RIDGEWOOD INVESTMENTS LLC

PrivateCIK: 1703556

Location

SPRINGFIELD, NJ

208

Positions

$267.18M

Total AUM (reported)

3.58M

Total Shares

Allocation by class

COM$112.27M42.0%

CL B NEW$23.36M8.7%

CAP STK CL A$9.16M3.4%

CL A$6.80M2.5%

STATE STREET SPD$6.44M2.4%

0-3 MNTH TREASRY$5.94M2.2%

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares46.69K

TypeSH

Market value$23.36M

8.74%

Sole

7.63K

Shared

0.00

None

39.06K

ALPHABET INC

SOLE

CAP STK CL A

Shares25.63K

TypeSH

Market value$9.16M

3.43%

Sole

3.21K

Shared

0.00

None

22.42K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares59.04K

TypeSH

Market value$5.94M

2.22%

Sole

9.86K

Shared

0.00

None

49.18K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares6.98K

TypeSH

Market value$4.80M

1.80%

Sole

900.00

Shared

0.00

None

6.08K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares59.53K

TypeSH

Market value$4.64M

1.74%

Sole

3.31K

Shared

0.00

None

56.23K

ALPHABET INC

SOLE

CAP STK CL C

Shares12.46K

TypeSH

Market value$4.40M

1.65%

Sole

2.43K

Shared

0.00

None

10.03K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares138.86K

TypeSH

Market value$4.28M

1.60%

Sole

8.10K

Shared

0.00

None

130.77K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares51.85K

TypeSH

Market value$4.18M

1.56%

Sole

5.41K

Shared

0.00

None

46.44K

VANGUARD INTL EQUITY INDEX F

SOLE

TT WRLD ST ETF

Shares26.09K

TypeSH

Market value$4.09M

1.53%

Sole

5.70K

Shared

0.00

None

20.39K

ISHARES TR

SOLE

TRUST ISHARE 0-1

Shares36.32K

TypeSH

Market value$4.01M

1.50%

Sole

391.00

Shared

0.00

None

35.93K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares13.12K

TypeSH

Market value$3.98M

1.49%

Sole

1.41K

Shared

0.00

None

11.71K

MARKEL GROUP INC

SOLE

COM

Shares1.92K

TypeSH

Market value$3.75M

1.40%

Sole

459.00

Shared

0.00

None

1.46K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares116.69K

TypeSH

Market value$3.38M

1.26%

Sole

2.82K

Shared

0.00

None

113.87K

META PLATFORMS INC

SOLE

CL A

Shares5.75K

TypeSH

Market value$3.24M

1.21%

Sole

481.00

Shared

0.00

None

5.27K

MICROSOFT CORP

SOLE

COM

Shares7.89K

TypeSH

Market value$2.95M

1.10%

Sole

628.00

Shared

0.00

None

7.27K

NVIDIA CORPORATION

SOLE

COM

Shares14.68K

TypeSH

Market value$2.94M

1.10%

Sole

565.00

Shared

0.00

None

14.11K

TEXAS INSTRS INC

SOLE

COM

Shares9.25K

TypeSH

Market value$2.76M

1.03%

Sole

0.00

Shared

0.00

None

9.25K

QUALCOMM INC

SOLE

COM

Shares13.94K

TypeSH

Market value$2.58M

0.96%

Sole

416.00

Shared

0.00

None

13.52K

SCHWAB STRATEGIC TR

SOLE

US LCAP VA ETF

Shares71.57K

TypeSH

Market value$2.49M

0.93%

Sole

1.19K

Shared

0.00

None

70.38K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares3.31K

TypeSH

Market value$2.43M

0.91%

Sole

486.00

Shared

0.00

None

2.82K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares49.13K

TypeSH

Market value$2.38M

0.89%

Sole

1.37K

Shared

0.00

None

47.76K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares39.98K

TypeSH

Market value$2.33M

0.87%

Sole

30.28K

Shared

0.00

None

9.70K

BRISTOL-MYERS SQUIBB CO

SOLE

COM

Shares39.88K

TypeSH

Market value$2.30M

0.86%

Sole

168.00

Shared

0.00

None

39.71K

MEDTRONIC PLC

SOLE

SHS

Shares29.27K

TypeSH

Market value$2.29M

0.86%

Sole

793.00

Shared

0.00

None

28.48K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares29.59K

TypeSH

Market value$2.27M

0.85%

Sole

2.13K

Shared

0.00

None

27.46K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	46.69K	SH	$23.36M 8.74%	7.63K	39.06K
ALPHABET INCSOLE	CAP STK CL A	25.63K	SH	$9.16M 3.43%	3.21K	22.42K
ISHARES TRSOLE	0-3 MNTH TREASRY	59.04K	SH	$5.94M 2.22%	9.86K	49.18K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	6.98K	SH	$4.80M 1.80%	900.00	6.08K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	59.53K	SH	$4.64M 1.74%	3.31K	56.23K
ALPHABET INCSOLE	CAP STK CL C	12.46K	SH	$4.40M 1.65%	2.43K	10.03K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	138.86K	SH	$4.28M 1.60%	8.10K	130.77K
VANGUARD INDEX FDSSOLE	MID CAP ETF	51.85K	SH	$4.18M 1.56%	5.41K	46.44K
VANGUARD INTL EQUITY INDEX FSOLE	TT WRLD ST ETF	26.09K	SH	$4.09M 1.53%	5.70K	20.39K
ISHARES TRSOLE	TRUST ISHARE 0-1	36.32K	SH	$4.01M 1.50%	391.00	35.93K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	13.12K	SH	$3.98M 1.49%	1.41K	11.71K
MARKEL GROUP INCSOLE	COM	1.92K	SH	$3.75M 1.40%	459.00	1.46K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	116.69K	SH	$3.38M 1.26%	2.82K	113.87K
META PLATFORMS INCSOLE	CL A	5.75K	SH	$3.24M 1.21%	481.00	5.27K
MICROSOFT CORPSOLE	COM	7.89K	SH	$2.95M 1.10%	628.00	7.27K
NVIDIA CORPORATIONSOLE	COM	14.68K	SH	$2.94M 1.10%	565.00	14.11K
TEXAS INSTRS INCSOLE	COM	9.25K	SH	$2.76M 1.03%	0.00	9.25K
QUALCOMM INCSOLE	COM	13.94K	SH	$2.58M 0.96%	416.00	13.52K
SCHWAB STRATEGIC TRSOLE	US LCAP VA ETF	71.57K	SH	$2.49M 0.93%	1.19K	70.38K
INVESCO QQQ TRSOLE	UNIT SER 1	3.31K	SH	$2.43M 0.91%	486.00	2.82K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	49.13K	SH	$2.38M 0.89%	1.37K	47.76K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	39.98K	SH	$2.33M 0.87%	30.28K	9.70K
BRISTOL-MYERS SQUIBB COSOLE	COM	39.88K	SH	$2.30M 0.86%	168.00	39.71K
MEDTRONIC PLCSOLE	SHS	29.27K	SH	$2.29M 0.86%	793.00	28.48K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	29.59K	SH	$2.27M 0.85%	2.13K	27.46K

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