RIDGEWOOD INVESTMENTS LLC

PrivateCIK: 1703556
Location

SPRINGFIELD, NJ

217
Positions
$271.34M
Total AUM (reported)
3.62M
Total Shares

Allocation by class

TOTAL AUM$271.34M217 positions
COM$111.66M41.2%
CL B NEW$26.82M9.9%
CAP STK CL A$8.82M3.3%
CL A$8.46M3.1%
SPONSORED ADS$5.65M2.1%
0-3 MTH TREASURY$5.15M1.9%
S&P 500 ETF SHS$5.08M1.9%

Portfolio Concentration

Top 315.0%4–1011.0%11–2516.8%Rest57.2%TOP 1026.0%0%100%
Top 3$40.79M15.0%
4–10$29.77M11.0%
11–25$45.45M16.8%
Rest$155.33M57.2%

Top 3 weight

15.0%

Top 10 weight

26.0%

Voting Authority Distribution

Total shares with voting rights: 3.62M

Sole

Full voting authority

225.46K

shares

% of voting shares6.2%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.39M

shares

% of voting shares93.8%

Investment Discretion (by position count)

Sole217
Shared0
Other0
Dominant voting typeNone · 93.8% of voting shares
Institutional Holdings217
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares53.85K
TypeSH
Market value$26.82M
9.88%
Sole
11.38K
Shared
0.00
None
42.47K

ALPHABET INC

SOLE
CAP STK CL A
Shares25.64K
TypeSH
Market value$8.82M
3.25%
Sole
3.21K
Shared
0.00
None
22.43K

ISHARES TR

SOLE
0-3 MTH TREASURY
Shares51.19K
TypeSH
Market value$5.15M
1.90%
Sole
9.86K
Shared
0.00
None
41.33K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares7.25K
TypeSH
Market value$5.08M
1.87%
Sole
875.00
Shared
0.00
None
6.37K

SPDR SERIES TRUST

SOLE
ST STR RATE ETF
Shares149.03K
TypeSH
Market value$4.60M
1.69%
Sole
7.93K
Shared
0.00
None
141.10K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares52.44K
TypeSH
Market value$4.11M
1.52%
Sole
5.39K
Shared
0.00
None
47.05K

ALPHABET INC

SOLE
CAP STK CL C
Shares11.88K
TypeSH
Market value$4.05M
1.49%
Sole
2.43K
Shared
0.00
None
9.45K

VANGUARD INTL EQUITY INDEX F

SOLE
TT WRLD ST ETF
Shares25.47K
TypeSH
Market value$4.02M
1.48%
Sole
5.40K
Shared
0.00
None
20.07K

ISHARES TR

SOLE
TRUST ISHARE 0-1
Shares36.31K
TypeSH
Market value$4.01M
1.48%
Sole
391.00
Shared
0.00
None
35.91K

META PLATFORMS INC

SOLE
CL A
Shares5.38K
TypeSH
Market value$3.90M
1.44%
Sole
356.00
Shared
0.00
None
5.03K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares13.43K
TypeSH
Market value$3.82M
1.41%
Sole
1.41K
Shared
0.00
None
12.02K

MICROSOFT CORP

SOLE
COM
Shares7.43K
TypeSH
Market value$3.81M
1.40%
Sole
428.00
Shared
0.00
None
7K

NVIDIA CORPORATION

SOLE
COM
Shares15.46K
TypeSH
Market value$3.53M
1.30%
Sole
565.00
Shared
0.00
None
14.90K

SCHWAB STRATEGIC TR

SOLE
US BRD MKT ETF
Shares116.09K
TypeSH
Market value$3.40M
1.25%
Sole
2.59K
Shared
0.00
None
113.50K

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares47.65K
TypeSH
Market value$3.34M
1.23%
Sole
500.00
Shared
0.00
None
47.15K

MARKEL GROUP INC

SOLE
COM
Shares1.94K
TypeSH
Market value$3.32M
1.22%
Sole
459.00
Shared
0.00
None
1.48K

VANGUARD BD INDEX FDS

SOLE
SHORT TRM BOND
Shares42.40K
TypeSH
Market value$3.24M
1.19%
Sole
3.31K
Shared
0.00
None
39.09K

VANGUARD BD INDEX FDS

SOLE
INTERMED TERM
Shares44.39K
TypeSH
Market value$3.23M
1.19%
Sole
2.07K
Shared
0.00
None
42.32K

QUALCOMM INC

SOLE
COM
Shares16.46K
TypeSH
Market value$3.03M
1.12%
Sole
916.00
Shared
0.00
None
15.55K

VANGUARD CHARLOTTE FDS

SOLE
TOTAL INT BD ETF
Shares54.58K
TypeSH
Market value$2.56M
0.94%
Sole
1.37K
Shared
0.00
None
53.21K

MEDTRONIC PLC

SOLE
SHS
Shares29.27K
TypeSH
Market value$2.53M
0.93%
Sole
793.00
Shared
0.00
None
28.48K

SCHWAB STRATEGIC TR

SOLE
US TIPS ETF
Shares99.93K
TypeSH
Market value$2.51M
0.93%
Sole
0.00
Shared
0.00
None
99.93K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares3.27K
TypeSH
Market value$2.41M
0.89%
Sole
486.00
Shared
0.00
None
2.78K

AMAZON COM INC

SOLE
COM
Shares9.48K
TypeSH
Market value$2.36M
0.87%
Sole
1.22K
Shared
0.00
None
8.27K

TEXAS INSTRS INC

SOLE
COM
Shares8.42K
TypeSH
Market value$2.36M
0.87%
Sole
0.00
Shared
0.00
None
8.42K
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