North Ridge Wealth Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NR North Ridge Wealth Advisors, Inc. | Institutional Filer | ▼ 0.50% | $177.7M | 193 |
Current Portfolio Holdings
Showing all 193 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 1.1M | $42.5M | 23.91% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | — | 460K | $15.6M | 8.80% |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | — | 247K | $14.7M | 8.26% |
| 4 | EDV | VANGUARD WORLD FD | — | 168K | $10.9M | 6.15% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | — | 268K | $9.5M | 5.36% |
| 6 | VWOB | VANGUARD WHITEHALL FDS | — | 130K | $8.6M | 4.82% |
| 7 | DFGR | DIMENSIONAL ETF TRUST | — | 315K | $8.4M | 4.70% |
| 8 | VTIP | VANGUARD MALVERN FDS | — | 161K | $8.0M | 4.53% |
| 9 | IGOV | ISHARES TR | — | 191K | $7.8M | 4.41% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | — | 167K | $5.8M | 3.25% |
| 11 | AVUS | AMERICAN CENTY ETF TR | — | 41K | $4.6M | 2.56% |
| 12 | AVRE | AMERICAN CENTY ETF TR | — | 103K | $4.5M | 2.55% |
| 13 | MSFT | Microsoft Corporation | Technology | 11K | $4.1M | 2.31% |
| 14 | DFNM | DIMENSIONAL ETF TRUST | — | 62K | $3.0M | 1.67% |
| 15 | VTV | VANGUARD INDEX FDS | — | 10K | $1.9M | 1.10% |
Showing 1 to 15 of 193 holdings