0001085146-23-002934.txt : 20230727
0001085146-23-002934.hdr.sgml : 20230727
20230726204750
ACCESSION NUMBER: 0001085146-23-002934
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230727
DATE AS OF CHANGE: 20230726
EFFECTIVENESS DATE: 20230727
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: North Ridge Wealth Advisors, Inc.
CENTRAL INDEX KEY: 0001974277
IRS NUMBER: 275197679
STATE OF INCORPORATION: OR
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23197
FILM NUMBER: 231115035
BUSINESS ADDRESS:
STREET 1: 8285 SW NIMBUS AVENUE
STREET 2: SUITE 155
CITY: BEAVERTON
STATE: OR
ZIP: 97008
BUSINESS PHONE: 503-206-8784
MAIL ADDRESS:
STREET 1: 8285 SW NIMBUS AVENUE
STREET 2: SUITE 155
CITY: BEAVERTON
STATE: OR
ZIP: 97008
13F-HR
1
primary_doc.xml
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0001974277
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06-30-2023
06-30-2023
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North Ridge Wealth Advisors, Inc.
8285 SW NIMBUS AVENUE
SUITE 155
BEAVERTON
OR
97008
13F HOLDINGS REPORT
028-23197
000157516
801-121589
N
Brian Lawrence
Principal
503-206-8784
/s/Brian Lawrence
Beaverton
OR
07-26-2023
0
38
104641221
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
BBG00Q6ZDXT0
460291
8554
SH
SOLE
8554
0
0
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
BBG00Q9MQ6T1
770251
13419
SH
SOLE
13419
0
0
AMERICAN CENTY ETF TR
REAL ESTATE ETF
025072356
BBG012R478M7
4126082
100784
SH
SOLE
98773
0
2011
AMERICAN CENTY ETF TR
US EQT ETF
025072885
BBG00Q9MPQH1
1900062
25270
SH
SOLE
25270
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
284735
835
SH
SOLE
835
0
0
BOEING CO
COM
097023105
BBG001S5P0V3
603825
2860
SH
SOLE
2860
0
0
DIMENSIONAL ETF TRUST
EMERGING MARKETS
25434V682
BBG01B92W7S9
416228
13674
SH
SOLE
13036
0
638
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
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BBG017159MD8
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117395
SH
SOLE
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0
478
DIMENSIONAL ETF TRUST
GLOBAL REAL EST
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BBG01BN60P09
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SH
SOLE
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DIMENSIONAL ETF TRUST
INTERNATIONAL
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SH
SOLE
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0
355
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
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BBG01631TNW2
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SH
SOLE
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DIMENSIONAL ETF TRUST
NATL MUN BD ETF
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SH
SOLE
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0
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DIMENSIONAL ETF TRUST
US CORE EQUITY 2
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SOLE
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SOLE
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DIMENSIONAL ETF TRUST
US SUSTAINABILTY
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SH
SOLE
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0
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DIMENSIONAL ETF TRUST
WORLD EX US CORE
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BBG012G2PD33
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420964
SH
SOLE
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0
11393
ISHARES TR
0-5 YR TIPS ETF
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BBG001TG5H89
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7559
SH
SOLE
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374
ISHARES TR
CORE S&P TTL STK
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BBG001SHTRL5
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SOLE
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80
ISHARES TR
GLOBAL REIT ETF
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BBG006S5D3J3
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SH
SOLE
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7744
ISHARES TR
INTL TREA BD ETF
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BBG001T33MN2
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SH
SOLE
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0
1389
ISHARES TR
JPMORGAN USD EMG
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BBG001SQS9Y2
200600
2318
SH
SOLE
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0
0
JPMORGAN CHASE & CO
COM
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BBG001S8CRC3
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SOLE
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0
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MICROSOFT CORP
COM
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BBG001S5TD05
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13948
SH
SOLE
13948
0
0
ROCKWELL AUTOMATION INC
COM
773903109
BBG001S5VRF5
464525
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SH
SOLE
1410
0
0
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
BBG001T9F7C1
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26448
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SOLE
26448
0
0
STARBUCKS CORP
COM
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BBG001S72KH6
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SOLE
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TESLA INC
COM
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BBG001SQKGD7
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SOLE
2317
0
0
UNITEDHEALTH GROUP INC
COM
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BBG001S6WCJ1
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SH
SOLE
2330
0
0
VANGUARD INDEX FDS
GROWTH ETF
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BBG001SHTTS4
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SH
SOLE
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VANGUARD INDEX FDS
REAL ESTATE ETF
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BBG001SMD2X3
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SH
SOLE
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0
VANGUARD INDEX FDS
SMALL CP ETF
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BBG001SHTTV0
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SH
SOLE
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VANGUARD INDEX FDS
TOTAL STK MKT
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BBG001SHTB03
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SH
SOLE
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VANGUARD INDEX FDS
VALUE ETF
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BBG001SHVR78
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SH
SOLE
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VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
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BBG001TCVT65
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SH
SOLE
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VANGUARD MALVERN FDS
STRM INFPROIDX
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BBG003H12XS7
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SH
SOLE
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VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
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BBG001T62M92
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SH
SOLE
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VANGUARD WHITEHALL FDS
EM MK GOV BD ETF
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BBG004N1LYJ5
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SH
SOLE
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VANGUARD WORLD FD
EXTENDED DUR
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BBG001SV5CV2
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SH
SOLE
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