Instuitional Investor - North Ridge Wealth Advisors, Inc.
Fund Profile
Filing Period:
Fund Name: | North Ridge Wealth Advisors, Inc. |
Portfolio Value | $147,083,956 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,073,502 | $36,810,385 | 25.03% | |
2. | Dimensional Etf Trust | 463,288 | $12,513,421 | 8.51% | |
3. | Vanguard Scottsdale Funds | 195,217 | $11,795,027 | 8.02% | |
4. | Vanguard World Fd | 115,786 | $9,225,851 | 6.27% | |
5. | Dimensional Etf Trust | 300,184 | $8,447,185 | 5.74% |