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Disclosery

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

North Ridge Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-10-19, with 36 holding rows worth $102,663,612.

Accession
0001085146-23-003805
Filer
CIK 1974277
Filed
2023-10-19
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2023

A holdings report, 36 entries on the cover page, a total value of $102,663,612 stated on the cover page (in dollars after the unit check, H1), rows summing to $102,663,612 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 2932,858$24,440,867dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE435,543$9,808,418dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS165,118$9,436,478dollars as filed
VANGUARD WORLD FD921910709EXTENDED DUR93,757$6,565,785dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY252,353$5,892,453dollars as filed
VANGUARD WHITEHALL FDS921946885COM95,887$5,672,683dollars as filed
VANGUARD MALVERN FDS922020805SHS111,849$5,288,208dollars as filed
Microsoft Corp594918104COM13,943$4,402,469dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF104,273$3,917,519dollars as filed
ISHARES TR464288117INTL TREA BD ETF94,385$3,508,300dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO121,336$2,828,338dollars as filed
iShares Global REIT ETF46434V647SHS90,554$1,917,026dollars as filed
Avantis US Equity ETF025072885SHS25,270$1,851,291dollars as filed
Vanguard Value ETF922908744SHS10,121$1,395,990dollars as filed
VTI922908769COM5,913$1,255,980dollars as filed
Dimensional Global Real Estate ETF25434V658COM53,462$1,198,084dollars as filed
Vanguard Growth922908736COM4,322$1,176,924dollars as filed
UnitedHealth Group Inc91324P102COM2,330$1,174,763dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF24,006$1,115,559dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS22,626$1,084,690dollars as filed
Vanguard Real Estate922908553SHS12,522$947,397dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM21,004$817,678dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS8,005$775,886dollars as filed
Avantis International Equity ETF025072703SHS13,116$729,905dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF14,770$687,544dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS6,855$645,646dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY21,648$600,623dollars as filed
Boeing Company097023105COM2,795$535,662dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL18,643$535,243dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS8,580$452,938dollars as filed
Tesla Motors, Inc88160R101COM1,800$450,396dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,410$403,077dollars as filed
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF13,681$402,095dollars as filed
Berkshire Hathaway Inc084670702COM835$292,501dollars as filed
JPMorgan Chase & Co46625H100COM1,736$251,755dollars as filed
Starbucks Corporation855244109COM2,229$203,441dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-23-003805this filing2023-10-19acceptance time not in the bulk data set