Shira Ridge Wealth Management
CIK Number: 0001961210
200.55M
Market Value
77
# of Holdings
7 months
Avg. Holding Period
51.76%
Win Rate
30.95%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SUSA | iShares MSCI US... | 122.59 | -1.48% | 263.65K | +0.54% | 32.06M | 83.71 | 15.68% |
| 2 | DFAU | Dimensional US ... | 40.89 | -1.21% | 521.32K | -0.87% | 21.11M | 27.4 | 10.33% |
| 3 | IXN | iShares Global ... | 86.70 | -1.63% | 195.62K | +0.97% | 16.58M | 46.28 | 8.11% |
| 4 | YLDE | ClearBridge Div... | 51.84 | -1% | 187.62K | +0.34% | 9.53M | 45.06 | 4.66% |
| 5 | ESGD | iShares ESG Awa... | 89.08 | -1.27% | 117.02K | +6.91% | 8.91M | 67.6 | 4.36% |
| 6 | DFSD | Dimensional Sho... | 47.79 | -0.08% | 180.71K | +55.44% | 8.47M | 47 | 4.14% |
| 7 | DFAI | Dimensional Int... | 34.34 | -1.05% | 266.24K | +6.18% | 7.77M | 25.91 | 3.80% |
| 8 | AAPL | Apple Inc. | 196.25 | -1.48% | 29.67K | +0.31% | 7.43M | 132.15 | 3.64% |
| 9 | XLI | Industrial Sele... | 142.65 | -0.84% | 51.55K | +7.24% | 6.79M | 116.92 | 3.32% |
| 10 | XJH | iShares ESG Scr... | 40.19 | -1.81% | 124.61K | +5.15% | 5.21M | 33.26 | 2.55% |
| 11 | XLV | Health Care Sel... | 136.13 | -0.5% | 37.67K | +7.14% | 5.18M | 136.4 | 2.54% |
| 12 | VIG | Vanguard Divide... | 200.24 | -1.18% | 24.53K | +4.69% | 4.8M | 172.55 | 2.35% |
| 13 | EAGG | iShares ESG U.S... | 46.93 | -0.4% | 102.09K | +60.74% | 4.74M | 47.64 | 2.32% |
| 14 | IUSB | iShares Core To... | 45.63 | -0.38% | 97.93K | +32.24% | 4.43M | 46.4 | 2.17% |
| 15 | VOT | Vanguard Mid-Ca... | 270.00 | -1.24% | 15.25K | +7.27% | 3.87M | 193.47 | 1.89% |
| 16 | SHY | iShares 1-3 Yea... | 82.42 | -0.07% | 46.87K | +126.26% | 3.84M | 82.03 | 1.88% |
| 17 | FLOT | iShares Floatin... | 50.88 | +0.02% | 70.93K | +18.66% | 3.61M | 50.43 | 1.77% |
| 18 | VGT | Vanguard Inform... | 623.31 | -1.65% | 5.78K | +0.71% | 3.59M | 329.91 | 1.76% |
| 19 | DFAT | Dimensional U.S... | 52.52 | -1.53% | 61.09K | -8.09% | 3.4M | 44.18 | 1.66% |
| 20 | GOVT | iShares U.S. Tr... | 22.70 | -0.29% | 131.29K | +32.41% | 3.02M | 23.33 | 1.48% |
| 21 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 15.66K | +1.07% | 2.98M | 91.28 | 1.46% |
| 22 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 6.27K | -10.11% | 2.64M | 246.76 | 1.29% |
| 23 | ILCG | iShares Morning... | 92.41 | -1.29% | 22.72K | -1.53% | 2.04M | 48.68 | 1.00% |
| 24 | IETC | iShares Evolved... | 89.48 | -1.17% | 21.46K | -2.42% | 1.83M | 48.21 | 0.90% |
| 25 | TLT | iShares 20+ Yea... | 86.30 | -1% | 17.47K | +1.84% | 1.53M | 96.55 | 0.75% |
| 26 | COST | Costco Wholesal... | 990.08 | -1.26% | 1.62K | +2.73% | 1.48M | 533.9 | 0.73% |
| 27 | CMF | iShares Califor... | 55.41 | -0.28% | 25.11K | +127.08% | 1.44M | 57.44 | 0.70% |
| 28 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 6.69K | +11.42% | 1.27M | 113.71 | 0.62% |
| 29 | DFSU | Dimensional US ... | 37.83 | -1.61% | 32.38K | -1.33% | 1.23M | 29.09 | 0.60% |
| 30 | META | Meta Platforms,... | 682.74 | -1.53% | 1.83K | +4.86% | 1.07M | 328.49 | 0.53% |
| 31 | VTI | Vanguard Total ... | 293.55 | -1.19% | 3.51K | -4.57% | 1.02M | 191.63 | 0.50% |
| 32 | DFUS | Dimensional U.S... | 64.64 | -1.25% | 14.01K | -1.41% | 892.86K | 45.41 | 0.44% |
| 33 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 6.33K | +16.88% | 850.1K | 68.17 | 0.42% |
| 34 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 3.84K | +8.06% | 841.58K | 115.93 | 0.41% |
| 35 | EFAV | iShares MSCI EA... | 84.81 | -0.81% | 11.69K | -2.51% | 826.26K | 63.81 | 0.40% |
| 36 | CHTR | Charter Communi... | 388.62 | -2.09% | 2.38K | 0.00% | 817.51K | 339.28 | 0.40% |
| 37 | SCHW | The Charles Sch... | 87.35 | -1.3% | 10.97K | 0.00% | 812.22K | 79.62 | 0.40% |
| 38 | DFSI | Dimensional Int... | 38.98 | -1.12% | 24.54K | 0.00% | 806.21K | 28.66 | 0.39% |
| 39 | MMC | Marsh & McLenna... | 217.35 | -0.93% | 3.72K | +0.59% | 790.38K | 170.04 | 0.39% |
| 40 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 1.42K | -0.56% | 762.69K | 367.5 | 0.37% |
| 41 | IYH | iShares U.S. He... | 56.92 | -0.58% | 12.19K | +1.84% | 710.14K | 56.95 | 0.35% |
| 42 | VUG | Vanguard Growth... | 418.25 | -1.39% | 1.72K | -0.58% | 705.96K | 213.11 | 0.35% |
| 43 | EQIX | Equinix, Inc. | 892.08 | -0.48% | 742 | -25.58% | 699.62K | 657.32 | 0.34% |
| 44 | DECK | Deckers Outdoor... | 101.48 | -5.78% | 3.26K | +9.17% | 662.48K | 95.54 | 0.32% |
| 45 | VTV | Vanguard Value ... | 173.34 | -0.81% | 3.67K | -0.6% | 621.84K | 142.27 | 0.30% |
| 46 | IVT | InvenTrust Prop... | 27.80 | -1.28% | 18.57K | -27.5% | 559.48K | 23.67 | 0.27% |
| 47 | SPLG | SPDR Portfolio ... | 70.22 | -1.11% | 7.79K | -3.15% | 536.84K | 46.42 | 0.26% |
| 48 | TDG | TransDigm Group... | 1439.32 | +0.24% | 406 | 0.00% | 514.52K | 629.65 | 0.25% |
| 49 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 2.04K | +5.64% | 489.63K | 161.28 | 0.24% |
| 50 | SCHB | Schwab U.S. Bro... | 23.00 | -1.22% | 21.11K | +200.00% | 479.29K | 14.94 | 0.23% |
| 51 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 1.79K | 0.00% | 473.29K | 203.81 | 0.23% |
| 52 | VB | Vanguard Small ... | 229.60 | -1.65% | 1.87K | +3.14% | 449.41K | 223.83 | 0.22% |
| 53 | HDV | iShares Core Hi... | 118.05 | -0.27% | 3.71K | -37.2% | 416.59K | 103.88 | 0.20% |
| 54 | MTN | Vail Resorts, I... | 151.34 | -1.47% | 2.21K | 0.00% | 414.45K | 238.35 | 0.20% |
| 55 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 1.73K | +0.46% | 402.01K | 116.12 | 0.20% |
| 56 | MRVL | Marvell Technol... | 67.20 | -3.5% | 3.54K | +0.74% | 390.55K | 59.42 | 0.19% |
| 57 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 956 | +11.81% | 386.07K | 276.65 | 0.19% |
| 58 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 731 | -0.81% | 373.53K | 323.65 | 0.18% |
| 59 | ITOT | iShares Core S&... | 130.30 | -1.21% | 2.79K | +0.11% | 358.59K | 84.85 | 0.18% |
| 60 | IJH | iShares Core S&... | 60.25 | -1.54% | 5.62K | +0.04% | 350.42K | 50.72 | 0.17% |
| 61 | IVW | iShares S&P 500... | 105.11 | -1.22% | 3.11K | -3.15% | 315.35K | 93.45 | 0.15% |
| 62 | IFRA | iShares U.S. In... | 48.19 | -1.13% | 6.46K | -76.68% | 299.26K | 36.38 | 0.15% |
| 63 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 649 | +4.85% | 294.18K | 355.06 | 0.14% |
| 64 | SYK | Stryker Corpora... | 377.25 | -0.85% | 803 | +100.00% | 289.12K | 360.05 | 0.14% |
| 65 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 4.25K | +0.45% | 251.36K | 53.25 | 0.12% |
| 66 | NOBL | ProShares S&P 5... | 99.79 | -1.29% | 2.4K | -50.6% | 239.32K | 90.35 | 0.12% |
| 67 | ESML | iShares ESG Awa... | 40.05 | -1.77% | 5.67K | -1.05% | 238.51K | 38.13 | 0.12% |
| 68 | T | AT&T Inc. | 28.17 | -0.34% | 10.47K | +100.00% | 238.33K | 22.77 | 0.12% |
| 69 | CVX | Chevron Corpora... | 145.87 | +0.62% | 1.61K | -2.36% | 233.92K | 156.52 | 0.11% |
| 70 | IWP | iShares Russell... | 133.39 | -1.29% | 1.82K | -0.49% | 230.94K | 113.43 | 0.11% |
| 71 | JIRE | JPMorgan Intern... | 69.62 | -1.32% | 3.94K | +4.40% | 230.29K | 52.47 | 0.11% |
| 72 | SCHX | Schwab U.S. Lar... | 23.61 | -1.21% | 9.73K | +200.00% | 225.67K | 20.66 | 0.11% |
| 73 | VTIP | Vanguard Short-... | 49.95 | +0.06% | 4.45K | -80.67% | 215.27K | 46.71 | 0.11% |
| 74 | MCD | McDonald's Corp... | 301.85 | -0.43% | 713 | +6.90% | 206.69K | 303.57 | 0.10% |
| 75 | IVV | iShares Core S&... | 599.72 | -1.12% | 351 | 0.00% | 206.68K | 576.82 | 0.10% |
| 76 | SCHD | Schwab U.S. Div... | 26.90 | -0.43% | 7.55K | +100.00% | 206.25K | 27.32 | 0.10% |
| 77 | XLK | Technology Sele... | 239.10 | -1.43% | 870 | +100.00% | 202.29K | 232.52 | 0.10% |