Shira Ridge Wealth Management Top Holdings and 13F Report (2026) About Shira Ridge Wealth ManagementInvestment ActivityShira Ridge Wealth Management has $252.73 million in total holdings as of March 31, 2026.Shira Ridge Wealth Management owns shares of 79 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.91% of the portfolio was purchased this quarter.About 3.55% of the portfolio was sold this quarter.This quarter, Shira Ridge Wealth Management has purchased 83 new stocks and bought additional shares in 27 stocks.Shira Ridge Wealth Management sold shares of 33 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares MSCI USA ESG Select ETF $38,437,721Dimensional US Core Equity Market ETF $25,462,169iShares U.S. Equity Factor Rotation Active ETF $15,773,354Dimensional Short-Duration Fixed Income ETF $13,561,052iShares Expanded Tech Sector ETF $13,250,515 Largest New Holdings this Quarter 191216100 - CocaCola $208,301 Holding464286608 - iShares MSCI Eurozone ETF $200,260 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 50,876 shares (about $4.20M)iShares U.S. Equity Factor Rotation Active ETF 50,792 shares (about $2.96M)iShares Expanded Tech Sector ETF 21,680 shares (about $2.57M)iShares Floating Rate Bond ETF 45,716 shares (about $2.33M)Dimensional Short-Duration Fixed Income ETF 38,556 shares (about $1.85M) Largest Sales this Quarter iShares Robotics and Artificial Intelligence Multisector ETF 75,487 shares (about $3.51M)Vanguard Dividend Appreciation ETF 7,427 shares (about $1.60M)SPDR Gold MiniShares Trust 6,905 shares (about $640.02K)Dimensional International Core Equity Market ETF 11,292 shares (about $439.94K)Industrial Select Sector SPDR Fund 2,060 shares (about $333.17K) 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$38,437,721$192,866 ▲0.5%290,97415.2%ETFDFAUDimensional US Core Equity Market ETF$25,462,169$446,688 ▲1.8%564,32110.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$15,773,354$2,955,078 ▲23.1%271,1136.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$13,561,052$1,846,061 ▲15.8%283,2305.4%ETFIGMiShares Expanded Tech Sector ETF$13,250,515$2,569,303 ▲24.1%111,8095.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$13,035,860$23,618 ▼-0.2%136,3305.2%ManufacturingDFAIDimensional International Core Equity Market ETF$10,262,337$439,936 ▼-4.1%263,4074.1%ETFYLDEFranklin ClearBridge Enhanced Income ETF$10,224,367$92,814 ▼-0.9%189,3654.0%ManufacturingFLOTiShares Floating Rate Bond ETF$9,397,679$2,329,231 ▲33.0%184,4493.7%ETFXLIIndustrial Select Sector SPDR Fund$9,232,248$333,166 ▼-3.5%57,0843.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$8,293,909$4,200,831 ▲102.6%100,4473.3%ManufacturingAAPLApple$7,353,085$39,338 ▼-0.5%28,9732.9%Computer and TechnologyIXNiShares Global Tech ETF$7,045,979$41,787 ▼-0.6%70,4812.8%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$5,537,816$1,481,230 ▲36.5%116,4632.2%ETFIUSBiShares Core Total USD Bond Market ETF$5,303,166$765,553 ▲16.9%114,8122.1%ManufacturingGOOGAlphabet$4,444,454$44,751 ▼-1.0%15,4931.8%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$4,345,867$780,429 ▲21.9%189,6931.7%ETFCAPITAL GROUP DIVIDEND GROWE$4,021,626$1,617,223 ▲67.3%112,0231.6%SHS ETFGLDMSPDR Gold MiniShares Trust$3,552,808$640,025 ▼-15.3%38,3301.4%FinanceVGTVanguard Information Technology ETF$3,548,890$18,142 ▼-0.5%5,0861.4%ETFMSFTMicrosoft$2,372,765$24,061 ▲1.0%6,4100.9%Computer and TechnologyILCGiShares Morningstar Growth ETF$2,123,9760.0%22,2450.8%ETFVIGVanguard Dividend Appreciation ETF$2,080,305$1,597,273 ▼-43.4%9,6730.8%ETFGOOGLAlphabet$2,062,741$125,093 ▲6.5%7,1730.8%Computer and TechnologyCOSTCostco Wholesale$1,700,197$34,881 ▲2.1%1,7060.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,517,144$206,927 ▼-12.0%4,7290.6%ETFIETCiShares U.S. Tech Independence Focused ETF$1,499,000$11,843 ▼-0.8%16,9610.6%ETFVOTVanguard Mid-Cap Growth ETF$1,257,689$53,015 ▼-4.0%4,8870.5%ETFNVDANVIDIA$1,201,856$10,988 ▲0.9%6,8910.5%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$1,135,687$9,410 ▼-0.8%27,6390.4%ETFMETAMeta Platforms$1,112,284$31,469 ▼-2.8%1,9440.4%Computer and TechnologyXJHiShares ESG Select Screened S&P Mid-Cap ETF$1,075,314$190,282 ▼-15.0%23,7010.4%ETFSCHWCharles Schwab$1,033,9110.0%11,0010.4%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$1,024,552$16,356 ▼-1.6%11,2130.4%ETFAMZNAmazon.com$886,397$17,286 ▲2.0%4,2560.4%Retail/WholesaleDFUSDimensional U.S. Equity ETF$862,102$6,453 ▼-0.7%12,1580.3%ETFDFATDimensional U.S. Targeted Value ETF$824,215$17,049 ▼-2.0%13,1980.3%ETFCMFiShares California Muni Bond ETF$821,513$76,477 ▲10.3%14,4480.3%ETFVOOVanguard S&P 500 ETF$773,792$6,573 ▼-0.8%1,2950.3%ETFEQIXEquinix$756,7450.0%7720.3%FinanceDFSIDimensional International Sustainability Core 1 ETF$753,024$62,074 ▼-7.6%17,7600.3%ETFVUGVanguard Growth ETF$723,761$437 ▲0.1%1,6570.3%ETFVTVVanguard Value ETF$673,162$8,240 ▼-1.2%3,4310.3%ETFMARSH & MCLENNAN COS INC$631,5310.0%3,6410.2%COMJPMJPMorgan Chase & Co.$602,911$3,235 ▼-0.5%2,0500.2%FinanceSCHBSchwab US Broad Market ETF$529,9650.0%21,1140.2%ETFSPLGSPDR Portfolio S&P 500 ETF$529,427$67,279 ▲14.6%6,9170.2%ETFCVXChevron$524,928$41,796 ▼-7.4%2,5370.2%EnergyCHTRCharter Communications$510,5560.0%2,3650.2%Consumer DiscretionaryVOVanguard Mid-Cap ETF$499,084$1,723 ▼-0.3%1,7380.2%ETFTDGTransdigm Group$470,5380.0%4060.2%AerospaceAVGOBroadcom$442,599$4,952 ▲1.1%1,4300.2%Computer and TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$430,682$3,512,413 ▼-89.1%9,2560.2%ManufacturingQQQInvesco QQQ$416,522$5,192 ▼-1.2%7220.2%FinanceCSCOCisco Systems$381,528$78 ▲0.0%4,9170.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$370,033$4,985 ▼-1.3%2,5980.1%ETFIVWiShares S&P 500 Growth ETF$365,572$10,293 ▲2.9%3,2320.1%ETFHDViShares Core High Dividend ETF$357,7490.0%2,6360.1%ETFTSLATesla$343,125$5,204 ▲1.5%9230.1%Auto/Tires/TrucksMRVLMarvell Technology$343,0100.0%3,4630.1%Computer and TechnologyJIREJPMorgan International Research Enhanced Equity ETF$341,815$3,560 ▲1.1%4,5130.1%ETFBRK.BBerkshire Hathaway$335,9190.0%7010.1%FinanceSYKStryker$300,0030.0%9130.1%MedicalNEMNewmont$265,730$8,876 ▼-3.2%2,4550.1%Basic MaterialsTAT&T$258,678$986 ▲0.4%8,9230.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$249,6170.0%9,7350.1%ETFMCKMcKesson$248,3580.0%2870.1%MedicalVZVerizon Communications$242,526$5,472 ▼-2.2%4,8310.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$233,4350.0%1,8220.1%ETFGLDSPDR Gold Shares$231,926$2,151 ▼-0.9%5390.1%FinanceIJHiShares Core S&P Mid-Cap ETF$228,302$33,492 ▼-12.8%3,3810.1%ETFXLKTechnology Select Sector SPDR Fund$219,5510.0%1,6520.1%ETFMCDMcDonald's$219,4180.0%7060.1%Retail/WholesaleIVEiShares S&P 500 Value ETF$211,995$7,390 ▼-3.4%1,0040.1%ETFVBVanguard Small-Cap ETF$209,737$2,618 ▲1.3%8010.1%ETFKOCocaCola$208,301$208,301 ▲New Holding2,7390.1%Consumer StaplesIVViShares Core S&P 500 ETF$207,393$3,925 ▲1.9%3170.1%ETFIWBiShares Russell 1000 ETF$205,3790.0%5760.1%ETFEZUiShares MSCI Eurozone ETF$200,260$200,260 ▲New Holding3,1970.1%ETFIYHiShares U.S. Healthcare ETF$0$379,805 ▼-100.0%00.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$0$233,993 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$223,889 ▼-100.0%00.0%MedicalBLACKROCK ETF TRUST II$0$223,336 ▼-100.0%00.0%ISHARES SHORT-TEGEGE Aerospace$0$202,684 ▼-100.0%00.0%AerospaceABBVAbbVie$0$202,425 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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