Ridgewood Investments LLC
CIK 1703556 · Holdings on Dec 31, 2023 · First reported Jan 11, 2024
Top ten holdings
Q4 2023- BRK.B10.86%
- SHV4.56%
- VT1.98%
- VOO1.94%
- MSFT1.82%
- MKL1.76%
- VGSH1.69%
- GOOGL1.58%
- QCOM1.46%
- VB1.25%
Share classes counted separately28.90%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SHVWeight increased · +1.07 pp3.49% → 4.56%Shares +21.86K (+45.50%)
- BRK.BWeight decreased · -1.05 pp11.91% → 10.86%Shares -322 (-0.62%)
- MKLWeight decreased · -0.27 pp2.03% → 1.76%Shares -12 (-0.57%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $18.35M | 10.86% | 51.44K shares | 11.91% → 10.86%-1.05 pp -322 (-0.62%) | Reduced | ↗▾ |
| 02 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $7.70M | 4.56% | 69.90K shares | 3.49% → 4.56%+1.07 pp +21.86K (+45.50%) | Added | ↗▾ |
| 03 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $3.35M | 1.98% | 32.56K shares | 2.05% → 1.98%-0.07 pp -939 (-2.80%) | Reduced | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $3.27M | 1.94% | 7.49K shares | 1.98% → 1.94%-0.04 pp -190 (-2.47%) | Reduced | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $3.07M | 1.82% | 8.17K shares | 1.68% → 1.82%+0.14 pp +62 (+0.76%) | Added | ↗▾ |
| 06 | MKLMARKEL GROUP INC View history and evidence | $2.97M | 1.76% | 2.09K shares | 2.03% → 1.76%-0.27 pp -12 (-0.57%) | Reduced | ↗▾ |
| 07 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $2.86M | 1.69% | 48.99K shares | 1.88% → 1.69%-0.19 pp -745 (-1.50%) | Reduced | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $2.66M | 1.58% | 19.05K shares | 1.63% → 1.58%-0.05 pp +65 (+0.34%) | Added | ↗▾ |
| 09 | QCOMQUALCOMM INC View history and evidence | $2.46M | 1.46% | 17.02K shares | 1.33% → 1.46%+0.13 pp -1.26K (-6.87%) | Reduced | ↗▾ |
| 10 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $2.11M | 1.25% | 9.90K shares | 1.24% → 1.25%+0.01 pp -109 (-1.09%) | Reduced | ↗▾ |
Options overlay 14
$129.43K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
RTXRTX CORP View history and evidence | Call | 2.00K | $19.48K | 0 (0.00%) | ▾ |
PFEPFIZER INC View history and evidence | Call | 8.00K | $16.44K | +4.00K (+100.00%) | ▾ |
ABXBARRICK GOLD CORP View history and evidence | Call | 12.50K | $13.71K | 0 (0.00%) | ▾ |
3 / 14 options · preview only
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | -5,582 | -$394.98K | SEC filing ↗ | SEC filing ↗ |
| SCHI SCHWAB 5-10 YEAR CORPORATE B | Non-derivative | -7,250 | -$305.95K | SEC filing ↗ | SEC filing ↗ |
| PBR PETROLEO BRASILEIRO-SPON ADR | Non-derivative | -13,750 | -$206.11K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1703556 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 169097933
}Research all 194 reported holdings.
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