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The Analysis of Shira Ridge Wealth Management's Holdings & P&L

Currently, Shira Ridge Wealth Management holds 79 types of securities in its portfolio with a total value $252.7M. In the most recent quarter, they have increased their positions in SHY (+50.9K shares, valued at $4.2M), DYNF (+50.8K shares, valued at $3.0M), IGM (+21.7K shares, valued at $2.6M); decreased their positions in ARTY (-75.5K shares, valued at $3.5M), VIG (-7.4K shares, valued at $1.6M), GLDM (-6.9K shares, valued at $640.0K); initiated new positions in KO (+2.7K shares, valued at $208.3K), EZU (+3.2K shares, valued at $200.3K).

1M P&L

+9.2M+3.56%

3M P&L

-18.5M-6.49%

HY P&L

-8.7M-3.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A222.3M

91.1%

2Consumer Electronics7.4M

3.0%

3Software - Infrastructure2.4M

1.0%

Top Industries by Stock Count

1N/A50 stocks

69.4%

2Telecom Services3 stocks

4.2%

3Internet Retail1 stocks

1.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SUSA ISHARES TR291.0K shares0.50%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST564.3K shares1.79%2026-03-312026-04-13

DYNF BLACKROCK ETF TRUST271.1K shares23.05%2026-03-312026-04-13

DFSD DIMENSIONAL ETF TRUST283.2K shares15.76%2026-03-312026-04-13

IGM ISHARES TR111.8K shares24.05%2026-03-312026-04-13

ESGD ISHARES TR136.3K shares-0.18%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST263.4K shares-4.11%2026-03-312026-04-13

YLDE LEGG MASON ETF INVT189.4K shares-0.90%2026-03-312026-04-13

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FLOT ISHARES TR184.4K shares32.95%2026-03-312026-04-13

XLI SELECT SECTOR SPDR TR57.1K shares-3.48%2026-03-312026-04-13

SHY ISHARES TR100.4K shares102.63%2026-03-312026-04-13

AAPL APPLE INC29.0K shares-0.53%2026-03-312026-04-13

IXN ISHARES TR70.5K shares-0.59%2026-03-312026-04-13

EAGG ISHARES TR116.5K shares36.51%2026-03-312026-04-13

IUSB ISHARES TR114.8K shares16.87%2026-03-312026-04-13

ALPHABET INC ALPHABET INC15.5K shares-1.00%2026-03-312026-04-13

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GOVT ISHARES TR189.7K shares21.89%2026-03-312026-04-13

CGDG CAPITAL GROUP DIVIDEND GROWE112.0K shares67.26%2026-03-312026-04-13

GLDM WORLD GOLD TR38.3K shares-15.26%2026-03-312026-04-13

VGT VANGUARD WORLD FD5.1K shares-0.51%2026-03-312026-04-13

MSFT MICROSOFT CORP6.4K shares1.02%2026-03-312026-04-13

ILCG ISHARES TR22.2K shares0.00%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS9.7K shares-43.43%2026-03-312026-04-13

ALPHABET INC ALPHABET INC7.2K shares6.46%2026-03-312026-04-13

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COST COSTCO WHOLESALE CORPORATION1.7K shares2.09%2026-03-312026-04-13

VTI VANGUARD INDEX FDS4.7K shares-12.00%2026-03-312026-04-13

IETC ISHARES U S ETF TR17.0K shares-0.78%2026-03-312026-04-13

VOT VANGUARD INDEX FDS4.9K shares-4.04%2026-03-312026-04-13

NVDA NVIDIA CORPORATION6.9K shares0.92%2026-03-312026-04-13

DFSU DIMENSIONAL ETF TRUST27.6K shares-0.82%2026-03-312026-04-13

META META PLATFORMS INC1.9K shares-2.75%2026-03-312026-04-13

XJH ISHARES TR23.7K shares-15.03%2026-03-312026-04-13

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SCHW SCHWAB CHARLES CORP11.0K shares0.00%2026-03-312026-04-13

EFAV ISHARES TR11.2K shares-1.57%2026-03-312026-04-13

AMZN AMAZON COM INC4.3K shares1.99%2026-03-312026-04-13

DFUS DIMENSIONAL ETF TRUST12.2K shares-0.74%2026-03-312026-04-13

DFAT DIMENSIONAL ETF TRUST13.2K shares-2.03%2026-03-312026-04-13

CMF ISHARES TR14.4K shares10.26%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-0.84%2026-03-312026-04-13

EQIX EQUINIX INC772 shares0.00%2026-03-312026-04-13

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DFSI DIMENSIONAL ETF TRUST17.8K shares-7.62%2026-03-312026-04-13

VUG VANGUARD INDEX FDS1.7K shares0.06%2026-03-312026-04-13

VTV VANGUARD INDEX FDS3.4K shares-1.21%2026-03-312026-04-13

MMC MARSH & MCLENNAN COS INC3.6K shares0.00%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO2.0K shares-0.53%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR21.1K shares0.00%2026-03-312026-04-13

SPYM SPDR SERIES TRUST6.9K shares14.56%2026-03-312026-04-13

CVX CHEVRON CORPORATION2.5K shares-7.37%2026-03-312026-04-13

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CHTR CHARTER COMMUNICATIONS INC2.4K shares0.00%2026-03-312026-04-13

VO VANGUARD INDEX FDS1.7K shares-0.34%2026-03-312026-04-13

TDG TRANSDIGM GROUP INC406 shares0.00%2026-03-312026-04-13

BROADCOM INC BROADCOM INC1.4K shares1.13%2026-03-312026-04-13

ARTY ISHARES TR9.3K shares-89.08%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR722 shares-1.23%2026-03-312026-04-13

CSCO CISCO SYS INC4.9K shares0.02%2026-03-312026-04-13

ITOT ISHARES TR2.6K shares-1.33%2026-03-312026-04-13

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IVW ISHARES TR3.2K shares2.90%2026-03-312026-04-13

HDV ISHARES TR2.6K shares0.00%2026-03-312026-04-13

TSLA TESLA INC923 shares1.54%2026-03-312026-04-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.5K shares0.00%2026-03-312026-04-13

JIRE J P MORGAN EXCHANGE TRADED F4.5K shares1.05%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL701 shares0.00%2026-03-312026-04-13

SYK STRYKER CORPORATION913 shares0.00%2026-03-312026-04-13

NEM NEWMONT CORP2.5K shares-3.23%2026-03-312026-04-13

Sponsored

T AT&T INC8.9K shares0.38%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR9.7K shares0.00%2026-03-312026-04-13

MCK MCKESSON CORP287 shares0.00%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC4.8K shares-2.21%2026-03-312026-04-13

IWP ISHARES TR1.8K shares0.00%2026-03-312026-04-13

GLD SPDR GOLD TR539 shares-0.92%2026-03-312026-04-13

IJH ISHARES TR3.4K shares-12.79%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR1.7K shares0.00%2026-03-312026-04-13

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MCD MCDONALDS CORP706 shares0.00%2026-03-312026-04-13

IVE ISHARES TR1.0K shares-3.37%2026-03-312026-04-13

VB VANGUARD INDEX FDS801 shares1.26%2026-03-312026-04-13

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-04-13

IVV ISHARES TR317 shares1.93%2026-03-312026-04-13

IWB ISHARES TR576 shares0.00%2026-03-312026-04-13

EZU ISHARES INC3.2K sharesnew addition2026-03-312026-04-13

SUSA

ISHARES TR

0.50%

Shares291.0K

Event2026-03-31

Filed2026-04-13

DFAU

DIMENSIONAL ETF TRUST

1.79%

Shares564.3K

Event2026-03-31

Filed2026-04-13

DYNF

BLACKROCK ETF TRUST

23.05%

Shares271.1K

Event2026-03-31

Filed2026-04-13

DFSD

DIMENSIONAL ETF TRUST

15.76%

Shares283.2K

Event2026-03-31

Filed2026-04-13

IGM

ISHARES TR

24.05%

Shares111.8K

Event2026-03-31

Filed2026-04-13

ESGD

ISHARES TR

-0.18%

Shares136.3K

Event2026-03-31

Filed2026-04-13

DFAI

DIMENSIONAL ETF TRUST

-4.11%

Shares263.4K

Event2026-03-31

Filed2026-04-13

YLDE

LEGG MASON ETF INVT

-0.90%

Shares189.4K

Event2026-03-31

Filed2026-04-13

FLOT

ISHARES TR

32.95%

Shares184.4K

Event2026-03-31

Filed2026-04-13

XLI

SELECT SECTOR SPDR TR

-3.48%

Shares57.1K

Event2026-03-31

Filed2026-04-13

SHY

ISHARES TR

102.63%

Shares100.4K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-0.53%

Shares29.0K

Event2026-03-31

Filed2026-04-13

IXN

ISHARES TR

-0.59%

Shares70.5K

Event2026-03-31

Filed2026-04-13

EAGG

ISHARES TR

36.51%

Shares116.5K

Event2026-03-31

Filed2026-04-13

IUSB

ISHARES TR

16.87%

Shares114.8K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-1.00%

Shares15.5K

Event2026-03-31

Filed2026-04-13

GOVT

ISHARES TR

21.89%

Shares189.7K

Event2026-03-31

Filed2026-04-13

CGDG

CAPITAL GROUP DIVIDEND GROWE

67.26%

Shares112.0K

Event2026-03-31

Filed2026-04-13

GLDM

WORLD GOLD TR

-15.26%

Shares38.3K

Event2026-03-31

Filed2026-04-13

VGT

VANGUARD WORLD FD

-0.51%

Shares5.1K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

1.02%

Shares6.4K

Event2026-03-31

Filed2026-04-13

ILCG

ISHARES TR

0.00%

Shares22.2K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

-43.43%

Shares9.7K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

6.46%

Shares7.2K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

2.09%

Shares1.7K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

-12.00%

Shares4.7K

Event2026-03-31

Filed2026-04-13

IETC

ISHARES U S ETF TR

-0.78%

Shares17.0K

Event2026-03-31

Filed2026-04-13

VOT

VANGUARD INDEX FDS

-4.04%

Shares4.9K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

0.92%

Shares6.9K

Event2026-03-31

Filed2026-04-13

DFSU

DIMENSIONAL ETF TRUST

-0.82%

Shares27.6K

Event2026-03-31

Filed2026-04-13