NR

North Ridge Wealth Advisors, Inc.

13F
North Ridge Wealth Advisors, Inc.
Last update 2025-05-09 163 Stocks (12 new)
Value $150.00 Mil Turnover 4 %
Countries:
Top Holdings: DFAC(24.08%)DFAX(8.73%)VGIT(8.27%)EDV(6.35%)DFIC(5.60%)
Summary Stock Picks Current Portfolio
North Ridge Wealth Advisors, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,092,444
36,039.7
+3.91%
24.080
+0.91%
0.110
+21.96%
+4.68%
35,119.7
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
498,986
13,073.4
+5.72%
8.730
+0.47%
0.170
+24.20%
+17.66%
8,722.9
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
208,332
12,374.9
+6.03%
8.270
+0.47%
0.040
+0.45%
+3.98%
31,526.2
 
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
133,646
9,503.5
+8.84%
6.350
+0.52%
0.220
-5.31%
-2.43%
3,425.9
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
302,036
8,387.5
+2.01%
5.600
+0.11%
0.100
+23.74%
+19.43%
9,588.2
 
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
120,357
7,726.9
+4.10%
5.160
+0.20%
0.150
+7.04%
+6.20%
4,982.1
 
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
146,489
7,309.8
+4.38%
4.880
+0.20%
0.050
+1.12%
+4.06%
15,001.5
 
DFGR
Dimensional Global Real Estate ETF
242,994
6,381.0
+9.43%
4.260
+0.37%
0.270
+12.26%
+5.01%
2,519.7
 
IGOV
iShares S&P/Citigroup International Treasury Bond
iShares S&P/Citigroup International Treasury Bond
154,772
6,101.1
+6.24%
4.080
+0.24%
0.770
+7.33%
+11.32%
1,210.4
 
MSFT
Microsoft Corp
13,552
5,087.3
-0.28%
3.400
-0.01%
0.000
+39.34%
+18.54%
3,699,325.7
Software

North Ridge Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

North Ridge Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.91%
●
32.42 ($34.71) 36.1
$36.21
4.32%
Add 3.91%
1,092,444
41,137
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
2025-03-31
Add
Add
+0.52%
●
65.05 ($69.15) 73.43
$64.55
-6.65%
Add 8.84%
133,646
10,853
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.47%
●
24.45 ($25.96) 27.21
$29.25
12.67%
Add 5.72%
498,986
27,017
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.47%
●
57.44 ($58.5) 59.4
$59.17
1.15%
Add 6.03%
208,332
11,842
DFGR
Dimensional Global Real Estate ETF
2025-03-31
Add
Add
+0.37%
●
24.73 ($26.06) 26.89
$26.82
2.92%
Add 9.43%
242,994
20,947
IGOV
iShares S&P/Citigroup International Treasury Bond
iShares S&P/Citigroup International Treasury Bond
2025-03-31
Add
Add
+0.24%
●
37.39 ($38.87) 39.79
$42.77
10.03%
Add 6.24%
154,772
9,097
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
2025-03-31
Add
Add
+0.20%
●
47.35 ($47.88) 48.24
$47.47
-0.86%
Add 13.45%
52,703
6,249
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Add
Add
+0.20%
●
48.43 ($49.09) 49.9
$49.86
1.57%
Add 4.38%
146,489
6,146
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
2025-03-31
Add
Add
+0.20%
●
62.87 ($64.11) 65.14
$64.98
1.36%
Add 4.1%
120,357
4,741
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.11%
●
25.35 ($26.59) 27.46
$29.55
11.13%
Add 3.47%
179,771
6,025

North Ridge Wealth Advisors, Inc. Total Holding History ($B)

To

North Ridge Wealth Advisors, Inc.'s Asset Allocation

To

North Ridge Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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North Ridge Wealth Advisors, Inc.'s Hypothetical Growth since 2025-03-31

North Ridge Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

North Ridge Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

North Ridge Wealth Advisors, Inc.'s Holdings Bubble Chart

North Ridge Wealth Advisors, Inc. News

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