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Home > Institutional Investor > North Ridge Wealth Advisors, Inc. > 13F Holdings

Instuitional Investor - North Ridge Wealth Advisors, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 981,709 $28,695,340 23.88%
2.
Dimensional Etf Trust
 439,887 $10,742,048 8.94%
3.
Vanguard Scottsdale Funds
 163,554 $9,702,012 8.07%
4.
Vanguard World Fd
 98,522 $7,983,245 6.64%
5.
Dimensional Etf Trust
 269,918 $6,891,010 5.73%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)