North Ridge Wealth Advisors, Inc. Top Holdings and 13F Report (2024) → The asset beating inflation by 4x (From Colonial Metals) (Ad) About North Ridge Wealth Advisors, Inc.Investment ActivityNorth Ridge Wealth Advisors, Inc. has $128.93 million in total holdings as of March 31, 2024.North Ridge Wealth Advisors, Inc. owns shares of 40 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 0.14% of the portfolio was sold this quarter.This quarter, North Ridge Wealth Advisors, Inc. has purchased 39 new stocks and bought additional shares in 20 stocks.North Ridge Wealth Advisors, Inc. sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $32,821,458Dimensional World ex U.S. Core Equity 2 ETF $11,379,927Vanguard Intermediate-Term Treasury Index ETF $10,320,982Vanguard Extended Duration Treasury ETF $7,954,537Dimensional International Core Equity 2 ETF $7,436,471 Largest New Holdings this Quarter Avantis Responsible U.S. Equity ETF $221,565 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 45,567 shares (about $1.46M)Vanguard Intermediate-Term Treasury Index ETF 12,722 shares (about $744.87K)Vanguard Short-Term Inflation-Protected Securities ETF 9,329 shares (about $446.77K)Vanguard Extended Duration Treasury ETF 5,323 shares (about $407.74K)Vanguard Emerging Markets Government Bond ETF 5,405 shares (about $345.11K) Largest Sales this Quarter UnitedHealth Group 105 shares (about $51.94K)Microsoft 100 shares (about $42.07K)PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 338 shares (about $26.79K)iShares Core S&P Total U.S. Stock Market ETF 196 shares (about $22.60K)Vanguard Small-Cap ETF 64 shares (about $14.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorth Ridge Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$32,821,458$1,455,865 ▲4.6%1,027,27625.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$11,379,927$189,197 ▲1.7%447,3248.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$10,320,982$744,875 ▲7.8%176,2768.0%ETFEDVVanguard Extended Duration Treasury ETF$7,954,537$407,742 ▲5.4%103,8456.2%ETFDFICDimensional International Core Equity 2 ETF$7,436,471$216,167 ▲3.0%277,9995.8%ETFVWOBVanguard Emerging Markets Government Bond ETF$6,495,507$345,108 ▲5.6%101,7315.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,046,918$446,765 ▲8.0%126,2674.7%ManufacturingMSFTMicrosoft$5,850,909$42,072 ▼-0.7%13,9074.5%Computer and TechnologyIGOViShares International Treasury Bond ETF$4,602,242$271,347 ▲6.3%116,1303.6%ETFAVREAvantis Real Estate ETF$4,246,517$4,778 ▲0.1%100,4383.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,979,708$281,079 ▲7.6%156,1283.1%ETFAVUSAvantis U.S. Equity ETF$3,254,1440.0%36,3592.5%ETFDFGRDimensional Global Real Estate ETF$3,240,379$339,473 ▲11.7%126,9242.5%ETFREETiShares Global REIT ETF$2,192,518$13,900 ▲0.6%92,5891.7%ETFDFNMDimensional National Municipal Bond ETF$1,652,276$18,130 ▲1.1%34,3581.3%ETFVTVVanguard Value ETF$1,648,3060.0%10,1211.3%ETFVUGVanguard Growth ETF$1,475,5850.0%4,2871.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,441,383$7,603 ▲0.5%29,3861.1%ETFVTIVanguard Total Stock Market ETF$1,391,2450.0%5,3531.1%ETFAVDEAvantis International Equity ETF$1,265,112$129,838 ▲11.4%19,8481.0%ETFUNHUnitedHealth Group$1,073,004$51,943 ▼-4.6%2,1690.8%MedicalDFUSDimensional U.S. Equity ETF$833,1620.0%14,6220.6%ETFVNQVanguard Real Estate ETF$829,324$4,064 ▲0.5%9,5900.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$725,276$22,600 ▼-3.0%6,2900.6%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$722,067$26,787 ▼-3.6%9,1110.6%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$628,930$27,096 ▲4.5%14,9250.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$588,270$13,325 ▼-2.2%5,9160.5%ETFBABoeing$539,3230.0%2,7950.4%AerospaceAVEMAvantis Emerging Markets Equity ETF$499,847$2,550 ▲0.5%8,6240.4%ETFDFSUDimensional US Sustainability Core 1 ETF$489,995$5,093 ▼-1.0%14,2400.4%ETFDFSIDimensional International Sustainability Core 1 ETF$469,855$1,347 ▲0.3%13,9550.4%ETFROKRockwell Automation$410,7750.0%1,4100.3%Industrial ProductsEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$402,8870.0%4,4930.3%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$372,584$8,919 ▲2.5%11,5710.3%ETFBRK.BBerkshire Hathaway$351,1340.0%8350.3%FinanceJPMJPMorgan Chase & Co.$347,7210.0%1,7360.3%FinanceTSLATesla$316,4220.0%1,8000.2%Auto/Tires/TrucksAVSUAvantis Responsible U.S. Equity ETF$221,565$221,565 ▲New Holding3,6070.2%ETFVBVanguard Small-Cap ETF$209,160$14,630 ▼-6.5%9150.2%ETFSBUXStarbucks$203,7080.0%2,2290.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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