North Ridge Wealth Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Beaverton, OR
CIK
0001974277
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 42 147,083 DFAC, DFAX, VGIT, EDV 13F-HR 10/23/2024 000108514624005093
Q2 2024 41 131,636 DFAC, DFAX, VGIT, EDV 13F-HR 7/30/2024 000108514624003342
Q1 2024 40 128,931 DFAC, DFAX, VGIT, EDV 13F-HR 4/24/2024 000108514624002006
Q4 2023 39 120,150 DFAC, DFAX, VGIT, EDV 13F-HR 1/18/2024 000108514624000296
Q3 2023 36 102,663 DFAC, DFAX, VGIT, EDV 13F-HR 10/19/2023 000108514623003805
Q2 2023 38 104,641 DFAC, DFAX, VGIT, EDV 13F-HR 7/26/2023 000108514623002934
Q1 2023 40 99,933 DFAC, DFAX, VGIT, EDV 13F-HR 4/28/2023 000108514623001964