Shira Ridge Wealth Management

Shira Ridge Wealth Management as of March 31, 2025

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 75 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Esg Slc (SUSA) 16.5 $33M 288k 114.87
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.1 $20M 526k 38.44
Ishares Tr Esg Aw Msci Eafe (ESGD) 5.2 $10M 128k 81.69
Legg Mason Etf Invt Franklin Clearbr (YLDE) 4.6 $9.3M 180k 51.76
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.2 $8.4M 269k 31.23
Dimensional Etf Trust Short Duration F (DFSD) 4.2 $8.4M 177k 47.52
Ishares Tr Expnd Tec Sc Etf (IGM) 3.9 $7.9M 87k 90.67
Ishares Tr Global Tech Etf (IXN) 3.8 $7.6M 101k 75.74
Select Sector Spdr Tr Indl (XLI) 3.7 $7.4M 57k 131.07
Apple (AAPL) 3.3 $6.7M 30k 222.13
Ishares Tr Esg Select Scre (XJH) 2.6 $5.3M 136k 39.07
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $5.3M 27k 193.99
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.2 $4.4M 90k 48.76
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.2 $4.4M 92k 47.48
Ishares Tr Core Total Usd (IUSB) 2.1 $4.3M 93k 46.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.9 $3.9M 16k 244.64
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.9 $3.8M 46k 82.73
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.8 $3.7M 72k 51.05
Vanguard World Inf Tech Etf (VGT) 1.5 $3.0M 5.5k 542.41
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $3.0M 58k 51.49
Ishares Tr Us Treas Bd Etf (GOVT) 1.3 $2.7M 117k 22.98
Alphabet Cap Stk Cl C (GOOG) 1.2 $2.4M 16k 156.23
Microsoft Corporation (MSFT) 1.2 $2.4M 6.4k 375.36
World Gold Tr Spdr Gld Minis (GLDM) 1.1 $2.2M 35k 61.89
Ishares Tr Morningstar Grwt (ILCG) 0.9 $1.8M 23k 80.99
Costco Wholesale Corporation (COST) 0.8 $1.6M 1.6k 945.84
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $1.4M 9.8k 146.01
Ishares Tr Calif Mun Bd Etf (CMF) 0.7 $1.4M 24k 56.28
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.6 $1.3M 17k 74.94
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.6 $1.1M 31k 35.81
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.1M 6.8k 154.64
Meta Platforms Cl A (META) 0.5 $1.0M 1.8k 576.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $969k 3.5k 274.86
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $911k 12k 77.92
Marsh & McLennan Companies (MMC) 0.5 $907k 3.7k 244.03
Charter Communications Inc N Cl A (CHTR) 0.4 $879k 2.4k 368.53
Amazon (AMZN) 0.4 $865k 4.5k 190.26
Charles Schwab Corporation (SCHW) 0.4 $859k 11k 78.28
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $750k 12k 60.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $718k 1.4k 513.73
NVIDIA Corporation (NVDA) 0.4 $718k 6.6k 108.39
Dimensional Etf Trust International (DFSI) 0.3 $662k 19k 34.89
Ishares Tr Us Hlthcare Etf (IYH) 0.3 $637k 11k 60.89
Vanguard Index Fds Growth Etf (VUG) 0.3 $625k 1.7k 370.82
Vanguard Index Fds Value Etf (VTV) 0.3 $613k 3.5k 172.74
Equinix (EQIX) 0.3 $605k 742.00 815.35
TransDigm Group Incorporated (TDG) 0.3 $562k 406.00 1383.29
JPMorgan Chase & Co. (JPM) 0.3 $518k 2.1k 245.25
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $463k 1.8k 258.60
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $456k 6.9k 65.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $455k 21k 21.53
Ishares Tr Core High Dv Etf (HDV) 0.2 $432k 3.6k 121.12
Deckers Outdoor Corporation (DECK) 0.2 $365k 3.3k 111.81
Vail Resorts (MTN) 0.2 $354k 2.2k 160.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $346k 649.00 532.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $343k 731.00 468.69
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $340k 2.8k 122.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $317k 5.4k 58.35
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $303k 3.3k 92.83
At&t (T) 0.2 $303k 11k 28.28
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $300k 3.3k 91.03
Stryker Corporation (SYK) 0.1 $299k 803.00 372.25
Cisco Systems (CSCO) 0.1 $272k 4.4k 61.71
Broadcom (AVGO) 0.1 $272k 1.6k 167.43
Tesla Motors (TSLA) 0.1 $248k 955.00 259.16
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $243k 1.4k 170.89
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $243k 2.4k 102.18
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $235k 3.7k 63.72
Chevron Corporation (CVX) 0.1 $228k 1.4k 167.29
McDonald's Corporation (MCD) 0.1 $221k 707.00 312.37
Marvell Technology (MRVL) 0.1 $218k 3.5k 61.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $215k 9.7k 22.08
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $214k 1.8k 117.49
Coca-Cola Company (KO) 0.1 $209k 2.9k 71.62
Verizon Communications (VZ) 0.1 $206k 4.5k 45.36