Shira Ridge Wealth Management

Shira Ridge Wealth Management as of March 31, 2026

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Optimized (SUSA) 15.2 $38M 291k 132.10
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.1 $26M 564k 45.12
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.2 $16M 271k 58.18
Dimensional Etf Trust Short Duration F (DFSD) 5.4 $14M 283k 47.88
Ishares Tr Expnd Tec Sc Etf (IGM) 5.2 $13M 112k 118.51
Ishares Tr Esg Aw Msci Eafe (ESGD) 5.2 $13M 136k 95.62
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.1 $10M 263k 38.96
Legg Mason Etf Invt Franklin Clearbr (YLDE) 4.0 $10M 189k 53.99
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.7 $9.4M 184k 50.95
Select Sector Spdr Tr State Street Ind (XLI) 3.7 $9.2M 57k 161.73
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.3 $8.3M 100k 82.57
Apple (AAPL) 2.9 $7.4M 29k 253.79
Ishares Tr Global Tech Etf (IXN) 2.8 $7.0M 71k 99.97
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.2 $5.5M 117k 47.55
Ishares Tr Core Univrsl Usd (IUSB) 2.1 $5.3M 115k 46.19
Alphabet Cap Stk Cl C (GOOG) 1.8 $4.4M 16k 286.87
Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $4.3M 190k 22.91
Capital Group Dividend Growe Shs Etf (CGDG) 1.6 $4.0M 112k 35.90
World Gold Tr Spdr Gld Minis (GLDM) 1.4 $3.6M 38k 92.69
Vanguard World Inf Tech Etf (VGT) 1.4 $3.5M 5.1k 697.78
Microsoft Corporation (MSFT) 0.9 $2.4M 6.4k 370.17
Ishares Tr Morningstar Grwt (ILCG) 0.8 $2.1M 22k 95.48
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $2.1M 9.7k 215.06
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.1M 7.2k 287.57
Costco Wholesale Corporation (COST) 0.7 $1.7M 1.7k 996.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.5M 4.7k 320.82
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.6 $1.5M 17k 88.38
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $1.3M 4.9k 257.35
NVIDIA Corporation (NVDA) 0.5 $1.2M 6.9k 174.41
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.1M 28k 41.09
Meta Platforms Cl A (META) 0.4 $1.1M 1.9k 572.16
Ishares Tr Esg Select Scre (XJH) 0.4 $1.1M 24k 45.37
Charles Schwab Corporation (SCHW) 0.4 $1.0M 11k 93.98
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $1.0M 11k 91.37
Amazon (AMZN) 0.4 $886k 4.3k 208.27
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $862k 12k 70.91
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $824k 13k 62.45
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $822k 14k 56.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $774k 1.3k 597.52
Equinix (EQIX) 0.3 $757k 772.00 980.24
Dimensional Etf Trust International (DFSI) 0.3 $753k 18k 42.40
Vanguard Index Fds Growth Etf (VUG) 0.3 $724k 1.7k 436.79
Vanguard Index Fds Value Etf (VTV) 0.3 $673k 3.4k 196.20
Marsh & McLennan Companies (MRSH) 0.2 $632k 3.6k 173.45
JPMorgan Chase & Co. (JPM) 0.2 $603k 2.1k 294.10
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $530k 21k 25.10
Spdr Series Trust State Street Spd (SPYM) 0.2 $529k 6.9k 76.54
Chevron Corporation (CVX) 0.2 $525k 2.5k 206.91
Charter Communications Cl A (CHTR) 0.2 $511k 2.4k 215.88
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $499k 1.7k 287.16
TransDigm Group Incorporated (TDG) 0.2 $471k 406.00 1158.96
Broadcom (AVGO) 0.2 $443k 1.4k 309.51
Ishares Tr Future Ai & Tech (ARTY) 0.2 $431k 9.3k 46.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $417k 722.00 576.90
Cisco Systems (CSCO) 0.2 $382k 4.9k 77.59
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $370k 2.6k 142.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $366k 3.2k 113.11
Ishares Tr Core High Dv Etf (HDV) 0.1 $358k 2.6k 135.72
Tesla Motors (TSLA) 0.1 $343k 923.00 371.75
Marvell Technology (MRVL) 0.1 $343k 3.5k 99.05
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $342k 4.5k 75.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $336k 701.00 479.20
Stryker Corporation (SYK) 0.1 $300k 913.00 328.59
Newmont Mining Corporation (NEM) 0.1 $266k 2.5k 108.24
At&t (T) 0.1 $259k 8.9k 28.99
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $250k 9.7k 25.64
McKesson Corporation (MCK) 0.1 $248k 287.00 865.36
Verizon Communications (VZ) 0.1 $243k 4.8k 50.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $233k 1.8k 128.12
Spdr Gold Tr Gold Shs (GLD) 0.1 $232k 539.00 430.29
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $228k 3.4k 67.53
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $220k 1.7k 132.90
McDonald's Corporation (MCD) 0.1 $219k 706.00 310.79
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $212k 1.0k 211.15
Vanguard Index Fds Small Cp Etf (VB) 0.1 $210k 801.00 261.84
Coca-Cola Company (KO) 0.1 $208k 2.7k 76.05
Ishares Tr Core S&p500 Etf (IVV) 0.1 $207k 317.00 654.24
Ishares Tr Rus 1000 Etf (IWB) 0.1 $205k 576.00 356.56
Ishares Msci Eurzone Etf (EZU) 0.1 $200k 3.2k 62.64