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Apple shares owned by Shira Ridge Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Shira Ridge Wealth Management from 13F filings

Historical chart of Shira Ridge Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Shira Ridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 30k 171.48
2023-12-31 $6.4M 33k 192.53
2023-09-30 $5.7M 33k 171.21
2023-06-30 $6.2M 32k 193.97
2023-03-31 $5.3M 32k 164.90
2022-12-31 $4.3M 33k 129.93

More positions owned by Shira Ridge Wealth Management

Ishares Tr Msci Usa Esg Slc (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Global Tech Etf (IXN)
Legg Mason Etf Invt Clearbridge Di (YLDE)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Esg Scrd S&p Mid (XJH)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Indl (XLI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Us Infrastruc (IFRA)

View all positions for Shira Ridge Wealth Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple