North Ridge Wealth Advisors, Inc.
CIK 1974277 · Holdings on Dec 31, 2023 · First reported Jan 18, 2024
Top ten holdings
Q4 2023- DFAC23.88%
- DFAX8.94%
- VGIT8.07%
- EDV6.64%
- DFIC5.74%
- VWOB5.11%
- VTIP4.62%
- MSFT4.38%
- IGOV3.76%
- AVRE3.62%
Share classes counted separately74.76%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $28.70M | 23.88% | 981.71K shares | — | ↗▾ | |
| 02 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $10.74M | 8.94% | 439.89K shares | — | ↗▾ | |
| 03 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $9.70M | 8.07% | 163.55K shares | — | ↗▾ | |
| 04 | EDVVANGUARD EXTENDED DUR TREASEXTENDED DUR View history and evidence | $7.98M | 6.64% | 98.52K shares | — | ↗▾ | |
| 05 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $6.89M | 5.74% | 269.92K shares | — | ↗▾ | |
| 06 | VWOBVANGUARD EMERG MKTS GOV BNDEM MK GOV BD ETF View history and evidence | $6.14M | 5.11% | 96.33K shares | — | ↗▾ | |
| 07 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $5.55M | 4.62% | 116.94K shares | — | ↗▾ | |
| 08 | MSFTMICROSOFT CORP View history and evidence | $5.27M | 4.38% | 14.01K shares | — | ↗▾ | |
| 09 | IGOVISHARES INTERNATIONAL TREASUINTL TREA BD ETF View history and evidence | $4.52M | 3.76% | 109.28K shares | — | ↗▾ | |
| 10 | AVREAVANTIS REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $4.35M | 3.62% | 100.33K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1974277 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 120150028
}Research all 39 reported holdings.
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