Ridgewood Investments LLC
CIK 1703556 · Holdings on Dec 31, 2024 · First reported Jan 10, 2025
Top ten holdings
Q4 2024- BRK.B10.71%
- SHV3.50%
- GOOGL2.34%
- VOO1.91%
- VT1.71%
- MKL1.64%
- VGSH1.41%
- BSV1.41%
- VO1.22%
- GOOG1.22%
Share classes counted separately27.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SGOVWeight increased · +1.04 pp0.15% → 1.19%Shares +21.49K (+713.31%)
- BSVWeight increased · +0.73 pp0.68% → 1.41%Shares +20.39K (+117.46%)
- BRK.BWeight decreased · -0.66 pp11.37% → 10.71%Shares -481 (-0.97%)
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 | $22.17M | 10.71% | 48.91K shares | 11.37% → 10.71%-0.66 pp -481 (-0.97%) | Reduced | ↗▾ |
| 02 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $7.25M | 3.50% | 65.86K shares | 3.57% → 3.50%-0.07 pp +1.31K (+2.04%) | Added | ↗▾ |
| 03 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $4.85M | 2.34% | 25.61K shares | 2.06% → 2.34%+0.28 pp +750 (+3.02%) | Added | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $3.96M | 1.91% | 7.36K shares | 1.96% → 1.91%-0.05 pp -66 (-0.89%) | Reduced | ↗▾ |
| 05 | VTVANGUARD TOT WORLD STK ETFTT WRLD ST ETF View history and evidence | $3.54M | 1.71% | 30.13K shares | 1.87% → 1.71%-0.16 pp -1.02K (-3.28%) | Reduced | ↗▾ |
| 06 | MKLMARKEL GROUP INC View history and evidence | $3.40M | 1.64% | 1.97K shares | 1.58% → 1.64%+0.06 pp -45 (-2.24%) | Reduced | ↗▾ |
| 07 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $2.92M | 1.41% | 50.18K shares | 1.52% → 1.41%-0.11 pp -1.15K (-2.23%) | Reduced | ↗▾ |
| 08 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $2.92M | 1.41% | 37.74K shares | 0.68% → 1.41%+0.73 pp +20.39K (+117.46%) | Added | ↗▾ |
| 09 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $2.53M | 1.22% | 9.59K shares | 1.21% → 1.22%+0.01 pp +427 (+4.66%) | Added | ↗▾ |
| 10 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $2.52M | 1.22% | 13.24K shares | 1.13% → 1.22%+0.09 pp -259 (-1.92%) | Reduced | ↗▾ |
Options overlay 39
$405.19K 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 | |
|---|---|---|---|---|---|
143658300CARNIVAL CORPUNIT 99/99/9999 View history and evidence | Call | 2.50K | $26.70K | -2.50K (-50.00%) | ▾ |
TAT&T INC View history and evidence | Call | 4.50K | $24.21K | -2.50K (-35.71%) | ▾ |
BTIBRITISH AMERICAN TOB-SP ADRSPONSORED ADR View history and evidence | Call | 14.40K | $19.85K | +4.40K (+44.00%) | ▾ |
3 / 39 options · preview only
Exited positions 37
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KVUE KENVUE INC | Non-derivative | -5,000 | -$115.65K | SEC filing ↗ | SEC filing ↗ |
| A AGILENT TECHNOLOGIES INC | Non-derivative | -220 | -$32.67K | SEC filing ↗ | SEC filing ↗ |
| BXSL BLACKSTONE SECURED LENDING F | Non-derivative | -1,000 | -$29.29K | SEC filing ↗ | SEC filing ↗ |
3 / 37 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 207361995
}Research all 717 reported holdings.
This page includes 30 of 717 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 717 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1703556","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"1703556","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.