North Ridge Wealth Advisors

North Ridge Wealth Advisors as of March 31, 2024

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