Shira Ridge Wealth Management

Shira Ridge Wealth Management as of June 30, 2026

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 83 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Optimized (SUSA) 15.5 $45M 288k 154.30
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 10.3 $29M 569k 51.69
Blackrock Etf Trust Ishares Us Equit (DYNF) 6.6 $19M 280k 68.01
Ishares Tr Expnd Tec Sc Etf (IGM) 6.1 $17M 106k 163.58
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 4.9 $14M 296k 47.75
Ishares Tr Esg Aw Msci Eafe (ESGD) 4.8 $14M 135k 102.81
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.8 $11M 215k 51.05
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.8 $11M 262k 41.25
Select Sector Spdr Tr St Str Indl Etf (XLI) 3.7 $11M 58k 185.23
Legg Mason Etf Invt Fran Cle Enh Etf (YLDE) 3.7 $11M 189k 55.62
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.6 $10M 124k 82.11
Ishares Tr Global Tech Etf (IXN) 3.5 $10M 69k 144.48
Apple (AAPL) 2.6 $7.5M 26k 289.36
Dimensional Etf Trust Global Sustaina (DFSB) 2.3 $6.6M 127k 52.11
Alphabet Cap Stk Cl C (GOOG) 1.8 $5.2M 15k 353.34
Vanguard World Inf Tech Etf (VGT) 1.7 $4.8M 40k 119.52
Ishares Tr Core Univrsl Usd (IUSB) 1.7 $4.8M 104k 46.15
Capital Group Dividend Growe Shs Etf (CGDG) 1.6 $4.5M 119k 37.51
Ishares Tr Us Treas Bd Etf (GOVT) 1.6 $4.5M 195k 22.78
Ishares Tr Morningstar Grwt (ILCG) 0.9 $2.6M 22k 117.02
Microsoft Corporation (MSFT) 0.8 $2.4M 6.4k 373.04
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.3M 6.5k 357.38
Vanguard Specialized Funds Div App Etf (VIG) 0.8 $2.3M 9.7k 236.62
World Gold Tr Spdr Gld Minis (GLDM) 0.7 $2.1M 26k 79.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.8M 4.8k 370.06
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.6 $1.7M 16k 107.35
Costco Wholesale Corporation (COST) 0.6 $1.6M 1.7k 935.67
NVIDIA Corporation (NVDA) 0.5 $1.4M 6.9k 200.08
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $1.3M 4.2k 306.31
Ishares Tr Esg Select Scre (XJH) 0.4 $1.2M 23k 52.15
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.1M 24k 46.63
Meta Platforms Cl A (META) 0.4 $1.1M 1.9k 563.32
Amazon (AMZN) 0.4 $1.0M 4.2k 238.34
Charles Schwab Corporation (SCHW) 0.4 $1.0M 11k 92.27
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.3 $996k 12k 81.94
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $975k 11k 87.71
Marvell Technology (MRVL) 0.3 $924k 3.1k 297.89
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $909k 13k 69.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $889k 1.3k 686.78
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $850k 15k 57.64
Vanguard Index Fds Growth Etf (VUG) 0.3 $850k 9.9k 86.14
Spdr Series Trust St Str P500etf (SPYM) 0.3 $798k 9.1k 87.88
Equinix (EQIX) 0.3 $794k 762.00 1042.39
Vanguard Index Fds Value Etf (VTV) 0.3 $742k 3.4k 217.93
JPMorgan Chase & Co. (JPM) 0.2 $671k 2.1k 327.27
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $612k 21k 28.96
Dimensional Etf Trust International (DFSI) 0.2 $602k 13k 45.10
Cisco Systems (CSCO) 0.2 $575k 4.9k 117.45
Broadcom (AVGO) 0.2 $559k 1.5k 377.75
TransDigm Group Incorporated (TDG) 0.2 $541k 406.00 1332.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $531k 722.00 736.04
American Centy Etf Tr Avantis All Eqt (AVGE) 0.2 $497k 5.0k 99.10
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $478k 3.5k 137.53
Marsh & McLennan Companies (MRSH) 0.2 $446k 2.7k 166.67
Chevron Corporation (CVX) 0.1 $421k 2.5k 165.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $412k 2.5k 164.27
Tesla Motors (TSLA) 0.1 $390k 926.00 420.60
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $383k 4.8k 80.57
Advanced Micro Devices (AMD) 0.1 $360k 619.00 580.91
Kla Corp Com New (KLAC) 0.1 $356k 1.2k 301.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $351k 701.00 500.39
Ishares Tr Core High Dv Etf (HDV) 0.1 $341k 12k 27.41
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $325k 3.9k 82.49
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $315k 1.7k 190.52
Micron Technology (MU) 0.1 $290k 251.00 1154.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $287k 9.7k 29.43
Charter Communications Cl A (CHTR) 0.1 $282k 2.0k 142.21
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $267k 1.8k 146.41
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $253k 3.3k 77.10
Eli Lilly & Co. (LLY) 0.1 $252k 210.00 1201.69
Ishares Tr Futu Ai Tech Etf (ARTY) 0.1 $248k 3.3k 76.16
Ge Aerospace Com New (GE) 0.1 $246k 658.00 373.73
Vanguard Index Fds Small Cp Etf (VB) 0.1 $244k 806.00 303.03
Ishares Tr Rus 1000 Etf (IWB) 0.1 $236k 576.00 409.50
Ishares Msci Eurzone Etf (EZU) 0.1 $230k 3.3k 69.50
Newmont Mining Corporation (NEM) 0.1 $229k 2.5k 93.38
Coca-Cola Company (KO) 0.1 $223k 2.7k 81.27
Abbvie (ABBV) 0.1 $222k 883.00 251.51
Ishares Tr Core S&p500 Etf (IVV) 0.1 $216k 289.00 748.28
Corning Incorporated (GLW) 0.1 $212k 829.00 255.43
Verizon Communications (VZ) 0.1 $205k 4.8k 42.34
Union Pacific Corporation (UNP) 0.1 $204k 751.00 272.00
Spdr Gold Tr Gold Shs (GLD) 0.1 $200k 543.00 368.38