Shira Ridge Wealth Management
79 holdingsFiling period: 2026-03-31Current AUM: $283.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SUSA | ISHARES TR | 291.0K | $38.4M | $44.6M | 15.73% | +1.5K | 2026-03-31 |
| 2 | DFAU | DIMENSIONAL ETF TRUST | 564.3K | $25.5M | $29.2M | 10.32% | +9.9K | 2026-03-31 |
| 3 | DYNF | BLACKROCK ETF TRUST | 271.1K | $15.8M | $18.3M | 6.46% | +50.8K | 2026-03-31 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 283.2K | $13.6M | $13.4M | 4.73% | +38.6K | 2026-03-31 |
| 5 | IGM | ISHARES TR | 111.8K | $13.3M | $17.2M | 6.06% | +21.7K | 2026-03-31 |
| 6 | ESGD | ISHARES TR | 136.3K | $13.0M | $14.3M | 5.04% | -247 | 2026-03-31 |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 263.4K | $10.3M | $11.1M | 3.91% | -11,292 | 2026-03-31 |
| 8 | YLDE | LEGG MASON ETF INVT | 189.4K | $10.2M | $10.9M | 3.84% | -1,719 | 2026-03-31 |
| 9 | FLOT | ISHARES TR | 184.4K | $9.4M | $9.4M | 3.32% | +45.7K | 2026-03-31 |
| 10 | XLI | SELECT SECTOR SPDR TR | 57.1K | $9.2M | $10.3M | 3.62% | -2,060 | 2026-03-31 |
| 11 | SHY | ISHARES TR | 100.4K | $8.3M | $8.2M | 2.91% | +50.9K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 29.0K | $7.4M | $8.9M | 3.16% | -155 | 2026-03-31 |
| 13 | IXN | ISHARES TR | 70.5K | $7.0M | $9.4M | 3.30% | -418 | 2026-03-31 |
| 14 | EAGG | ISHARES TR | 116.5K | $5.5M | $5.4M | 1.92% | +31.2K | 2026-03-31 |
| 15 | IUSB | ISHARES TR | 114.8K | $5.3M | $5.2M | 1.84% | +16.6K | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 15.5K | $4.4M | $5.5M | 1.95% | -156 | 2026-03-31 |
| 17 | GOVT | ISHARES TR | 189.7K | $4.3M | $4.3M | 1.50% | +34.1K | 2026-03-31 |
| 18 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 112.0K | $4.0M | $4.3M | 1.52% | +45.0K | 2026-03-31 |
| 19 | GLDM | WORLD GOLD TR | 38.3K | $3.6M | $3.1M | 1.08% | -6,905 | 2026-03-31 |
| 20 | VGT | VANGUARD WORLD FD | 5.1K | $3.5M | $4.6M | 1.63% | -26 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 6.4K | $2.4M | $3.0M | 1.05% | +65 | 2026-03-31 |
| 22 | ILCG | ISHARES TR | 22.2K | $2.1M | $2.5M | 0.88% | -- | 2026-03-31 |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | 9.7K | $2.1M | $2.3M | 0.82% | -7,427 | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 7.2K | $2.1M | $2.6M | 0.90% | +435 | 2026-03-31 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | 1.7K | $1.7M | $1.6M | 0.57% | +35 | 2026-03-31 |
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