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 X0202 13F-HR LIVE false false false 0001974277 XXXXXXXX 06-30-2023 06-30-2023 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 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 25434V732 BBG017159MD8 2823350 117395 SH SOLE 116917 0 478 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 BBG01BN60P09 961381 39417 SH SOLE 39417 0 0 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 BBG01B92VTS2 567126 18625 SH SOLE 18270 0 355 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 5808110 239312 SH SOLE 237539 0 1773 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 909400 19093 SH SOLE 19093 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 24061176 886231 SH SOLE 866608 0 19623 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 711323 14770 SH SOLE 14770 0 0 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 BBG01B92NHL4 495163 17250 SH SOLE 16406 0 844 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 9812680 420964 SH SOLE 409571 0 11393 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 737800 7559 SH SOLE 7185 0 374 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 688277 7035 SH SOLE 6955 0 80 ISHARES TR GLOBAL REIT ETF 46434V647 BBG006S5D3J3 2097133 91299 SH SOLE 83555 0 7744 ISHARES TR INTL TREA BD ETF 464288117 BBG001T33MN2 3555466 89807 SH SOLE 88418 0 1389 ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 200600 2318 SH SOLE 2318 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 252484 1736 SH SOLE 1736 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 4749817 13948 SH SOLE 13948 0 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 464525 1410 SH SOLE 1410 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 1303357 26448 SH SOLE 26448 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 220805 2229 SH SOLE 2229 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 606521 2317 SH SOLE 2317 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1119891 2330 SH SOLE 2330 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1228046 4340 SH SOLE 4340 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 1079729 12922 SH SOLE 12922 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 217785 1095 SH SOLE 1095 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1335558 6063 SH SOLE 6063 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1439615 10131 SH SOLE 10131 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 BBG001TCVT65 853989 21249 SH SOLE 21249 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 5166778 108958 SH SOLE 104196 0 4762 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 9197458 156793 SH SOLE 150805 0 5988 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 5877268 94384 SH SOLE 91151 0 3233 VANGUARD WORLD FD EXTENDED DUR 921910709 BBG001SV5CV2 7537136 86564 SH SOLE 82961 0 3603