0001085146-23-001964.txt : 20230428 0001085146-23-001964.hdr.sgml : 20230428 20230428163846 ACCESSION NUMBER: 0001085146-23-001964 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230428 EFFECTIVENESS DATE: 20230428 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: 23867305 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 03-31-2023 03-31-2023 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 04-28-2023 0 40 99933086 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 483567 9143 SH SOLE 0 0 9143 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 810589 14213 SH SOLE 0 0 14213 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 4000535 96491 SH SOLE 0 0 96491 AMERICAN CENTY ETF TR US EQT ETF 025072885 1776051 25057 SH SOLE 0 0 25057 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 331252 1073 SH SOLE 0 0 1073 BOEING CO COM 097023105 607457 2860 SH SOLE 0 0 2860 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 282645 9456 SH SOLE 0 0 9456 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 2553041 108226 SH SOLE 0 0 108226 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 326023 10849 SH SOLE 0 0 10849 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 5371326 223201 SH SOLE 0 0 223201 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 708733 14669 SH SOLE 0 0 14669 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 22280469 874430 SH SOLE 0 0 874430 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 656231 14770 SH SOLE 0 0 14770 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 212133 7969 SH SOLE 0 0 7969 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 9611203 416791 SH SOLE 0 0 416791 ISHARES TR 0-5 YR TIPS ETF 46429B747 750122 7559 SH SOLE 0 0 7559 ISHARES TR CORE MSCI EAFE 46432F842 233440 3492 SH SOLE 0 0 3492 ISHARES TR CORE S&P TTL STK 464287150 718612 7936 SH SOLE 0 0 7936 ISHARES TR CORE S&P500 ETF 464287200 296389 721 SH SOLE 0 0 721 ISHARES TR GLOBAL REIT ETF 46434V647 2498272 108952 SH SOLE 0 0 108952 ISHARES TR INTL TREA BD ETF 464288117 2819271 70114 SH SOLE 0 0 70114 JPMORGAN CHASE & CO COM 46625H100 226218 1736 SH SOLE 0 0 1736 MICROSOFT CORP COM 594918104 4902497 17005 SH SOLE 0 0 17005 PIMCO ETF TR 25YR+ ZERO U S 72201R882 279486 2918 SH SOLE 0 0 2918 ROCKWELL AUTOMATION INC COM 773903109 413765 1410 SH SOLE 0 0 1410 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 1355407 26877 SH SOLE 0 0 26877 STARBUCKS CORP COM 855244109 237416 2280 SH SOLE 0 0 2280 STRATEGY SHS DAY HAGAN NED 86280R803 346652 10501 SH SOLE 0 0 10501 TESLA INC COM 88160R101 757229 3650 SH SOLE 0 0 3650 UNITEDHEALTH GROUP INC COM 91324P102 1101135 2330 SH SOLE 0 0 2330 VANGUARD INDEX FDS GROWTH ETF 922908736 1082570 4340 SH SOLE 0 0 4340 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1067238 12852 SH SOLE 0 0 12852 VANGUARD INDEX FDS SMALL CP ETF 922908751 207568 1095 SH SOLE 0 0 1095 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1247867 6114 SH SOLE 0 0 6114 VANGUARD INDEX FDS VALUE ETF 922908744 1397811 10121 SH SOLE 0 0 10121 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 844456 20815 SH SOLE 0 0 20815 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4985678 104259 SH SOLE 0 0 104259 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 9540523 159115 SH SOLE 0 0 159115 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 5432060 87178 SH SOLE 0 0 87178 VANGUARD WORLD FD EXTENDED DUR 921910709 7180149 79304 SH SOLE 0 0 79304