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| Name: |
North Ridge Wealth Advisors Inc. |
| City: |
BEAVERTON |
| State: |
OR |
| Zip: |
97008 |
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data |
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| Holdings
Found :
7 |
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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 |
|
MSFT |
Microsoft Corp |
8 |
- |
$430.16 |
$5,851,000 |
13,907 |
4.54% |
584,000 |
-100 |
0 |
Application Software |
|
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UNH |
Unitedhealth Group Inc |
21 |
- |
$508.17 |
$1,073,000 |
2,169 |
0.83% |
-124,000 |
-105 |
0 |
Health Care Plans |
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ITOT |
iShares Core S&P Total US |
24 |
- |
$116.17 |
$725,000 |
6,290 |
0.56% |
42,000 |
-196 |
0.002 |
Closed - End Fund - E... |
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ZROZ |
Pimco ETF Trust |
25 |
- |
$74.52 |
$722,000 |
9,111 |
0.56% |
-84,000 |
-338 |
0.036 |
Closed - End Fund - Debt |
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STIP |
Ishares Barclays 0-5 Year T... |
27 |
- |
$99.32 |
$588,000 |
5,916 |
0.46% |
-9,000 |
-134 |
0.001 |
N/A |
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DFSU |
Dimensional Us Sustainabili... |
30 |
- |
$0.00 |
$490,000 |
14,240 |
0.38% |
42,000 |
-148 |
0.016 |
N/A |
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VB |
Vanguard Small Cap VIPERS |
39 |
- |
$222.59 |
$209,000 |
915 |
0.16% |
0 |
-64 |
0 |
Closed - End Fund - E... |
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