0001085146-24-000296.txt : 20240118 0001085146-24-000296.hdr.sgml : 20240118 20240118094615 ACCESSION NUMBER: 0001085146-24-000296 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240118 EFFECTIVENESS DATE: 20240118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: North Ridge Wealth Advisors, Inc. CENTRAL INDEX KEY: 0001974277 ORGANIZATION NAME: 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: 24540327 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 12-31-2023 12-31-2023 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 01-18-2024 0 39 120150028 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 BBG00Q6ZDXT0 483826 8580 SH SOLE 8580 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 BBG00Q9MQ6T1 1076319 17811 SH SOLE 17811 0 0 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 BBG012R478M7 4345061 100325 SH SOLE 98313 0 2011 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 2965088 36359 SH SOLE 36359 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 297811 835 SH SOLE 835 0 0 BOEING CO COM 097023105 BBG001S5P0V3 728431 2795 SH SOLE 2794 0 0 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 BBG01B92W7S9 357186 11294 SH SOLE 10656 0 638 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 BBG017159MD8 3621716 145101 SH SOLE 144142 0 958 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 BBG01BN60P09 2952019 113627 SH SOLE 111981 0 1645 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 BBG01B92VTS2 445721 13915 SH SOLE 13559 0 355 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 BBG01631TNW2 6891010 269918 SH SOLE 268145 0 1773 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 BBG012558MV6 1648418 33981 SH SOLE 33981 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 BBG011DXY6D4 28695340 981709 SH SOLE 961938 0 19770 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 757858 14622 SH SOLE 14622 0 0 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 BBG01B92NHL4 447901 14388 SH SOLE 13489 0 899 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 BBG012G2PD33 10742048 439887 SH SOLE 427013 0 12874 ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG001TG5H89 596511 6050 SH SOLE 5676 0 374 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 682524 6486 SH SOLE 6406 0 80 ISHARES TR GLOBAL REIT ETF 46434V647 BBG006S5D3J3 2224613 92002 SH SOLE 85189 0 6813 ISHARES TR INTL TREA BD ETF 464288117 BBG001T33MN2 4516677 109283 SH SOLE 107480 0 1803 ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 400147 4493 SH SOLE 4493 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 295294 1736 SH SOLE 1736 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 5267153 14007 SH SOLE 14006 0 0 PIMCO ETF TR 25YR+ ZERO U S 72201R882 BBG001T5RZK5 806283 9449 SH SOLE 9449 0 0 ROCKWELL AUTOMATION INC COM 773903109 BBG001S5VRF5 437777 1410 SH SOLE 1410 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 1453365 29231 SH SOLE 29231 0 0 STARBUCKS CORP COM 855244109 BBG001S72KH6 214006 2229 SH SOLE 2229 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 447264 1800 SH SOLE 1800 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1197193 2274 SH SOLE 2274 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1332743 4287 SH SOLE 4287 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 843236 9543 SH SOLE 9543 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 208850 979 SH SOLE 979 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 1269839 5353 SH SOLE 5353 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1513090 10121 SH SOLE 10121 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 BBG001TCVT65 608261 14282 SH SOLE 14281 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 5553408 116938 SH SOLE 112175 0 4762 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 9702012 163554 SH SOLE 157711 0 5842 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LYJ5 6140784 96326 SH SOLE 93500 0 2826 VANGUARD WORLD FD EXTENDED DUR 921910709 BBG001SV5CV2 7983245 98522 SH SOLE 94071 0 4451