Shira Ridge Wealth Management Top Holdings and 13F Report (2025) About Shira Ridge Wealth ManagementInvestment ActivityShira Ridge Wealth Management has $218.93 million in total holdings as of June 30, 2025.Shira Ridge Wealth Management owns shares of 83 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.59% of the portfolio was purchased this quarter.About 2.61% of the portfolio was sold this quarter.This quarter, Shira Ridge Wealth Management has purchased 75 new stocks and bought additional shares in 22 stocks.Shira Ridge Wealth Management sold shares of 35 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares MSCI USA ESG Select ETF $36,433,578Dimensional US Core Equity Market ETF $21,736,901iShares ESG Aware MSCI EAFE ETF $11,466,005iShares Expanded Tech Sector ETF $10,870,805ClearBridge Dividend Strategy ESG ETF $9,404,792 Largest New Holdings this Quarter 64110L106 - Netflix $254,435 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $251,166 Holding092528884 - BLACKROCK ETF TRUST II $226,369 Holding464287200 - iShares Core S&P 500 ETF $222,872 Holding81369Y803 - Technology Select Sector SPDR Fund $219,550 Holding Largest Purchases this Quarter iShares Expanded Tech Sector ETF 10,086 shares (about $1.13M)iShares U.S. Equity Factor Rotation Active ETF 13,164 shares (about $716.91K)SPDR Gold MiniShares Trust 5,297 shares (about $347.06K)Vanguard Total Stock Market ETF 1,088 shares (about $330.69K)Netflix 190 shares (about $254.44K) Largest Sales this Quarter iShares Global Tech ETF 8,909 shares (about $822.66K)Health Care Select Sector SPDR Fund 4,869 shares (about $656.28K)iShares California Muni Bond ETF 11,311 shares (about $630.48K)Dimensional US Core Equity Market ETF 12,467 shares (about $528.10K)Dimensional Short-Duration Fixed Income ETF 8,833 shares (about $424.07K) 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$36,433,578$4,310 ▼0.0%287,44416.6%ETFDFAUDimensional US Core Equity Market ETF$21,736,901$528,102 ▼-2.4%513,1479.9%ETFESGDiShares ESG Aware MSCI EAFE ETF$11,466,005$57,547 ▲0.5%128,5145.2%ManufacturingIGMiShares Expanded Tech Sector ETF$10,870,805$1,133,061 ▲11.6%96,7675.0%ETFYLDEClearBridge Dividend Strategy ESG ETF$9,404,792$38,728 ▼-0.4%178,7304.3%ManufacturingDFAIDimensional International Core Equity Market ETF$9,196,069$103,330 ▼-1.1%266,0134.2%ETFIXNiShares Global Tech ETF$8,452,982$822,656 ▼-8.9%91,5423.9%ETFXLIIndustrial Select Sector SPDR Fund$8,330,620$18,293 ▼-0.2%56,4713.8%ETFDFSDDimensional Short-Duration Fixed Income ETF$8,054,158$424,072 ▼-5.0%167,7603.7%ETFAAPLApple$6,104,113$57,654 ▼-0.9%29,7512.8%Computer and TechnologyXJHiShares ESG Select Screened S&P Mid-Cap ETF$5,874,242$232,940 ▲4.1%141,5482.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$5,630,238$716,911 ▲14.6%103,3832.6%ETFVIGVanguard Dividend Appreciation ETF$5,346,422$223,706 ▼-4.0%26,1222.4%ETFVOTVanguard Mid-Cap Growth ETF$4,500,209$21,898 ▲0.5%15,8242.1%ETFIUSBiShares Core Total USD Bond Market ETF$4,180,903$121,354 ▼-2.8%90,4371.9%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$4,072,657$291,420 ▼-6.7%85,6681.9%ETFVGTVanguard Information Technology ETF$3,672,217$20,563 ▲0.6%5,5361.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$3,640,040$154,037 ▼-4.1%43,9301.7%ManufacturingFLOTiShares Floating Rate Bond ETF$3,496,913$196,019 ▼-5.3%68,5401.6%ETFMSFTMicrosoft$3,188,332$1,492 ▲0.0%6,4101.5%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$3,063,363$44,301 ▼-1.4%56,7711.4%ETFGOOGAlphabet$2,775,3480.0%15,6451.3%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$2,654,608$347,059 ▲15.0%40,5161.2%FinanceGOVTiShares U.S. Treasury Bond ETF$2,514,770$164,606 ▼-6.1%109,4331.1%ETFILCGiShares Morningstar Growth ETF$2,201,8820.0%22,7231.0%ETFCOSTCostco Wholesale$1,629,583$2,970 ▼-0.2%1,6460.7%Retail/WholesaleIETCiShares U.S. Tech Independence Focused ETF$1,617,068$11,562 ▼-0.7%17,2030.7%ETFVTIVanguard Total Stock Market ETF$1,402,108$330,694 ▲30.9%4,6130.6%ETFMETAMeta Platforms$1,393,596$61,265 ▲4.6%1,8880.6%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$1,217,260$14,522 ▼-1.2%31,0130.6%ETFGOOGLAlphabet$1,194,171$8,459 ▼-0.7%6,7760.5%Computer and TechnologyNVDANVIDIA$1,071,861$25,912 ▲2.5%6,7840.5%Computer and TechnologySCHWCharles Schwab$1,001,486$91 ▲0.0%10,9760.5%FinanceEFAViShares MSCI EAFE Min Vol Factor ETF$988,144$5,464 ▲0.6%11,7550.5%ETFCHTRCharter Communications$975,0120.0%2,3850.4%Consumer DiscretionaryAMZNAmazon.com$906,519$91,266 ▼-9.1%4,1320.4%Retail/WholesaleDFUSDimensional U.S. Equity ETF$832,502$1,005 ▲0.1%12,4220.4%ETFMMCMarsh & McLennan Companies$801,534$11,369 ▼-1.4%3,6660.4%FinanceVOOVanguard S&P 500 ETF$793,2550.0%1,3970.4%ETFDFSIDimensional International Sustainability Core 1 ETF$747,7650.0%18,9740.3%ETFVUGVanguard Growth ETF$733,443$4,822 ▼-0.7%1,6730.3%ETFCMFiShares California Muni Bond ETF$712,190$630,475 ▼-47.0%12,7770.3%ETFXLVHealth Care Select Sector SPDR Fund$669,218$656,278 ▼-49.5%4,9650.3%ETFVTVVanguard Value ETF$617,883$9,014 ▼-1.4%3,4960.3%ETFTDGTransdigm Group$617,3800.0%4060.3%AerospaceEQIXEquinix$606,148$15,909 ▲2.7%7620.3%FinanceJPMJPMorgan Chase & Co.$604,927$7,246 ▼-1.2%2,0870.3%FinanceIYHiShares U.S. Healthcare ETF$564,646$26,094 ▼-4.4%9,9970.3%ETFSCHBSchwab US Broad Market ETF$503,1500.0%21,1140.2%ETFVOVanguard Mid-Cap ETF$495,825$5,596 ▼-1.1%1,7720.2%ETFAVGOBroadcom$441,867$6,064 ▼-1.4%1,6030.2%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$406,410$97,913 ▼-19.4%5,5910.2%ETFQQQInvesco QQQ$403,0560.0%7310.2%FinanceHDViShares Core High Dividend ETF$379,154$38,314 ▼-9.2%3,2360.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$376,0860.0%2,7850.2%ETFSYKStryker$364,375$46,684 ▲14.7%9210.2%MedicalCSCOCisco Systems$351,132$45,166 ▲14.8%5,0610.2%Computer and TechnologyIVWiShares S&P 500 Growth ETF$343,182$16,515 ▼-4.6%3,1170.2%ETFBRK.BBerkshire Hathaway$339,553$24,288 ▲7.7%6990.2%FinanceIJHiShares Core S&P Mid-Cap ETF$337,1260.0%5,4360.2%ETFDECKDeckers Outdoor$319,311$16,903 ▼-5.0%3,0980.1%Retail/WholesaleTSLATesla$309,083$5,718 ▲1.9%9730.1%Auto/Tires/TrucksCVXChevron$307,874$112,983 ▲58.0%2,1500.1%EnergyJIREJPMorgan International Research Enhanced Equity ETF$301,622$40,693 ▲15.6%4,2620.1%ETFTAT&T$294,812$15,165 ▼-4.9%10,1870.1%Computer and TechnologyMRVLMarvell Technology$273,6860.0%3,5360.1%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$260,336$548 ▲0.2%1,4240.1%ETFNFLXNetflix$254,435$254,435 ▲New Holding1900.1%Consumer DiscretionaryIWPiShares Russell Mid-Cap Growth ETF$252,6750.0%1,8220.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$251,166$251,166 ▲New Holding4,1840.1%ETFNOBLProShares S&P 500 Aristocrats ETF$239,0620.0%2,3740.1%ETFSCHXSchwab US Large-Cap ETF$237,9350.0%9,7350.1%ETFBLACKROCK ETF TRUST II$226,369$226,369 ▲New Holding4,4870.1%ISHARES SHORT-TEIVViShares Core S&P 500 ETF$222,872$222,872 ▲New Holding3590.1%ETFXLKTechnology Select Sector SPDR Fund$219,550$219,550 ▲New Holding8670.1%ETFVSTVistra$217,261$217,261 ▲New Holding1,1210.1%UtilitiesMTNVail Resorts$211,026$136,389 ▼-39.3%1,3430.1%Consumer DiscretionaryMCKMcKesson$208,110$208,110 ▲New Holding2840.1%MedicalPGProcter & Gamble$207,594$207,594 ▲New Holding1,3030.1%Consumer StaplesMCDMcDonald's$206,5640.0%7070.1%Retail/WholesaleEFViShares MSCI EAFE Value ETF$203,009$203,009 ▲New Holding3,1980.1%ETFINTUIntuit$201,013$201,013 ▲New Holding2550.1%Computer and TechnologyVBVanguard Small-Cap ETF$200,820$200,820 ▲New Holding8470.1%ETFTLTiShares 20+ Year Treasury Bond ETF$0$299,944 ▼-100.0%00.0%ETFKOCocaCola$0$209,059 ▼-100.0%00.0%Consumer StaplesVZVerizon Communications$0$205,558 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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