Shira Ridge Wealth Management

Shira Ridge Wealth Management as of March 31, 2023

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 63 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Esg Slc (SUSA) 14.7 $22M 254k 87.77
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 9.5 $14M 502k 28.77
Ishares Tr Global Tech Etf (IXN) 6.7 $10M 188k 54.36
Ishares Tr Core High Dv Etf (HDV) 6.0 $9.2M 90k 101.66
Ishares Tr Esg Aw Msci Eafe (ESGD) 4.7 $7.1M 99k 71.84
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.1 $6.2M 229k 26.95
Apple (AAPL) 3.5 $5.3M 32k 164.90
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.4 $5.1M 101k 50.39
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.3 $5.0M 39k 129.46
Vanguard Malvern Fds Strm Infproidx (VTIP) 3.2 $4.8M 101k 47.82
Ishares Tr Esg Scrd S&p Mid (XJH) 3.0 $4.5M 132k 33.99
Vanguard World Fds Utilities Etf (VPU) 2.8 $4.2M 29k 147.52
Ishares Tr Us Infrastruc (IFRA) 2.6 $3.9M 106k 37.32
Ishares Tr Blackrock Ultra (ICSH) 2.3 $3.5M 69k 50.25
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $3.4M 77k 44.50
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.2 $3.3M 40k 82.16
Dimensional Etf Trust Short Duration F (DFSD) 2.0 $3.1M 66k 46.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.7 $2.6M 13k 194.89
Vanguard World Fds Inf Tech Etf (VGT) 1.6 $2.4M 6.2k 385.44
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.4 $2.2M 43k 50.79
Microsoft Corporation (MSFT) 1.3 $2.0M 6.9k 288.31
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $1.9M 13k 154.01
TransDigm Group Incorporated (TDG) 1.1 $1.6M 2.2k 737.05
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.6M 15k 104.00
Ishares Tr Morningstar Grwt (ILCG) 0.9 $1.3M 24k 55.36
Liberty Media Corp Del Com Ser C Frmla 0.8 $1.2M 16k 74.83
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $1.1M 11k 101.18
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $890k 13k 67.65
Charter Communications Inc N Cl A (CHTR) 0.6 $855k 2.4k 357.61
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.5 $822k 17k 47.16
Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $805k 8.8k 91.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $793k 3.9k 204.08
Equinix (EQIX) 0.5 $725k 1.0k 721.04
Ishares Tr Us Hlthcare Etf (IYH) 0.5 $713k 2.6k 273.07
Crown Castle Intl (CCI) 0.5 $687k 5.1k 133.85
Ishares Tr Core Total Usd (IUSB) 0.4 $676k 15k 46.15
Liberty Global SHS CL C 0.4 $666k 33k 20.38
Costco Wholesale Corporation (COST) 0.4 $631k 1.3k 496.80
Dimensional Etf Trust Us Equity Etf (DFUS) 0.4 $606k 14k 44.43
Inventrust Pptys Corp Com New (IVT) 0.4 $599k 26k 23.40
Alphabet Cap Stk Cl A (GOOGL) 0.4 $546k 5.3k 103.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $521k 1.4k 375.94
Vail Resorts (MTN) 0.3 $518k 2.2k 233.68
Marsh & McLennan Companies (MMC) 0.3 $507k 3.0k 166.55
Vanguard Index Fds Value Etf (VTV) 0.3 $500k 3.6k 138.11
Charles Schwab Corporation (SCHW) 0.3 $492k 9.4k 52.38
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $486k 6.7k 72.74
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $454k 9.4k 48.15
Vanguard Index Fds Growth Etf (VUG) 0.3 $454k 1.8k 249.44
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $436k 2.1k 210.91
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.3 $432k 7.9k 55.07
Dimensional Etf Trust International (DFSI) 0.3 $430k 14k 30.05
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $390k 20k 19.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $337k 7.0k 47.85
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $289k 11k 26.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $282k 3.1k 90.55
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $272k 2.8k 97.66
Amazon (AMZN) 0.2 $267k 2.6k 103.29
Cisco Systems (CSCO) 0.2 $258k 4.9k 52.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $237k 738.00 320.78
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $219k 3.8k 57.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $210k 839.00 250.11
Meta Platforms Cl A (META) 0.1 $207k 977.00 211.94