Shira Ridge Wealth Management

Shira Ridge Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 58 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Esg Slc (SUSA) 14.2 $21M 250k 82.32
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 9.3 $14M 499k 27.02
Ishares Tr Core High Dv Etf (HDV) 5.9 $8.6M 82k 104.24
Ishares Tr Global Tech Etf (IXN) 5.7 $8.3M 186k 44.83
Ishares Tr Esg Aw Msci Eafe (ESGD) 4.4 $6.4M 98k 65.74
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.1 $6.0M 120k 50.33
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.9 $5.6M 121k 46.71
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.8 $5.5M 221k 25.04
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.6 $5.2M 39k 135.85
Vanguard World Fds Utilities Etf (VPU) 3.2 $4.6M 30k 153.36
Apple (AAPL) 3.0 $4.3M 33k 129.93
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.0 $4.3M 53k 81.17
Ishares Tr Esg Scrd S&p Mid (XJH) 2.9 $4.3M 130k 32.80
Ishares Tr Blackrock Ultra (ICSH) 2.7 $3.9M 77k 50.04
Ishares Tr Us Infrastruc (IFRA) 2.6 $3.7M 102k 36.26
Dimensional Etf Trust Short Duration F (DFSD) 2.5 $3.7M 80k 46.09
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.2 $3.3M 74k 43.95
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $2.5M 17k 151.85
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.7 $2.5M 49k 50.53
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.6 $2.3M 13k 179.76
Vanguard World Fds Inf Tech Etf (VGT) 1.4 $2.1M 6.5k 319.42
Microsoft Corporation (MSFT) 1.2 $1.7M 7.0k 239.81
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.5M 17k 88.73
TransDigm Group Incorporated (TDG) 0.9 $1.4M 2.2k 629.65
Ishares Tr Morningstar Grwt (ILCG) 0.8 $1.2M 25k 48.68
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.6 $933k 9.5k 98.21
Liberty Media Corp Del Com Ser C Frmla 0.6 $932k 16k 59.78
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $833k 13k 63.59
Charter Communications Inc N Cl A (CHTR) 0.6 $809k 2.4k 339.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $803k 4.2k 191.19
Charles Schwab Corporation (SCHW) 0.5 $782k 9.4k 83.26
Ishares Tr Us Hlthcare Etf (IYH) 0.5 $769k 2.7k 283.71
Dimensional Etf Trust Us Equity Etf (DFUS) 0.5 $739k 18k 41.61
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.5 $706k 17k 40.79
Crown Castle Intl (CCI) 0.5 $696k 5.1k 135.63
Equinix (EQIX) 0.5 $659k 1.0k 655.03
Liberty Global SHS CL C 0.4 $635k 33k 19.43
Inventrust Pptys Corp Com New (IVT) 0.4 $606k 26k 23.67
Costco Wholesale Corporation (COST) 0.4 $576k 1.3k 456.40
Alphabet Cap Stk Cl A (GOOGL) 0.4 $559k 6.3k 88.23
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $542k 6.0k 89.99
Vail Resorts (MTN) 0.4 $541k 2.3k 238.35
Marsh & McLennan Companies (MMC) 0.3 $504k 3.0k 165.48
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $469k 6.5k 72.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $450k 1.3k 351.34
Vanguard Index Fds Value Etf (VTV) 0.3 $446k 3.2k 140.37
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $438k 22k 19.85
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $423k 2.1k 203.80
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $404k 9.0k 44.98
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.3 $403k 8.1k 50.06
Dimensional Etf Trust International (DFSI) 0.3 $395k 14k 27.79
Vanguard Index Fds Growth Etf (VUG) 0.3 $392k 1.8k 213.11
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $329k 3.8k 87.24
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $315k 7.0k 44.81
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $309k 6.7k 45.88
Amazon (AMZN) 0.2 $296k 3.5k 84.00
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $271k 11k 24.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $267k 3.1k 84.80