Shira Ridge Wealth Management Top Holdings and 13F Report (2025) About Shira Ridge Wealth ManagementInvestment ActivityShira Ridge Wealth Management has $200.55 million in total holdings as of March 31, 2025.Shira Ridge Wealth Management owns shares of 75 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 10.57% of the portfolio was purchased this quarter.About 9.00% of the portfolio was sold this quarter.This quarter, Shira Ridge Wealth Management has purchased 77 new stocks and bought additional shares in 22 stocks.Shira Ridge Wealth Management sold shares of 33 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares MSCI USA ESG Select ETF $33,022,576Dimensional US Core Equity Market ETF $20,204,593iShares ESG Aware MSCI EAFE ETF $10,445,634ClearBridge Dividend Strategy ESG ETF $9,289,154Dimensional International Core Equity Market ETF $8,400,932 Largest New Holdings this Quarter 464287549 - iShares Expanded Tech Sector ETF $7,859,366 Holding09290C103 - iShares U.S. Equity Factor Rotation Active ETF $4,399,078 Holding98149E303 - SPDR Gold MiniShares Trust $2,179,704 Holding46432F339 - iShares MSCI USA Quality Factor ETF $242,835 Holding191216100 - Coca-Cola $209,059 Holding Largest Purchases this Quarter iShares Expanded Tech Sector ETF 86,681 shares (about $7.86M)iShares U.S. Equity Factor Rotation Active ETF 90,219 shares (about $4.40M)iShares MSCI USA ESG Select ETF 23,829 shares (about $2.74M)SPDR Gold MiniShares Trust 35,219 shares (about $2.18M)iShares ESG Aware MSCI EAFE ETF 10,851 shares (about $886.42K) Largest Sales this Quarter iShares Global Tech ETF 95,173 shares (about $7.21M)Health Care Select Sector SPDR Fund 27,841 shares (about $4.07M)iShares 20+ Year Treasury Bond ETF 14,172 shares (about $1.29M)iShares ESG Aware U.S. Aggregate Bond ETF 10,297 shares (about $488.90K)ClearBridge Dividend Strategy ESG ETF 8,153 shares (about $422.00K) 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$33,022,576$2,737,235 ▲9.0%287,47816.5%ETFDFAUDimensional US Core Equity Market ETF$20,204,593$165,177 ▲0.8%525,61410.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$10,445,634$886,419 ▲9.3%127,8695.2%ManufacturingYLDEClearBridge Dividend Strategy ESG ETF$9,289,154$421,999 ▼-4.3%179,4664.6%ManufacturingDFAIDimensional International Core Equity Market ETF$8,400,932$86,288 ▲1.0%269,0024.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$8,391,699$195,402 ▼-2.3%176,5934.2%ETFIGMiShares Expanded Tech Sector ETF$7,859,366$7,859,366 ▲New Holding86,6813.9%ETFIXNiShares Global Tech ETF$7,608,154$7,208,399 ▼-48.7%100,4513.8%ETFXLIIndustrial Select Sector SPDR Fund$7,417,915$660,594 ▲9.8%56,5953.7%ETFAAPLApple$6,671,011$80,411 ▲1.2%30,0323.3%Computer and TechnologyXJHiShares ESG Select Screened S&P Mid-Cap ETF$5,310,980$442,663 ▲9.1%135,9352.6%ETFVIGVanguard Dividend Appreciation ETF$5,279,469$521,448 ▲11.0%27,2152.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$4,399,078$4,399,078 ▲New Holding90,2192.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$4,358,569$488,902 ▼-10.1%91,7982.2%ETFIUSBiShares Core Total USD Bond Market ETF$4,288,297$224,271 ▼-5.0%93,0622.1%ManufacturingVOTVanguard Mid-Cap Growth ETF$3,852,364$122,076 ▲3.3%15,7471.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,788,124$89,431 ▼-2.3%45,7891.9%ManufacturingFLOTiShares Floating Rate Bond ETF$3,695,103$74,074 ▲2.0%72,3821.8%ETFVGTVanguard Information Technology ETF$2,985,985$148,079 ▼-4.7%5,5051.5%ETFDFATDimensional U.S. Targeted Value ETF$2,965,412$179,906 ▼-5.7%57,5921.5%ETFGOVTiShares U.S. Treasury Bond ETF$2,679,960$337,857 ▼-11.2%116,5961.3%ETFGOOGAlphabet$2,444,290$1,719 ▼-0.1%15,6451.2%Computer and TechnologyMSFTMicrosoft$2,404,954$49,923 ▲2.1%6,4071.2%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$2,179,704$2,179,704 ▲New Holding35,2191.1%FinanceILCGiShares Morningstar Growth ETF$1,840,3560.0%22,7230.9%ETFCOSTCostco Wholesale$1,559,685$29,321 ▲1.9%1,6490.8%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$1,435,846$4,065,018 ▼-73.9%9,8340.7%ETFCMFiShares California Muni Bond ETF$1,355,673$57,574 ▼-4.1%24,0880.7%ETFIETCiShares U.S. Tech Independence Focused ETF$1,298,417$309,804 ▼-19.3%17,3260.6%ETFDFSUDimensional US Sustainability Core 1 ETF$1,123,825$35,810 ▼-3.1%31,3830.6%ETFGOOGLAlphabet$1,055,292$20,413 ▲2.0%6,8240.5%Computer and TechnologyMETAMeta Platforms$1,040,394$16,139 ▼-1.5%1,8050.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$968,882$4,947 ▲0.5%3,5250.5%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$910,902$390 ▲0.0%11,6900.5%ETFMMCMarsh & McLennan Companies$907,304$732 ▼-0.1%3,7180.5%FinanceCHTRCharter Communications$878,9440.0%2,3850.4%Consumer DiscretionaryAMZNAmazon.com$865,302$135,465 ▲18.6%4,5480.4%Retail/WholesaleSCHWCharles Schwab$859,160$78 ▲0.0%10,9750.4%FinanceDFUSDimensional U.S. Equity ETF$750,357$96,705 ▼-11.4%12,4070.4%ETFVOOVanguard S&P 500 ETF$717,676$9,761 ▼-1.3%1,3970.4%ETFNVDANVIDIA$717,513$31,432 ▲4.6%6,6200.4%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$662,003$194,268 ▼-22.7%18,9740.3%ETFIYHiShares U.S. Healthcare ETF$636,852$105,218 ▼-14.2%10,4590.3%ETFVUGVanguard Growth ETF$624,461$13,350 ▼-2.1%1,6840.3%ETFVTVVanguard Value ETF$612,709$21,765 ▼-3.4%3,5470.3%ETFEQIXEquinix$604,9900.0%7420.3%FinanceTDGTransDigm Group$561,6160.0%4060.3%AerospaceJPMJPMorgan Chase & Co.$517,976$16,923 ▲3.4%2,1120.3%FinanceVOVanguard Mid-Cap ETF$463,4160.0%1,7920.2%ETFSPLGSPDR Portfolio S&P 500 ETF$456,243$55,830 ▼-10.9%6,9380.2%ETFSCHBSchwab US Broad Market ETF$454,5870.0%21,1140.2%ETFHDViShares Core High Dividend ETF$431,542$17,925 ▼-4.0%3,5630.2%ETFDECKDeckers Outdoor$364,7240.0%3,2620.2%Retail/WholesaleMTNVail Resorts$353,8040.0%2,2110.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$345,6440.0%6490.2%FinanceQQQInvesco QQQ$342,6160.0%7310.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$339,798$366 ▼-0.1%2,7850.2%ETFIJHiShares Core S&P Mid-Cap ETF$317,176$10,969 ▼-3.3%5,4360.2%ETFIVWiShares S&P 500 Growth ETF$303,276$14,946 ▲5.2%3,2670.2%ETFTAT&T$302,907$6,900 ▲2.3%10,7110.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$299,944$1,290,078 ▼-81.1%3,2950.1%ETFSYKStryker$298,9170.0%8030.1%MedicalCSCOCisco Systems$272,141$10,120 ▲3.9%4,4100.1%Computer and TechnologyAVGOBroadcom$272,074$18,250 ▼-6.3%1,6250.1%Computer and TechnologyTSLATesla$247,498$259 ▼-0.1%9550.1%Auto/Tires/TrucksQUALiShares MSCI USA Quality Factor ETF$242,835$242,835 ▲New Holding1,4210.1%ETFNOBLProShares S&P 500 Aristocrats ETF$242,575$3,065 ▼-1.2%2,3740.1%ETFJIREJPMorgan International Research Enhanced Equity ETF$234,936$15,866 ▼-6.3%3,6870.1%ETFCVXChevron$227,681$42,492 ▼-15.7%1,3610.1%EnergyMCDMcDonald's$220,846$1,874 ▼-0.8%7070.1%Retail/WholesaleMRVLMarvell Technology$217,7120.0%3,5360.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$214,9590.0%9,7350.1%ETFIWPiShares Russell Mid-Cap Growth ETF$214,0670.0%1,8220.1%ETFKOCoca-Cola$209,059$209,059 ▲New Holding2,9190.1%Consumer StaplesVZVerizon Communications$205,558$205,558 ▲New Holding4,5320.1%Computer and TechnologyIVTInvenTrust Properties$0$559,475 ▼-100.0%00.0%FinanceVBVanguard Small-Cap ETF$0$449,412 ▼-100.0%00.0%ETFIFRAiShares U.S. Infrastructure ETF$0$299,265 ▼-100.0%00.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$0$238,508 ▼-100.0%00.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$215,273 ▼-100.0%00.0%ManufacturingIVViShares Core S&P 500 ETF$0$206,681 ▼-100.0%00.0%ETFSCHDSchwab US Dividend Equity ETF$0$206,245 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$202,292 ▼-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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
