Shira Ridge Wealth Management
83 holdingsFiling period: 2026-06-30Current AUM: $287.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SUSA | iShares TR | 288.1K | $44.5M | $45.3M | 15.78% | -2,878 | 2026-06-30 |
| 2 | DFAU | Dimensional ETF Trust | 568.9K | $29.4M | $30.0M | 10.45% | +4.6K | 2026-06-30 |
| 3 | DYNF | BlackRock ETF Trust | 280.2K | $19.1M | $19.2M | 6.69% | +9.1K | 2026-06-30 |
| 4 | IGM | iShares TR | 106.1K | $17.4M | $16.9M | 5.89% | -5,720 | 2026-06-30 |
| 5 | DFSD | Dimensional ETF Trust | 296.4K | $14.2M | $13.8M | 4.82% | +13.2K | 2026-06-30 |
| 6 | ESGD | iShares TR | 135.1K | $13.9M | $13.8M | 4.81% | -1,242 | 2026-06-30 |
| 7 | FLOT | iShares TR | 214.7K | $11.0M | $10.9M | 3.81% | +30.2K | 2026-06-30 |
| 8 | DFAI | Dimensional ETF Trust | 262.1K | $10.8M | $10.8M | 3.77% | -1,290 | 2026-06-30 |
| 9 | XLI | Select Sector Spdr TR | 57.6K | $10.7M | $9.6M | 3.35% | +496 | 2026-06-30 |
| 10 | YLDE | Legg Mason ETF Invt | 188.7K | $10.5M | $10.8M | 3.77% | -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 | $8.9M | 3.09% | -3,130 | 2026-06-30 |
| 14 | DFSB | Dimensional ETF Trust | 126.9K | $6.6M | $6.4M | 2.22% | -- | 2026-06-30 |
| 15 | GOOG | Alphabet Inc | 14.8K | $5.2M | $4.7M | 1.62% | -673 | 2026-06-30 |
| 16 | VGT | Vanguard World FD | 40.2K | $4.8M | $4.9M | 1.69% | +35.1K | 2026-06-30 |
| 17 | IUSB | iShares TR | 103.9K | $4.8M | $4.7M | 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 | $3.4M | 1.18% | -26 | 2026-06-30 |
| 22 | GOOGL | Alphabet Inc | 6.5K | $2.3M | $2.1M | 0.72% | -625 | 2026-06-30 |
| 23 | VIG | Vanguard Specialized Funds | 9.7K | $2.3M | $2.4M | 0.82% | +2 | 2026-06-30 |
| 24 | GLDM | World Gold TR | 26.4K | $2.1M | $2.1M | 0.73% | -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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