0001085146-23-003805.txt : 20231019 0001085146-23-003805.hdr.sgml : 20231019 20231019113545 ACCESSION NUMBER: 0001085146-23-003805 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231019 DATE AS OF CHANGE: 20231019 EFFECTIVENESS DATE: 20231019 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: 231333955 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 X0202 13F-HR LIVE false false false 0001974277 XXXXXXXX 09-30-2023 09-30-2023 false 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 503-206-8784 /s/Brian Lawrence Beaverton OR 10-19-2023 0 36 102663612 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 452938 8580 SH SOLE 8580 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 729905 13116 SH SOLE 13116 0 0 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 BBG012R478M7 3917519 104273 SH SOLE 102262 0 2011 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 1851291 25270 SH SOLE 25270 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 292501 835 SH SOLE 835 0 0 BOEING CO COM 097023105 BBG001S5P0V3 535662 2795 SH SOLE 2795 0 0 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 BBG01B92W7S9 402095 13681 SH SOLE 13043 0 638 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 2828338 121336 SH SOLE 120378 0 958 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 BBG01BN60P09 1198084 53462 SH SOLE 52038 0 1424 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 BBG01B92VTS2 535243 18643 SH SOLE 18288 0 355 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 5892453 252353 SH SOLE 250580 0 1773 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 1115559 24006 SH SOLE 24006 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 24440867 932858 SH SOLE 913050 0 19808 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 687544 14770 SH SOLE 14770 0 0 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 BBG01B92NHL4 600623 21648 SH SOLE 20804 0 844 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 9808418 435543 SH SOLE 423482 0 12061 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 775886 8005 SH SOLE 7631 0 374 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 645646 6855 SH SOLE 6775 0 80 ISHARES TR GLOBAL REIT ETF 46434V647 BBG006S5D3J3 1917026 90554 SH SOLE 83741 0 6813 ISHARES TR INTL TREA BD ETF 464288117 BBG001T33MN2 3508300 94385 SH SOLE 92996 0 1389 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 251755 1736 SH SOLE 1736 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 4402469 13943 SH SOLE 13943 0 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 403077 1410 SH SOLE 1410 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 1084690 22626 SH SOLE 22626 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 203441 2229 SH SOLE 2229 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 450396 1800 SH SOLE 1800 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1174763 2330 SH SOLE 2330 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1176924 4322 SH SOLE 4322 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 947397 12522 SH SOLE 12522 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1255980 5913 SH SOLE 5913 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1395990 10121 SH SOLE 10121 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 BBG001TCVT65 817678 21004 SH SOLE 21004 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 5288208 111849 SH SOLE 107087 0 4762 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 9436478 165118 SH SOLE 159101 0 6017 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 5672683 95887 SH SOLE 93069 0 2818 VANGUARD WORLD FD EXTENDED DUR 921910709 BBG001SV5CV2 6565785 93757 SH SOLE 90098 0 3659