Shira Ridge Wealth Management

Latest statistics and disclosures from Shira Ridge Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Shira Ridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 74 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Esg Slc (SUSA) 16.6 $28M +4% 275k 100.51
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.7 $18M 539k 33.25
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Ishares Tr Global Tech Etf (IXN) 7.8 $13M 192k 68.18
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Ishares Tr Esg Aw Msci Eafe (ESGD) 4.8 $7.9M +4% 105k 75.54
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.1 $6.8M -2% 236k 28.64
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Apple (AAPL) 3.9 $6.4M 33k 192.53
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Legg Mason Etf Invt Clearbridge Di (YLDE) 3.5 $5.8M +2185% 130k 44.37
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Ishares Tr Esg Scrd S&p Mid (XJH) 3.0 $5.0M 131k 37.73
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Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $4.8M -12% 36k 136.38
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.5 $4.1M 79k 52.33
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Ishares Tr Core High Dv Etf (HDV) 2.3 $3.9M -56% 38k 101.99
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Ishares Tr Fltg Rate Nt Etf (FLOT) 2.3 $3.9M -3% 77k 50.62
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $3.4M -7% 71k 47.49
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Ishares Tr Us Infrastruc (IFRA) 1.9 $3.2M -30% 79k 40.27
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Select Sector Spdr Tr Indl (XLI) 1.9 $3.1M +89% 27k 113.99
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Vanguard World Fds Inf Tech Etf (VGT) 1.9 $3.1M +4% 6.4k 483.99
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.7 $2.9M -5% 13k 219.56
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Microsoft Corporation (MSFT) 1.6 $2.7M 7.2k 376.04
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Ishares Tr Blackrock Ultra (ICSH) 1.5 $2.5M -14% 49k 50.36
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Vanguard Specialized Funds Div App Etf (VIG) 1.4 $2.4M 14k 170.40
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Dimensional Etf Trust Short Duration F (DFSD) 1.4 $2.3M -5% 49k 47.01
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TransDigm Group Incorporated (TDG) 1.3 $2.2M 2.2k 1011.60
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Alphabet Cap Stk Cl C (GOOG) 1.3 $2.2M 15k 140.93
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Ishares Tr Morningstar Grwt (ILCG) 0.9 $1.6M 23k 67.82
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $1.3M -30% 16k 82.04
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Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.7 $1.1M 18k 62.37
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.7 $1.1M -26% 21k 50.74
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $1.1M +104% 34k 31.13
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Vanguard World Fds Utilities Etf (VPU) 0.6 $985k -63% 7.2k 137.07
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Charter Communications Inc N Cl A (CHTR) 0.6 $930k 2.4k 388.68
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $928k 3.9k 237.23
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Costco Wholesale Corporation (COST) 0.5 $902k 1.4k 659.96
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $862k -8% 12k 69.34
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Equinix (EQIX) 0.5 $819k 1.0k 805.39
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Ishares Tr Core Total Usd (IUSB) 0.5 $792k -8% 17k 46.07
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.5 $773k +11% 15k 51.83
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $771k -33% 8.1k 95.20
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Dimensional Etf Trust International (DFSI) 0.5 $757k +10% 24k 32.03
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $748k 5.4k 139.69
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Charles Schwab Corporation (SCHW) 0.4 $746k 11k 68.80
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Ishares Tr Us Hlthcare Etf (IYH) 0.4 $717k 2.5k 286.25
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Marsh & McLennan Companies (MMC) 0.4 $695k +2% 3.7k 189.47
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Inventrust Pptys Corp Com New (IVT) 0.4 $649k 26k 25.34
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $642k +5% 12k 55.90
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $636k +5% 1.5k 436.65
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Liberty Global Com Cl C 0.4 $609k NEW 33k 18.64
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Crown Castle Intl (CCI) 0.3 $582k -2% 5.1k 115.19
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Vanguard Index Fds Growth Etf (VUG) 0.3 $561k 1.8k 310.88
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Vanguard Index Fds Value Etf (VTV) 0.3 $535k 3.6k 149.50
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Vail Resorts (MTN) 0.3 $472k 2.2k 213.47
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Meta Platforms Cl A (META) 0.3 $446k +8% 1.3k 353.96
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Amazon (AMZN) 0.3 $438k 2.9k 151.94
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $417k -10% 1.8k 232.62
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $392k 7.0k 55.67
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $376k +7% 7.5k 50.47
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $358k +32% 3.4k 104.71
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Ishares Tr Msci Usa Min Vol (USMV) 0.2 $351k -14% 4.5k 78.03
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Cisco Systems (CSCO) 0.2 $337k +46% 6.7k 50.52
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $334k +10% 22k 15.57
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Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $334k NEW 5.8k 57.94
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Deckers Outdoor Corporation (DECK) 0.2 $333k -5% 498.00 668.43
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $327k 3.1k 105.23
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $298k 729.00 409.32
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $296k -2% 1.1k 277.04
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JPMorgan Chase & Co. (JPM) 0.2 $267k 1.6k 170.07
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $237k -10% 4.0k 58.44
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Intel Corporation (INTC) 0.1 $225k NEW 4.5k 50.26
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NVIDIA Corporation (NVDA) 0.1 $223k NEW 451.00 495.24
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $221k 619.00 356.66
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Ishares Tr Esg Aware Msci (ESML) 0.1 $219k NEW 5.7k 38.01
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Marvell Technology (MRVL) 0.1 $212k -12% 3.5k 60.31
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Lockheed Martin Corporation (LMT) 0.1 $208k NEW 459.00 453.24
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McDonald's Corporation (MCD) 0.1 $202k NEW 682.00 296.51
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Broadcom (AVGO) 0.1 $201k NEW 180.00 1116.25
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Past Filings by Shira Ridge Wealth Management

SEC 13F filings are viewable for Shira Ridge Wealth Management going back to 2022