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CIK 0001961210 • 6 13F filings • Apr 15, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $2.1M | 0.8%Prev: 0.5% | 7,173 SH | Increased+349 SH |
| ALPHABET INC | CAP STK CL C | $4.4M | 1.8%Prev: 1.2% | 15,493 SH | Increased-152 SH |
| AMAZON COM INC | COM | $886K | 0.4%Prev: 0.4% | 4,256 SH | Increased-292 SH |
| APPLE INC | COM | $7.4M | 2.9%Prev: 3.3% | 28,973 SH | Increased-1,059 SH |
| AT&T INC | COM | $259K | 0.1%Prev: 0.2% | 8,923 SH | Decreased-1,788 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $336K | 0.1%Prev: 0.2% | 701 SH | Decreased+52 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $15.8M | 6.2%Prev: 2.2% | 271,113 SH | Increased+180,894 SH |
| BROADCOM INC | COM | $443K | 0.2%Prev: 0.1% | 1,430 SH | Increased-195 SH |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $4.0M | 1.6% | 112,023 SH | New |
| CHARTER COMMUNICATIONS INC | CL A | $511K | 0.2% | 2,365 SH | New |
| CHEVRON CORPORATION | COM | $525K | 0.2% | 2,537 SH | New |
| CISCO SYS INC | COM | $382K | 0.2%Prev: 0.1% | 4,917 SH | Increased+507 SH |
| COCA COLA CO | COM | $208K | 0.1%Prev: 0.1% | 2,739 SH | Decreased-180 SH |
| COSTCO WHOLESALE CORPORATION | COM | $1.7M | 0.7% | 1,706 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $753K | 0.3%Prev: 0.3% | 17,760 SH | Increased-1,214 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $10.3M | 4.1%Prev: 4.2% | 263,407 SH | Increased-5,595 SH |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $13.6M | 5.4%Prev: 4.2% | 283,230 SH | Increased+106,637 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $25.5M | 10.1%Prev: 10.1% | 564,321 SH | Increased+38,707 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $862K | 0.3%Prev: 0.4% | 12,158 SH | Increased-249 SH |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.1M | 0.4%Prev: 0.6% | 27,639 SH | Increased-3,744 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $824K | 0.3%Prev: 1.5% | 13,198 SH | Decreased-44,394 SH |
| EQUINIX INC | COM | $757K | 0.3%Prev: 0.3% | 772 SH | Increased+30 SH |
| INVESCO QQQ TR | UNIT SER 1 | $417K | 0.2%Prev: 0.2% | 722 SH | Increased-9 SH |
| ISHARES INC | MSCI EURZONE ETF | $200K | 0.1% | 3,197 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $8.3M | 3.3%Prev: 1.9% | 100,447 SH | Increased+54,658 SH |
| ISHARES TR | CALIF MUN BD ETF | $822K | 0.3%Prev: 0.7% | 14,448 SH | Decreased-9,640 SH |
| ISHARES TR | CORE HIGH DV ETF | $358K | 0.1%Prev: 0.2% | 2,636 SH | Decreased-927 SH |
| ISHARES TR | CORE S&P MCP ETF | $228K | 0.1%Prev: 0.2% | 3,381 SH | Decreased-2,055 SH |
| ISHARES TR | CORE S&P TTL STK | $370K | 0.1%Prev: 0.2% | 2,598 SH | Increased-187 SH |
| ISHARES TR | CORE S&P500 ETF | $207K | 0.1% | 317 SH | New |
| ISHARES TR | CORE UNIVRSL USD | $5.3M | 2.1% | 114,812 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $13.0M | 5.2%Prev: 5.2% | 136,330 SH | Increased+8,461 SH |
| ISHARES TR | ESG AWR US AGRGT | $5.5M | 2.2%Prev: 2.2% | 116,463 SH | Increased+24,665 SH |
| ISHARES TR | ESG OPTIMIZED | $38.4M | 15.2% | 290,974 SH | New |
| ISHARES TR | ESG SELECT SCRE | $1.1M | 0.4%Prev: 2.6% | 23,701 SH | Decreased-112,234 SH |
| ISHARES TR | EXPND TEC SC ETF | $13.3M | 5.2%Prev: 3.9% | 111,809 SH | Increased+25,128 SH |
| ISHARES TR | FLTG RATE NT ETF | $9.4M | 3.7%Prev: 1.8% | 184,449 SH | Increased+112,067 SH |
| ISHARES TR | FUTURE AI & TECH | $431K | 0.2% | 9,256 SH | New |
| ISHARES TR | GLOBAL TECH ETF | $7.0M | 2.8%Prev: 3.8% | 70,481 SH | Decreased-29,970 SH |
| ISHARES TR | MORNINGSTAR GRWT | $2.1M | 0.8%Prev: 0.9% | 22,245 SH | Increased-478 SH |
| ISHARES TR | MSCI EAFE MIN VL | $1.0M | 0.4%Prev: 0.5% | 11,213 SH | Increased-477 SH |
| ISHARES TR | RUS 1000 ETF | $205K | 0.1% | 576 SH | New |
| ISHARES TR | RUS MD CP GR ETF | $233K | 0.1%Prev: 0.1% | 1,822 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $366K | 0.1%Prev: 0.2% | 3,232 SH | Increased-35 SH |
| ISHARES TR | S&P 500 VAL ETF | $212K | 0.1% | 1,004 SH | New |
| ISHARES TR | US TREAS BD ETF | $4.3M | 1.7%Prev: 1.3% | 189,693 SH | Increased+73,097 SH |
| ISHARES U S ETF TR | U.S. TECH INDEPD | $1.5M | 0.6%Prev: 0.6% | 16,961 SH | Increased-365 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $342K | 0.1%Prev: 0.1% | 4,513 SH | Increased+826 SH |
| JPMORGAN CHASE & CO | COM | $603K | 0.2% | 2,050 SH | New |
| LEGG MASON ETF INVT | FRANKLIN CLEARBR | $10.2M | 4.0%Prev: 4.6% | 189,365 SH | Increased+9,899 SH |
| MARSH & MCLENNAN COS INC | COM | $632K | 0.2%Prev: 0.5% | 3,641 SH | Decreased-77 SH |
| MARVELL TECHNOLOGY INC | COM | $343K | 0.1%Prev: 0.1% | 3,463 SH | Increased-73 SH |
| MCDONALDS CORP | COM | $219K | 0.1%Prev: 0.1% | 706 SH | Decreased-1 SH |
| MCKESSON CORP | COM | $248K | 0.1% | 287 SH | New |
| META PLATFORMS INC | CL A | $1.1M | 0.4%Prev: 0.5% | 1,944 SH | Increased+139 SH |
| MICROSOFT CORP | COM | $2.4M | 0.9%Prev: 1.2% | 6,410 SH | Decreased+3 SH |
| NEWMONT CORP | COM | $266K | 0.1% | 2,455 SH | New |
| NVIDIA CORPORATION | COM | $1.2M | 0.5%Prev: 0.4% | 6,891 SH | Increased+271 SH |
| SCHWAB CHARLES CORP | COM | $1.0M | 0.4%Prev: 0.4% | 11,001 SH | Increased+26 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $530K | 0.2%Prev: 0.2% | 21,114 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $250K | 0.1%Prev: 0.1% | 9,735 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET IND | $9.2M | 3.7% | 57,084 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $220K | 0.1% | 1,652 SH | New |
| SPDR GOLD TR | GOLD SHS | $232K | 0.1% | 539 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $529K | 0.2% | 6,917 SH | New |
| STRYKER CORPORATION | COM | $300K | 0.1%Prev: 0.1% | 913 SH | Increased+110 SH |
| TESLA INC | COM | $343K | 0.1%Prev: 0.1% | 923 SH | Increased-32 SH |
| TRANSDIGM GROUP INC | COM | $471K | 0.2%Prev: 0.3% | 406 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $724K | 0.3%Prev: 0.3% | 1,657 SH | Increased-27 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.3M | 0.5%Prev: 1.9% | 4,887 SH | Decreased-10,860 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $499K | 0.2%Prev: 0.2% | 1,738 SH | Increased-54 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $774K | 0.3%Prev: 0.4% | 1,295 SH | Increased-102 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $210K | 0.1% | 801 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 0.6%Prev: 0.5% | 4,729 SH | Increased+1,204 SH |
| VANGUARD INDEX FDS | VALUE ETF | $673K | 0.3%Prev: 0.3% | 3,431 SH | Increased-116 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.1M | 0.8%Prev: 2.6% | 9,673 SH | Decreased-17,542 SH |
| VANGUARD WORLD FD | INF TECH ETF | $3.5M | 1.4%Prev: 1.5% | 5,086 SH | Increased-419 SH |
| VERIZON COMMUNICATIONS INC | COM | $243K | 0.1%Prev: 0.1% | 4,831 SH | Increased+299 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $3.6M | 1.4%Prev: 1.1% | 38,330 SH | Increased+3,111 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 |