Shira Ridge Wealth Management

Shira Ridge Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 67 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Esg Slc (SUSA) 15.5 $24M 262k 89.97
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.7 $16M 542k 29.95
Ishares Tr Global Tech Etf (IXN) 7.3 $11M 191k 57.84
Ishares Tr Core High Dv Etf (HDV) 5.7 $8.7M 88k 98.89
Ishares Tr Esg Aw Msci Eafe (ESGD) 4.6 $6.9M 100k 69.13
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.2 $6.3M 243k 26.11
Apple (AAPL) 3.8 $5.7M 33k 171.21
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.4 $5.2M 40k 128.74
Ishares Tr Esg Scrd S&p Mid (XJH) 3.0 $4.5M 133k 33.87
Ishares Tr Us Infrastruc (IFRA) 2.7 $4.2M 114k 36.59
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.7 $4.0M 80k 50.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $3.6M 77k 47.28
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $3.6M 79k 45.69
Ishares Tr Blackrock Ultra (ICSH) 1.9 $2.9M 57k 50.38
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.8 $2.7M 14k 194.77
Vanguard World Fds Inf Tech Etf (VGT) 1.7 $2.6M 6.1k 414.87
Vanguard World Fds Utilities Etf (VPU) 1.6 $2.5M 20k 127.54
Dimensional Etf Trust Short Duration F (DFSD) 1.6 $2.4M 52k 46.38
Microsoft Corporation (MSFT) 1.5 $2.3M 7.2k 315.75
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $2.1M 14k 155.38
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.0M 15k 131.85
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $1.9M 24k 80.97
TransDigm Group Incorporated (TDG) 1.2 $1.8M 2.2k 843.13
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.0 $1.5M 29k 50.45
Select Sector Spdr Tr Indl (XLI) 1.0 $1.5M 14k 101.38
Ishares Tr Morningstar Grwt (ILCG) 0.9 $1.4M 23k 59.65
Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $1.1M 12k 88.55
Charter Communications Inc N Cl A (CHTR) 0.7 $1.1M 2.4k 439.82
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.6 $937k 18k 53.23
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $891k 14k 65.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $837k 3.9k 212.39
Ishares Tr Core Total Usd (IUSB) 0.5 $822k 19k 43.72
Costco Wholesale Corporation (COST) 0.5 $763k 1.4k 564.81
Equinix (EQIX) 0.5 $744k 1.0k 726.26
Alphabet Cap Stk Cl A (GOOGL) 0.5 $696k 5.3k 130.86
Marsh & McLennan Companies (MMC) 0.4 $683k 3.6k 190.30
Ishares Tr Us Hlthcare Etf (IYH) 0.4 $672k 2.5k 270.08
Dimensional Etf Trust Us Equity Etf (DFUS) 0.4 $624k 13k 46.55
Dimensional Etf Trust International (DFSI) 0.4 $614k 21k 28.71
Inventrust Pptys Corp Com New (IVT) 0.4 $610k 26k 23.81
Liberty Global SHS CL C 0.4 $606k 33k 18.56
Charles Schwab Corporation (SCHW) 0.4 $595k 11k 54.90
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $547k 11k 50.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $544k 1.4k 392.56
Vanguard Index Fds Value Etf (VTV) 0.3 $496k 3.6k 137.93
Vanguard Index Fds Growth Etf (VUG) 0.3 $493k 1.8k 272.31
Vail Resorts (MTN) 0.3 $491k 2.2k 221.89
Crown Castle Intl (CCI) 0.3 $476k 5.2k 92.04
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $460k 17k 27.75
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $415k 2.0k 208.23
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $381k 5.3k 72.38
Amazon (AMZN) 0.2 $366k 2.9k 127.12
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $354k 7.0k 50.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $351k 7.0k 49.85
Meta Platforms Cl A (META) 0.2 $348k 1.2k 300.21
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $293k 3.1k 94.19
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $285k 20k 14.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $273k 1.1k 249.35
Deckers Outdoor Corporation (DECK) 0.2 $271k 528.00 514.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $261k 729.00 358.10
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $247k 4.5k 54.37
Cisco Systems (CSCO) 0.2 $244k 4.5k 53.76
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $241k 2.6k 93.89
Legg Mason Etf Invt Clearbridge Di (YLDE) 0.2 $230k 5.7k 40.38
JPMorgan Chase & Co. (JPM) 0.1 $224k 1.5k 144.98
Marvell Technology (MRVL) 0.1 $218k 4.0k 54.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $217k 619.00 350.30