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Shira Ridge Wealth Management 13F holdings

Filed 2026-07-09 · Shira Ridge Wealth Management · 83 positions · $286.6M

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TickerCompanySharesValue% of portfolio
SUSAISHARES TR288.1K$44.5M15.5%
DFAUDIMENSIONAL ETF TRUST568.9K$29.4M10.3%
DYNFBLACKROCK ETF TRUST280.2K$19.1M6.6%
IGMISHARES TR106.1K$17.4M6.1%
DFSDDIMENSIONAL ETF TRUST296.4K$14.2M4.9%
ESGDISHARES TR135.1K$13.9M4.8%
FLOTISHARES TR214.7K$11.0M3.8%
DFAIDIMENSIONAL ETF TRUST262.1K$10.8M3.8%
XLISELECT SECTOR SPDR TR57.6K$10.7M3.7%
—LEGG MASON ETF INVT188.7K$10.5M3.7%
SHYISHARES TR124.4K$10.2M3.6%
IXNISHARES TR69.3K$10.0M3.5%
AAPLAPPLE INC25.8K$7.5M2.6%
DFSBDIMENSIONAL ETF TRUST126.9K$6.6M2.3%
GOOGALPHABET INC14.8K$5.2M1.8%
VGTVANGUARD WORLD FD40.2K$4.8M1.7%
IUSBISHARES TR103.9K$4.8M1.7%
CGDGCAPITAL GROUP DIVIDEND GROWE119.2K$4.5M1.6%
GOVTISHARES TR195.4K$4.5M1.6%
ILCGISHARES TR22.1K$2.6M0.9%
MSFTMICROSOFT CORP6.4K$2.4M0.8%
GOOGLALPHABET INC6.5K$2.3M0.8%
VIGVANGUARD SPECIALIZED FUNDS9.7K$2.3M0.8%
GLDMWORLD GOLD TR26.4K$2.1M0.7%
VTIVANGUARD INDEX FDS4.8K$1.8M0.6%
IETCISHARES U S ETF TR16.2K$1.7M0.6%
COSTCOSTCO WHOLESALE CORPORATION1.7K$1.6M0.6%
NVDANVIDIA CORPORATION6.9K$1.4M0.5%
VOTVANGUARD INDEX FDS4.2K$1.3M0.5%
XJHISHARES TR22.9K$1.2M0.4%
DFSUDIMENSIONAL ETF TRUST23.6K$1.1M0.4%
METAMETA PLATFORMS INC1.9K$1.1M0.4%
AMZNAMAZON COM INC4.2K$1.0M0.4%
SCHWSCHWAB CHARLES CORP10.9K$1.0M0.4%
DFUSDIMENSIONAL ETF TRUST12.2K$996,2020.3%
EFAVISHARES TR11.1K$974,5650.3%
MRVLMARVELL TECHNOLOGY INC3.1K$924,3530.3%
DFATDIMENSIONAL ETF TRUST13.0K$908,9800.3%
VOOVANGUARD INDEX FDS1.3K$889,3790.3%
CMFISHARES TR14.7K$850,1320.3%
VUGVANGUARD INDEX FDS9.9K$849,7710.3%
SPYMSPDR SERIES TRUST9.1K$797,5110.3%
EQIXEQUINIX INC762$794,3010.3%
VTVVANGUARD INDEX FDS3.4K$742,2700.3%
JPMJPMORGAN CHASE & CO2.0K$670,8960.2%
SCHBSCHWAB STRATEGIC TR21.1K$611,4650.2%
DFSIDIMENSIONAL ETF TRUST13.3K$601,6340.2%
CSCOCISCO SYS INC4.9K$574,9260.2%
AVGOBROADCOM INC1.5K$559,4480.2%
TDGTRANSDIGM GROUP INC406$540,8080.2%
QQQINVESCO QQQ TR722$531,4230.2%
AVGEAMERICAN CENTY ETF TR5.0K$497,3830.2%
IVWISHARES TR3.5K$477,9170.2%
MRSHMARSH & MCLENNAN COS INC2.7K$445,5090.2%
CVXCHEVRON CORPORATION2.5K$420,5510.1%
ITOTISHARES TR2.5K$411,4960.1%
TSLATESLA INC926$389,4760.1%
VOVANGUARD INDEX FDS4.8K$382,7780.1%
AMDADVANCED MICRO DEVICES INC619$359,5830.1%
KLACKLA CORP1.2K$356,0180.1%
Top Fund Holdings
13F
Top Fund Holdings

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