StockDriftsStockDriftsTop 50 North Ridge Wealth Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 23.91% | 1.09M | $42.5M | -2.65%(-29.72K) | $26.51(+62.15%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 8.8% | 460.3K | $15.6M | -7.15%(-35.42K) | $23.10(+58.46%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 8.26% | 246.6K | $14.7M | +3.14%(+7.52K) | $59.21(-1.00%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 6.15% | 168.2K | $10.9M | +6.89%(+10.85K) | $79.35(-22.54%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.36% | 268.0K | $9.5M | -4.81%(-13.54K) | $23.81(+57.02%) | 2026-03-31 | |
| VWOB | VANGUARD WHITEHALL FDS | 4.82% | 130.4K | $8.6M | +0.68%(+883) | $62.45(+5.92%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 4.7% | 314.6K | $8.4M | +7.25%(+21.27K) | $25.67(+10.04%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.53% | 161.1K | $8.0M | +1.57%(+2.48K) | $47.76(+5.49%) | 2026-03-31 | |
| IGOV | ISHARES TR | 4.41% | 191.0K | $7.8M | +5.64%(+10.19K) | $40.11(+2.24%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.25% | 167.0K | $5.8M | -6.41%(-11.43K) | $24.00(+63.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.85% | +25.44% |
| Top 20 Holdings Unweighted | +7.20% | +23.20% |
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