Shira Ridge Wealth Management

CIK 0001961210 • 6 13F filings • Apr 15, 2025 – Jul 9, 2026

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Filer information

Filed by: Shira Ridge Wealth Management, Agent
Address: 100 LARKSPUR LANDING CIRCLE, SUITE 203, LARKSPUR, CA, 94939
Phone: 844-844-3453
AUM: $248.9M

AUM over time

$287.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyReal EstateOther

Holdings by filing

Portfolio value: $235.7M85 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$221K	0.1%Prev: 0.1%	953 SH	Decreased+70 SH
ALPHABET INC	CAP STK CL A	$1.7M	0.7%Prev: 0.8%	6,976 SH	Decreased+428 SH
ALPHABET INC	CAP STK CL C	$3.8M	1.6%Prev: 1.8%	15,649 SH	Decreased+829 SH
AMAZON COM INC	COM	$938K	0.4%Prev: 0.4%	4,271 SH	Decreased+55 SH
APPLE INC	COM	$7.8M	3.3%Prev: 2.6%	30,481 SH	Increased+4,638 SH
AT&T INC	COM	$297K	0.1%	10,501 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$362K	0.2%Prev: 0.1%	721 SH	Increased+20 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.9M	2.9%Prev: 6.6%	115,818 SH	Decreased-164,352 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$225K	0.1%	4,447 SH	New
BROADCOM INC	COM	$477K	0.2%Prev: 0.2%	1,446 SH	Decreased-35 SH
CHARTER COMMUNICATIONS INC N	CL A	$648K	0.3%	2,354 SH	New
CHEVRON CORP NEW	COM	$347K	0.1%	2,232 SH	New
CISCO SYS INC	COM	$349K	0.1%Prev: 0.2%	5,104 SH	Decreased+209 SH
COSTCO WHSL CORP NEW	COM	$1.5M	0.7%	1,658 SH	New
DECKERS OUTDOOR CORP	COM	$314K	0.1%	3,098 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$802K	0.3%Prev: 0.2%	19,590 SH	Increased+6,250 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$9.9M	4.2%Prev: 3.8%	271,695 SH	Decreased+9,578 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$8.6M	3.6%	177,750 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$23.8M	10.1%Prev: 10.3%	520,768 SH	Decreased-48,121 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$900K	0.4%	12,422 SH	New
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.2M	0.5%Prev: 0.4%	28,727 SH	Increased+5,173 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.3M	1.4%Prev: 0.3%	56,703 SH	Increased+43,699 SH
EQUINIX INC	COM	$597K	0.3%Prev: 0.3%	762 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$439K	0.2%Prev: 0.2%	731 SH	Decreased+9 SH
ISHARES INC	CORE MSCI EMKT	$233K	0.1%	3,542 SH	New
ISHARES TR	1 3 YR TREAS BD	$3.5M	1.5%Prev: 3.6%	41,937 SH	Decreased-82,499 SH
ISHARES TR	CALIF MUN BD ETF	$704K	0.3%Prev: 0.3%	12,350 SH	Decreased-2,399 SH
ISHARES TR	CORE HIGH DV ETF	$347K	0.1%Prev: 0.1%	2,832 SH	Increased-9,612 SH
ISHARES TR	CORE S&P MCP ETF	$384K	0.2%Prev: 0.1%	5,891 SH	Increased+2,609 SH
ISHARES TR	CORE S&P SCP ETF	$234K	0.1%	1,968 SH	New
ISHARES TR	CORE S&P TTL STK	$406K	0.2%Prev: 0.1%	2,785 SH	Decreased+280 SH
ISHARES TR	CORE S&P500 ETF	$289K	0.1%Prev: 0.1%	431 SH	Increased+142 SH
ISHARES TR	CORE TOTAL USD	$4.0M	1.7%	85,345 SH	New
ISHARES TR	ESG AW MSCI EAFE	$12.1M	5.1%Prev: 4.8%	130,330 SH	Decreased-4,758 SH
ISHARES TR	ESG AWARE MSCI	$467K	0.2%	10,367 SH	New
ISHARES TR	ESG AWR US AGRGT	$3.2M	1.3%	66,157 SH	New
ISHARES TR	ESG OPTIMIZED	$38.6M	16.4%Prev: 15.5%	284,764 SH	Decreased-3,332 SH
ISHARES TR	ESG SELECT SCRE	$6.0M	2.6%Prev: 0.4%	137,210 SH	Increased+114,314 SH
ISHARES TR	EXPND TEC SC ETF	$12.2M	5.2%Prev: 6.1%	97,138 SH	Decreased-8,951 SH
ISHARES TR	FLTG RATE NT ETF	$4.1M	1.7%Prev: 3.8%	79,920 SH	Decreased-134,774 SH
ISHARES TR	FUTURE AI & TECH	$755K	0.3%	16,498 SH	New
ISHARES TR	GLOBAL TECH ETF	$9.2M	3.9%Prev: 3.5%	89,595 SH	Decreased+20,337 SH
ISHARES TR	MORNINGSTAR GRWT	$2.4M	1.0%Prev: 0.9%	22,723 SH	Decreased+606 SH
ISHARES TR	MSCI EAFE MIN VL	$993K	0.4%Prev: 0.3%	11,700 SH	Increased+589 SH
ISHARES TR	MSCI USA QLT FCT	$250K	0.1%	1,286 SH	New
ISHARES TR	RUS 1000 ETF	$211K	0.1%Prev: 0.1%	576 SH	Decreased
ISHARES TR	RUS MD CP GR ETF	$259K	0.1%Prev: 0.1%	1,822 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$378K	0.2%Prev: 0.2%	3,131 SH	Decreased-344 SH
ISHARES TR	US HLTHCARE ETF	$390K	0.2%	6,638 SH	New
ISHARES TR	US TREAS BD ETF	$2.1M	0.9%Prev: 1.6%	92,608 SH	Decreased-102,784 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$1.8M	0.7%Prev: 0.6%	17,203 SH	Increased+975 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$318K	0.1%Prev: 0.1%	4,329 SH	Decreased+391 SH
JPMORGAN CHASE & CO.	COM	$685K	0.3%	2,171 SH	New
LEGG MASON ETF INVT	FRANKLIN CLEARBR	$9.9M	4.2%	180,466 SH	New
MARSH & MCLENNAN COS INC	COM	$739K	0.3%Prev: 0.2%	3,669 SH	Increased+996 SH
MARVELL TECHNOLOGY INC	COM	$298K	0.1%Prev: 0.3%	3,547 SH	Decreased+444 SH
MCDONALDS CORP	COM	$223K	0.1%	734 SH	New
MCKESSON CORP	COM	$222K	0.1%	287 SH	New
META PLATFORMS INC	CL A	$1.4M	0.6%Prev: 0.4%	1,895 SH	Increased-5 SH
MICROSOFT CORP	COM	$3.3M	1.4%Prev: 0.8%	6,412 SH	Increased+28 SH
NETFLIX INC	COM	$223K	0.1%	186 SH	New
NVIDIA CORPORATION	COM	$1.3M	0.6%Prev: 0.5%	6,965 SH	Decreased+73 SH
PROCTER AND GAMBLE CO	COM	$217K	0.1%	1,414 SH	New
PROSHARES TR	S&P 500 DV ARIST	$225K	0.1%	2,184 SH	New
SCHWAB CHARLES CORP	COM	$1.0M	0.4%Prev: 0.4%	10,976 SH	Increased+100 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$543K	0.2%Prev: 0.2%	21,114 SH	Decreased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$256K	0.1%Prev: 0.1%	9,735 SH	Decreased
SELECT SECTOR SPDR TR	INDL	$8.8M	3.8%	57,345 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$347K	0.1%	2,496 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$244K	0.1%	865 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$474K	0.2%	6,051 SH	New
STRYKER CORPORATION	COM	$350K	0.1%	947 SH	New
TESLA INC	COM	$412K	0.2%Prev: 0.1%	926 SH	Increased
TRANSDIGM GROUP INC	COM	$535K	0.2%Prev: 0.2%	406 SH	Decreased
VANGUARD INDEX FDS	GROWTH ETF	$797K	0.3%Prev: 0.3%	1,662 SH	Decreased-8,203 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$4.6M	1.9%Prev: 0.5%	15,582 SH	Increased+11,350 SH
VANGUARD INDEX FDS	MID CAP ETF	$520K	0.2%Prev: 0.1%	1,772 SH	Increased-2,979 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$858K	0.4%Prev: 0.3%	1,401 SH	Decreased+106 SH
VANGUARD INDEX FDS	SMALL CP ETF	$264K	0.1%Prev: 0.1%	1,037 SH	Increased+231 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	0.7%Prev: 0.6%	5,046 SH	Decreased+229 SH
VANGUARD INDEX FDS	VALUE ETF	$646K	0.3%Prev: 0.3%	3,465 SH	Decreased+59 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.8M	2.4%Prev: 0.8%	26,665 SH	Increased+16,990 SH
VANGUARD WORLD FD	INF TECH ETF	$4.1M	1.7%Prev: 1.7%	5,451 SH	Decreased-34,765 SH
VERIZON COMMUNICATIONS INC	COM	$217K	0.1%Prev: 0.1%	4,938 SH	Increased+102 SH
WORLD GOLD TR	SPDR GLD MINIS	$3.3M	1.4%Prev: 0.7%	43,588 SH	Increased+17,209 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $360K
AMERICAN CENTY ETF TR — $497K
CAPITAL GROUP DIVIDEND GROWE — $4.5M
CHARTER COMMUNICATIONS INC — $282K
CHEVRON CORPORATION — $421K
COCA COLA CO — $223K
CORNING INC — $212K
COSTCO WHOLESALE CORPORATION — $1.6M
DIMENSIONAL ETF TRUST — $6.6M
DIMENSIONAL ETF TRUST — $14.2M
DIMENSIONAL ETF TRUST — $996K
ELI LILLY & CO — $252K
GE AEROSPACE — $246K
ISHARES INC — $229K
ISHARES TR — $4.8M
ISHARES TR — $248K
JPMORGAN CHASE & CO — $671K
KLA CORP — $356K
LEGG MASON ETF INVT — $10.5M
MICRON TECHNOLOGY INC — $290K
… and 6 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001754960-26-000022	$248.9M	View
Oct 8, 2026	Q3 2026	13F-HR	0001754960-26-000834	$287.7M	View
Oct 20, 2025