Instuitional Investor - North Ridge Wealth Advisors, Inc.
Fund Profile
Filing Period:
Fund Name: | North Ridge Wealth Advisors, Inc. |
Portfolio Value | $149,687,885 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,092,444 | $36,039,733 | 24.08% | |
2. | Dimensional Etf Trust | 498,986 | $13,073,438 | 8.73% | |
3. | Vanguard Scottsdale Funds | 208,332 | $12,374,910 | 8.27% | |
4. | Vanguard World Fd | 133,646 | $9,503,554 | 6.35% | |
5. | Dimensional Etf Trust | 302,036 | $8,387,549 | 5.6% |