The Analysis of Shira Ridge Wealth Management's Holdings
Currently, Shira Ridge Wealth Management holds 83 types of securities in its portfolio with a total value $248.9M. In the most recent quarter, they have increased their positions in DYNF (+104.5K shares, valued at $6.4M), ARTY (+68.2K shares, valued at $3.3M), DFSD (+66.9K shares, valued at $3.2M); decreased their positions in XJH (-109.3K shares, valued at $4.9M), VOT (-10.5K shares, valued at $2.9M), DFAT (-43.2K shares, valued at $2.6M); initiated new positions in CGDG (+67.0K shares, valued at $2.4M), NEM (+2.5K shares, valued at $253.3K), LLY (+208 shares, valued at $223.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SUSA ISHARES TR289.5K shares1.67%2025-12-312026-01-12
DFAU DIMENSIONAL ETF TRUST554.4K shares6.46%2025-12-312026-01-12 DYNF BLACKROCK ETF TRUST220.3K shares90.23%2025-12-312026-01-12 ESGD ISHARES TR136.6K shares4.79%2025-12-312026-01-12 DFSD DIMENSIONAL ETF TRUST244.7K shares37.65%2025-12-312026-01-12 IGM ISHARES TR90.1K shares-7.22%2025-12-312026-01-12 DFAI DIMENSIONAL ETF TRUST274.7K shares1.11%2025-12-312026-01-12 YLDE LEGG MASON ETF INVT191.1K shares5.88%2025-12-312026-01-12 XLI SELECT SECTOR SPDR TR59.1K shares3.14%2025-12-312026-01-12 AAPL APPLE INC29.1K shares-4.44%2025-12-312026-01-12 IXN ISHARES TR70.9K shares-20.87%2025-12-312026-01-12 FLOT ISHARES TR138.7K shares73.59%2025-12-312026-01-12 ALPHABET INC ALPHABET INC15.6K shares0.00%2025-12-312026-01-12 IUSB ISHARES TR98.2K shares15.11%2025-12-312026-01-12 SHY ISHARES TR49.6K shares18.20%2025-12-312026-01-12 ARTY ISHARES TR84.7K shares413.66%2025-12-312026-01-12 EAGG ISHARES TR85.3K shares28.95%2025-12-312026-01-12 GLDM WORLD GOLD TR45.2K shares3.78%2025-12-312026-01-12 VGT VANGUARD WORLD FD5.1K shares-6.22%2025-12-312026-01-12 VIG VANGUARD SPECIALIZED FUNDS17.1K shares-35.87%2025-12-312026-01-12 GOVT ISHARES TR155.6K shares68.05%2025-12-312026-01-12 MSFT MICROSOFT CORP6.3K shares-1.04%2025-12-312026-01-12 CGDG CAPITAL GROUP DIVIDEND GROWE67.0K sharesnew addition2025-12-312026-01-12 ILCG ISHARES TR22.2K shares-2.10%2025-12-312026-01-12 ALPHABET INC ALPHABET INC6.7K shares-3.41%2025-12-312026-01-12 VTI VANGUARD INDEX FDS5.4K shares6.50%2025-12-312026-01-12 IETC ISHARES U S ETF TR17.1K shares-0.63%2025-12-312026-01-12 COST COSTCO WHSL CORP NEW1.7K shares0.78%2025-12-312026-01-12 VOT VANGUARD INDEX FDS5.1K shares-67.31%2025-12-312026-01-12 META META PLATFORMS INC2.0K shares5.49%2025-12-312026-01-12 NVDA NVIDIA CORPORATION6.8K shares-1.97%2025-12-312026-01-12 XJH ISHARES TR27.9K shares-79.67%2025-12-312026-01-12 DFSU DIMENSIONAL ETF TRUST27.9K shares-2.99%2025-12-312026-01-12 SCHW SCHWAB CHARLES CORP11.0K shares0.23%2025-12-312026-01-12 EFAV ISHARES TR11.4K shares-2.63%2025-12-312026-01-12 AMZN AMAZON COM INC4.2K shares-2.29%2025-12-312026-01-12 DFUS DIMENSIONAL ETF TRUST12.2K shares-1.39%2025-12-312026-01-12 DFSI DIMENSIONAL ETF TRUST19.2K shares-1.87%2025-12-312026-01-12 VUG VANGUARD INDEX FDS1.7K shares-0.36%2025-12-312026-01-12 DFAT DIMENSIONAL ETF TRUST13.5K shares-76.24%2025-12-312026-01-12 CMF ISHARES TR13.1K shares6.10%2025-12-312026-01-12 MMC MARSH & MCLENNAN COS INC3.6K shares-0.76%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.2.1K shares-5.07%2025-12-312026-01-12 VTV VANGUARD INDEX FDS3.5K shares0.23%2025-12-312026-01-12 EQIX EQUINIX INC772 shares1.31%2025-12-312026-01-12 SCHB SCHWAB STRATEGIC TR21.1K shares0.00%2025-12-312026-01-12 TDG TRANSDIGM GROUP INC406 shares0.00%2025-12-312026-01-12 VO VANGUARD INDEX FDS1.7K shares-1.58%2025-12-312026-01-12 CHTR CHARTER COMMUNICATIONS INC N2.4K shares0.47%2025-12-312026-01-12 BROADCOM INC BROADCOM INC1.4K shares-2.21%2025-12-312026-01-12 SPYM SPDR SERIES TRUST6.0K shares-0.21%2025-12-312026-01-12 CVX CHEVRON CORP NEW2.7K shares22.72%2025-12-312026-01-12 TSLA TESLA INC909 shares-1.84%2025-12-312026-01-12 ITOT ISHARES TR2.6K shares-5.46%2025-12-312026-01-12 IVW ISHARES TR3.1K shares0.32%2025-12-312026-01-12 IYH ISHARES TR5.8K shares-12.11%2025-12-312026-01-12 CSCO CISCO SYS INC4.9K shares-3.68%2025-12-312026-01-12 JIRE J P MORGAN EXCHANGE TRADED F4.5K shares3.16%2025-12-312026-01-12 SYK STRYKER CORPORATION913 shares-3.59%2025-12-312026-01-12 HDV ISHARES TR2.6K shares-6.92%2025-12-312026-01-12 SCHX SCHWAB STRATEGIC TR9.7K shares0.00%2025-12-312026-01-12 IJH ISHARES TR3.9K shares-34.19%2025-12-312026-01-12 NEM NEWMONT CORP2.5K sharesnew addition2025-12-312026-01-12 IWP ISHARES TR1.8K shares0.00%2025-12-312026-01-12 XLK SELECT SECTOR SPDR TR1.7K shares90.98%2025-12-312026-01-12 MCK MCKESSON CORP287 shares0.00%2025-12-312026-01-12 IEMG ISHARES INC3.5K shares-1.72%2025-12-312026-01-12 LLY ELI LILLY & CO208 sharesnew addition2025-12-312026-01-12 CALI BLACKROCK ETF TRUST II4.4K shares-0.47%2025-12-312026-01-12 T AT&T INC8.9K shares-15.35%2025-12-312026-01-12 IVE ISHARES TR1.0K sharesnew addition2025-12-312026-01-12 MCD MCDONALDS CORP706 shares-3.81%2025-12-312026-01-12 GLD SPDR GOLD TR544 sharesnew addition2025-12-312026-01-12 IWB ISHARES TR576 shares0.00%2025-12-312026-01-12 IVV ISHARES TR311 shares-27.84%2025-12-312026-01-12 VB VANGUARD INDEX FDS791 shares-23.72%2025-12-312026-01-12 GE AEROSPACE GE AEROSPACE658 sharesnew addition2025-12-312026-01-12 ABBV ABBVIE INC886 shares-7.03%2025-12-312026-01-12 VZ VERIZON COMMUNICATIONS INC4.9K shares0.04%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available