Loading…
CIK 0001961210 • 6 13F filings • Apr 15, 2025 – Jul 9, 2026
Import this data to Google Sheets with:
=jivedata("shira-ridge-wealth-management-0001961210-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.1M | 0.5% | 6,824 SH | |
| ALPHABET INC | CAP STK CL C | $2.4M | 1.2% | 15,645 SH | |
| AMAZON COM INC | COM | $865K | 0.4% | 4,548 SH | |
| APPLE INC | COM | $6.7M | 3.3% | 30,032 SH | |
| AT&T INC | COM | $303K | 0.2% | 10,711 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $346K | 0.2% | 649 SH | |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $4.4M | 2.2% | 90,219 SH | |
| BROADCOM INC | COM | $272K | 0.1% | 1,625 SH | |
| CHARTER COMMUNICATIONS INC N | CL A | $879K | 0.4% | 2,385 SH | |
| CHEVRON CORP NEW | COM | $228K | 0.1% | 1,361 SH | |
| CISCO SYS INC | COM | $272K | 0.1% | 4,410 SH | |
| COCA COLA CO | COM | $209K | 0.1% | 2,919 SH | |
| COSTCO WHSL CORP NEW | COM | $1.6M | 0.8% | 1,649 SH | |
| DECKERS OUTDOOR CORP | COM | $365K | 0.2% | 3,262 SH | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $662K | 0.3% | 18,974 SH | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $8.4M | 4.2% | 269,002 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $8.4M | 4.2% | 176,593 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $20.2M | 10.1% | 525,614 SH | |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $750K | 0.4% | 12,407 SH | |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.1M | 0.6% | 31,383 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.0M | 1.5% | 57,592 SH | |
| EQUINIX INC | COM | $605K | 0.3% | 742 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $343K | 0.2% | 731 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $3.8M | 1.9% | 45,789 SH | |
| ISHARES TR | 20 YR TR BD ETF | $300K | 0.1% | 3,295 SH | |
| ISHARES TR | CALIF MUN BD ETF | $1.4M | 0.7% | 24,088 SH | |
| ISHARES TR | CORE HIGH DV ETF | $432K | 0.2% | 3,563 SH | |
| ISHARES TR | CORE S&P MCP ETF | $317K | 0.2% | 5,436 SH | |
| ISHARES TR | CORE S&P TTL STK | $340K | 0.2% | 2,785 SH | |
| ISHARES TR | CORE TOTAL USD | $4.3M | 2.1% | 93,062 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $10.4M | 5.2% | 127,869 SH | |
| ISHARES TR | ESG AWR US AGRGT | $4.4M | 2.2% | 91,798 SH | |
| ISHARES TR | ESG SELECT SCRE | $5.3M | 2.6% | 135,935 SH | |
| ISHARES TR | EXPND TEC SC ETF | $7.9M | 3.9% | 86,681 SH | |
| ISHARES TR | FLTG RATE NT ETF | $3.7M | 1.8% | 72,382 SH | |
| ISHARES TR | GLOBAL TECH ETF | $7.6M | 3.8% | 100,451 SH | |
| ISHARES TR | MORNINGSTAR GRWT | $1.8M | 0.9% | 22,723 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $911K | 0.5% | 11,690 SH | |
| ISHARES TR | MSCI USA ESG SLC | $33.0M | 16.5% | 287,478 SH | |
| ISHARES TR | MSCI USA QLT FCT | $243K | 0.1% | 1,421 SH | |
| ISHARES TR | RUS MD CP GR ETF | $214K | 0.1% | 1,822 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $303K | 0.2% | 3,267 SH | |
| ISHARES TR | US HLTHCARE ETF | $637K | 0.3% | 10,459 SH | |
| ISHARES TR | US TREAS BD ETF | $2.7M | 1.3% | 116,596 SH | |
| ISHARES U S ETF TR | U.S. TECH INDEPD | $1.3M | 0.6% | 17,326 SH | |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $235K | 0.1% | 3,687 SH | |
| JPMORGAN CHASE & CO. | COM | $518K | 0.3% | 2,112 SH | |
| LEGG MASON ETF INVT | FRANKLIN CLEARBR | $9.3M | 4.6% | 179,466 SH | |
| MARSH & MCLENNAN COS INC | COM | $907K | 0.5% | 3,718 SH | |
| MARVELL TECHNOLOGY INC | COM | $218K | 0.1% | 3,536 SH | |
| MCDONALDS CORP | COM | $221K | 0.1% | 707 SH | |
| META PLATFORMS INC | CL A | $1.0M | 0.5% | 1,805 SH | |
| MICROSOFT CORP | COM | $2.4M | 1.2% | 6,407 SH | |
| NVIDIA CORPORATION | COM | $718K | 0.4% | 6,620 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $243K | 0.1% | 2,374 SH | |
| SCHWAB CHARLES CORP | COM | $859K | 0.4% | 10,975 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $455K | 0.2% | 21,114 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $215K | 0.1% | 9,735 SH | |
| SELECT SECTOR SPDR TR | INDL | $7.4M | 3.7% | 56,595 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.4M | 0.7% | 9,834 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $456K | 0.2% | 6,938 SH | |
| STRYKER CORPORATION | COM | $299K | 0.1% | 803 SH | |
| TESLA INC | COM | $247K | 0.1% | 955 SH | |
| TRANSDIGM GROUP INC | COM | $562K | 0.3% | 406 SH | |
| VAIL RESORTS INC | COM | $354K | 0.2% | 2,211 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $624K | 0.3% | 1,684 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $3.9M | 1.9% | 15,747 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $463K | 0.2% | 1,792 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $718K | 0.4% | 1,397 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $969K | 0.5% | 3,525 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $613K | 0.3% | 3,547 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.3M | 2.6% | 27,215 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $3.0M | 1.5% | 5,505 SH | |
| VERIZON COMMUNICATIONS INC | COM | $206K | 0.1% | 4,532 SH | |
| WORLD GOLD TR | SPDR GLD MINIS | $2.2M | 1.1% | 35,219 SH |
| Q3 2025 |
| 13F-HR |
| 0001754960-25-000690 |
| $235.7M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000452 | $286.6M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000346 | $218.9M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000222 | $252.7M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000187 | $200.5M | View |