Shira Ridge Wealth Management

Shira Ridge Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 77 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Esg Slc (SUSA) 15.7 $32M 264k 121.59
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.3 $21M 521k 40.49
Ishares Tr Global Tech Etf (IXN) 8.1 $17M 196k 84.75
Legg Mason Etf Invt Clearbridge Di (YLDE) 4.7 $9.5M 188k 50.78
Ishares Tr Esg Aw Msci Eafe (ESGD) 4.4 $8.9M 117k 76.14
Dimensional Etf Trust Short Duration F (DFSD) 4.1 $8.5M 181k 46.88
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.8 $7.8M 266k 29.20
Apple (AAPL) 3.6 $7.4M 30k 250.42
Select Sector Spdr Tr Indl (XLI) 3.3 $6.8M 52k 131.76
Ishares Tr Esg Scrd S&p Mid (XJH) 2.6 $5.2M 125k 41.84
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.5 $5.2M 38k 137.57
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $4.8M 25k 195.83
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.3 $4.7M 102k 46.44
Ishares Tr Core Total Usd (IUSB) 2.2 $4.4M 98k 45.20
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.9 $3.9M 15k 253.75
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.9 $3.8M 47k 81.98
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.8 $3.6M 71k 50.88
Vanguard World Inf Tech Etf (VGT) 1.8 $3.6M 5.8k 621.82
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.7 $3.4M 61k 55.66
Ishares Tr Us Treas Bd Etf (GOVT) 1.5 $3.0M 131k 22.98
Alphabet Cap Stk Cl C (GOOG) 1.5 $3.0M 16k 190.44
Microsoft Corporation (MSFT) 1.3 $2.6M 6.3k 421.47
Ishares Tr Morningstar Grwt (ILCG) 1.0 $2.0M 23k 89.60
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.9 $1.8M 22k 85.32
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $1.5M 18k 87.33
Costco Wholesale Corporation (COST) 0.7 $1.5M 1.6k 916.30
Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $1.4M 25k 57.28
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.3M 6.7k 189.30
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $1.2M 32k 37.90
Meta Platforms Cl A (META) 0.5 $1.1M 1.8k 585.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.0M 3.5k 289.79
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $893k 14k 63.75
NVIDIA Corporation (NVDA) 0.4 $850k 6.3k 134.30
Amazon (AMZN) 0.4 $842k 3.8k 219.39
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $826k 12k 70.71
Charter Communications Inc N Cl A (CHTR) 0.4 $818k 2.4k 342.77
Charles Schwab Corporation (SCHW) 0.4 $812k 11k 74.01
Dimensional Etf Trust International (DFSI) 0.4 $806k 25k 32.85
Marsh & McLennan Companies (MMC) 0.4 $790k 3.7k 212.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $763k 1.4k 538.62
Ishares Tr Us Hlthcare Etf (IYH) 0.3 $710k 12k 58.27
Vanguard Index Fds Growth Etf (VUG) 0.3 $706k 1.7k 410.44
Equinix (EQIX) 0.3 $700k 742.00 942.89
Deckers Outdoor Corporation (DECK) 0.3 $663k 3.3k 203.09
Vanguard Index Fds Value Etf (VTV) 0.3 $622k 3.7k 169.30
Inventrust Pptys Corp Com New (IVT) 0.3 $560k 19k 30.13
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $537k 7.8k 68.94
TransDigm Group Incorporated (TDG) 0.3 $515k 406.00 1267.28
JPMorgan Chase & Co. (JPM) 0.2 $490k 2.0k 239.66
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $479k 21k 22.70
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $473k 1.8k 264.11
Vanguard Index Fds Small Cp Etf (VB) 0.2 $449k 1.9k 240.33
Ishares Tr Core High Dv Etf (HDV) 0.2 $417k 3.7k 112.26
Vail Resorts (MTN) 0.2 $415k 2.2k 187.45
Broadcom (AVGO) 0.2 $402k 1.7k 231.84
Marvell Technology (MRVL) 0.2 $391k 3.5k 110.45
Tesla Motors (TSLA) 0.2 $386k 956.00 403.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $374k 731.00 510.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $359k 2.8k 128.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $350k 5.6k 62.31
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $315k 3.1k 101.53
Ishares Tr Us Infrastruc (IFRA) 0.1 $299k 6.5k 46.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $294k 649.00 453.28
Stryker Corporation (SYK) 0.1 $289k 803.00 360.05
Cisco Systems (CSCO) 0.1 $251k 4.2k 59.20
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $239k 2.4k 99.55
Ishares Tr Esg Aware Msci (ESML) 0.1 $239k 5.7k 42.05
At&t (T) 0.1 $238k 11k 22.77
Chevron Corporation (CVX) 0.1 $234k 1.6k 144.84
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $231k 1.8k 126.75
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $230k 3.9k 58.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $226k 9.7k 23.18
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $215k 4.4k 48.42
McDonald's Corporation (MCD) 0.1 $207k 713.00 289.89
Ishares Tr Core S&p500 Etf (IVV) 0.1 $207k 351.00 588.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $206k 7.5k 27.32
Select Sector Spdr Tr Technology (XLK) 0.1 $202k 870.00 232.52