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Shira Ridge Wealth Management

Latest statistics and disclosures from Shira Ridge Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SUSA, DFAU, IXN, YLDE, ESGD, and represent 46.04% of Shira Ridge Wealth Management's stock portfolio.
Added to shares of these 10 stocks: YLDE, XLI, IYH, EAGG, IJH, IWP, SCHX, TFLO, AMZN, NVDA.
Started 3 new stock positions in IWP, EAGG, SCHX.
Reduced shares in these 10 stocks: HDV, , AAPL, VTIP, DFAU, IFRA, VGT, XLV, SHY, INTC.
Sold out of its positions in INTC, LMT, MCD, VPU.
Shira Ridge Wealth Management was a net seller of stock by $-2.4M.
Shira Ridge Wealth Management has $175M in assets under management (AUM), dropping by 4.88%.
Central Index Key (CIK): 0001961210

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Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 73 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Esg Slc (SUSA)	17.2	$30M		275k	109.17	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	11.0	$19M	-2%	527k	36.54	View chart
Ishares Tr Global Tech Etf (IXN)	8.2	$14M		193k	74.81	View chart
Legg Mason Etf Invt Clearbridge Di (YLDE)	4.8	$8.5M	+37%	179k	47.25	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	4.8	$8.4M		105k	79.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.0	$7.0M		231k	30.22	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	3.0	$5.2M	-2%	128k	41.08	View chart
Apple (AAPL)	2.9	$5.1M	-10%	30k	171.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	2.8	$5.0M	-5%	34k	147.73	View chart
Select Sector Spdr Tr Indl (XLI)	2.6	$4.5M	+31%	36k	125.96	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.4	$4.2M		77k	54.43	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.3	$3.9M		77k	51.06	View chart
Microsoft Corporation (MSFT)	1.8	$3.1M		7.3k	420.72	View chart
Vanguard World Inf Tech Etf (VGT)	1.8	$3.1M	-8%	5.8k	524.31	View chart
Ishares Tr Us Infrastruc (IFRA)	1.7	$3.0M	-11%	70k	43.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.7	$2.9M	-5%	12k	235.78	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.6	$2.9M	-15%	60k	47.89	View chart
TransDigm Group Incorporated (TDG)	1.5	$2.7M		2.2k	1231.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$2.4M	-3%	13k	182.62	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$2.3M		15k	152.26	View chart
Ishares Tr Blackrock Ultra (ICSH)	1.3	$2.3M	-5%	46k	50.56	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.3	$2.2M	-5%	47k	47.04	View chart
Ishares Tr Core High Dv Etf (HDV)	1.2	$2.2M	-49%	20k	110.21	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.0	$1.7M		23k	75.48	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.7	$1.3M		18k	70.80	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.7	$1.2M	+5%	36k	34.41	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$1.1M	-17%	14k	81.78	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.6	$1.0M	-4%	21k	50.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.0M		3.9k	259.88	View chart
Costco Wholesale Corporation (COST)	0.6	$993k		1.4k	732.54	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$900k	+2%	13k	70.88	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.5	$840k		15k	56.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$827k	+2%	5.5k	150.93	View chart
Equinix (EQIX)	0.5	$820k	-2%	994.00	825.33	View chart
Dimensional Etf Trust International (DFSI)	0.5	$816k	+2%	24k	33.67	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$804k	+2%	18k	45.59	View chart
Charles Schwab Corporation (SCHW)	0.5	$786k		11k	72.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$764k	+9%	1.6k	480.55	View chart
Marsh & McLennan Companies (MMC)	0.4	$756k		3.7k	205.98	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$749k	+382%	12k	61.90	View chart
Charter Communications Inc N Cl A (CHTR)	0.4	$693k		2.4k	290.63	View chart
Inventrust Pptys Corp Com New (IVT)	0.4	$659k		26k	25.71	View chart
Amazon (AMZN)	0.4	$633k	+21%	3.5k	180.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$629k	+7%	3.9k	162.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$620k		1.8k	344.20	View chart
Meta Platforms Cl A (META)	0.4	$612k		1.3k	485.59	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$602k	-26%	5.9k	101.41	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$580k	-17%	9.4k	61.53	View chart
Liberty Global Com Cl C (LBTYK)	0.3	$576k		33k	17.64	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$573k	+51%	11k	50.69	View chart
Crown Castle Intl (CCI)	0.3	$535k		5.1k	105.83	View chart
Vail Resorts (MTN)	0.3	$493k		2.2k	222.83	View chart
NVIDIA Corporation (NVDA)	0.3	$482k	+18%	533.00	903.60	View chart
Deckers Outdoor Corporation (DECK)	0.3	$469k		498.00	941.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$448k		1.8k	249.84	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$430k		7.0k	61.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$359k		3.1k	115.30	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$346k	+4%	6.0k	57.54	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$341k	-12%	3.0k	114.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$328k	+404%	5.4k	60.74	View chart
Cisco Systems (CSCO)	0.2	$325k	-2%	6.5k	49.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$322k		725.00	443.80	View chart
JPMorgan Chase & Co. (JPM)	0.2	$318k		1.6k	200.26	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$273k	NEW	5.8k	47.06	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$263k	+3%	4.2k	62.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$260k		619.00	420.52	View chart
Marvell Technology (MRVL)	0.1	$249k		3.5k	70.88	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$248k	+7%	6.2k	40.27	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$229k	-23%	16k	13.98	View chart
Broadcom (AVGO)	0.1	$212k	-11%	160.00	1325.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$209k	NEW	1.8k	114.14	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$204k	-45%	2.4k	83.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$201k	NEW	3.2k	62.07	View chart

Past Filings by Shira Ridge Wealth Management

SEC 13F filings are viewable for Shira Ridge Wealth Management going back to 2022

Shira Ridge Wealth Management 2024 Q1 filed April 18, 2024
Shira Ridge Wealth Management 2023 Q4 filed Jan. 10, 2024
Shira Ridge Wealth Management 2023 Q3 filed Oct. 11, 2023
Shira Ridge Wealth Management 2023 Q2 filed July 12, 2023
Shira Ridge Wealth Management 2023 Q1 filed May 8, 2023
Shira Ridge Wealth Management 2022 Q4 filed Jan. 12, 2023

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