Ridgewood Investments LLC
210 holdingsFiling period: 2026-06-30Current AUM: $271.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc Del | 46.7K | $23.4M | $23.4M | 8.59% | -1,414 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 25.6K | $9.2M | $8.1M | 2.99% | -1,037 | 2026-06-30 |
| 3 | SGOV | iShares TR | 59.0K | $5.9M | $5.9M | 2.19% | -3,730 | 2026-06-30 |
| 4 | VOO | Vanguard Index Fds | 7.0K | $4.8M | $4.9M | 1.81% | +116 | 2026-06-30 |
| 5 | BSV | Vanguard BD Index Fds | 59.5K | $4.6M | $4.6M | 1.68% | -10,012 | 2026-06-30 |
| 6 | GOOG | Alphabet Inc | 12.5K | $4.4M | $3.9M | 1.44% | -374 | 2026-06-30 |
| 7 | FLRN | Spdr Series Trust | 138.9K | $4.3M | $4.3M | 1.57% | +12.6K | 2026-06-30 |
| 8 | VO | Vanguard Index Fds | 51.8K | $4.2M | $4.2M | 1.55% | +39.3K | 2026-06-30 |
| 9 | VT | Vanguard Intl Equity Index F | 26.1K | $4.1M | $4.1M | 1.50% | -435 | 2026-06-30 |
| 10 | SHV | iShares TR | 36.3K | $4.0M | $4.0M | 1.47% | -997 | 2026-06-30 |
| 11 | VB | Vanguard Index Fds | 13.1K | $4.0M | $3.8M | 1.39% | +371 | 2026-06-30 |
| 12 | MKL | Markel Group Inc | 1.9K | $3.7M | $3.6M | 1.32% | -19 | 2026-06-30 |
| 13 | SCHB | Schwab Strategic TR | 116.7K | $3.4M | $3.4M | 1.26% | +1.9K | 2026-06-30 |
| 14 | META | Meta Platforms Inc | 5.8K | $3.2M | $3.6M | 1.33% | +295 | 2026-06-30 |
| 15 | MSFT | Microsoft Corp | 7.9K | $2.9M | $4.2M | 1.55% | +1.1K | 2026-06-30 |
| 16 | NVDA | NVIDIA Corporation | 14.7K | $2.9M | $3.2M | 1.17% | +5.4K | 2026-06-30 |
| 17 | TXN | Texas Instrs Inc | 9.2K | $2.8M | $2.8M | 1.01% | -3,638 | 2026-06-30 |
| 18 | QCOM | Qualcomm Inc | 13.9K | $2.6M | $2.5M | 0.92% | -4,057 | 2026-06-30 |
| 19 | SCHV | Schwab Strategic TR | 71.6K | $2.5M | $2.5M | 0.91% | +2.3K | 2026-06-30 |
| 20 | QQQ | Invesco Qqq TR | 3.3K | $2.4M | $2.4M | 0.87% | -9 | 2026-06-30 |
| 21 | BNDX | Vanguard Charlotte Fds | 49.1K | $2.4M | $2.3M | 0.85% | +7.0K | 2026-06-30 |
| 22 | VGSH | Vanguard Scottsdale Fds | 40.0K | $2.3M | $2.3M | 0.85% | -1,635 | 2026-06-30 |
| 23 | BMY | Bristol-Myers Squibb Co | 39.9K | $2.3M | $2.5M | 0.90% | -1,957 | 2026-06-30 |
| 24 | — | Medtronic PLC | 29.3K | $2.3M | $2.3M | 0.84% | +3.9K | 2026-06-30 |
| 25 | BIV | Vanguard BD Index Fds | 29.6K | $2.3M | $2.2M | 0.80% | +8.3K | 2026-06-30 |
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