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Size ($ in 1000's)
At 03/31/2024: $174,740 At 12/31/2023: $166,616
Shira Ridge Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shira Ridge Wealth Management 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Shira Ridge Wealth Management top holdings by largest position size, as per the latest 13f filing made by Shira Ridge Wealth Management.
In the Shira Ridge Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Shira Ridge Wealth Management in that top holding, then the share count change between reporting periods, and finally the Shira Ridge Wealth Management top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
ISHARES TR (SUSA) |
274,547 |
-562 |
$29,972 | SUSA | 274,547 | -562 | $29,972 | DIMENSIONAL ETF TRUST (DFAU) |
527,022 |
-11,522 |
$19,257 | DFAU | 527,022 | -11,522 | $19,257 | ISHARES TR (IXN) |
192,505 |
+979 |
$14,401 | IXN | 192,505 | +979 | $14,401 | LEGG MASON ETF INVT (YLDE) |
179,297 |
+49,207 |
$8,471 | YLDE | 179,297 | +49,207 | $8,471 | ISHARES TR (ESGD) |
104,592 |
-218 |
$8,358 | ESGD | 104,592 | -218 | $8,358 | DIMENSIONAL ETF TRUST (DFAI) |
231,144 |
-4,670 |
$6,985 | DFAI | 231,144 | -4,670 | $6,985 | ISHARES TR (XJH) |
127,704 |
-3,589 |
$5,246 | XJH | 127,704 | -3,589 | $5,246 | APPLE INC |
29,843 |
-3,483 |
$5,118 | AAPL | 29,843 | -3,483 | $5,118 | SELECT SECTOR SPDR TR (XLV) |
33,638 |
-1,819 |
$4,969 | XLV | 33,638 | -1,819 | $4,969 | SELECT SECTOR SPDR TR (XLI) |
35,982 |
+8,601 |
$4,532 | XLI | 35,982 | +8,601 | $4,532 | DIMENSIONAL ETF TRUST (DFAT) |
77,419 |
-1,561 |
$4,214 | DFAT | 77,419 | -1,561 | $4,214 | ISHARES TR (FLOT) |
77,018 |
+258 |
$3,933 | FLOT | 77,018 | +258 | $3,933 | MICROSOFT CORP |
7,337 |
+104 |
$3,087 | MSFT | 7,337 | +104 | $3,087 | VANGUARD WORLD FD (VGT) |
5,844 |
-569 |
$3,064 | VGT | 5,844 | -569 | $3,064 | ISHARES TR (IFRA) |
69,587 |
-9,390 |
$3,017 | IFRA | 69,587 | -9,390 | $3,017 | VANGUARD INDEX FDS (VOT) |
12,427 |
-720 |
$2,930 | VOT | 12,427 | -720 | $2,930 | VANGUARD MALVERN FDS (VTIP) |
60,075 |
-11,173 |
$2,877 | VTIP | 60,075 | -11,173 | $2,877 | TRANSDIGM GROUP INC |
2,171 |
UNCH |
$2,674 | TDG | 2,171 | UNCH | $2,674 | VANGUARD SPECIALIZED FUNDS (VIG) |
13,312 |
-532 |
$2,431 | VIG | 13,312 | -532 | $2,431 | ALPHABET INC |
15,430 |
UNCH |
$2,349 | GOOG | 15,430 | UNCH | $2,349 | ISHARES TR (ICSH) |
46,198 |
-2,526 |
$2,336 | ICSH | 46,198 | -2,526 | $2,336 | DIMENSIONAL ETF TRUST (DFSD) |
46,508 |
-2,833 |
$2,188 | DFSD | 46,508 | -2,833 | $2,188 | ISHARES TR (HDV) |
19,527 |
-18,822 |
$2,152 | HDV | 19,527 | -18,822 | $2,152 | ISHARES TR (ILCG) |
23,109 |
-120 |
$1,744 | ILCG | 23,109 | -120 | $1,744 | ISHARES U S ETF TR (IETC) |
17,935 |
+338 |
$1,270 | IETC | 17,935 | +338 | $1,270 | DIMENSIONAL ETF TRUST (DFSU) |
35,611 |
+1,735 |
$1,225 | DFSU | 35,611 | +1,735 | $1,225 | ISHARES TR (SHY) |
13,595 |
-2,813 |
$1,112 | SHY | 13,595 | -2,813 | $1,112 | J P MORGAN EXCHANGE TRADED F (JMST) |
20,455 |
-953 |
$1,038 | JMST | 20,455 | -953 | $1,038 | VANGUARD INDEX FDS (VTI) |
3,910 |
UNCH |
$1,016 | VTI | 3,910 | UNCH | $1,016 | COSTCO WHSL CORP NEW |
1,356 |
-11 |
$993 | COST | 1,356 | -11 | $993 | ISHARES TR (EFAV) |
12,697 |
+260 |
$900 | EFAV | 12,697 | +260 | $900 | DIMENSIONAL ETF TRUST (DFUS) |
14,739 |
-180 |
$840 | DFUS | 14,739 | -180 | $840 | ALPHABET INC |
5,481 |
+128 |
$827 | GOOGL | 5,481 | +128 | $827 | EQUINIX INC |
994 |
-23 |
$820 | EQIX | 994 | -23 | $820 | DIMENSIONAL ETF TRUST (DFSI) |
24,242 |
+600 |
$816 | DFSI | 24,242 | +600 | $816 | ISHARES TR (IUSB) |
17,624 |
+424 |
$803 | IUSB | 17,624 | +424 | $803 | SCHWAB CHARLES CORP |
10,871 |
+26 |
$786 | SCHW | 10,871 | +26 | $786 | VANGUARD INDEX FDS (VOO) |
1,589 |
+133 |
$764 | VOO | 1,589 | +133 | $764 | MARSH & MCLENNAN COS INC |
3,669 |
UNCH |
$756 | MMC | 3,669 | UNCH | $756 | ISHARES TR (IYH) |
12,099 |
+9,594 |
$749 | IYH | 12,099 | +9,594 | $749 | CHARTER COMMUNICATIONS INC N |
2,385 |
-7 |
$693 | CHTR | 2,385 | -7 | $693 | INVENTRUST PPTYS CORP |
25,614 |
UNCH |
$659 | IVT | 25,614 | UNCH | $659 | AMAZON COM INC |
3,510 |
+630 |
$633 | AMZN | 3,510 | +630 | $633 | VANGUARD INDEX FDS (VTV) |
3,862 |
+281 |
$629 | VTV | 3,862 | +281 | $629 | VANGUARD INDEX FDS (VUG) |
1,800 |
-5 |
$620 | VUG | 1,800 | -5 | $620 | META PLATFORMS INC |
1,261 |
UNCH |
$612 | META | 1,261 | UNCH | $612 | PROSHARES TR (NOBL) |
5,934 |
-2,161 |
$602 | NOBL | 5,934 | -2,161 | $602 | SPDR SER TR (SPLG) |
9,430 |
-2,061 |
$580 | SPLG | 9,430 | -2,061 | $580 | LIBERTY GLOBAL LTD |
32,657 |
UNCH |
$576 | LBTYK | 32,657 | UNCH | $576 | ISHARES TR (TFLO) |
11,295 |
+3,839 |
$573 | TFLO | 11,295 | +3,839 | $573 |
See Full List: All Stocks Held By Shira Ridge Wealth Management
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Shira Ridge Wealth Management
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