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Berkshire Hathaway shares owned by Shira Ridge Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Shira Ridge Wealth Management from 13F filings

Historical chart of Shira Ridge Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Shira Ridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $260k 619 420.52
2023-12-31 $221k 619 356.66
2023-09-30 $217k 619 350.30

More positions owned by Shira Ridge Wealth Management

Ishares Tr Msci Usa Esg Slc (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global Tech Etf (IXN)
Legg Mason Etf Invt Clearbridge Di (YLDE)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Esg Scrd S&p Mid (XJH)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Indl (XLI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Us Infrastruc (IFRA)

View all positions for Shira Ridge Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway