Ridgewood Investments LLC
210 holdingsFiling period: 2026-03-31Current AUM: $269.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 48.1K | $23.0M | $23.0M | 8.56% | -1,047 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 26.7K | $7.7M | $9.5M | 3.53% | -3,364 | 2026-03-31 |
| 3 | SGOV | ISHARES TR | 62.8K | $6.3M | $6.3M | 2.35% | +11.4K | 2026-03-31 |
| 4 | BSV | VANGUARD BD INDEX FDS | 69.5K | $5.5M | $5.4M | 2.00% | +14.8K | 2026-03-31 |
| 5 | SHV | ISHARES TR | 37.3K | $4.1M | $4.1M | 1.53% | -6,464 | 2026-03-31 |
| 6 | VOO | VANGUARD INDEX FDS | 6.9K | $4.1M | $4.7M | 1.75% | -942 | 2026-03-31 |
| 7 | FLRN | SPDR SERIES TRUST | 126.3K | $3.9M | $3.9M | 1.45% | +31.6K | 2026-03-31 |
| 8 | MKL | MARKEL GROUP INC | 1.9K | $3.7M | $3.6M | 1.35% | -41 | 2026-03-31 |
| 9 | GOOG | ALPHABET INC | 12.8K | $3.7M | $4.6M | 1.70% | -397 | 2026-03-31 |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 26.5K | $3.7M | $4.1M | 1.53% | -1,194 | 2026-03-31 |
| 11 | VO | VANGUARD INDEX FDS | 12.6K | $3.6M | $4.1M | 1.51% | +395 | 2026-03-31 |
| 12 | VB | VANGUARD INDEX FDS | 12.8K | $3.3M | $3.8M | 1.40% | +974 | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 5.5K | $3.1M | $3.0M | 1.13% | +1.4K | 2026-03-31 |
| 14 | SCHB | SCHWAB STRATEGIC TR | 114.8K | $2.9M | $3.3M | 1.23% | +19.9K | 2026-03-31 |
| 15 | BMY | BRISTOL-MYERS SQUIBB CO | 41.8K | $2.5M | $2.7M | 1.01% | -6,764 | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 6.8K | $2.5M | $3.1M | 1.17% | +1.1K | 2026-03-31 |
| 17 | TXN | TEXAS INSTRS INC | 12.9K | $2.5M | $3.6M | 1.32% | -389 | 2026-03-31 |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | 41.6K | $2.4M | $2.4M | 0.90% | -2,982 | 2026-03-31 |
| 19 | QCOM | QUALCOMM INC | 18.0K | $2.3M | $2.7M | 0.99% | +1.6K | 2026-03-31 |
| 20 | VMBS | VANGUARD SCOTTSDALE FDS | 47.1K | $2.2M | $2.2M | 0.81% | +12.4K | 2026-03-31 |
| 21 | — | MEDTRONIC PLC | 25.4K | $2.2M | $2.2M | 0.82% | -2,946 | 2026-03-31 |
| 22 | PEP | PEPSICO INC | 13.9K | $2.2M | $1.9M | 0.72% | -224 | 2026-03-31 |
| 23 | SCHV | SCHWAB STRATEGIC TR | 69.3K | $2.1M | $2.4M | 0.88% | +13.5K | 2026-03-31 |
| 24 | TROW | PRICE T ROWE GROUP INC | 22.9K | $2.1M | $2.6M | 0.95% | +2.5K | 2026-03-31 |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | 42.1K | $2.0M | $2.0M | 0.75% | +15.0K | 2026-03-31 |
← Scroll →
Page 1 of 9