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Ridgewood Investments LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Ridgewood Investments LLC

报告期 2026-03-31 · CIK 0001703556

持仓数

208

前50大市值合计

$147.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$23.0M

48,100

15.7%

GOOGL ALPHABET INC

CAP STK CL A

$7.7M

26,669

5.2%

SGOV ISHARES TR

0-3 MNTH TREASRY

$6.3M

62,767

4.3%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$5.5M

69,547

3.7%

SHV ISHARES TR

TRUST ISHARE 0-1

$4.1M

37,315

2.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$4.1M

6,868

2.8%

FLRN SPDR SERIES TRUST

STATE STREET SPD

$3.9M

126,250

2.6%

MKL MARKEL GROUP INC

COM

$3.7M

1,938

2.5%

GOOG ALPHABET INC

CAP STK CL C

$3.7M

12,838

2.5%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$3.7M

26,523

2.5%

VO VANGUARD INDEX FDS

MID CAP ETF

$3.6M

12,583

2.5%

VB VANGUARD INDEX FDS

SMALL CP ETF

$3.3M

12,750

2.3%

META META PLATFORMS INC

CL A

$3.1M

5,458

2.1%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$2.9M

114,815

2.0%

BMY BRISTOL-MYERS SQUIBB CO

COM

$2.5M

41,838

1.7%

MSFT MICROSOFT CORP

COM

$2.5M

6,766

1.7%

TXN TEXAS INSTRS INC

COM

$2.5M

12,887

1.7%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$2.4M

41,615

1.7%

QCOM QUALCOMM INC

COM

$2.3M

17,994

1.6%

VMBS VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF

$2.2M

47,122

1.5%

— MEDTRONIC PLC

SHS

$2.2M

25,402

1.5%

PEP PEPSICO INC

COM

$2.2M

13,948

1.5%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$2.1M

69,306

1.4%

TROW PRICE T ROWE GROUP INC

COM

$2.1M

22,886

1.4%

MCHP MICROCHIP TECHNOLOGY INC.

COM

$2.0M

31,315

1.4%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$2.0M

42,106

1.4%

AMZN AMAZON COM INC

COM

$2.0M

9,637

1.4%

VONV VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL

$2.0M

20,833

1.3%

IGSB ISHARES TR

ISHS 1-5YR INVS

$1.9M

37,036

1.3%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$1.9M

8,965

1.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.9M

3,314

1.3%

TSM TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS

$1.9M

5,636

1.3%

UTHR UNITED THERAPEUTICS CORP DEL

COM

$1.9M

3,200

1.3%

HSIC HENRY SCHEIN INC

COM

$1.8M

25,063

1.3%

ORCL ORACLE CORP

COM

$1.8M

11,978

1.2%

CLX CLOROX CO DEL

COM

$1.7M

16,676

1.2%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$1.7M

22,353

1.1%

ORI OLD REP INTL CORP

COM

$1.7M

41,693

1.1%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$1.6M

21,314

1.1%

TGT TARGET CORP

COM

$1.6M

13,486

1.1%

HCI HCI GROUP INC

COM

$1.6M

10,552

1.1%

NVDA NVIDIA CORPORATION

COM

$1.6M

9,310

1.1%

SPLV INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL

$1.6M

22,107

1.1%

— CNH INDL N V

SHS

$1.6M

144,736

1.1%

SPDW SPDR INDEX SHS FDS

PORTFOLIO DEVLPD

$1.6M

34,524

1.1%

ADM ARCHER DANIELS MIDLAND CO

COM

$1.6M

21,679

1.1%

UPS UNITED PARCEL SERVICE INC

CL B

$1.6M

15,807

1.1%

JD JD.COM INC

SPON ADS CL A

$1.5M

52,389

1.1%

AX AXOS FINANCIAL INC

COM

$1.5M

18,051

1.0%

STIP ISHARES TR

0-5 YR TIPS ETF

$1.5M

14,190

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

35%前 6 大占比

BRK/B15.7%GOOGL5.2%SGOV4.3%BSV3.7%SHV2.8%VOO2.8%