Shira Ridge Wealth Management

Shira Ridge Wealth Management as of March 31, 2024

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 73 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Esg Slc (SUSA) 17.2 $30M 275k 109.17
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.0 $19M 527k 36.54
Ishares Tr Global Tech Etf (IXN) 8.2 $14M 193k 74.81
Legg Mason Etf Invt Clearbridge Di (YLDE) 4.8 $8.5M 179k 47.25
Ishares Tr Esg Aw Msci Eafe (ESGD) 4.8 $8.4M 105k 79.91
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.0 $7.0M 231k 30.22
Ishares Tr Esg Scrd S&p Mid (XJH) 3.0 $5.2M 128k 41.08
Apple (AAPL) 2.9 $5.1M 30k 171.48
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $5.0M 34k 147.73
Select Sector Spdr Tr Indl (XLI) 2.6 $4.5M 36k 125.96
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $4.2M 77k 54.43
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.3 $3.9M 77k 51.06
Microsoft Corporation (MSFT) 1.8 $3.1M 7.3k 420.72
Vanguard World Inf Tech Etf (VGT) 1.8 $3.1M 5.8k 524.31
Ishares Tr Us Infrastruc (IFRA) 1.7 $3.0M 70k 43.36
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.7 $2.9M 12k 235.78
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $2.9M 60k 47.89
TransDigm Group Incorporated (TDG) 1.5 $2.7M 2.2k 1231.60
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $2.4M 13k 182.62
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.3M 15k 152.26
Ishares Tr Blackrock Ultra (ICSH) 1.3 $2.3M 46k 50.56
Dimensional Etf Trust Short Duration F (DFSD) 1.3 $2.2M 47k 47.04
Ishares Tr Core High Dv Etf (HDV) 1.2 $2.2M 20k 110.21
Ishares Tr Morningstar Grwt (ILCG) 1.0 $1.7M 23k 75.48
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.7 $1.3M 18k 70.80
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.7 $1.2M 36k 34.41
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $1.1M 14k 81.78
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $1.0M 21k 50.74
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.0M 3.9k 259.88
Costco Wholesale Corporation (COST) 0.6 $993k 1.4k 732.54
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $900k 13k 70.88
Dimensional Etf Trust Us Equity Etf (DFUS) 0.5 $840k 15k 56.98
Alphabet Cap Stk Cl A (GOOGL) 0.5 $827k 5.5k 150.93
Equinix (EQIX) 0.5 $820k 994.00 825.33
Dimensional Etf Trust International (DFSI) 0.5 $816k 24k 33.67
Ishares Tr Core Total Usd (IUSB) 0.5 $804k 18k 45.59
Charles Schwab Corporation (SCHW) 0.5 $786k 11k 72.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $764k 1.6k 480.55
Marsh & McLennan Companies (MMC) 0.4 $756k 3.7k 205.98
Ishares Tr Us Hlthcare Etf (IYH) 0.4 $749k 12k 61.90
Charter Communications Inc N Cl A (CHTR) 0.4 $693k 2.4k 290.63
Inventrust Pptys Corp Com New (IVT) 0.4 $659k 26k 25.71
Amazon (AMZN) 0.4 $633k 3.5k 180.38
Vanguard Index Fds Value Etf (VTV) 0.4 $629k 3.9k 162.86
Vanguard Index Fds Growth Etf (VUG) 0.4 $620k 1.8k 344.20
Meta Platforms Cl A (META) 0.4 $612k 1.3k 485.59
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $602k 5.9k 101.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $580k 9.4k 61.53
Liberty Global Com Cl C (LBTYK) 0.3 $576k 33k 17.64
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $573k 11k 50.69
Crown Castle Intl (CCI) 0.3 $535k 5.1k 105.83
Vail Resorts (MTN) 0.3 $493k 2.2k 222.83
NVIDIA Corporation (NVDA) 0.3 $482k 533.00 903.60
Deckers Outdoor Corporation (DECK) 0.3 $469k 498.00 941.26
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $448k 1.8k 249.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $430k 7.0k 61.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $359k 3.1k 115.30
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $346k 6.0k 57.54
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $341k 3.0k 114.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $328k 5.4k 60.74
Cisco Systems (CSCO) 0.2 $325k 6.5k 49.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $322k 725.00 443.80
JPMorgan Chase & Co. (JPM) 0.2 $318k 1.6k 200.26
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $273k 5.8k 47.06
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $263k 4.2k 62.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $260k 619.00 420.52
Marvell Technology (MRVL) 0.1 $249k 3.5k 70.88
Ishares Tr Esg Aware Msci (ESML) 0.1 $248k 6.2k 40.27
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $229k 16k 13.98
Broadcom (AVGO) 0.1 $212k 160.00 1325.41
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $209k 1.8k 114.14
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $204k 2.4k 83.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $201k 3.2k 62.07