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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
 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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)