Shira Ridge Wealth Management

Shira Ridge Wealth Management as of June 30, 2024

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 75 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Esg Slc (SUSA) 17.1 $31M 273k 112.37
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 11.1 $20M 532k 37.49
Ishares Tr Global Tech Etf (IXN) 8.8 $16M 191k 82.82
Legg Mason Etf Invt Clearbridge Di (YLDE) 4.9 $8.9M 189k 46.97
Ishares Tr Esg Aw Msci Eafe (ESGD) 4.7 $8.4M 106k 78.78
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.9 $6.9M 234k 29.67
Apple (AAPL) 3.5 $6.3M 30k 210.62
Ishares Tr Esg Scrd S&p Mid (XJH) 2.8 $5.1M 128k 39.57
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $5.0M 34k 145.75
Select Sector Spdr Tr Indl (XLI) 2.7 $4.8M 40k 121.87
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.3 $4.1M 79k 51.87
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.2 $4.0M 78k 51.09
Vanguard World Inf Tech Etf (VGT) 1.8 $3.3M 5.7k 576.60
Microsoft Corporation (MSFT) 1.8 $3.3M 7.3k 446.94
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.6 $2.9M 13k 229.55
Alphabet Cap Stk Cl C (GOOG) 1.6 $2.8M 16k 183.42
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $2.7M 57k 48.54
Ishares Tr Us Infrastruc (IFRA) 1.5 $2.7M 64k 42.12
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $2.6M 14k 182.56
Ishares Tr Blackrock Ultra (ICSH) 1.3 $2.3M 46k 50.53
Dimensional Etf Trust Short Duration F (DFSD) 1.3 $2.3M 49k 47.00
Ishares Tr Morningstar Grwt (ILCG) 1.0 $1.9M 23k 81.41
Ishares Tr Core High Dv Etf (HDV) 1.0 $1.8M 17k 108.70
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.8 $1.4M 19k 75.18
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.7 $1.3M 37k 34.86
TransDigm Group Incorporated (TDG) 0.7 $1.2M 971.00 1277.61
Costco Wholesale Corporation (COST) 0.7 $1.2M 1.4k 849.93
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.0M 5.6k 182.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $982k 3.7k 267.50
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $946k 19k 50.74
Meta Platforms Cl A (META) 0.5 $911k 1.8k 504.24
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $903k 11k 81.65
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $864k 13k 69.36
Ishares Tr Core Total Usd (IUSB) 0.5 $848k 19k 45.22
Charles Schwab Corporation (SCHW) 0.5 $809k 11k 73.69
Dimensional Etf Trust International (DFSI) 0.5 $808k 25k 32.94
Marsh & McLennan Companies (MMC) 0.4 $781k 3.7k 210.72
Equinix (EQIX) 0.4 $752k 994.00 756.60
Dimensional Etf Trust Us Equity Etf (DFUS) 0.4 $718k 12k 58.85
Ishares Tr Us Hlthcare Etf (IYH) 0.4 $717k 12k 61.27
Charter Communications Inc N Cl A (CHTR) 0.4 $713k 2.4k 298.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $712k 1.4k 499.96
Ishares Tr TRS FLT RT BD (TFLO) 0.4 $709k 14k 50.66
Amazon (AMZN) 0.4 $688k 3.6k 193.25
NVIDIA Corporation (NVDA) 0.4 $657k 5.3k 123.55
Vanguard Index Fds Growth Etf (VUG) 0.4 $649k 1.7k 374.01
Inventrust Pptys Corp Com New (IVT) 0.4 $634k 26k 24.76
Liberty Global Com Cl C (LBTYK) 0.3 $583k 33k 17.85
Vanguard Index Fds Value Etf (VTV) 0.3 $582k 3.6k 160.41
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $569k 5.9k 96.13
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $553k 8.6k 64.00
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $495k 8.7k 56.88
Crown Castle Intl (CCI) 0.3 $494k 5.1k 97.70
Deckers Outdoor Corporation (DECK) 0.3 $482k 498.00 967.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $443k 7.0k 62.87
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $434k 1.8k 242.08
Vail Resorts (MTN) 0.2 $398k 2.2k 180.13
JPMorgan Chase & Co. (JPM) 0.2 $393k 1.9k 202.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $347k 725.00 478.88
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $331k 2.8k 118.78
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $327k 7.0k 46.61
Chevron Corporation (CVX) 0.2 $325k 2.1k 156.41
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $316k 5.4k 58.52
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.2 $306k 4.9k 62.60
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $304k 2.6k 115.58
Broadcom (AVGO) 0.2 $273k 170.00 1605.53
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $271k 2.9k 92.54
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $265k 2.9k 91.78
Vanguard Index Fds Small Cp Etf (VB) 0.1 $263k 1.2k 218.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $252k 619.00 406.80
Marvell Technology (MRVL) 0.1 $245k 3.5k 69.90
Ishares Tr Esg Aware Msci (ESML) 0.1 $224k 5.8k 38.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $209k 3.2k 64.26
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $206k 15k 13.32
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $202k 1.8k 110.35