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Name: |
North Ridge Wealth Advisors Inc. |
City: |
BEAVERTON |
State: |
OR |
Zip: |
97008 |
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Holdings
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
DFAC |
Dimensional U S Core Equity... |
1 |
- |
$31.96 |
$32,821,000 |
1,027,276 |
25.46% |
4,126,000 |
45,567 |
0.114 |
N/A |
|
DFAX |
Dimensional Funds plc - Wor... |
2 |
- |
$26.06 |
$11,380,000 |
447,324 |
8.83% |
638,000 |
7,437 |
0.05 |
N/A |
|
VGIT |
Vanguard Intermediate -Ter |
3 |
- |
$57.89 |
$10,321,000 |
176,276 |
8.01% |
619,000 |
12,722 |
0.02 |
Closed - End Fund - Debt |
|
EDV |
Vanguard Extended Dur Tre I... |
4 |
- |
$73.06 |
$7,955,000 |
103,845 |
6.17% |
-28,000 |
5,323 |
0.759 |
Closed - End Fund - Debt |
|
DFIC |
Dfa Dimensional Internation... |
5 |
- |
$0.00 |
$7,436,000 |
277,999 |
5.77% |
545,000 |
8,081 |
0.031 |
N/A |
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VWOB |
Vanguard Emerging Markets G... |
6 |
- |
$63.55 |
$6,496,000 |
101,731 |
5.04% |
355,000 |
5,405 |
0.042 |
N/A |
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VTIP |
Vanguard Short Term Inflati... |
7 |
- |
$48.17 |
$6,047,000 |
126,267 |
4.69% |
494,000 |
9,329 |
0.007 |
N/A |
|
IGOV |
iShares S&P/Citi Intl Treas... |
9 |
- |
$39.05 |
$4,602,000 |
116,130 |
3.57% |
85,000 |
6,847 |
0.056 |
N/A |
|
AVRE |
Avantis Real Estate Etf |
10 |
- |
$0.00 |
$4,247,000 |
100,438 |
3.29% |
-98,000 |
113 |
1.116 |
N/A |
|
DFEM |
Dfa Dimensional Emerging Ma... |
11 |
- |
$0.00 |
$3,980,000 |
156,128 |
3.09% |
358,000 |
11,027 |
0.151 |
N/A |
|
DFGR |
Dfa Dimensional Global Real... |
13 |
- |
$0.00 |
$3,240,000 |
126,924 |
2.51% |
288,000 |
13,297 |
0.141 |
N/A |
|
REET |
Ishares Global Reit |
14 |
- |
$23.17 |
$2,193,000 |
92,589 |
1.7% |
-32,000 |
587 |
0.093 |
N/A |
|
DFNM |
Dfa Dimensional National Mu... |
15 |
- |
$0.00 |
$1,652,000 |
34,358 |
1.28% |
4,000 |
377 |
0.213 |
N/A |
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SCHR |
Schwab Intermediate-Term U.... |
18 |
- |
$48.49 |
$1,441,000 |
29,386 |
1.12% |
-12,000 |
155 |
0.005 |
N/A |
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AVDE |
Avantis International Equit... |
20 |
- |
$64.54 |
$1,265,000 |
19,848 |
0.98% |
189,000 |
2,037 |
0.022 |
N/A |
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VNQ |
Vanguard REIT Index VIPERs |
23 |
- |
$83.60 |
$829,000 |
9,590 |
0.64% |
-14,000 |
47 |
0.003 |
Closed - End Fund - E... |
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VNQI |
Vanguard Global Ex-US Real ... |
26 |
- |
$42.25 |
$629,000 |
14,925 |
0.49% |
21,000 |
643 |
0.017 |
Closed - End Fund - E... |
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AVEM |
Avantis Emerging Markets Eq... |
29 |
- |
$0.00 |
$500,000 |
8,624 |
0.39% |
16,000 |
44 |
0.008 |
N/A |
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DFSI |
Dimensional Intl Sustainabi... |
31 |
- |
$0.00 |
$470,000 |
13,955 |
0.36% |
24,000 |
40 |
0.016 |
N/A |
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DFSE |
Dimensional Emg Mkts Sustai... |
34 |
- |
$0.00 |
$373,000 |
11,571 |
0.29% |
16,000 |
277 |
0.129 |
N/A |
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