Shira Ridge Wealth Management Top Holdings and 13F Report (2024) About Shira Ridge Wealth ManagementInvestment ActivityShira Ridge Wealth Management has $196.11 million in total holdings as of September 30, 2024.Shira Ridge Wealth Management owns shares of 81 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 10.73% of the portfolio was purchased this quarter.About 6.63% of the portfolio was sold this quarter.This quarter, Shira Ridge Wealth Management has purchased 75 new stocks and bought additional shares in 30 stocks.Shira Ridge Wealth Management sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares MSCI USA ESG Select ETF $31,564,522Dimensional US Core Equity Market ETF $20,873,627iShares Global Tech ETF $15,990,163ClearBridge Dividend Strategy ESG ETF $9,421,606iShares ESG Aware MSCI EAFE ETF $9,212,972 Largest New Holdings this Quarter iShares U.S. Treasury Bond ETF $2,325,185 HoldingLockheed Martin $232,070 HoldingCisco Systems $224,961 HoldingTesla $223,694 HoldingiShares MSCI EAFE Growth ETF $205,195 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 67,525 shares (about $3.22M)iShares ESG Aware U.S. Aggregate Bond ETF 56,504 shares (about $2.75M)iShares Core Total USD Bond Market ETF 55,294 shares (about $2.61M)iShares U.S. Treasury Bond ETF 99,155 shares (about $2.33M)Vanguard Dividend Appreciation ETF 9,191 shares (about $1.82M) Largest Sales this Quarter iShares U.S. Infrastructure ETF 36,669 shares (about $1.72M)Vanguard Short-Term Inflation-Protected Securities ETF 33,519 shares (about $1.65M)iShares Ultra Short-Term Bond Active ETF 29,967 shares (about $1.52M)iShares MSCI USA ESG Select ETF 10,658 shares (about $1.28M)iShares Core High Dividend ETF 10,845 shares (about $1.28M) Sector Allocation Over TimeMap of 500 Largest Holdings ofShira Ridge Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSUSAiShares MSCI USA ESG Select ETF$31,564,522$1,282,904 ▼-3.9%262,22916.1%ETFDFAUDimensional US Core Equity Market ETF$20,873,627$237,187 ▼-1.1%525,91710.6%ETFIXNiShares Global Tech ETF$15,990,163$212,679 ▲1.3%193,7508.2%ETFYLDEClearBridge Dividend Strategy ESG ETF$9,421,606$88,783 ▼-0.9%186,9834.8%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$9,212,972$288,702 ▲3.2%109,4574.7%ManufacturingDFAIDimensional International Core Equity Market ETF$7,968,581$545,853 ▲7.4%250,7424.1%ETFAAPLApple$6,891,811$30,057 ▼-0.4%29,5793.5%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$6,511,413$1,154,084 ▲21.5%48,0763.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$5,549,823$3,223,644 ▲138.6%116,2512.8%ETFXLVHealth Care Select Sector SPDR Fund$5,416,002$152,173 ▲2.9%35,1642.8%ETFXJHiShares ESG Screened S&P Mid-Cap ETF$5,011,187$386,982 ▼-7.2%118,5002.6%ETFVIGVanguard Dividend Appreciation ETF$4,640,360$1,820,374 ▲64.6%23,4292.4%ETFDFATDimensional U.S. Targeted Value ETF$3,697,504$679,687 ▼-15.5%66,4661.9%ETFIUSBiShares Core Total USD Bond Market ETF$3,489,472$2,605,454 ▲294.7%74,0551.8%ManufacturingVOTVanguard Mid-Cap Growth ETF$3,460,944$414,875 ▲13.6%14,2151.8%ETFVGTVanguard Information Technology ETF$3,364,941$12,317 ▲0.4%5,7371.7%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,086,291$2,745,529 ▲805.7%63,5171.6%ETFFLOTiShares Floating Rate Bond ETF$3,051,071$952,662 ▼-23.8%59,7781.6%ETFMSFTMicrosoft$3,003,351$154,470 ▼-4.9%6,9801.5%Computer and TechnologyGOOGAlphabet$2,589,8130.0%15,4901.3%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$2,325,185$2,325,185 ▲New Holding99,1551.2%ETFILCGiShares Morningstar Growth ETF$1,939,4120.0%23,0771.0%ETFIETCiShares U.S. Tech Independence Focused ETF$1,723,529$236,915 ▲15.9%21,9920.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,722,452$803,312 ▲87.4%20,7150.9%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$1,682,513$1,399,593 ▲494.7%17,1510.9%ETFCOSTCostco Wholesale$1,396,258$172,870 ▲14.1%1,5750.7%Retail/WholesaleIFRAiShares U.S. Infrastructure ETF$1,301,961$1,722,342 ▼-57.0%27,7190.7%ETFDFSUDimensional US Sustainability Core 1 ETF$1,220,210$140,987 ▼-10.4%32,8190.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,134,276$1,652,819 ▼-59.3%23,0030.6%ManufacturingVTIVanguard Total Stock Market ETF$1,040,495$849 ▲0.1%3,6750.5%ETFMETAMeta Platforms$1,000,674$33,776 ▼-3.3%1,7480.5%Computer and TechnologyGOOGLAlphabet$996,122$60,039 ▲6.4%6,0060.5%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$919,347$35,973 ▼-3.8%11,9860.5%ETFEQIXEquinix$884,967$2,663 ▲0.3%9970.5%FinanceDFUSDimensional U.S. Equity ETF$883,594$124,833 ▲16.5%14,2060.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$877,136$72,335 ▼-7.6%17,2190.4%ETFDFSIDimensional International Sustainability Core 1 ETF$877,0130.0%24,5420.4%ETFICSHiShares Ultra Short-Term Bond Active ETF$825,489$1,520,525 ▼-64.8%16,2690.4%ETFMMCMarsh & McLennan Companies$825,210$1,785 ▼-0.2%3,6990.4%FinanceIYHiShares U.S. Healthcare ETF$777,858$17,290 ▲2.3%11,9670.4%ETFCHTRCharter Communications$772,9310.0%2,3850.4%Consumer DiscretionaryVOOVanguard S&P 500 ETF$751,1390.0%1,4240.4%ETFIVTInvenTrust Properties$726,6660.0%25,6140.4%FinanceSCHWCharles Schwab$711,196$130 ▲0.0%10,9740.4%FinanceHDViShares Core High Dividend ETF$695,037$1,275,626 ▼-64.7%5,9090.4%ETFVUGVanguard Growth ETF$664,199$1,536 ▼-0.2%1,7300.3%ETFAMZNAmazon.com$661,472$1,863 ▼-0.3%3,5500.3%Retail/WholesaleNVDANVIDIA$657,752$12,145 ▲1.9%5,4160.3%Computer and TechnologyVTVVanguard Value ETF$645,036$11,172 ▲1.8%3,6950.3%ETFCMFiShares California Muni Bond ETF$642,591$137,142 ▲27.1%11,0580.3%ETFTDGTransDigm Group$579,415$806,329 ▼-58.2%4060.3%AerospaceSPLGSPDR Portfolio S&P 500 ETF$542,780$40,033 ▼-6.9%8,0400.3%ETFNOBLProShares S&P 500 Aristocrats ETF$519,494$111,884 ▼-17.7%4,8660.3%ETFTFLOiShares Treasury Floating Rate Bond ETF$487,480$220,312 ▼-31.1%9,6340.2%ETFDECKDeckers Outdoor$476,437$397,031 ▲500.0%2,9880.2%Retail/WholesaleVOVanguard Mid-Cap ETF$472,7510.0%1,7920.2%ETFSCHBSchwab US Broad Market ETF$468,1760.0%7,0380.2%ETFVBVanguard Small-Cap ETF$430,094$144,235 ▲50.5%1,8130.2%ETFJPMJPMorgan Chase & Co.$407,723$1,476 ▼-0.4%1,9340.2%FinanceMTNVail Resorts$385,3550.0%2,2110.2%Consumer DiscretionaryQQQInvesco QQQ$359,537$5,854 ▲1.7%7370.2%FinanceIJHiShares Core S&P Mid-Cap ETF$350,389$13,587 ▲4.0%5,6220.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$349,8520.0%2,7850.2%ETFIVWiShares S&P 500 Growth ETF$307,070$26,810 ▲9.6%3,2070.2%ETFAVGOBroadcom$297,735$268,410 ▲915.3%1,7260.2%Computer and TechnologyBRK.BBerkshire Hathaway$284,9010.0%6190.1%FinanceMRVLMarvell Technology$253,1410.0%3,5100.1%Business ServicesJIREJPMorgan International Research Enhanced Equity ETF$248,933$73,491 ▼-22.8%3,7700.1%ETFCVXChevron$243,592$62,444 ▼-20.4%1,6540.1%Oils/EnergyESMLiShares ESG Aware MSCI USA Small-Cap ETF$239,712$3,220 ▼-1.3%5,7320.1%ETFLMTLockheed Martin$232,070$232,070 ▲New Holding3970.1%AerospaceCSCOCisco Systems$224,961$224,961 ▲New Holding4,2270.1%Computer and TechnologyTSLATesla$223,694$223,694 ▲New Holding8550.1%Auto/Tires/TrucksSCHXSchwab US Large-Cap ETF$220,2040.0%3,2450.1%ETFIWPiShares Russell Mid-Cap Growth ETF$214,7580.0%1,8310.1%ETFEFGiShares MSCI EAFE Growth ETF$205,195$205,195 ▲New Holding1,9060.1%ETFMCDMcDonald's$203,108$203,108 ▲New Holding6670.1%Retail/WholesaleCLColgate-Palmolive$202,949$202,949 ▲New Holding1,9550.1%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$202,788$202,788 ▲New Holding1,1310.1%ETFIVViShares Core S&P 500 ETF$202,517$202,517 ▲New Holding3510.1%ETFICLNiShares Global Clean Energy ETF$197,644$29,160 ▼-12.9%13,4540.1%ETFLIBERTY GLOBAL LTD$0$582,927 ▼-100.0%00.0%COM CL CCCICrown Castle$0$493,971 ▼-100.0%00.0%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$0$303,744 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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