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

Currently, Shira Ridge Wealth Management holds 83 types of securities in its portfolio with a total value $286.6M. In the most recent quarter, they have increased their positions in DFSB (+126.9K shares, valued at $6.6M), VGT (+35.1K shares, valued at $4.2M), SHY (+24.0K shares, valued at $2.0M); decreased their positions in N/A (-12.0K shares, valued at $949.1K), IGM (-5.7K shares, valued at $935.7K), AAPL (-3.1K shares, valued at $905.7K); initiated new positions in DFSB (+126.9K shares, valued at $6.6M), AVGE (+5.0K shares, valued at $497.4K), AMD (+619 shares, valued at $359.6K).

1M P&L

+556.8K+0.21%

3M P&L

+5.5M+2.08%

HY P&L

-17.2M-5.99%

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/A249.5M

90.1%

2Internet Content & Information7.6M

2.7%

3Consumer Electronics7.5M

2.7%

Top Industries by Stock Count

1N/A48 stocks

65.8%

2Semiconductors4 stocks

5.5%

3Internet Content & Information2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SUSA ISHARES TR288.1K shares-0.99%2026-06-302026-07-09

DFAU DIMENSIONAL ETF TRUST568.9K shares0.81%2026-06-302026-07-09

DYNF BLACKROCK ETF TRUST280.2K shares3.34%2026-06-302026-07-09

IGM ISHARES TR106.1K shares-5.12%2026-06-302026-07-09

DFSD DIMENSIONAL ETF TRUST296.4K shares4.65%2026-06-302026-07-09

ESGD ISHARES TR135.1K shares-0.91%2026-06-302026-07-09

FLOT ISHARES TR214.7K shares16.40%2026-06-302026-07-09

DFAI DIMENSIONAL ETF TRUST262.1K shares-0.49%2026-06-302026-07-09

Sponsored

XLI SELECT SECTOR SPDR TR57.6K shares0.87%2026-06-302026-07-09

YLDE LEGG MASON ETF INVT188.7K shares-0.37%2026-06-302026-07-09

SHY ISHARES TR124.4K shares23.88%2026-06-302026-07-09

IXN ISHARES TR69.3K shares-1.74%2026-06-302026-07-09

AAPL APPLE INC25.8K shares-10.80%2026-06-302026-07-09

DFSB DIMENSIONAL ETF TRUST126.9K sharesnew addition2026-06-302026-07-09

GOOG ALPHABET INC14.8K shares-4.34%2026-06-302026-07-09

VGT VANGUARD WORLD FD40.2K shares690.72%2026-06-302026-07-09

Sponsored

IUSB ISHARES TR103.9K shares-9.48%2026-06-302026-07-09

CGDG CAPITAL GROUP DIVIDEND GROWE119.2K shares6.38%2026-06-302026-07-09

GOVT ISHARES TR195.4K shares3.00%2026-06-302026-07-09

ILCG ISHARES TR22.1K shares-0.58%2026-06-302026-07-09

MSFT MICROSOFT CORP6.4K shares-0.41%2026-06-302026-07-09

GOOGL ALPHABET INC6.5K shares-8.71%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS9.7K shares0.02%2026-06-302026-07-09

WORLD GOLD TR WORLD GOLD TR26.4K shares-31.18%2026-06-302026-07-09

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS4.8K shares1.86%2026-06-302026-07-09

IETC ISHARES U S ETF TR16.2K shares-4.32%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.7K shares0.06%2026-06-302026-07-09

NVDA NVIDIA CORPORATION6.9K shares0.01%2026-06-302026-07-09

VOT VANGUARD INDEX FDS4.2K shares-13.40%2026-06-302026-07-09

XJH ISHARES TR22.9K shares-3.40%2026-06-302026-07-09

DFSU DIMENSIONAL ETF TRUST23.6K shares-14.78%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC1.9K shares-2.26%2026-06-302026-07-09

Sponsored

AMZN AMAZON COM INC4.2K shares-0.94%2026-06-302026-07-09

SCHW SCHWAB CHARLES CORP10.9K shares-1.14%2026-06-302026-07-09

DFUS DIMENSIONAL ETF TRUST12.2K shares0.00%2026-06-302026-07-09

EFAV ISHARES TR11.1K shares-0.91%2026-06-302026-07-09

MRVL MARVELL TECHNOLOGY INC3.1K shares-10.40%2026-06-302026-07-09

DFAT DIMENSIONAL ETF TRUST13.0K shares-1.47%2026-06-302026-07-09

VOO VANGUARD INDEX FDS1.3K shares0.00%2026-06-302026-07-09

CMF ISHARES TR14.7K shares2.08%2026-06-302026-07-09

Sponsored

VUG VANGUARD INDEX FDS9.9K shares495.35%2026-06-302026-07-09

SPDR SERIES TRUST SPDR SERIES TRUST9.1K shares31.20%2026-06-302026-07-09

EQIX EQUINIX INC762 shares-1.30%2026-06-302026-07-09

VTV VANGUARD INDEX FDS3.4K shares-0.73%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.0K shares0.00%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR21.1K shares0.00%2026-06-302026-07-09

DFSI DIMENSIONAL ETF TRUST13.3K shares-24.89%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC4.9K shares-0.45%2026-06-302026-07-09

Sponsored

BROADCOM INC BROADCOM INC1.5K shares3.57%2026-06-302026-07-09

TDG TRANSDIGM GROUP INC406 shares0.00%2026-06-302026-07-09

QQQ INVESCO QQQ TR722 shares0.00%2026-06-302026-07-09

AVGE AMERICAN CENTY ETF TR5.0K sharesnew addition2026-06-302026-07-09

IVW ISHARES TR3.5K shares7.52%2026-06-302026-07-09

MMC MARSH & MCLENNAN COS INC2.7K shares-26.59%2026-06-302026-07-09

CVX CHEVRON CORPORATION2.5K shares0.00%2026-06-302026-07-09

ITOT ISHARES TR2.5K shares-3.58%2026-06-302026-07-09

Sponsored

TSLA TESLA INC926 shares0.33%2026-06-302026-07-09

VO VANGUARD INDEX FDS4.8K shares173.36%2026-06-302026-07-09

AMD ADVANCED MICRO DEVICES INC619 sharesnew addition2026-06-302026-07-09

KLAC KLA CORP1.2K sharesnew addition2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL701 shares0.00%2026-06-302026-07-09

HDV ISHARES TR12.4K shares372.08%2026-06-302026-07-09

JIRE J P MORGAN EXCHANGE TRADED F3.9K shares-12.74%2026-06-302026-07-09

XLK SELECT SECTOR SPDR TR1.7K shares0.00%2026-06-302026-07-09

Sponsored

MU MICRON TECHNOLOGY INC251 sharesnew addition2026-06-302026-07-09

SCHX SCHWAB STRATEGIC TR9.7K shares0.00%2026-06-302026-07-09

CHTR CHARTER COMMUNICATIONS INC2.0K shares-16.24%2026-06-302026-07-09

IWP ISHARES TR1.8K shares0.00%2026-06-302026-07-09

IJH ISHARES TR3.3K shares-2.93%2026-06-302026-07-09

LLY ELI LILLY & CO210 sharesnew addition2026-06-302026-07-09

ARTY ISHARES TR3.3K shares-64.84%2026-06-302026-07-09

GE GE AEROSPACE658 sharesnew addition2026-06-302026-07-09

Sponsored

VB VANGUARD INDEX FDS806 shares0.62%2026-06-302026-07-09

IWB ISHARES TR576 shares0.00%2026-06-302026-07-09

EZU ISHARES INC3.3K shares3.28%2026-06-302026-07-09

NEM NEWMONT CORP2.5K shares0.04%2026-06-302026-07-09

KO COCA COLA CO2.7K shares0.00%2026-06-302026-07-09

ABBVIE INC ABBVIE INC883 sharesnew addition2026-06-302026-07-09

ISHARES TR ISHARES TR289 shares-8.83%2026-06-302026-07-09

GLW CORNING INC829 sharesnew addition2026-06-302026-07-09

Sponsored

VZ VERIZON COMMUNICATIONS INC4.8K shares0.10%2026-06-302026-07-09

UNP UNION PAC CORP751 sharesnew addition2026-06-302026-07-09

GLD SPDR GOLD TR543 shares0.74%2026-06-302026-07-09

SUSA

ISHARES TR

-0.99%

Shares288.1K

Event2026-06-30

Filed2026-07-09

DFAU

DIMENSIONAL ETF TRUST

0.81%

Shares568.9K

Event2026-06-30

Filed2026-07-09

DYNF

BLACKROCK ETF TRUST

3.34%

Shares280.2K

Event2026-06-30

Filed2026-07-09

IGM

ISHARES TR

-5.12%

Shares106.1K

Event2026-06-30

Filed2026-07-09

DFSD

DIMENSIONAL ETF TRUST

4.65%

Shares296.4K

Event2026-06-30

Filed2026-07-09

ESGD

ISHARES TR

-0.91%

Shares135.1K

Event2026-06-30

Filed2026-07-09

FLOT

ISHARES TR

16.40%

Shares214.7K

Event2026-06-30

Filed2026-07-09

DFAI

DIMENSIONAL ETF TRUST

-0.49%

Shares262.1K

Event2026-06-30

Filed2026-07-09

XLI

SELECT SECTOR SPDR TR

0.87%

Shares57.6K

Event2026-06-30

Filed2026-07-09

YLDE

LEGG MASON ETF INVT

-0.37%

Shares188.7K

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

23.88%

Shares124.4K

Event2026-06-30

Filed2026-07-09

IXN

ISHARES TR

-1.74%

Shares69.3K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-10.80%

Shares25.8K

Event2026-06-30

Filed2026-07-09

DFSB

DIMENSIONAL ETF TRUST

New

Shares126.9K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

-4.34%

Shares14.8K

Event2026-06-30

Filed2026-07-09

VGT

VANGUARD WORLD FD

690.72%

Shares40.2K

Event2026-06-30

Filed2026-07-09

IUSB

ISHARES TR

-9.48%

Shares103.9K

Event2026-06-30

Filed2026-07-09

CGDG

CAPITAL GROUP DIVIDEND GROWE

6.38%

Shares119.2K

Event2026-06-30

Filed2026-07-09

GOVT

ISHARES TR

3.00%

Shares195.4K

Event2026-06-30

Filed2026-07-09

ILCG

ISHARES TR

-0.58%

Shares22.1K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-0.41%

Shares6.4K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

-8.71%

Shares6.5K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

0.02%

Shares9.7K

Event2026-06-30

Filed2026-07-09

WORLD GOLD TR

-31.18%

Shares26.4K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

1.86%

Shares4.8K

Event2026-06-30

Filed2026-07-09

IETC

ISHARES U S ETF TR

-4.32%

Shares16.2K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

0.01%

Shares6.9K

Event2026-06-30

Filed2026-07-09

VOT

VANGUARD INDEX FDS

-13.40%

Shares4.2K

Event2026-06-30

Filed2026-07-09

XJH

ISHARES TR

-3.40%

Shares22.9K

Event2026-06-30

Filed2026-07-09

DFSU

DIMENSIONAL ETF TRUST

-14.78%

Shares23.6K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

-2.26%

Shares1.9K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

-0.94%

Shares4.2K

Event2026-06-30

Filed2026-07-09

SCHW

SCHWAB CHARLES CORP

-1.14%

Shares10.9K

Event2026-06-30

Filed2026-07-09

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-09

EFAV

ISHARES TR

-0.91%

Shares11.1K

Event2026-06-30

Filed2026-07-09

MRVL

MARVELL TECHNOLOGY INC

-10.40%

Shares3.1K

Event2026-06-30

Filed2026-07-09

DFAT

DIMENSIONAL ETF TRUST

-1.47%

Shares13.0K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

CMF

ISHARES TR

2.08%

Shares14.7K

Event2026-06-30

Filed2026-07-09

VUG

VANGUARD INDEX FDS

495.35%

Shares9.9K

Event2026-06-30

Filed2026-07-09

SPDR SERIES TRUST

31.20%

Shares9.1K

Event2026-06-30

Filed2026-07-09

EQIX

EQUINIX INC

-1.30%

Shares762

Event2026-06-30

Filed2026-07-09

VTV

VANGUARD INDEX FDS

-0.73%

Shares3.4K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-09

DFSI

DIMENSIONAL ETF TRUST

-24.89%

Shares13.3K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

-0.45%

Shares4.9K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

3.57%

Shares1.5K

Event2026-06-30

Filed2026-07-09

TDG

TRANSDIGM GROUP INC

0.00%

Shares406

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

0.00%

Shares722

Event2026-06-30

Filed2026-07-09

AVGE

AMERICAN CENTY ETF TR

New

Shares5.0K

Event2026-06-30

Filed2026-07-09

IVW

ISHARES TR

7.52%

Shares3.5K

Event2026-06-30

Filed2026-07-09

MMC

MARSH & MCLENNAN COS INC

-26.59%

Shares2.7K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-09

ITOT

ISHARES TR

-3.58%

Shares2.5K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

0.33%

Shares926

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

173.36%

Shares4.8K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

New

Shares619

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares701

Event2026-06-30

Filed2026-07-09

HDV

ISHARES TR

372.08%

Shares12.4K

Event2026-06-30

Filed2026-07-09

JIRE

J P MORGAN EXCHANGE TRADED F

-12.74%

Shares3.9K

Event2026-06-30

Filed2026-07-09

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

New

Shares251

Event2026-06-30

Filed2026-07-09

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-09

CHTR

CHARTER COMMUNICATIONS INC

-16.24%

Shares2.0K

Event2026-06-30

Filed2026-07-09

IWP

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

IJH

ISHARES TR

-2.93%

Shares3.3K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

New

Shares210

Event2026-06-30

Filed2026-07-09

ARTY

ISHARES TR

-64.84%

Shares3.3K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

New

Shares658

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.62%

Shares806

Event2026-06-30

Filed2026-07-09

IWB

ISHARES TR

0.00%

Shares576

Event2026-06-30

Filed2026-07-09

EZU

ISHARES INC

3.28%

Shares3.3K

Event2026-06-30

Filed2026-07-09

NEM

NEWMONT CORP

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-09

ABBVIE INC

New

Shares883

Event2026-06-30

Filed2026-07-09

ISHARES TR

-8.83%

Shares289

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

New

Shares829

Event2026-06-30

Filed2026-07-09

VERIZON COMMUNICATIONS INC

0.10%

Shares4.8K

Event2026-06-30

Filed2026-07-09

UNP

UNION PAC CORP

New

Shares751

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

0.74%

Shares543

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available