The Analysis of Shira Ridge Wealth Management's Holdings
Currently, Shira Ridge Wealth Management holds 85 types of securities in its portfolio with a total value $235.7M. In the most recent quarter, they have increased their positions in ARTY (+16.5K shares, valued at $755.3K), DYNF (+12.4K shares, valued at $736.2K), FLOT (+11.4K shares, valued at $581.3K); decreased their positions in EAGG (-19.5K shares, valued at $937.1K), GOVT (-16.8K shares, valued at $389.0K), SUSA (-2.7K shares, valued at $363.5K); initiated new positions in ARTY (+16.5K shares, valued at $755.3K), ESML (+10.4K shares, valued at $467.3K), IJR (+2.0K shares, valued at $233.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SUSA ISHARES TR284.8K shares-0.93%2025-09-302025-10-20
DFAU DIMENSIONAL ETF TRUST520.8K shares1.49%2025-09-302025-10-20 IGM ISHARES TR97.1K shares0.38%2025-09-302025-10-20 ESGD ISHARES TR130.3K shares1.41%2025-09-302025-10-20 DFAI DIMENSIONAL ETF TRUST271.7K shares2.14%2025-09-302025-10-20 YLDE LEGG MASON ETF INVT180.5K shares0.97%2025-09-302025-10-20 IXN ISHARES TR89.6K shares-2.13%2025-09-302025-10-20 XLI SELECT SECTOR SPDR TR57.3K shares1.55%2025-09-302025-10-20 DFSD DIMENSIONAL ETF TRUST177.8K shares5.95%2025-09-302025-10-20 AAPL APPLE INC30.5K shares2.45%2025-09-302025-10-20 DYNF BLACKROCK ETF TRUST115.8K shares12.03%2025-09-302025-10-20 XJH ISHARES TR137.2K shares-3.06%2025-09-302025-10-20 VIG VANGUARD SPECIALIZED FUNDS26.7K shares2.08%2025-09-302025-10-20 VOT VANGUARD INDEX FDS15.6K shares-1.53%2025-09-302025-10-20 FLOT ISHARES TR79.9K shares16.60%2025-09-302025-10-20 VGT VANGUARD WORLD FD5.5K shares-1.54%2025-09-302025-10-20 IUSB ISHARES TR85.3K shares-5.63%2025-09-302025-10-20 GOOG ALPHABET INC15.6K shares0.03%2025-09-302025-10-20 SHY ISHARES TR41.9K shares-4.54%2025-09-302025-10-20 GLDM WORLD GOLD TR43.6K shares7.58%2025-09-302025-10-20 MSFT MICROSOFT CORP6.4K shares0.03%2025-09-302025-10-20 DFAT DIMENSIONAL ETF TRUST56.7K shares-0.12%2025-09-302025-10-20 EAGG ISHARES TR66.2K shares-22.78%2025-09-302025-10-20 ILCG ISHARES TR22.7K shares0.00%2025-09-302025-10-20 GOVT ISHARES TR92.6K shares-15.37%2025-09-302025-10-20 IETC ISHARES U S ETF TR17.2K shares0.00%2025-09-302025-10-20 GOOGL ALPHABET INC7.0K shares2.95%2025-09-302025-10-20 VTI VANGUARD INDEX FDS5.0K shares9.39%2025-09-302025-10-20 COST COSTCO WHSL CORP NEW1.7K shares0.73%2025-09-302025-10-20 META META PLATFORMS INC1.9K shares0.37%2025-09-302025-10-20 NVDA NVIDIA CORPORATION7.0K shares2.67%2025-09-302025-10-20 DFSU DIMENSIONAL ETF TRUST28.7K shares-7.37%2025-09-302025-10-20 SCHW SCHWAB CHARLES CORP11.0K shares0.00%2025-09-302025-10-20 EFAV ISHARES TR11.7K shares-0.47%2025-09-302025-10-20 AMZN AMAZON COM INC4.3K shares3.36%2025-09-302025-10-20 DFUS DIMENSIONAL ETF TRUST12.4K shares0.00%2025-09-302025-10-20 VOO VANGUARD INDEX FDS1.4K shares0.29%2025-09-302025-10-20 DFSI DIMENSIONAL ETF TRUST19.6K shares3.25%2025-09-302025-10-20 VUG VANGUARD INDEX FDS1.7K shares-0.66%2025-09-302025-10-20 ARTY ISHARES TR16.5K sharesnew addition2025-09-302025-10-20 MMC MARSH & MCLENNAN COS INC3.7K shares0.08%2025-09-302025-10-20 CMF ISHARES TR12.3K shares-3.34%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.2.2K shares4.02%2025-09-302025-10-20 CHTR CHARTER COMMUNICATIONS INC N2.4K shares-1.30%2025-09-302025-10-20 VTV VANGUARD INDEX FDS3.5K shares-0.89%2025-09-302025-10-20 EQIX EQUINIX INC762 shares0.00%2025-09-302025-10-20 SCHB SCHWAB STRATEGIC TR21.1K shares0.00%2025-09-302025-10-20 TDG TRANSDIGM GROUP INC406 shares0.00%2025-09-302025-10-20 VO VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-10-20 AVGO BROADCOM INC1.4K shares-9.79%2025-09-302025-10-20 SPYM SPDR SERIES TRUST6.1K shares8.23%2025-09-302025-10-20 ESML ISHARES TR10.4K sharesnew addition2025-09-302025-10-20 QQQ INVESCO QQQ TR731 shares0.00%2025-09-302025-10-20 TSLA TESLA INC926 shares-4.83%2025-09-302025-10-20 ITOT ISHARES TR2.8K shares0.00%2025-09-302025-10-20 IYH ISHARES TR6.6K shares-33.60%2025-09-302025-10-20 IJH ISHARES TR5.9K shares8.37%2025-09-302025-10-20 IVW ISHARES TR3.1K shares0.45%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL721 shares3.15%2025-09-302025-10-20 SYK STRYKER CORPORATION947 shares2.82%2025-09-302025-10-20 CSCO CISCO SYS INC5.1K shares0.85%2025-09-302025-10-20 XLV SELECT SECTOR SPDR TR2.5K shares-49.73%2025-09-302025-10-20 HDV ISHARES TR2.8K shares-12.48%2025-09-302025-10-20 CVX CHEVRON CORP NEW2.2K shares3.81%2025-09-302025-10-20 JIRE J P MORGAN EXCHANGE TRADED F4.3K shares1.57%2025-09-302025-10-20 DECK DECKERS OUTDOOR CORP3.1K shares0.00%2025-09-302025-10-20 MRVL MARVELL TECHNOLOGY INC3.5K shares0.31%2025-09-302025-10-20 T AT&T INC10.5K shares3.08%2025-09-302025-10-20 IVV ISHARES TR431 shares20.06%2025-09-302025-10-20 VB VANGUARD INDEX FDS1.0K shares22.43%2025-09-302025-10-20 IWP ISHARES TR1.8K shares0.00%2025-09-302025-10-20 SCHX SCHWAB STRATEGIC TR9.7K shares0.00%2025-09-302025-10-20 QUAL ISHARES TR1.3K shares-9.69%2025-09-302025-10-20 XLK SELECT SECTOR SPDR TR865 shares-0.23%2025-09-302025-10-20 IJR ISHARES TR2.0K sharesnew addition2025-09-302025-10-20 IEMG ISHARES INC3.5K shares-15.34%2025-09-302025-10-20 CALI BLACKROCK ETF TRUST II4.4K shares-0.89%2025-09-302025-10-20 NOBL PROSHARES TR2.2K shares-8.00%2025-09-302025-10-20 MCD MCDONALDS CORP734 shares3.82%2025-09-302025-10-20 NFLX NETFLIX INC186 shares-2.11%2025-09-302025-10-20 MCK MCKESSON CORP287 shares1.06%2025-09-302025-10-20 ABBV ABBVIE INC953 sharesnew addition2025-09-302025-10-20 PG PROCTER AND GAMBLE CO1.4K shares8.52%2025-09-302025-10-20 VZ VERIZON COMMUNICATIONS INC4.9K sharesnew addition2025-09-302025-10-20 IWB ISHARES TR576 sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available