3.9M 104k 37.57
Ishares Tr Intl Trea Bd Etf (IGOV) 3.4 $3.5M 94k 37.17
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.8 $2.8M 121k 23.31
Ishares Tr Global Reit Etf (REET) 1.9 $1.9M 91k 21.17
American Centy Etf Tr Us Eqt Etf (AVUS) 1.8 $1.9M 25k 73.26
Vanguard Index Fds Value Etf (VTV) 1.4 $1.4M 10k 137.93
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.3M 5.9k 212.41
Dimensional Etf Trust Global Real Est (DFGR) 1.2 $1.2M 54k 22.41
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.2M 4.3k 272.31
UnitedHealth (UNH) 1.1 $1.2M 2.3k 504.19
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 1.1 $1.1M 24k 46.47
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.1 $1.1M 23k 47.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $947k 13k 75.66
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.8 $818k 21k 38.93
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $776k 8.0k 96.93
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.7 $730k 13k 55.65
Dimensional Etf Trust Us Equity Etf (DFUS) 0.7 $688k 15k 46.55
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $646k 6.9k 94.19
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $601k 22k 27.75
Boeing Company (BA) 0.5 $536k 2.8k 191.65
Dimensional Etf Trust International (DFSI) 0.5 $535k 19k 28.71
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $453k 8.6k 52.79
Tesla Motors (TSLA) 0.4 $450k 1.8k 250.22
Rockwell Automation (ROK) 0.4 $403k 1.4k 285.87
Dimensional Etf Trust Emerging Markets (DFSE) 0.4 $402k 14k 29.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $293k 835.00 350.30
JPMorgan Chase & Co. (JPM) 0.2 $252k 1.7k 145.02
Starbucks Corporation (SBUX) 0.2 $203k 2.2k 91.27