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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 43.14% of Shira Ridge Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSD, SHY, EAGG, IUSB, CMF, GOVT, ESGD, FLOT, XLI, DFAI.
Started 4 new stock positions in SCHD, T, SYK, XLK.
Reduced shares in these 10 stocks: IFRA, VTIP, JMST, ICSH, TFLO, DFAT, MSFT, HDV, NOBL, EQIX.
Sold out of its positions in CL, ICLN, EFG, QUAL, TFLO, ICSH, JMST, LMT.
Shira Ridge Wealth Management was a net buyer of stock by $8.1M.
Shira Ridge Wealth Management has $204M in assets under management (AUM), dropping by 4.22%.
Central Index Key (CIK): 0001961210

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Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 77 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Esg Slc (SUSA)	15.7	$32M		264k	121.59	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	10.3	$21M		521k	40.49	View chart
Ishares Tr Global Tech Etf (IXN)	8.1	$17M		196k	84.75	View chart
Legg Mason Etf Invt Clearbridge Di (YLDE)	4.7	$9.5M		188k	50.78	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	4.4	$8.9M	+6%	117k	76.14	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.1	$8.5M	+55%	181k	46.88	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.8	$7.8M	+6%	266k	29.20	View chart
Apple (AAPL)	3.6	$7.4M		30k	250.42	View chart
Select Sector Spdr Tr Indl (XLI)	3.3	$6.8M	+7%	52k	131.76	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	2.6	$5.2M	+5%	125k	41.84	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	2.5	$5.2M	+7%	38k	137.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$4.8M	+4%	25k	195.83	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	2.3	$4.7M	+60%	102k	46.44	View chart
Ishares Tr Core Total Usd (IUSB)	2.2	$4.4M	+32%	98k	45.20	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.9	$3.9M	+7%	15k	253.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.9	$3.8M	+126%	47k	81.98	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.8	$3.6M	+18%	71k	50.88	View chart
Vanguard World Inf Tech Etf (VGT)	1.8	$3.6M		5.8k	621.82	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$3.4M	-8%	61k	55.66	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.5	$3.0M	+32%	131k	22.98	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$3.0M		16k	190.44	View chart
Microsoft Corporation (MSFT)	1.3	$2.6M	-10%	6.3k	421.47	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.0	$2.0M		23k	89.60	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.9	$1.8M	-2%	22k	85.32	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$1.5M		18k	87.33	View chart
Costco Wholesale Corporation (COST)	0.7	$1.5M	+2%	1.6k	916.30	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.7	$1.4M	+127%	25k	57.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.3M	+11%	6.7k	189.30	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.6	$1.2M		32k	37.90	View chart
Meta Platforms Cl A (META)	0.5	$1.1M	+4%	1.8k	585.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.0M	-4%	3.5k	289.79	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$893k		14k	63.75	View chart
NVIDIA Corporation (NVDA)	0.4	$850k	+16%	6.3k	134.30	View chart
Amazon (AMZN)	0.4	$842k	+8%	3.8k	219.39	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$826k	-2%	12k	70.71	View chart
Charter Communications Inc N Cl A (CHTR)	0.4	$818k		2.4k	342.77	View chart
Charles Schwab Corporation (SCHW)	0.4	$812k		11k	74.01	View chart
Dimensional Etf Trust International (DFSI)	0.4	$806k		25k	32.85	View chart
Marsh & McLennan Companies (MMC)	0.4	$790k		3.7k	212.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$763k		1.4k	538.62	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.3	$710k		12k	58.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$706k		1.7k	410.44	View chart
Equinix (EQIX)	0.3	$700k	-25%	742.00	942.89	View chart
Deckers Outdoor Corporation (DECK)	0.3	$663k	+9%	3.3k	203.09	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$622k		3.7k	169.30	View chart
Inventrust Pptys Corp Com New (IVT)	0.3	$560k	-27%	19k	30.13	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$537k	-3%	7.8k	68.94	View chart
TransDigm Group Incorporated (TDG)	0.3	$515k		406.00	1267.28	View chart
JPMorgan Chase & Co. (JPM)	0.2	$490k	+5%	2.0k	239.66	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$479k	+200%	21k	22.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$473k		1.8k	264.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$449k	+3%	1.9k	240.33	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$417k	-37%	3.7k	112.26	View chart
Vail Resorts (MTN)	0.2	$415k		2.2k	187.45	View chart
Broadcom (AVGO)	0.2	$402k		1.7k	231.84	View chart
Marvell Technology (MRVL)	0.2	$391k		3.5k	110.45	View chart
Tesla Motors (TSLA)	0.2	$386k	+11%	956.00	403.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$374k		731.00	510.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$359k		2.8k	128.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$350k		5.6k	62.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$315k	-3%	3.1k	101.53	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$299k	-76%	6.5k	46.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$294k	+4%	649.00	453.28	View chart
Stryker Corporation (SYK)	0.1	$289k	NEW	803.00	360.05	View chart
Cisco Systems (CSCO)	0.1	$251k		4.2k	59.20	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$239k	-50%	2.4k	99.55	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$239k		5.7k	42.05	View chart
At&t (T)	0.1	$238k	NEW	11k	22.77	View chart
Chevron Corporation (CVX)	0.1	$234k	-2%	1.6k	144.84	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$231k		1.8k	126.75	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$230k	+4%	3.9k	58.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$226k	+200%	9.7k	23.18	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$215k	-80%	4.4k	48.42	View chart
McDonald's Corporation (MCD)	0.1	$207k	+6%	713.00	289.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$207k		351.00	588.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$206k	NEW	7.5k	27.32	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$202k	NEW	870.00	232.52	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 Q4 filed Jan. 14, 2025
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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