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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 44.39% of Shira Ridge Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSD, EAGG, IUSB, GOVT, VIG, TLT, XLI, SHY, DFAI, VOT.
Started 9 new stock positions in CL, LMT, GOVT, MCD, QUAL, IVV, EFG, TSLA, CSCO.
Reduced shares in these 10 stocks: IFRA, VTIP, ICSH, SUSA, HDV, FLOT, TDG, DFAT, LBTYK, CCI.
Sold out of its positions in CCI, GRID, LBTYK.
Shira Ridge Wealth Management was a net buyer of stock by $8.0M.
Shira Ridge Wealth Management has $196M in assets under management (AUM), dropping by 9.26%.
Central Index Key (CIK): 0001961210

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Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 81 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Esg Slc (SUSA)	16.1	$32M	-3%	262k	120.37	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	10.6	$21M		526k	39.69	View chart
Ishares Tr Global Tech Etf (IXN)	8.2	$16M		194k	82.53	View chart
Legg Mason Etf Invt Clearbridge Di (YLDE)	4.8	$9.4M		187k	50.39	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	4.7	$9.2M	+3%	110k	84.17	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.1	$8.0M	+7%	251k	31.78	View chart
Apple (AAPL)	3.5	$6.9M		30k	233.00	View chart
Select Sector Spdr Tr Indl (XLI)	3.3	$6.5M	+21%	48k	135.44	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.8	$5.5M	+138%	116k	47.74	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	2.8	$5.4M	+2%	35k	154.02	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	2.6	$5.0M	-7%	119k	42.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$4.6M	+64%	23k	198.06	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.9	$3.7M	-15%	67k	55.63	View chart
Ishares Tr Core Total Usd (IUSB)	1.8	$3.5M	+294%	74k	47.12	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.8	$3.5M	+13%	14k	243.47	View chart
Vanguard World Inf Tech Etf (VGT)	1.7	$3.4M		5.7k	586.53	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.6	$3.1M	+805%	64k	48.59	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.6	$3.1M	-23%	60k	51.04	View chart
Microsoft Corporation (MSFT)	1.5	$3.0M	-4%	7.0k	430.28	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$2.6M		16k	167.19	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.2	$2.3M	NEW	99k	23.45	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.0	$1.9M		23k	84.04	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.9	$1.7M	+15%	22k	78.37	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$1.7M	+87%	21k	83.15	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$1.7M	+494%	17k	98.10	View chart
Costco Wholesale Corporation (COST)	0.7	$1.4M	+14%	1.6k	886.51	View chart
Ishares Tr Us Infrastruc (IFRA)	0.7	$1.3M	-56%	28k	46.97	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$1.2M	-10%	33k	37.18	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$1.1M	-59%	23k	49.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.0M		3.7k	283.13	View chart
Meta Platforms Cl A (META)	0.5	$1.0M	-3%	1.7k	572.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$996k	+6%	6.0k	165.85	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.5	$919k	-3%	12k	76.70	View chart
Equinix (EQIX)	0.5	$885k		997.00	887.63	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.5	$884k	+16%	14k	62.20	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$877k	-7%	17k	50.94	View chart
Dimensional Etf Trust International (DFSI)	0.4	$877k		25k	35.74	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.4	$826k	-64%	16k	50.74	View chart
Marsh & McLennan Companies (MMC)	0.4	$825k		3.7k	223.09	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$778k	+2%	12k	65.00	View chart
Charter Communications Inc N Cl A (CHTR)	0.4	$773k		2.4k	324.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$751k		1.4k	527.49	View chart
Inventrust Pptys Corp Com New (IVT)	0.4	$727k		26k	28.37	View chart
Charles Schwab Corporation (SCHW)	0.4	$711k		11k	64.81	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$695k	-64%	5.9k	117.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$664k		1.7k	383.93	View chart
Amazon (AMZN)	0.3	$662k		3.6k	186.33	View chart
NVIDIA Corporation (NVDA)	0.3	$658k		5.4k	121.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$645k		3.7k	174.57	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$643k	+27%	11k	58.11	View chart
TransDigm Group Incorporated (TDG)	0.3	$579k	-58%	406.00	1427.13	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$543k	-6%	8.0k	67.51	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$520k	-17%	4.9k	106.76	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$488k	-31%	9.6k	50.60	View chart
Deckers Outdoor Corporation (DECK)	0.2	$476k	+500%	3.0k	159.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$473k		1.8k	263.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$468k		7.0k	66.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$430k	+50%	1.8k	237.23	View chart
JPMorgan Chase & Co. (JPM)	0.2	$408k		1.9k	210.82	View chart
Vail Resorts (MTN)	0.2	$385k		2.2k	174.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$360k		737.00	487.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$350k	+4%	5.6k	62.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$350k		2.8k	125.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$307k	+9%	3.2k	95.75	View chart
Broadcom (AVGO)	0.2	$298k	+915%	1.7k	172.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$285k		619.00	460.26	View chart
Marvell Technology (MRVL)	0.1	$253k		3.5k	72.12	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$249k	-22%	3.8k	66.03	View chart
Chevron Corporation (CVX)	0.1	$244k	-20%	1.7k	147.27	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$240k		5.7k	41.82	View chart
Lockheed Martin Corporation (LMT)	0.1	$232k	NEW	397.00	584.56	View chart
Cisco Systems (CSCO)	0.1	$225k	NEW	4.2k	53.22	View chart
Tesla Motors (TSLA)	0.1	$224k	NEW	855.00	261.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$220k		3.2k	67.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$215k		1.8k	117.29	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$205k	NEW	1.9k	107.66	View chart
McDonald's Corporation (MCD)	0.1	$203k	NEW	667.00	304.51	View chart
Colgate-Palmolive Company (CL)	0.1	$203k	NEW	2.0k	103.81	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$203k	NEW	1.1k	179.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$203k	NEW	351.00	576.97	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$198k	-12%	14k	14.69	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 Q3 filed Oct. 10, 2024
Shira Ridge Wealth Management 2024 Q2 filed July 12, 2024
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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