S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
Critical asset just had biggest fall on record (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Critical asset just had biggest fall on record (Ad)

Shira Ridge Wealth Management Top Holdings and 13F Report (2024)

About Shira Ridge Wealth Management

Investment Activity

  • Shira Ridge Wealth Management has $166.62 million in total holdings as of December 31, 2023.
  • Shira Ridge Wealth Management owns shares of 74 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 7.27% of the portfolio was purchased this quarter.
  • About 7.61% of the portfolio was sold this quarter.
  • This quarter, Shira Ridge Wealth Management has purchased 67 new stocks and bought additional shares in 25 stocks.
  • Shira Ridge Wealth Management sold shares of 31 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

LIBERTY GLOBAL LTD
$608,726 Holding
Intel
$224,590 Holding
NVIDIA
$223,354 Holding

Largest Purchases this Quarter

ClearBridge Dividend Strategy ESG ETF
124,397 shares (about $5.52M)
Industrial Select Sector SPDR Fund
12,957 shares (about $1.48M)
iShares MSCI USA ESG Select ETF
12,672 shares (about $1.27M)
LIBERTY GLOBAL LTD
32,657 shares (about $608.73K)
Dimensional US Sustainability Core 1 ETF
17,302 shares (about $538.61K)

Largest Sales this Quarter

iShares Core High Dividend ETF
49,768 shares (about $5.08M)
Vanguard Utilities ETF
12,373 shares (about $1.70M)
iShares U.S. Infrastructure ETF
34,610 shares (about $1.39M)
Health Care Select Sector SPDR Fund
4,888 shares (about $666.63K)
iShares 1-3 Year Treasury Bond ETF
7,053 shares (about $578.63K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofShira Ridge Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$27,651,161$1,273,661 4.8%275,10916.6%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$17,906,597$114,613 -0.6%538,54410.7%ETF
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$13,058,266$37,431 0.3%191,5267.8%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$7,917,355$329,657 4.3%104,8104.8%Manufacturing
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$6,753,713$206,924 -3.0%235,8144.1%ETF
Apple Inc. stock logo
AAPL
Apple
$6,416,312$6,546 -0.1%33,3263.9%Computer and Technology
YLDE
ClearBridge Dividend Strategy ESG ETF
$5,772,653$5,520,030 2,185.1%130,0903.5%Manufacturing
XJH
iShares ESG Screened S&P Mid-Cap ETF
$4,953,029$57,455 -1.1%131,2933.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$4,835,681$666,633 -12.1%35,4572.9%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$4,133,023$25,380 0.6%78,9802.5%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$3,911,172$5,075,783 -56.5%38,3492.3%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$3,885,612$141,838 -3.5%76,7602.3%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$3,383,566$270,218 -7.4%71,2482.0%Manufacturing
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$3,180,404$1,393,745 -30.5%78,9771.9%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$3,121,160$1,476,968 89.8%27,3811.9%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$3,103,805$127,772 4.3%6,4131.9%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$2,886,583$160,280 -5.3%13,1471.7%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,719,926$7,145 0.3%7,2331.6%Computer and Technology
BlackRock Ultra Short-Term Bond ETF stock logo
ICSH
BlackRock Ultra Short-Term Bond ETF
$2,453,741$400,563 -14.0%48,7241.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,359,002$16,869 0.7%13,8441.4%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$2,319,520$131,111 -5.4%49,3411.4%ETF
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$2,196,1840.0%2,1711.3%Aerospace
Alphabet Inc. stock logo
GOOG
Alphabet
$2,174,5500.0%15,4301.3%Computer and Technology
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$1,575,364$6,782 -0.4%23,2290.9%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,346,112$578,628 -30.1%16,4080.8%Manufacturing
IETC
iShares U.S. Tech Independence Focused ETF
$1,097,5090.0%17,5970.7%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$1,086,242$401,506 -27.0%21,4080.7%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$1,054,560$538,611 104.4%33,8760.6%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$984,844$1,695,960 -63.3%7,1850.6%ETF
Charter Communications, Inc. stock logo
CHTR
Charter Communications
$929,723$1,166 -0.1%2,3920.6%Consumer Discretionary
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$927,584$7,829 -0.8%3,9100.6%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$902,162$11,219 1.3%1,3670.5%Retail/Wholesale
iShares MSCI EAFE Min Vol Factor ETF stock logo
EFAV
iShares MSCI EAFE Min Vol Factor ETF
$862,400$84,666 -8.9%12,4370.5%ETF
Equinix, Inc. stock logo
EQIX
Equinix
$819,082$6,443 -0.8%1,0170.5%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$792,404$73,343 -8.5%17,2000.5%Manufacturing
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$773,248$78,574 11.3%14,9190.5%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$770,644$385,084 -33.3%8,0950.5%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$757,303$72,072 10.5%23,6420.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$747,761$4,610 0.6%5,3530.4%Computer and Technology
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$746,155$619 0.1%10,8450.4%Financial Services
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$717,045$4,866 0.7%2,5050.4%ETF
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$695,165$14,968 2.2%3,6690.4%Finance
InvenTrust Properties Corp. stock logo
IVT
InvenTrust Properties
$649,0560.0%25,6140.4%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$642,347$34,323 5.6%11,4910.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$635,763$30,566 5.1%1,4560.4%ETF
LIBERTY GLOBAL LTD
$608,726$608,726 New Holding32,6570.4%COM CL C
Crown Castle Inc. stock logo
CCI
Crown Castle
$582,401$13,247 -2.2%5,0560.3%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$561,138$1,554 -0.3%1,8050.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$535,360$1,944 -0.4%3,5810.3%ETF
Vail Resorts, Inc. stock logo
MTN
Vail Resorts
$471,9820.0%2,2110.3%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$446,344$36,104 8.8%1,2610.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$437,5870.0%2,8800.3%Retail/Wholesale
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$416,863$46,758 -10.1%1,7920.3%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$391,8120.0%7,0380.2%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$376,304$24,629 7.0%7,4560.2%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$357,480$88,271 32.8%3,4140.2%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$350,745$59,537 -14.5%4,4950.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$336,514$107,153 46.7%6,6610.2%Computer and Technology
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$334,433$31,203 10.3%21,4790.2%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$334,151$334,151 New Holding5,7670.2%ETF
Deckers Outdoor Co. stock logo
DECK
Deckers Outdoor
$332,878$20,053 -5.7%4980.2%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$327,1600.0%3,1090.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$298,3970.0%7290.2%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$296,429$7,203 -2.4%1,0700.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$267,008$4,592 1.7%1,5700.2%Finance
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$236,565$29,045 -10.9%4,0480.1%ETF
Intel Co. stock logo
INTC
Intel
$224,590$224,590 New Holding4,4690.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$223,354$223,354 New Holding4510.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$220,7730.0%6190.1%Finance
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$218,481$218,481 New Holding5,7480.1%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$211,688$31,602 -13.0%3,5100.1%Business Services
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$208,037$208,037 New Holding4590.1%Aerospace
McDonald's Co. stock logo
MCD
McDonald's
$202,220$202,220 New Holding6820.1%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$200,925$200,925 New Holding1800.1%Computer and Technology
Liberty Global Ltd. stock logo
LBTYK
Liberty Global
$0$606,114 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: