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Capital Group Dividend Growe shares owned by Shira Ridge Wealth Management

Quarter-by-quarter ownership of Capital Group Dividend Growe (CGDG) shares owned by Shira Ridge Wealth Management from 13F filings

Historical chart of Shira Ridge Wealth Management investment in Capital Group Dividend Growe

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Dividend Growe 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 Capital Group Dividend Growe by Shira Ridge Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.0M 112k 35.90
2025-12-31 $2.4M 67k 35.64

More positions owned by Shira Ridge Wealth Management

Ishares Tr Esg Optimized (SUSA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Legg Mason Etf Invt Franklin Clearbr (YLDE)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Select Sector Spdr Tr State Street Ind (XLI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Shira Ridge Wealth Management

Top funds holding Capital Group Dividend Growe

Capital Research and Management Company - Division 3
LPL Financial
Envestnet Asset Management
Advance Capital Management
Capital Group Private Client Services
Raymond James Financial
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Confluence Wealth Services
Mml Investors Services
Cambridge Investment Research Advisors
Jones Financial Companies, L.L
Advisor Group Holdings
Jane Street

View all funds holding Capital Group Dividend Growe