Filling information for North Ridge Wealth Advisors, Inc. as Treemap, investor disclosed 38 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 922042676 | 922042676 | VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 853989 | 21249 | |
| 025072356 | 025072356 | AMERICAN CENTY ETF TR | REAL ESTATE ETF | 4126082 | 100784 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 220805 | 2229 | |
| 25434V658 | 25434V658 | DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 961381 | 39417 | |
| 921910709 | 921910709 | VANGUARD WORLD FD | EXTENDED DUR | 7537136 | 86564 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 1228046 | 4340 | |
| 025072604 | 025072604 | AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 460291 | 8554 | |
| 464288117 | 464288117 | ISHARES TR | INTL TREA BD ETF | 3555466 | 89807 | |
| 808524854 | 808524854 | SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 1303357 | 26448 | |
| 922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 5166778 | 108958 | |
| 46429B747 | 46429B747 | ISHARES TR | 0-5 YR TIPS ETF | 737800 | 7559 | |
| 921946885 | 921946885 | VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 5877268 | 94384 | |
| 25434V716 | 25434V716 | DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 495163 | 17250 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 1439615 | 10131 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1119891 | 2330 | |
| 92206C706 | 92206C706 | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 9197458 | 156793 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 252484 | 1736 | |
| 25434V732 | 25434V732 | DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 2823350 | 117395 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1335558 | 6063 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 4749817 | 13948 | |
| 025072703 | 025072703 | AMERICAN CENTY ETF TR | INTL EQT ETF | 770251 | 13419 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 217785 | 1095 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 711323 | 14770 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 24061176 | 886231 | |
| 25434V849 | 25434V849 | DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 909400 | 19093 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 1079729 | 12922 | |
| 25434V690 | 25434V690 | DIMENSIONAL ETF TRUST | INTERNATIONAL | 567126 | 18625 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 284735 | 835 | |
| 773903109 | 773903109 | ROCKWELL AUTOMATION INC | COM | 464525 | 1410 | |
| 464288281 | 464288281 | ISHARES TR | JPMORGAN USD EMG | 200600 | 2318 | |
| 025072885 | 025072885 | AMERICAN CENTY ETF TR | US EQT ETF | 1900062 | 25270 | |
| 46434V647 | 46434V647 | ISHARES TR | GLOBAL REIT ETF | 2097133 | 91299 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 606521 | 2317 | |
| 25434V799 | 25434V799 | DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 5808110 | 239312 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 688277 | 7035 | |
| 25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 9812680 | 420964 | |
| 097023105 | 097023105 | BOEING CO | COM | 603825 | 2860 | |
| 25434V682 | 25434V682 | DIMENSIONAL ETF TRUST | EMERGING MARKETS | 416228 | 13674 |