Shira Ridge Wealth Management

Shira Ridge Wealth Management as of June 30, 2023

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 65 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Esg Slc (SUSA) 15.0 $24M 256k 93.64
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.3 $17M 532k 30.99
Ishares Tr Global Tech Etf (IXN) 7.4 $12M 190k 62.19
Ishares Tr Core High Dv Etf (HDV) 5.9 $9.5M 94k 100.79
Ishares Tr Esg Aw Msci Eafe (ESGD) 4.5 $7.2M 99k 72.93
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.1 $6.5M 239k 27.32
Apple (AAPL) 3.9 $6.2M 32k 193.97
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.3 $5.3M 40k 132.73
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.0 $4.8M 95k 50.82
Ishares Tr Esg Scrd S&p Mid (XJH) 2.9 $4.7M 132k 35.62
Ishares Tr Us Infrastruc (IFRA) 2.7 $4.3M 109k 39.08
Vanguard World Fds Utilities Etf (VPU) 2.5 $4.0M 28k 142.17
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $3.8M 81k 47.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.2 $3.6M 77k 46.39
Ishares Tr Blackrock Ultra (ICSH) 2.0 $3.2M 64k 50.30
Dimensional Etf Trust Short Duration F (DFSD) 1.8 $2.9M 63k 46.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $2.9M 35k 81.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.8 $2.8M 14k 205.77
Vanguard World Fds Inf Tech Etf (VGT) 1.7 $2.7M 6.2k 442.13
Microsoft Corporation (MSFT) 1.5 $2.3M 6.8k 340.55
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $2.1M 13k 162.43
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.3 $2.0M 39k 50.65
TransDigm Group Incorporated (TDG) 1.2 $1.9M 2.2k 894.17
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.8M 15k 120.97
Ishares Tr Morningstar Grwt (ILCG) 0.9 $1.5M 24k 62.34
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $1.2M 11k 107.32
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.6 $970k 18k 55.10
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $925k 9.8k 94.28
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $884k 13k 67.50
Charter Communications Inc N Cl A (CHTR) 0.6 $879k 2.4k 367.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $864k 3.9k 220.28
Ishares Tr Core Total Usd (IUSB) 0.5 $797k 18k 45.47
Equinix (EQIX) 0.5 $786k 1.0k 783.94
Ishares Tr Us Hlthcare Etf (IYH) 0.4 $703k 2.5k 280.26
Costco Wholesale Corporation (COST) 0.4 $686k 1.3k 538.36
Marsh & McLennan Companies (MMC) 0.4 $676k 3.6k 188.08
Dimensional Etf Trust Us Equity Etf (DFUS) 0.4 $654k 14k 48.16
Charles Schwab Corporation (SCHW) 0.4 $613k 11k 56.68
Inventrust Pptys Corp Com New (IVT) 0.4 $593k 26k 23.14
Crown Castle Intl (CCI) 0.4 $581k 5.1k 113.95
Liberty Global SHS CL C 0.4 $580k 33k 17.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $564k 1.4k 407.13
Vail Resorts (MTN) 0.3 $557k 2.2k 251.76
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $514k 9.9k 52.11
Vanguard Index Fds Growth Etf (VUG) 0.3 $514k 1.8k 282.96
Vanguard Index Fds Value Etf (VTV) 0.3 $513k 3.6k 142.10
Alphabet Cap Stk Cl A (GOOGL) 0.3 $504k 4.2k 119.70
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $444k 2.0k 220.15
Dimensional Etf Trust International (DFSI) 0.3 $435k 14k 30.45
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $399k 5.4k 74.33
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $398k 14k 28.70
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $377k 6.6k 57.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $364k 7.0k 51.70
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $358k 20k 18.40
Meta Platforms Cl A (META) 0.2 $332k 1.2k 286.98
Amazon (AMZN) 0.2 $323k 2.5k 130.36
Cisco Systems (CSCO) 0.2 $311k 6.0k 51.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $304k 3.1k 97.84
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $274k 2.6k 105.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $269k 729.00 369.24
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $237k 907.00 261.48
Marvell Technology (MRVL) 0.1 $210k 3.5k 59.78
McDonald's Corporation (MCD) 0.1 $207k 693.00 298.41
Liberty Media Corp Del Com Ser C Frmla 0.1 $205k 2.7k 75.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $204k 2.8k 72.62