RIDGEWOOD INVESTMENTS LLC

PrivateCIK: 1703556
Location

SPRINGFIELD, NJ

208
Positions
$244.49M
Total AUM (reported)
3.41M
Total Shares

Allocation by class

TOTAL AUM$244.49M208 positions
COM$101.76M41.6%
CL B NEW$23.05M9.4%
CAP STK CL A$7.67M3.1%
CL A$6.69M2.7%
0-3 MNTH TREASRY$6.32M2.6%
SHORT TRM BOND$5.45M2.2%
SPONSORED ADS$4.46M1.8%

Portfolio Concentration

Top 315.1%4–1011.7%11–2515.6%Rest57.6%TOP 1026.9%0%100%
Top 3$37.04M15.1%
4–10$28.62M11.7%
11–25$38.03M15.6%
Rest$140.79M57.6%

Top 3 weight

15.1%

Top 10 weight

26.9%

Voting Authority Distribution

Total shares with voting rights: 3.41M

Sole

Full voting authority

228.76K

shares

% of voting shares6.7%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.18M

shares

% of voting shares93.3%

Investment Discretion (by position count)

Sole208
Shared0
Other0
Dominant voting typeNone · 93.3% of voting shares
Institutional Holdings208
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares48.10K
TypeSH
Market value$23.05M
9.43%
Sole
7.64K
Shared
0.00
None
40.46K

ALPHABET INC

SOLE
CAP STK CL A
Shares26.67K
TypeSH
Market value$7.67M
3.14%
Sole
3.27K
Shared
0.00
None
23.40K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares62.77K
TypeSH
Market value$6.32M
2.58%
Sole
9.86K
Shared
0.00
None
52.91K

VANGUARD BD INDEX FDS

SOLE
SHORT TRM BOND
Shares69.55K
TypeSH
Market value$5.45M
2.23%
Sole
3.31K
Shared
0.00
None
66.23K

ISHARES TR

SOLE
TRUST ISHARE 0-1
Shares37.31K
TypeSH
Market value$4.12M
1.68%
Sole
391.00
Shared
0.00
None
36.92K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares6.87K
TypeSH
Market value$4.10M
1.68%
Sole
900.00
Shared
0.00
None
5.97K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares126.25K
TypeSH
Market value$3.89M
1.59%
Sole
8.10K
Shared
0.00
None
118.16K

MARKEL GROUP INC

SOLE
COM
Shares1.94K
TypeSH
Market value$3.71M
1.52%
Sole
459.00
Shared
0.00
None
1.48K

ALPHABET INC

SOLE
CAP STK CL C
Shares12.84K
TypeSH
Market value$3.68M
1.51%
Sole
2.48K
Shared
0.00
None
10.35K

VANGUARD INTL EQUITY INDEX F

SOLE
TT WRLD ST ETF
Shares26.52K
TypeSH
Market value$3.67M
1.50%
Sole
5.70K
Shared
0.00
None
20.82K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares12.58K
TypeSH
Market value$3.61M
1.48%
Sole
1.35K
Shared
0.00
None
11.23K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares12.75K
TypeSH
Market value$3.34M
1.37%
Sole
1.41K
Shared
0.00
None
11.34K

META PLATFORMS INC

SOLE
CL A
Shares5.46K
TypeSH
Market value$3.12M
1.28%
Sole
481.00
Shared
0.00
None
4.98K

SCHWAB STRATEGIC TR

SOLE
US BRD MKT ETF
Shares114.81K
TypeSH
Market value$2.88M
1.18%
Sole
2.82K
Shared
0.00
None
111.99K

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares41.84K
TypeSH
Market value$2.54M
1.04%
Sole
168.00
Shared
0.00
None
41.67K

MICROSOFT CORP

SOLE
COM
Shares6.77K
TypeSH
Market value$2.50M
1.02%
Sole
553.00
Shared
0.00
None
6.21K

TEXAS INSTRS INC

SOLE
COM
Shares12.89K
TypeSH
Market value$2.50M
1.02%
Sole
0.00
Shared
0.00
None
12.89K

VANGUARD SCOTTSDALE FDS

SOLE
SHORT TERM TREAS
Shares41.62K
TypeSH
Market value$2.44M
1.00%
Sole
30.28K
Shared
0.00
None
11.34K

QUALCOMM INC

SOLE
COM
Shares17.99K
TypeSH
Market value$2.32M
0.95%
Sole
941.00
Shared
0.00
None
17.05K

VANGUARD SCOTTSDALE FDS

SOLE
MTG-BKD SECS ETF
Shares47.12K
TypeSH
Market value$2.21M
0.90%
Sole
2.74K
Shared
0.00
None
44.38K

MEDTRONIC PLC

SOLE
SHS
Shares25.40K
TypeSH
Market value$2.20M
0.90%
Sole
793.00
Shared
0.00
None
24.61K

PEPSICO INC

SOLE
COM
Shares13.95K
TypeSH
Market value$2.17M
0.89%
Sole
325.00
Shared
0.00
None
13.62K

SCHWAB STRATEGIC TR

SOLE
US LCAP VA ETF
Shares69.31K
TypeSH
Market value$2.11M
0.86%
Sole
1.19K
Shared
0.00
None
68.12K

PRICE T ROWE GROUP INC

SOLE
COM
Shares22.89K
TypeSH
Market value$2.06M
0.84%
Sole
750.00
Shared
0.00
None
22.14K

MICROCHIP TECHNOLOGY INC.

SOLE
COM
Shares31.32K
TypeSH
Market value$2.02M
0.83%
Sole
0.00
Shared
0.00
None
31.32K
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