Shira Ridge Wealth Management Top Holdings and 13F Report (2025) About Shira Ridge Wealth ManagementInvestment ActivityShira Ridge Wealth Management has $204.39 million in total holdings as of December 31, 2024.Shira Ridge Wealth Management owns shares of 77 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 7.43% of the portfolio was purchased this quarter.About 3.46% of the portfolio was sold this quarter.This quarter, Shira Ridge Wealth Management has purchased 81 new stocks and bought additional shares in 42 stocks.Shira Ridge Wealth Management sold shares of 24 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares MSCI USA ESG Select ETF $32,057,061Dimensional US Core Equity Market ETF $21,108,112iShares Global Tech ETF $16,579,128ClearBridge Dividend Strategy ESG ETF $9,526,864iShares ESG Aware MSCI EAFE ETF $8,909,765 Largest New Holdings this Quarter Stryker $289,120 HoldingAT&T $238,334 HoldingSchwab US Dividend Equity ETF $206,245 HoldingTechnology Select Sector SPDR Fund $202,292 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 64,454 shares (about $3.02M)iShares 1-3 Year Treasury Bond ETF 26,155 shares (about $2.14M)iShares ESG Aware U.S. Aggregate Bond ETF 38,578 shares (about $1.79M)iShares Core Total USD Bond Market ETF 23,874 shares (about $1.08M)iShares California Muni Bond ETF 14,053 shares (about $804.96K) Largest Sales this Quarter iShares U.S. Infrastructure ETF 21,254 shares (about $983.85K)Vanguard Short-Term Inflation-Protected Securities ETF 18,557 shares (about $898.52K)Dimensional U.S. Targeted Value ETF 5,380 shares (about $299.45K)Microsoft 706 shares (about $297.56K)iShares Core High Dividend ETF 2,198 shares (about $246.74K) 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$32,057,061$172,658 ▲0.5%263,64915.7%ETFDFAUDimensional US Core Equity Market ETF$21,108,112$186,254 ▼-0.9%521,31710.3%ETFIXNiShares Global Tech ETF$16,579,128$158,821 ▲1.0%195,6248.1%ETFYLDEClearBridge Dividend Strategy ESG ETF$9,526,864$32,295 ▲0.3%187,6194.7%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$8,909,765$575,695 ▲6.9%117,0184.4%ManufacturingDFSDDimensional Short-Duration Fixed Income ETF$8,471,450$3,021,603 ▲55.4%180,7054.1%ETFDFAIDimensional International Core Equity Market ETF$7,774,179$452,512 ▲6.2%266,2393.8%ETFAAPLApple$7,430,085$22,789 ▲0.3%29,6703.6%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$6,792,887$458,393 ▲7.2%51,5553.3%ETFXJHiShares ESG Screened S&P Mid-Cap ETF$5,212,975$255,409 ▲5.2%124,6052.6%ETFXLVHealth Care Select Sector SPDR Fund$5,182,935$345,437 ▲7.1%37,6752.5%ETFVIGVanguard Dividend Appreciation ETF$4,803,154$215,023 ▲4.7%24,5272.4%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$4,741,292$1,791,562 ▲60.7%102,0952.3%ETFIUSBiShares Core Total USD Bond Market ETF$4,426,391$1,079,105 ▲32.2%97,9292.2%ManufacturingVOTVanguard Mid-Cap Growth ETF$3,869,199$262,125 ▲7.3%15,2481.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,842,403$2,144,187 ▲126.3%46,8701.9%ManufacturingFLOTiShares Floating Rate Bond ETF$3,608,971$567,465 ▲18.7%70,9311.8%ETFVGTVanguard Information Technology ETF$3,592,878$25,495 ▲0.7%5,7781.8%ETFDFATDimensional U.S. Targeted Value ETF$3,400,047$299,451 ▼-8.1%61,0861.7%ETFGOVTiShares U.S. Treasury Bond ETF$3,017,159$738,577 ▲32.4%131,2951.5%ETFGOOGAlphabet$2,981,594$31,614 ▲1.1%15,6561.5%Computer and TechnologyMSFTMicrosoft$2,644,311$297,559 ▼-10.1%6,2741.3%Computer and TechnologyILCGiShares Morningstar Growth ETF$2,036,003$31,719 ▼-1.5%22,7231.0%ETFIETCiShares U.S. Tech Independence Focused ETF$1,830,997$45,391 ▼-2.4%21,4600.9%ETFTLTiShares 20+ Year Treasury Bond ETF$1,525,393$27,596 ▲1.8%17,4670.7%ETFCOSTCostco Wholesale$1,482,580$39,401 ▲2.7%1,6180.7%Retail/WholesaleCMFiShares California Muni Bond ETF$1,438,369$804,962 ▲127.1%25,1110.7%ETFGOOGLAlphabet$1,266,826$129,863 ▲11.4%6,6920.6%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$1,227,316$16,524 ▼-1.3%32,3830.6%ETFMETAMeta Platforms$1,073,290$49,771 ▲4.9%1,8330.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,016,296$48,685 ▼-4.6%3,5070.5%ETFDFUSDimensional U.S. Equity ETF$892,863$12,750 ▼-1.4%14,0060.4%ETFNVDANVIDIA$850,102$122,748 ▲16.9%6,3300.4%Computer and TechnologyAMZNAmazon.com$841,580$62,746 ▲8.1%3,8360.4%Retail/WholesaleEFAViShares MSCI EAFE Min Vol Factor ETF$826,262$21,284 ▼-2.5%11,6850.4%ETFCHTRCharter Communications$817,5060.0%2,3850.4%Consumer DiscretionarySCHWCharles Schwab$812,2190.0%10,9740.4%FinanceDFSIDimensional International Sustainability Core 1 ETF$806,2050.0%24,5420.4%ETFMMCMarsh & McLennan Companies$790,378$4,673 ▲0.6%3,7210.4%FinanceVOOVanguard S&P 500 ETF$762,687$4,309 ▼-0.6%1,4160.4%ETFIYHiShares U.S. Healthcare ETF$710,139$12,819 ▲1.8%12,1870.3%ETFVUGVanguard Growth ETF$705,957$4,104 ▼-0.6%1,7200.3%ETFEQIXEquinix$699,624$240,437 ▼-25.6%7420.3%FinanceDECKDeckers Outdoor$662,480$55,647 ▲9.2%3,2620.3%Retail/WholesaleVTVVanguard Value ETF$621,839$3,725 ▼-0.6%3,6730.3%ETFIVTInvenTrust Properties$559,475$212,262 ▼-27.5%18,5690.3%FinanceSPLGSPDR Portfolio S&P 500 ETF$536,836$17,442 ▼-3.1%7,7870.3%ETFTDGTransDigm Group$514,5160.0%4060.3%AerospaceJPMJPMorgan Chase & Co.$489,632$26,123 ▲5.6%2,0430.2%FinanceSCHBSchwab US Broad Market ETF$479,291$319,527 ▲200.0%21,1140.2%ETFVOVanguard Mid-Cap ETF$473,2890.0%1,7920.2%ETFVBVanguard Small-Cap ETF$449,412$13,699 ▲3.1%1,8700.2%ETFHDViShares Core High Dividend ETF$416,589$246,743 ▼-37.2%3,7110.2%ETFMTNVail Resorts$414,4520.0%2,2110.2%Consumer DiscretionaryAVGOBroadcom$402,011$1,855 ▲0.5%1,7340.2%Computer and TechnologyMRVLMarvell Technology$390,551$2,872 ▲0.7%3,5360.2%Computer and TechnologyTSLATesla$386,071$40,788 ▲11.8%9560.2%Auto/Tires/TrucksQQQInvesco QQQ$373,530$3,066 ▼-0.8%7310.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$358,593$386 ▲0.1%2,7880.2%ETFIJHiShares Core S&P Mid-Cap ETF$350,416$125 ▲0.0%5,6240.2%ETFIVWiShares S&P 500 Growth ETF$315,352$10,255 ▼-3.1%3,1060.2%ETFIFRAiShares U.S. Infrastructure ETF$299,265$983,848 ▼-76.7%6,4650.1%ETFBRK.BBerkshire Hathaway$294,179$13,598 ▲4.8%6490.1%FinanceSYKStryker$289,120$289,120 ▲New Holding8030.1%MedicalCSCOCisco Systems$251,363$1,125 ▲0.4%4,2460.1%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$239,318$245,092 ▼-50.6%2,4040.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$238,508$2,523 ▼-1.0%5,6720.1%ETFTAT&T$238,334$238,334 ▲New Holding10,4670.1%Computer and TechnologyCVXChevron$233,916$5,649 ▼-2.4%1,6150.1%Oils/EnergyIWPiShares Russell Mid-Cap Growth ETF$230,939$1,141 ▼-0.5%1,8220.1%ETFJIREJPMorgan International Research Enhanced Equity ETF$230,295$9,713 ▲4.4%3,9360.1%ETFSCHXSchwab US Large-Cap ETF$225,668$150,445 ▲200.0%9,7350.1%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$215,273$898,520 ▼-80.7%4,4460.1%ManufacturingMCDMcDonald's$206,692$13,335 ▲6.9%7130.1%Retail/WholesaleIVViShares Core S&P 500 ETF$206,6810.0%3510.1%ETFSCHDSchwab US Dividend Equity ETF$206,245$206,245 ▲New Holding7,5490.1%ETFXLKTechnology Select Sector SPDR Fund$202,292$202,292 ▲New Holding8700.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$0$877,136 ▼-100.0%00.0%ETFICSHiShares Ultra Short-Term Bond Active ETF$0$825,489 ▼-100.0%00.0%ETFTFLOiShares Treasury Floating Rate Bond ETF$0$487,480 ▼-100.0%00.0%ETFLMTLockheed Martin$0$232,070 ▼-100.0%00.0%AerospaceEFGiShares MSCI EAFE Growth ETF$0$205,195 ▼-100.0%00.0%ETFCLColgate-Palmolive$0$202,949 ▼-100.0%00.0%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$0$202,788 ▼-100.0%00.0%ETFICLNiShares Global Clean Energy ETF$0$197,644 ▼-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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