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Home > Institutional Investor > Ridgewood Investments Llc > Profile

Instuitional Investor - Ridgewood Investments Llc

Fund Profile
Filing Period:
Fund Name: Ridgewood Investments Llc
Portfolio Value $169,097,933
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 51,441 $18,347,064 10.84%
2.
Ishares Tr
 69,901 $7,698,165 4.55%
3.
Vanguard Intl Equity Index Funds
 VWO 32,557 $3,349,487 1.98%
4.
Vanguard Index Fds
 7,493 $3,272,825 1.93%
5.
Microsoft Corp
 MSFT 8,172 $3,072,901 1.81%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)