Shira Ridge Wealth Management
83 holdingsFiling period: 2026-06-30Current AUM: $286.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SUSA | ISHARES TR | 288.1K | $44.5M | $44.4M | 15.50% | -2,878 | 2026-06-30 |
| 2 | DFAU | DIMENSIONAL ETF TRUST | 568.9K | $29.4M | $29.7M | 10.38% | +4.6K | 2026-06-30 |
| 3 | DYNF | BLACKROCK ETF TRUST | 280.2K | $19.1M | $19.3M | 6.72% | +9.1K | 2026-06-30 |
| 4 | IGM | ISHARES TR | 106.1K | $17.4M | $16.9M | 5.91% | -5,720 | 2026-06-30 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 296.4K | $14.2M | $13.9M | 4.85% | +13.2K | 2026-06-30 |
| 6 | ESGD | ISHARES TR | 135.1K | $13.9M | $14.1M | 4.92% | -1,242 | 2026-06-30 |
| 7 | FLOT | ISHARES TR | 214.7K | $11.0M | $10.9M | 3.82% | +30.2K | 2026-06-30 |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 262.1K | $10.8M | $11.1M | 3.87% | -1,290 | 2026-06-30 |
| 9 | XLI | SELECT SECTOR SPDR TR | 57.6K | $10.7M | $9.7M | 3.39% | +496 | 2026-06-30 |
| 10 | YLDE | LEGG MASON ETF INVT | 188.7K | $10.5M | $10.6M | 3.69% | -705 | 2026-06-30 |
| 11 | SHY | ISHARES TR | 124.4K | $10.2M | $10.1M | 3.53% | +24.0K | 2026-06-30 |
| 12 | IXN | ISHARES TR | 69.3K | $10.0M | $9.6M | 3.35% | -1,223 | 2026-06-30 |
| 13 | AAPL | APPLE INC | 25.8K | $7.5M | $8.6M | 2.99% | -3,130 | 2026-06-30 |
| 14 | DFSB | DIMENSIONAL ETF TRUST | 126.9K | $6.6M | $6.3M | 2.21% | -- | 2026-06-30 |
| 15 | GOOG | ALPHABET INC | 14.8K | $5.2M | $5.1M | 1.77% | -673 | 2026-06-30 |
| 16 | VGT | VANGUARD WORLD FD | 40.2K | $4.8M | $4.8M | 1.67% | +35.1K | 2026-06-30 |
| 17 | IUSB | ISHARES TR | 103.9K | $4.8M | $4.6M | 1.62% | -10,880 | 2026-06-30 |
| 18 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 119.2K | $4.5M | $4.5M | 1.58% | +7.1K | 2026-06-30 |
| 19 | GOVT | ISHARES TR | 195.4K | $4.5M | $4.3M | 1.51% | +5.7K | 2026-06-30 |
| 20 | ILCG | ISHARES TR | 22.1K | $2.6M | $2.5M | 0.87% | -128 | 2026-06-30 |
| 21 | MSFT | MICROSOFT CORP | 6.4K | $2.4M | $3.2M | 1.11% | -26 | 2026-06-30 |
| 22 | GOOGL | ALPHABET INC | 6.5K | $2.3M | $2.3M | 0.79% | -625 | 2026-06-30 |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | 9.7K | $2.3M | $2.3M | 0.80% | +2 | 2026-06-30 |
| 24 | GLDM | WORLD GOLD TR | 26.4K | $2.1M | $2.2M | 0.78% | -11,951 | 2026-06-30 |
| 25 | VTI | VANGUARD INDEX FDS | 4.8K | $1.8M | $1.8M | 0.63% | +88 | 2026-06-30 |
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