Shira Ridge Wealth Management
CIK Number: 0001961210
Main Sectors:
Top Industries:
Filing Date: Apr 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SUSA | iShares MSCI US... | 131.91 | +1.75% | 287.48K | +9.04% | 33.02M | 86.29 | 16.47% | Share |
| 2 | DFAU | Dimensional US ... | 44.49 | +1.89% | 525.61K | +0.82% | 20.2M | 27.49 | 10.07% | Share |
| 3 | ESGD | iShares ESG Awa... | 92.67 | +1.66% | 127.87K | +9.27% | 10.45M | 68.79 | 5.21% | Share |
| 4 | YLDE | ClearBridge Div... | 54.09 | +1.42% | 179.47K | -4.35% | 9.29M | 45.06 | 4.63% | Share |
| 5 | DFAI | Dimensional Int... | 36.22 | +1.57% | 269K | +1.04% | 8.4M | 25.96 | 4.19% | Share |
| 6 | DFSD | Dimensional Sho... | 48.12 | +0.26% | 176.59K | -2.28% | 8.39M | 47 | 4.18% | Share |
| 7 | IGM | iShares Expande... | 117.17 | +2.18% | 86.68K | +100.00% | 7.86M | 90.67 | 3.92% | Share |
| 8 | IXN | iShares Global ... | 96.27 | +1.96% | 100.45K | -48.65% | 7.61M | 46.28 | 3.79% | Share |
| 9 | XLI | Industrial Sele... | 153.60 | +1.94% | 56.59K | +9.78% | 7.42M | 118.18 | 3.70% | Share |
| 10 | AAPL | Apple Inc. | 228.44 | +1.57% | 30.03K | +1.22% | 6.67M | 133.24 | 3.33% | Share |
| 11 | XJH | iShares ESG Scr... | 43.56 | +2.16% | 135.94K | +9.09% | 5.31M | 33.75 | 2.65% | Share |
| 12 | VIG | Vanguard Divide... | 211.80 | +1.33% | 27.21K | +10.96% | 5.28M | 174.67 | 2.63% | Share |
| 13 | DYNF | BlackRock U.S. ... | 57.12 | +1.54% | 90.22K | +100.00% | 4.4M | 48.76 | 2.19% | Share |
| 14 | EAGG | iShares ESG U.S... | 47.63 | +0.54% | 91.8K | -10.09% | 4.36M | 47.64 | 2.17% | Share |
| 15 | IUSB | iShares Core To... | 46.34 | +0.55% | 93.06K | -4.97% | 4.29M | 46.4 | 2.14% | Share |
| 16 | VOT | Vanguard Mid-Ca... | 289.49 | +2.11% | 15.75K | +3.27% | 3.85M | 195.09 | 1.92% | Share |
| 17 | SHY | iShares 1-3 Yea... | 82.84 | +0.21% | 45.79K | -2.31% | 3.79M | 82.03 | 1.89% | Share |
| 18 | FLOT | iShares Floatin... | 51.06 | +0.06% | 72.38K | +2.05% | 3.7M | 50.44 | 1.84% | Share |
| 19 | VGT | Vanguard Inform... | 697.06 | +2.20% | 5.5K | -4.72% | 2.99M | 329.91 | 1.49% | Share |
| 20 | DFAT | Dimensional U.S... | 58.76 | +4.01% | 57.59K | -5.72% | 2.97M | 44.18 | 1.48% | Share |
| 21 | GOVT | iShares U.S. Tr... | 22.96 | +0.48% | 116.6K | -11.2% | 2.68M | 23.33 | 1.34% | Share |
| 22 | GOOG | Alphabet Inc. | 205.38 | +2.37% | 15.64K | -0.07% | 2.44M | 91.28 | 1.22% | Share |
| 23 | MSFT | Microsoft Corpo... | 509.40 | +1.02% | 6.41K | +2.12% | 2.4M | 249.43 | 1.20% | Share |
| 24 | GLDM | SPDR Gold MiniS... | 66.86 | +1.15% | 35.22K | +100.00% | 2.18M | 61.89 | 1.09% | Share |
| 25 | ILCG | iShares Morning... | 100.77 | +1.75% | 22.72K | 0.00% | 1.84M | 48.68 | 0.92% | Share |
| 26 | COST | Costco Wholesal... | 963.00 | -0.69% | 1.65K | +1.92% | 1.56M | 541.64 | 0.78% | Share |
| 27 | XLV | Health Care Sel... | 138.13 | +0.80% | 9.83K | -73.9% | 1.44M | 136.4 | 0.72% | Share |
| 28 | CMF | iShares Califor... | 55.83 | +0.35% | 24.09K | -4.07% | 1.36M | 57.44 | 0.68% | Share |
| 29 | IETC | iShares Evolved... | 97.60 | +2.30% | 17.33K | -19.26% | 1.3M | 48.21 | 0.65% | Share |
| 30 | DFSU | Dimensional US ... | 41.44 | +2.13% | 31.38K | -3.09% | 1.12M | 29.09 | 0.56% | Share |
| 31 | GOOGL | Alphabet Inc. | 204.54 | +2.40% | 6.82K | +1.97% | 1.06M | 114.5 | 0.53% | Share |
| 32 | META | Meta Platforms,... | 755.79 | +2.26% | 1.8K | -1.53% | 1.04M | 328.49 | 0.52% | Share |
| 33 | VTI | Vanguard Total ... | 318.50 | +1.84% | 3.52K | +0.51% | 968.88K | 192.05 | 0.48% | Share |
| 34 | EFAV | iShares MSCI EA... | 86.41 | +0.84% | 11.69K | +0.04% | 910.9K | 63.82 | 0.45% | Share |
| 35 | MMC | Marsh & McLenna... | 210.44 | -0.32% | 3.72K | -0.08% | 907.3K | 170.04 | 0.45% | Share |
| 36 | CHTR | Charter Communi... | 280.47 | +4.66% | 2.38K | 0.00% | 878.94K | 339.28 | 0.44% | Share |
| 37 | AMZN | Amazon.com, Inc... | 227.69 | +2.59% | 4.55K | +18.56% | 865.3K | 127.57 | 0.43% | Share |
| 38 | SCHW | The Charles Sch... | 94.93 | -0.93% | 10.97K | +0.01% | 859.16K | 79.62 | 0.43% | Share |
| 39 | DFUS | Dimensional U.S... | 70.25 | +1.80% | 12.41K | -11.42% | 750.36K | 45.41 | 0.37% | Share |
| 40 | VOO | Vanguard S&P 50... | 593.75 | +1.62% | 1.4K | -1.34% | 717.68K | 367.5 | 0.36% | Share |
| 41 | NVDA | NVIDIA Corporat... | 178.17 | +1.82% | 6.62K | +4.58% | 717.51K | 69.93 | 0.36% | Share |
| 42 | DFSI | Dimensional Int... | 41.09 | +1.71% | 18.97K | -22.69% | 662K | 28.66 | 0.33% | Share |
| 43 | IYH | iShares U.S. He... | 58.22 | +0.91% | 10.46K | -14.18% | 636.85K | 56.95 | 0.32% | Share |
| 44 | VUG | Vanguard Growth... | 459.44 | +1.83% | 1.68K | -2.09% | 624.46K | 213.11 | 0.31% | Share |
| 45 | VTV | Vanguard Value ... | 183.40 | +1.35% | 3.55K | -3.43% | 612.71K | 142.27 | 0.31% | Share |
| 46 | EQIX | Equinix, Inc. | 787.35 | +1.96% | 742 | 0.00% | 604.99K | 657.32 | 0.30% | Share |
| 47 | TDG | TransDigm Group... | 1406.65 | +0.97% | 406 | 0.00% | 561.62K | 629.65 | 0.28% | Share |
| 48 | JPM | JPMorgan Chase ... | 294.84 | +1.16% | 2.11K | +3.38% | 517.98K | 164.02 | 0.26% | Share |
| 49 | VO | Vanguard Mid Ca... | 291.07 | +2.02% | 1.79K | 0.00% | 463.42K | 203.81 | 0.23% | Share |
| 50 | SPLG | SPDR Portfolio ... | 75.98 | +1.62% | 6.94K | -10.9% | 456.24K | 46.42 | 0.23% | Share |
| 51 | SCHB | Schwab U.S. Bro... | 24.95 | +1.77% | 21.11K | 0.00% | 454.59K | 14.94 | 0.23% | Share |
| 52 | HDV | iShares Core Hi... | 123.33 | +0.67% | 3.56K | -3.99% | 431.54K | 103.88 | 0.22% | Share |
| 53 | DECK | Deckers Outdoor... | 108.49 | +3.63% | 3.26K | 0.00% | 364.72K | 95.54 | 0.18% | Share |
| 54 | MTN | Vail Resorts, I... | 162.73 | +3.58% | 2.21K | 0.00% | 353.8K | 238.35 | 0.18% | Share |
| 55 | BRK-B | Berkshire Hatha... | 487.04 | -0.32% | 649 | 0.00% | 345.64K | 355.06 | 0.17% | Share |
| 56 | QQQ | Invesco QQQ Tru... | 573.58 | +1.83% | 731 | 0.00% | 342.62K | 323.65 | 0.17% | Share |
| 57 | ITOT | iShares Core S&... | 141.49 | +1.84% | 2.79K | -0.11% | 339.8K | 84.85 | 0.17% | Share |
| 58 | IJH | iShares Core S&... | 65.37 | +3.03% | 5.44K | -3.34% | 317.18K | 50.72 | 0.16% | Share |
| 59 | IVW | iShares S&P 500... | 115.17 | +1.82% | 3.27K | +5.18% | 303.28K | 93.42 | 0.15% | Share |
| 60 | T | AT&T Inc. | 29.01 | -1.46% | 10.71K | +2.33% | 302.91K | 22.9 | 0.15% | Share |
| 61 | TLT | iShares 20+ Yea... | 87.24 | +0.96% | 3.29K | -81.14% | 299.94K | 96.55 | 0.15% | Share |
| 62 | SYK | Stryker Corpora... | 393.24 | +2.19% | 803 | 0.00% | 298.92K | 360.05 | 0.15% | Share |
| 63 | CSCO | Cisco Systems, ... | 67.59 | +0.86% | 4.41K | +3.86% | 272.14K | 53.56 | 0.14% | Share |
| 64 | AVGO | Broadcom Inc. | 298.91 | +3.22% | 1.63K | -6.29% | 272.07K | 116.12 | 0.14% | Share |
| 65 | TSLA | Tesla, Inc. | 336.49 | +5.12% | 955 | -0.1% | 247.5K | 276.65 | 0.12% | Share |
| 66 | QUAL | iShares MSCI US... | 189.54 | +1.60% | 1.42K | +100.00% | 242.84K | 170.89 | 0.12% | Share |
| 67 | NOBL | ProShares S&P 5... | 106.08 | +1.45% | 2.37K | -1.25% | 242.57K | 90.35 | 0.12% | Share |
| 68 | JIRE | JPMorgan Intern... | 73.56 | +1.52% | 3.69K | -6.33% | 234.94K | 52.47 | 0.12% | Share |
| 69 | CVX | Chevron Corpora... | 157.40 | +1.19% | 1.36K | -15.73% | 227.68K | 156.52 | 0.11% | Share |
| 70 | MCD | McDonald's Corp... | 313.20 | -0.01% | 707 | -0.84% | 220.85K | 303.56 | 0.11% | Share |
| 71 | MRVL | Marvell Technol... | 74.22 | +4.23% | 3.54K | 0.00% | 217.71K | 59.42 | 0.11% | Share |
| 72 | SCHX | Schwab U.S. Lar... | 25.57 | +1.65% | 9.73K | 0.00% | 214.96K | 20.66 | 0.11% | Share |
| 73 | IWP | iShares Russell... | 142.43 | +2.28% | 1.82K | 0.00% | 214.07K | 113.43 | 0.11% | Share |
| 74 | KO | The Coca-Cola C... | 70.04 | -0.88% | 2.92K | +100.00% | 209.06K | 71.62 | 0.10% | Share |
| 75 | VZ | Verizon Communi... | 44.59 | -0.98% | 4.53K | +100.00% | 205.56K | 45.36 | 0.10% | Share |