Shira Ridge Wealth Management

Shira Ridge Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Optimized (SUSA) 16.2 $40M 290k 139.34
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.4 $26M 554k 46.80
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.4 $13M 220k 60.81
Ishares Tr Esg Aw Msci Eafe (ESGD) 5.2 $13M 137k 95.09
Dimensional Etf Trust Short Duration F (DFSD) 4.7 $12M 245k 47.95
Ishares Tr Expnd Tec Sc Etf (IGM) 4.7 $12M 90k 129.16
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.2 $11M 275k 38.11
Legg Mason Etf Invt Franklin Clearbr (YLDE) 4.2 $10M 191k 54.19
Select Sector Spdr Tr State Street Ind (XLI) 3.7 $9.2M 59k 155.12
Apple (AAPL) 3.2 $7.9M 29k 271.86
Ishares Tr Global Tech Etf (IXN) 3.0 $7.4M 71k 105.00
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.8 $7.1M 139k 50.86
Alphabet Cap Stk Cl C (GOOG) 2.0 $4.9M 16k 313.81
Ishares Tr Core Univrsl Usd (IUSB) 1.8 $4.6M 98k 46.54
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $4.1M 50k 82.82
Ishares Tr Future Ai & Tech (ARTY) 1.6 $4.1M 85k 48.18
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.6 $4.1M 85k 47.85
World Gold Tr Spdr Gld Minis (GLDM) 1.6 $3.9M 45k 85.37
Vanguard World Inf Tech Etf (VGT) 1.5 $3.9M 5.1k 753.82
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $3.8M 17k 219.78
Ishares Tr Us Treas Bd Etf (GOVT) 1.4 $3.6M 156k 23.02
Microsoft Corporation (MSFT) 1.2 $3.1M 6.3k 483.58
Capital Group Dividend Growe Shs Etf (CGDG) 1.0 $2.4M 67k 35.64
Ishares Tr Morningstar Grwt (ILCG) 0.9 $2.3M 22k 104.04
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.1M 6.7k 313.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.8M 5.4k 335.26
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.7 $1.7M 17k 101.59
Costco Wholesale Corporation (COST) 0.6 $1.4M 1.7k 862.46
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $1.4M 5.1k 279.14
Meta Platforms Cl A (META) 0.5 $1.3M 2.0k 660.13
NVIDIA Corporation (NVDA) 0.5 $1.3M 6.8k 186.51
Ishares Tr Esg Select Scre (XJH) 0.5 $1.2M 28k 44.65
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.5 $1.2M 28k 43.43
Charles Schwab Corporation (SCHW) 0.4 $1.1M 11k 99.91
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $983k 11k 86.25
Amazon (AMZN) 0.4 $963k 4.2k 230.82
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $909k 12k 74.17
Dimensional Etf Trust International (DFSI) 0.3 $824k 19k 42.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $819k 1.3k 627.10
Vanguard Index Fds Growth Etf (VUG) 0.3 $808k 1.7k 487.86
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $802k 14k 59.54
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $753k 13k 57.46
Marsh & McLennan Companies 0.3 $676k 3.6k 185.52
JPMorgan Chase & Co. (JPM) 0.3 $664k 2.1k 322.16
Vanguard Index Fds Value Etf (VTV) 0.3 $663k 3.5k 190.99
Equinix (EQIX) 0.2 $592k 772.00 766.16
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $554k 21k 26.23
TransDigm Group Incorporated (TDG) 0.2 $540k 406.00 1329.85
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $506k 1.7k 290.20
Charter Communications Inc N Cl A (CHTR) 0.2 $494k 2.4k 208.75
Broadcom (AVGO) 0.2 $489k 1.4k 346.10
Spdr Series Trust State Street Spd (SPYM) 0.2 $484k 6.0k 80.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $449k 731.00 614.01
Chevron Corporation (CVX) 0.2 $418k 2.7k 152.42
Tesla Motors (TSLA) 0.2 $409k 909.00 449.72
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $392k 2.6k 148.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $387k 3.1k 123.26
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $380k 5.8k 65.10
Cisco Systems (CSCO) 0.2 $379k 4.9k 77.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $352k 701.00 502.65
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $334k 4.5k 74.88
Stryker Corporation (SYK) 0.1 $321k 913.00 351.47
Ishares Tr Core High Dv Etf (HDV) 0.1 $321k 2.6k 121.61
Marvell Technology (MRVL) 0.1 $294k 3.5k 84.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $262k 9.7k 26.91
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $256k 3.9k 66.00
Newmont Mining Corporation (NEM) 0.1 $253k 2.5k 99.85
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $250k 1.8k 136.94
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $238k 1.7k 143.97
McKesson Corporation (MCK) 0.1 $235k 287.00 820.29
Ishares Core Msci Emkt (IEMG) 0.1 $234k 3.5k 67.22
Eli Lilly & Co. (LLY) 0.1 $224k 208.00 1076.39
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.1 $223k 4.4k 50.46
At&t (T) 0.1 $221k 8.9k 24.84
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $220k 1.0k 212.07
McDonald's Corporation (MCD) 0.1 $216k 706.00 305.63
Spdr Gold Tr Gold Shs (GLD) 0.1 $216k 544.00 396.31
Ishares Tr Rus 1000 Etf (IWB) 0.1 $215k 576.00 373.44
Ishares Tr Core S&p500 Etf (IVV) 0.1 $213k 311.00 684.77
Vanguard Index Fds Small Cp Etf (VB) 0.1 $204k 791.00 257.87
Ge Aerospace Com New (GE) 0.1 $203k 658.00 308.03
Abbvie (ABBV) 0.1 $202k 886.00 228.47
Verizon Communications (VZ) 0.1 $201k 4.9k 40.73