Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 25.7% |
DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 9.6% |
VANGUARD SCOTTSDALE FDS | 6 | Q2 2024 | 9.5% |
VANGUARD WORLD FD | 6 | Q2 2024 | 7.2% |
DIMENSIONAL ETF TRUST | 6 | Q2 2024 | 5.8% |
VANGUARD WHITEHALL FDS | 6 | Q2 2024 | 5.6% |
VANGUARD MALVERN FDS | 6 | Q2 2024 | 5.2% |
MICROSOFT CORP | 6 | Q2 2024 | 4.9% |
AMERICAN CENTY ETF TR | 6 | Q2 2024 | 4.0% |
ISHARES TR | 6 | Q2 2024 | 3.8% |
View North Ridge Wealth Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-01 |
13F-HR | 2024-07-30 |
13F-HR | 2024-04-24 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-28 |
View North Ridge Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.