42 is the total number of securities North Ridge Wealth Advisors, Inc. has owned. The longest North Ridge Wealth Advisors, Inc. has owned a single stock is 3 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DFAC | DIMENSIONAL ETF TRUST | 3 | 3 | 22.30% | 23.03% | 23.81% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 9.38% | 9.52% | 9.62% | Q1 2023 | Q3 2023 | 3 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3 | 3 | 8.79% | 9.18% | 9.55% | Q1 2023 | Q3 2023 | 3 |
| EDV | VANGUARD WORLD FD | 3 | 3 | 6.40% | 6.93% | 7.20% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 5.38% | 5.56% | 5.74% | Q1 2023 | Q3 2023 | 3 | |
| VWOB | VANGUARD WHITEHALL FDS | 3 | 3 | 5.44% | 5.53% | 5.62% | Q1 2023 | Q3 2023 | 3 |
| VTIP | VANGUARD MALVERN FDS | 3 | 3 | 4.94% | 5.03% | 5.15% | Q1 2023 | Q3 2023 | 3 |
| MSFT | MICROSOFT CORP | 3 | 3 | 4.29% | 4.58% | 4.91% | Q1 2023 | Q3 2023 | 3 |
| AMERICAN CENTY ETF TR | 3 | 3 | 3.82% | 3.92% | 4.00% | Q1 2023 | Q3 2023 | 3 | |
| IGOV | ISHARES TR | 3 | 3 | 2.82% | 3.21% | 3.42% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 2.56% | 2.67% | 2.76% | Q1 2023 | Q3 2023 | 3 | |
| REET | ISHARES TR | 3 | 3 | 1.87% | 2.12% | 2.50% | Q1 2023 | Q3 2023 | 3 |
| AVUS | AMERICAN CENTY ETF TR | 3 | 3 | 1.78% | 1.80% | 1.82% | Q1 2023 | Q3 2023 | 3 |
| VTV | VANGUARD INDEX FDS | 3 | 3 | 1.36% | 1.38% | 1.40% | Q1 2023 | Q3 2023 | 3 |
| VTI | VANGUARD INDEX FDS | 3 | 3 | 1.22% | 1.25% | 1.28% | Q1 2023 | Q3 2023 | 3 |
| SCHR | SCHWAB STRATEGIC TR | 3 | 3 | 1.06% | 1.22% | 1.36% | Q1 2023 | Q3 2023 | 3 |
| VUG | VANGUARD INDEX FDS | 3 | 3 | 1.08% | 1.13% | 1.17% | Q1 2023 | Q3 2023 | 3 |
| UNH | UNITEDHEALTH GROUP INC | 3 | 3 | 1.07% | 1.11% | 1.14% | Q1 2023 | Q3 2023 | 3 |
| VNQ | VANGUARD INDEX FDS | 3 | 3 | 0.92% | 1.01% | 1.07% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 0.71% | 0.89% | 1.09% | Q1 2023 | Q3 2023 | 3 | |
| VNQI | VANGUARD INTL EQUITY I... | 3 | 3 | 0.80% | 0.82% | 0.84% | Q1 2023 | Q3 2023 | 3 |
| AVDE | AMERICAN CENTY ETF TR | 3 | 3 | 0.71% | 0.75% | 0.81% | Q1 2023 | Q3 2023 | 3 |
| STIP | ISHARES TR | 3 | 3 | 0.70% | 0.74% | 0.76% | Q1 2023 | Q3 2023 | 3 |
| DFUS | DIMENSIONAL ETF TRUST | 3 | 3 | 0.66% | 0.67% | 0.68% | Q1 2023 | Q3 2023 | 3 |
| ITOT | ISHARES TR | 3 | 3 | 0.63% | 0.67% | 0.72% | Q1 2023 | Q3 2023 | 3 |
| TSLA | TESLA INC | 3 | 3 | 0.44% | 0.59% | 0.76% | Q1 2023 | Q3 2023 | 3 |
| BA | BOEING CO | 3 | 3 | 0.52% | 0.57% | 0.61% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 0.33% | 0.46% | 0.54% | Q1 2023 | Q3 2023 | 3 | |
| AVEM | AMERICAN CENTY ETF TR | 3 | 3 | 0.44% | 0.46% | 0.48% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 0.21% | 0.42% | 0.58% | Q1 2023 | Q3 2023 | 3 | |
| ROK | ROCKWELL AUTOMATION INC | 3 | 3 | 0.39% | 0.42% | 0.44% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 3 | 3 | 0.28% | 0.36% | 0.40% | Q1 2023 | Q3 2023 | 3 | |
| BRKB | BERKSHIRE HATHAWAY INC... | 3 | 3 | 0.27% | 0.30% | 0.33% | Q1 2023 | Q3 2023 | 3 |
| JPM | JPMORGAN CHASE & CO | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
| SBUX | STARBUCKS CORP | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
| DIMENSIONAL ETF TRUST | 2 | 2 | 0.92% | 1.04% | 1.17% | Q2 2023 | Q3 2023 | 2 | |
| VB | VANGUARD INDEX FDS | 2 | 2 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q2 2023 | 2 |
| SSUS | STRATEGY SHS | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
| IVV | ISHARES TR | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
| ZROZ | PIMCO ETF TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
| IEFA | ISHARES TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
| EMB | ISHARES TR | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and VANGUARD SCOTTSDALE FDS, are the highest-conviction holdings of North Ridge Wealth Advisors, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by North Ridge Wealth Advisors, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that North Ridge Wealth Advisors, Inc. owns currently or has owned in the past.