Shira Ridge Wealth Management

Shira Ridge Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 81 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Esg Slc (SUSA) 16.1 $32M 262k 120.37
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.6 $21M 526k 39.69
Ishares Tr Global Tech Etf (IXN) 8.2 $16M 194k 82.53
Legg Mason Etf Invt Clearbridge Di (YLDE) 4.8 $9.4M 187k 50.39
Ishares Tr Esg Aw Msci Eafe (ESGD) 4.7 $9.2M 110k 84.17
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.1 $8.0M 251k 31.78
Apple (AAPL) 3.5 $6.9M 30k 233.00
Select Sector Spdr Tr Indl (XLI) 3.3 $6.5M 48k 135.44
Dimensional Etf Trust Short Duration F (DFSD) 2.8 $5.5M 116k 47.74
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.8 $5.4M 35k 154.02
Ishares Tr Esg Scrd S&p Mid (XJH) 2.6 $5.0M 119k 42.29
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $4.6M 23k 198.06
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.9 $3.7M 67k 55.63
Ishares Tr Core Total Usd (IUSB) 1.8 $3.5M 74k 47.12
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.8 $3.5M 14k 243.47
Vanguard World Inf Tech Etf (VGT) 1.7 $3.4M 5.7k 586.53
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.6 $3.1M 64k 48.59
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $3.1M 60k 51.04
Microsoft Corporation (MSFT) 1.5 $3.0M 7.0k 430.28
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.6M 16k 167.19
Ishares Tr Us Treas Bd Etf (GOVT) 1.2 $2.3M 99k 23.45
Ishares Tr Morningstar Grwt (ILCG) 1.0 $1.9M 23k 84.04
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.9 $1.7M 22k 78.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $1.7M 21k 83.15
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.9 $1.7M 17k 98.10
Costco Wholesale Corporation (COST) 0.7 $1.4M 1.6k 886.51
Ishares Tr Us Infrastruc (IFRA) 0.7 $1.3M 28k 46.97
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $1.2M 33k 37.18
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $1.1M 23k 49.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.0M 3.7k 283.13
Meta Platforms Cl A (META) 0.5 $1.0M 1.7k 572.47
Alphabet Cap Stk Cl A (GOOGL) 0.5 $996k 6.0k 165.85
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $919k 12k 76.70
Equinix (EQIX) 0.5 $885k 997.00 887.63
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $884k 14k 62.20
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $877k 17k 50.94
Dimensional Etf Trust International (DFSI) 0.4 $877k 25k 35.74
Ishares Tr Blackrock Ultra (ICSH) 0.4 $826k 16k 50.74
Marsh & McLennan Companies (MMC) 0.4 $825k 3.7k 223.09
Ishares Tr Us Hlthcare Etf (IYH) 0.4 $778k 12k 65.00
Charter Communications Inc N Cl A (CHTR) 0.4 $773k 2.4k 324.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $751k 1.4k 527.49
Inventrust Pptys Corp Com New (IVT) 0.4 $727k 26k 28.37
Charles Schwab Corporation (SCHW) 0.4 $711k 11k 64.81
Ishares Tr Core High Dv Etf (HDV) 0.4 $695k 5.9k 117.62
Vanguard Index Fds Growth Etf (VUG) 0.3 $664k 1.7k 383.93
Amazon (AMZN) 0.3 $662k 3.6k 186.33
NVIDIA Corporation (NVDA) 0.3 $658k 5.4k 121.45
Vanguard Index Fds Value Etf (VTV) 0.3 $645k 3.7k 174.57
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $643k 11k 58.11
TransDigm Group Incorporated (TDG) 0.3 $579k 406.00 1427.13
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $543k 8.0k 67.51
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $520k 4.9k 106.76
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $488k 9.6k 50.60
Deckers Outdoor Corporation (DECK) 0.2 $476k 3.0k 159.45
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $473k 1.8k 263.81
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $468k 7.0k 66.52
Vanguard Index Fds Small Cp Etf (VB) 0.2 $430k 1.8k 237.23
JPMorgan Chase & Co. (JPM) 0.2 $408k 1.9k 210.82
Vail Resorts (MTN) 0.2 $385k 2.2k 174.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $360k 737.00 487.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $350k 5.6k 62.32
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $350k 2.8k 125.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $307k 3.2k 95.75
Broadcom (AVGO) 0.2 $298k 1.7k 172.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $285k 619.00 460.26
Marvell Technology (MRVL) 0.1 $253k 3.5k 72.12
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $249k 3.8k 66.03
Chevron Corporation (CVX) 0.1 $244k 1.7k 147.27
Ishares Tr Esg Aware Msci (ESML) 0.1 $240k 5.7k 41.82
Lockheed Martin Corporation (LMT) 0.1 $232k 397.00 584.56
Cisco Systems (CSCO) 0.1 $225k 4.2k 53.22
Tesla Motors (TSLA) 0.1 $224k 855.00 261.63
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $220k 3.2k 67.86
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $215k 1.8k 117.29
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $205k 1.9k 107.66
McDonald's Corporation (MCD) 0.1 $203k 667.00 304.51
Colgate-Palmolive Company (CL) 0.1 $203k 2.0k 103.81
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $203k 1.1k 179.30
Ishares Tr Core S&p500 Etf (IVV) 0.1 $203k 351.00 576.97
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $198k 14k 14.69