Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIDGEWOOD INVESTMENTS LLC | 07-29-2024 | 06-30-2024 | 815 | 199,900,565 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| STARWOOD PPTY TR INC | COM | 701 | $5,682 | 300 | 0.00 | 300 | +Inf | 06-30-2024 | |
| ISHARES TR | RUS 2000 VAL ETF | 702 | $5,635 | 37 | 0.00 | 37 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 703 | $5,614 | 37 | 0.00 | 37 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 704 | $5,573 | 157 | 0.00 | 157 | +Inf | 06-30-2024 |
