Skip to content
Disclosery

13F-HR filed by North Ridge Wealth Advisors, Inc.

North Ridge Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-04-28, with 40 holding rows worth $99,933,086.

Accession
0001085146-23-001964
Filer
CIK 1974277
Filed
2023-04-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 40 entries on the cover page, a total value of $99,933,086 stated on the cover page (in dollars after the unit check, H1), rows summing to $99,933,086 with VALUE read as dollars as filed, 13F file number 028-23197. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2874,430$22,280,469dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE416,791$9,611,203dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS159,115$9,540,523dollars as filed
VANGUARD WORLD FD921910709EXTENDED DUR79,304$7,180,149dollars as filed
VANGUARD WHITEHALL FDS921946885COM87,178$5,432,060dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY223,201$5,371,326dollars as filed
VANGUARD MALVERN FDS922020805SHS104,259$4,985,678dollars as filed
Microsoft Corp594918104COM17,005$4,902,497dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF96,491$4,000,535dollars as filed
ISHARES TR464288117INTL TREA BD ETF70,114$2,819,271dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO108,226$2,553,041dollars as filed
iShares Global REIT ETF46434V647SHS108,952$2,498,272dollars as filed
Avantis US Equity ETF025072885SHS25,057$1,776,051dollars as filed
Vanguard Value ETF922908744SHS10,121$1,397,811dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS26,877$1,355,407dollars as filed
VTI922908769COM6,114$1,247,867dollars as filed
UnitedHealth Group Inc91324P102COM2,330$1,101,135dollars as filed
Vanguard Growth922908736COM4,340$1,082,570dollars as filed
Vanguard Real Estate922908553SHS12,852$1,067,238dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM20,815$844,456dollars as filed
Avantis International Equity ETF025072703SHS14,213$810,589dollars as filed
Tesla Motors, Inc88160R101COM3,650$757,229dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS7,559$750,122dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS7,936$718,612dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF14,669$708,733dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF14,770$656,231dollars as filed
Boeing Company097023105COM2,860$607,457dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS9,143$483,567dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,410$413,765dollars as filed
STRATEGY SHS86280R803DAY HAGAN SMART10,501$346,652dollars as filed
Berkshire Hathaway Inc084670702COM1,073$331,252dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL10,849$326,023dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS721$296,389dollars as filed
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF9,456$282,645dollars as filed
PIMCO ETF TR72201R88225YR ZERO U S2,918$279,486dollars as filed
Starbucks Corporation855244109COM2,280$237,416dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS3,492$233,440dollars as filed
JPMorgan Chase & Co46625H100COM1,736$226,218dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY7,969$212,133dollars as filed
Vanguard Small-Cap ETF922908751SHS1,095$207,568dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-23-001964this filing2023-04-28acceptance time not in the bulk data set