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: $248.9M83 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$202K	0.1%Prev: 0.1%	886 SH	Decreased+3 SH
ALPHABET INC	CAP STK CL A	$2.1M	0.8%Prev: 0.7%	6,738 SH	Increased+1,164 SH
ALPHABET INC	CAP STK CL C	$4.9M	2.0%Prev: 1.7%	15,649 SH	Decreased+1,003 SH
AMAZON COM INC	COM	$963K	0.4%Prev: 0.4%	4,173 SH	Decreased-244 SH
APPLE INC	COM	$7.9M	3.2%Prev: 2.5%	29,128 SH	Increased+7,492 SH
AT&T INC	COM	$221K	0.1%	8,889 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$352K	0.1%Prev: 0.1%	701 SH	Increased+185 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$13.4M	5.4%Prev: 7.0%	220,321 SH	Decreased-69,544 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$223K	0.1%	4,426 SH	New
BROADCOM INC	COM	$489K	0.2%Prev: 0.2%	1,414 SH	Decreased-6 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$2.4M	1.0%Prev: 1.7%	66,975 SH	Decreased-64,613 SH
CHARTER COMMUNICATIONS INC N	CL A	$494K	0.2%	2,365 SH	New
CHEVRON CORP NEW	COM	$417K	0.2%	2,739 SH	New
CISCO SYS INC	COM	$379K	0.2%Prev: 0.2%	4,916 SH	Decreased+151 SH
COSTCO WHSL CORP NEW	COM	$1.4M	0.6%	1,671 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$824K	0.3%Prev: 0.2%	19,224 SH	Increased+5,884 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$10.5M	4.2%Prev: 3.9%	274,699 SH	Decreased+5,045 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$11.7M	4.7%	244,674 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$25.9M	10.4%Prev: 10.3%	554,421 SH	Decreased-10,978 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$908K	0.4%	12,249 SH	New
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.2M	0.5%Prev: 0.4%	27,868 SH	Increased+4,314 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$802K	0.3%Prev: 0.3%	13,471 SH	Increased+1,640 SH
ELI LILLY & CO	COM	$224K	0.1%Prev: 0.1%	208 SH	Decreased-2 SH
EQUINIX INC	COM	$591K	0.2%Prev: 0.3%	772 SH	Decreased+10 SH
GE AEROSPACE	COM NEW	$203K	0.1%Prev: 0.1%	658 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$449K	0.2%Prev: 0.2%	731 SH	Decreased-26 SH
ISHARES INC	CORE MSCI EMKT	$234K	0.1%	3,481 SH	New
ISHARES TR	1 3 YR TREAS BD	$4.1M	1.6%Prev: 3.9%	49,571 SH	Decreased-89,119 SH
ISHARES TR	CALIF MUN BD ETF	$753K	0.3%Prev: 0.2%	13,103 SH	Increased+4,545 SH
ISHARES TR	CORE HIGH DV ETF	$321K	0.1%Prev: 0.1%	2,636 SH	Decreased-9,442 SH
ISHARES TR	CORE S&P MCP ETF	$256K	0.1%Prev: 0.1%	3,877 SH	Increased+876 SH
ISHARES TR	CORE S&P TTL STK	$392K	0.2%Prev: 0.1%	2,633 SH	Decreased+128 SH
ISHARES TR	CORE S&P500 ETF	$213K	0.1%	311 SH	New
ISHARES TR	CORE UNIVRSL USD	$4.6M	1.8%Prev: 0.2%	98,238 SH	Increased+82,295 SH
ISHARES TR	ESG AW MSCI EAFE	$13.0M	5.2%Prev: 4.9%	136,577 SH	Decreased-881 SH
ISHARES TR	ESG AWR US AGRGT	$4.1M	1.6%	85,312 SH	New
ISHARES TR	ESG OPTIMIZED	$40.3M	16.2%Prev: 15.4%	289,514 SH	Decreased+5,295 SH
ISHARES TR	ESG SELECT SCRE	$1.2M	0.5%Prev: 0.4%	27,895 SH	Increased+6,800 SH
ISHARES TR	EXPND TEC SC ETF	$11.6M	4.7%Prev: 5.9%	90,129 SH	Decreased-9,838 SH
ISHARES TR	FLTG RATE NT ETF	$7.1M	2.8%Prev: 4.2%	138,733 SH	Decreased-95,426 SH
ISHARES TR	FUTURE AI & TECH	$4.1M	1.6%	84,743 SH	New
ISHARES TR	GLOBAL TECH ETF	$7.4M	3.0%Prev: 3.5%	70,899 SH	Decreased+2,104 SH
ISHARES TR	MORNINGSTAR GRWT	$2.3M	0.9%Prev: 0.9%	22,245 SH	Decreased+214 SH
ISHARES TR	MSCI EAFE MIN VL	$983K	0.4%Prev: 0.4%	11,392 SH	Decreased+328 SH
ISHARES TR	RUS 1000 ETF	$215K	0.1%Prev: 0.1%	576 SH	Decreased
ISHARES TR	RUS MD CP GR ETF	$250K	0.1%	1,822 SH	New
ISHARES TR	S&P 500 GRWT ETF	$387K	0.2%Prev: 0.2%	3,141 SH	Decreased-426 SH
ISHARES TR	S&P 500 VAL ETF	$220K	0.1%Prev: 0.1%	1,039 SH	Increased+152 SH
ISHARES TR	US HLTHCARE ETF	$380K	0.2%	5,834 SH	New
ISHARES TR	US TREAS BD ETF	$3.6M	1.4%Prev: 1.5%	155,628 SH	Decreased-41,615 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$1.7M	0.7%Prev: 0.6%	17,095 SH	Decreased+1,635 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$334K	0.1%Prev: 0.1%	4,466 SH	Increased+1,359 SH
JPMORGAN CHASE & CO.	COM	$664K	0.3%	2,061 SH	New
LEGG MASON ETF INVT	FRANKLIN CLEARBR	$10.4M	4.2%	191,084 SH	New
MARSH & MCLENNAN COS INC	COM	$675K	0.3%Prev: 0.2%	3,641 SH	Increased+968 SH
MARVELL TECHNOLOGY INC	COM	$294K	0.1%	3,463 SH	New
MCDONALDS CORP	COM	$216K	0.1%	706 SH	New
MCKESSON CORP	COM	$235K	0.1%Prev: 0.1%	287 SH	Increased+34 SH
META PLATFORMS INC	CL A	$1.3M	0.5%Prev: 0.4%	1,999 SH	Increased+516 SH
MICROSOFT CORP	COM	$3.1M	1.2%Prev: 1.1%	6,345 SH	Decreased+101 SH
NEWMONT CORP	COM	$253K	0.1%Prev: 0.1%	2,537 SH	Decreased+62 SH
NVIDIA CORPORATION	COM	$1.3M	0.5%Prev: 0.5%	6,828 SH	Decreased+86 SH
SCHWAB CHARLES CORP	COM	$1.1M	0.4%Prev: 0.4%	11,001 SH	Increased+225 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$554K	0.2%Prev: 0.2%	21,114 SH	Decreased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$262K	0.1%Prev: 0.1%	9,735 SH	Decreased
SELECT SECTOR SPDR TR	STATE STREET IND	$9.2M	3.7%	59,144 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$238K	0.1%	1,652 SH	New
SPDR GOLD TR	GOLD SHS	$216K	0.1%Prev: 0.1%	544 SH	Increased+1 SH
SPDR SERIES TRUST	STATE STREET SPD	$484K	0.2%	6,038 SH	New
STRYKER CORPORATION	COM	$321K	0.1%	913 SH	New
TESLA INC	COM	$409K	0.2%Prev: 0.1%	909 SH	Increased+2 SH
TRANSDIGM GROUP INC	COM	$540K	0.2%Prev: 0.2%	406 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$808K	0.3%Prev: 0.3%	1,656 SH	Decreased-8,173 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.4M	0.6%Prev: 0.4%	5,093 SH	Increased+1,263 SH
VANGUARD INDEX FDS	MID CAP ETF	$506K	0.2%Prev: 0.1%	1,744 SH	Increased-3,007 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$819K	0.3%Prev: 0.4%	1,306 SH	Decreased-214 SH
VANGUARD INDEX FDS	SMALL CP ETF	$204K	0.1%Prev: 0.1%	791 SH	Decreased-15 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.7%Prev: 0.6%	5,374 SH	Increased+715 SH
VANGUARD INDEX FDS	VALUE ETF	$663K	0.3%Prev: 0.3%	3,473 SH	Decreased+103 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.8M	1.5%Prev: 0.8%	17,100 SH	Increased+7,190 SH
VANGUARD WORLD FD	INF TECH ETF	$3.9M	1.5%Prev: 1.7%	5,112 SH	Decreased-34,884 SH
VERIZON COMMUNICATIONS INC	COM	$201K	0.1%Prev: 0.1%	4,940 SH	Decreased+236 SH
WORLD GOLD TR	SPDR GLD MINIS	$3.9M	1.6%Prev: 0.6%	45,235 SH	Increased+25,794 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $343K
AMERICAN CENTY ETF TR — $572K
CHARTER COMMUNICATIONS INC — $222K
CHEVRON CORPORATION — $466K
COCA COLA CO — $237K
CORNING INC — $430K
COSTCO WHOLESALE CORPORATION — $1.5M
DIMENSIONAL ETF TRUST — $10.1M
DIMENSIONAL ETF TRUST — $14.9M
DIMENSIONAL ETF TRUST — $1.0M
ISHARES INC — $236K
ISHARES TR — $250K
ISHARES TR — $340K
ISHARES TR — $429K
JPMORGAN CHASE & CO — $473K
LEGG MASON ETF INVT — $10.3M
MICRON TECHNOLOGY INC — $305K
SELECT SECTOR SPDR TR — $9.7M
SELECT SECTOR SPDR TR — $323K
SPDR SERIES TRUST — $806K
… and 1 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