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Shira Ridge Wealth Management13F | |
| Shira Ridge Wealth Management | |
| Last update 2025-07-10 | 83 Stocks (11 new) |
| Value $219.00 Mil | Turnover 3 % |
Shira Ridge Wealth Management Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SUSA | iShares ESG Optimized MSCI USA ETF | 287,444 | 36,433.6 | -0.01% | 16.640 | 0% | 1.020 | +17.86% | +5.85% | 3,554.7 | ||
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 513,147 | 21,736.9 | -2.37% | 9.930 | -0.24% | 0.260 | +19.90% | +7.26% | 8,750.0 | ||
ESGD | iShares MSCI EAFE ESG Select ETF | 128,514 | 11,466.0 | +0.50% | 5.240 | +0.03% | 0.120 | +9.87% | +19.14% | 9,733.1 | ||
IGM | iShares Expanded Tech Sector ETF | 96,767 | 10,870.8 | +11.64% | 4.970 | +0.52% | 0.160 | +34.08% | +11.80% | 6,891.8 | ||
YLDE |
Franklin ClearBridge Enhanced Income ETF
Franklin ClearBridge Enhanced Income ETF
| 178,730 | 9,404.8 | -0.41% | 4.300 | -0.02% | 8.720 | +7.59% | +6.02% | 107.8 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 266,013 | 9,196.1 | -1.11% | 4.200 | -0.05% | 0.090 | +11.39% | +20.80% | 10,676.8 | ||
IXN | iShares Global Tech ETF | 91,542 | 8,453.0 | -8.87% | 3.860 | -0.34% | 0.150 | +33.01% | +11.43% | 5,617.8 | ||
XLI | Industrial Select Sector SPDR | 56,471 | 8,330.6 | -0.22% | 3.810 | -0.01% | 0.040 | +21.54% | +15.32% | 22,475.7 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 167,760 | 8,054.2 | -5.00% | 3.680 | -0.21% | 0.170 | +2.24% | +4.10% | 4,902.5 | ||
AAPL | Apple Inc | 29,751 | 6,104.1 | -0.94% | 2.790 | -0.03% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware |
Shira Ridge Wealth Management's Historical Top Holdings Breakdowns
Shira Ridge Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IGM | iShares Expanded Tech Sector ETF | 2025-06-30 | Add Add | +0.52% | 79.8 ($98.1) 112.34 | $114.01 | 16.22% | Add 11.64% | 96,767 | 10,086 | |
XLV | Health Care Select Sector SPDR | 2025-06-30 | Reduce Reduce | -0.36% | 128.77 ($135.21) 146.01 | $133.53 | -1.24% | Reduce -49.51% | 4,965 | -4,869 | |
IXN | iShares Global Tech ETF | 2025-06-30 | Reduce Reduce | -0.34% | 65.81 ($80.96) 92.34 | $94.26 | 16.43% | Reduce -8.87% | 91,542 | -8,909 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-06-30 | Add Add | +0.33% | 43.53 ($50.15) 54.46 | $55.39 | 10.45% | Add 14.59% | 103,383 | 13,164 | |
CMF | iShares California Muni Bond ETF | 2025-06-30 | Reduce Reduce | -0.32% | 54.52 ($55.53) 56.7 | $55.28 | -0.45% | Reduce -46.96% | 12,777 | -11,311 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-06-30 | Reduce Reduce | -0.24% | 34.04 ($39.19) 42.36 | $43.21 | 10.26% | Reduce -2.37% | 513,147 | -12,467 | |
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2025-06-30 | Reduce Reduce | -0.21% | 47.09 ($47.62) 48.01 | $47.97 | 0.73% | Reduce -5% | 167,760 | -8,833 | |
GLDM | SPDR Gold MiniShares Trust | 2025-06-30 | Add Add | +0.16% | 58.96 ($65.03) 67.97 | $67.96 | 4.51% | Add 15.04% | 40,516 | 5,297 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.15% | 243.75 ($281.15) 303.93 | $309.80 | 10.19% | Add 30.87% | 4,613 | 1,088 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-06-30 | Sold Out Sold Out | -0.15% | 83.97 ($87.25) 92.85 | $86.52 | -0.84% | Sold Out | 0 | -3,295 |
Shira Ridge Wealth Management Total Holding History ($B)
Shira Ridge Wealth Management's Asset Allocation
Shira Ridge Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Shira Ridge Wealth Management's Hypothetical Growth since 2025-06-30
Shira Ridge Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Shira Ridge Wealth Management's Holdings Heat Map
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Shira Ridge Wealth Management's Holdings Bubble Chart
Shira Ridge Wealth Management News
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