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: $286.6M83 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$222K	0.1%	883 SH	New
ADVANCED MICRO DEVICES INC	COM	$360K	0.1%	619 SH	New
ALPHABET INC	CAP STK CL A	$2.3M	0.8%Prev: 0.5%	6,548 SH	Increased-228 SH
ALPHABET INC	CAP STK CL C	$5.2M	1.8%Prev: 1.3%	14,820 SH	Increased-825 SH
AMAZON COM INC	COM	$1.0M	0.4%Prev: 0.4%	4,216 SH	Increased+84 SH
AMERICAN CENTY ETF TR	AVANTIS ALL EQT	$497K	0.2%	5,019 SH	New
APPLE INC	COM	$7.5M	2.6%Prev: 2.8%	25,843 SH	Increased-3,908 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$351K	0.1%Prev: 0.2%	701 SH	Increased+2 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$19.1M	6.6%Prev: 2.6%	280,170 SH	Increased+176,787 SH
BROADCOM INC	COM	$559K	0.2%Prev: 0.2%	1,481 SH	Increased-122 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$4.5M	1.6%	119,166 SH	New
CHARTER COMMUNICATIONS INC	CL A	$282K	0.1%	1,981 SH	New
CHEVRON CORPORATION	COM	$421K	0.1%	2,537 SH	New
CISCO SYS INC	COM	$575K	0.2%Prev: 0.2%	4,895 SH	Increased-166 SH
COCA COLA CO	COM	$223K	0.1%	2,739 SH	New
CORNING INC	COM	$212K	0.1%	829 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.6M	0.6%	1,707 SH	New
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$6.6M	2.3%	126,923 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$602K	0.2%Prev: 0.3%	13,340 SH	Decreased-5,634 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$10.8M	3.8%Prev: 4.2%	262,117 SH	Increased-3,896 SH
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$14.2M	4.9%	296,404 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$29.4M	10.3%Prev: 9.9%	568,889 SH	Increased+55,742 SH
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$996K	0.3%	12,158 SH	New
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.1M	0.4%Prev: 0.6%	23,554 SH	Decreased-7,459 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$909K	0.3%Prev: 1.4%	13,004 SH	Decreased-43,767 SH
ELI LILLY & CO	COM	$252K	0.1%	210 SH	New
EQUINIX INC	COM	$794K	0.3%Prev: 0.3%	762 SH	Increased
GE AEROSPACE	COM NEW	$246K	0.1%	658 SH	New
INVESCO QQQ TR	UNIT SER 1	$531K	0.2%Prev: 0.2%	722 SH	Increased-9 SH
ISHARES INC	MSCI EURZONE ETF	$229K	0.1%	3,302 SH	New
ISHARES TR	1 3 YR TREAS BD	$10.2M	3.6%Prev: 1.7%	124,436 SH	Increased+80,506 SH
ISHARES TR	CALIF MUN BD ETF	$850K	0.3%Prev: 0.3%	14,749 SH	Increased+1,972 SH
ISHARES TR	CORE HIGH DV ETF	$341K	0.1%Prev: 0.2%	12,444 SH	Decreased+9,208 SH
ISHARES TR	CORE S&P MCP ETF	$253K	0.1%Prev: 0.2%	3,282 SH	Decreased-2,154 SH
ISHARES TR	CORE S&P TTL STK	$411K	0.1%Prev: 0.2%	2,505 SH	Increased-280 SH
ISHARES TR	CORE S&P500 ETF	$216K	0.1%Prev: 0.1%	289 SH	Decreased-70 SH
ISHARES TR	CORE UNIVRSL USD	$4.8M	1.7%	103,932 SH	New
ISHARES TR	ESG AW MSCI EAFE	$13.9M	4.8%Prev: 5.2%	135,088 SH	Increased+6,574 SH
ISHARES TR	ESG OPTIMIZED	$44.5M	15.5%Prev: 16.6%	288,096 SH	Increased+652 SH
ISHARES TR	ESG SELECT SCRE	$1.2M	0.4%Prev: 2.7%	22,896 SH	Decreased-118,652 SH
ISHARES TR	EXPND TEC SC ETF	$17.4M	6.1%Prev: 5.0%	106,089 SH	Increased+9,322 SH
ISHARES TR	FLTG RATE NT ETF	$11.0M	3.8%Prev: 1.6%	214,694 SH	Increased+146,154 SH
ISHARES TR	FUTU AI TECH ETF	$248K	0.1%	3,254 SH	New
ISHARES TR	GLOBAL TECH ETF	$10.0M	3.5%Prev: 3.9%	69,258 SH	Increased-22,284 SH
ISHARES TR	MORNINGSTAR GRWT	$2.6M	0.9%Prev: 1.0%	22,117 SH	Increased-606 SH
ISHARES TR	MSCI EAFE MIN VL	$975K	0.3%Prev: 0.5%	11,111 SH	Decreased-644 SH
ISHARES TR	RUS 1000 ETF	$236K	0.1%	576 SH	New
ISHARES TR	RUS MD CP GR ETF	$267K	0.1%Prev: 0.1%	1,822 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$478K	0.2%Prev: 0.2%	3,475 SH	Increased+358 SH
ISHARES TR	US TREAS BD ETF	$4.5M	1.6%Prev: 1.1%	195,392 SH	Increased+85,959 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$1.7M	0.6%Prev: 0.7%	16,228 SH	Increased-975 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$325K	0.1%Prev: 0.1%	3,938 SH	Increased-324 SH
JPMORGAN CHASE & CO	COM	$671K	0.2%	2,050 SH	New
KLA CORP	COM NEW	$356K	0.1%	1,180 SH	New
LEGG MASON ETF INVT	FRAN CLE ENH ETF	$10.5M	3.7%	188,660 SH	New
MARSH & MCLENNAN COS INC	COM	$446K	0.2%Prev: 0.4%	2,673 SH	Decreased-993 SH
MARVELL TECHNOLOGY INC	COM	$924K	0.3%Prev: 0.1%	3,103 SH	Increased-433 SH
META PLATFORMS INC	CL A	$1.1M	0.4%Prev: 0.6%	1,900 SH	Decreased+12 SH
MICRON TECHNOLOGY INC	COM	$290K	0.1%	251 SH	New
MICROSOFT CORP	COM	$2.4M	0.8%Prev: 1.5%	6,384 SH	Decreased-26 SH
NEWMONT CORP	COM	$229K	0.1%	2,456 SH	New
NVIDIA CORPORATION	COM	$1.4M	0.5%Prev: 0.5%	6,892 SH	Increased+108 SH
SCHWAB CHARLES CORP	COM	$1.0M	0.4%Prev: 0.5%	10,876 SH	Increased-100 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$611K	0.2%Prev: 0.2%	21,114 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$287K	0.1%Prev: 0.1%	9,735 SH	Increased
SELECT SECTOR SPDR TR	ST STR INDL ETF	$10.7M	3.7%	57,580 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$315K	0.1%	1,652 SH	New
SPDR GOLD TR	GOLD SHS	$200K	0.1%	543 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$798K	0.3%	9,075 SH	New
TESLA INC	COM	$389K	0.1%Prev: 0.1%	926 SH	Increased-47 SH
TRANSDIGM GROUP INC	COM	$541K	0.2%Prev: 0.3%	406 SH	Decreased
UNION PAC CORP	COM	$204K	0.1%	751 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$850K	0.3%Prev: 0.3%	9,865 SH	Increased+8,192 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.3M	0.5%Prev: 2.1%	4,232 SH	Decreased-11,592 SH
VANGUARD INDEX FDS	MID CAP ETF	$383K	0.1%Prev: 0.2%	4,751 SH	Decreased+2,979 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$889K	0.3%Prev: 0.4%	1,295 SH	Increased-102 SH
VANGUARD INDEX FDS	SMALL CP ETF	$244K	0.1%Prev: 0.1%	806 SH	Increased-41 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.6%Prev: 0.6%	4,817 SH	Increased+204 SH
VANGUARD INDEX FDS	VALUE ETF	$742K	0.3%Prev: 0.3%	3,406 SH	Increased-90 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.3M	0.8%Prev: 2.4%	9,675 SH	Decreased-16,447 SH
VANGUARD WORLD FD	INF TECH ETF	$4.8M	1.7%Prev: 1.7%	40,216 SH	Increased+34,680 SH
VERIZON COMMUNICATIONS INC	COM	$205K	0.1%	4,836 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$2.1M	0.7%Prev: 1.2%	26,379 SH	Decreased-14,137 SH

Sold (vs prior filing)

AT&T INC — $295K
BLACKROCK ETF TRUST II — $226K
CHARTER COMMUNICATIONS INC N — $975K
CHEVRON CORP NEW — $308K
COSTCO WHSL CORP NEW — $1.6M
DECKERS OUTDOOR CORP — $319K
DIMENSIONAL ETF TRUST — $8.1M
DIMENSIONAL ETF TRUST — $833K
INTUIT — $201K
ISHARES INC — $251K
ISHARES TR — $4.2M
ISHARES TR — $203K
ISHARES TR — $4.1M
ISHARES TR — $260K
ISHARES TR — $565K
JPMORGAN CHASE & CO. — $605K
LEGG MASON ETF INVT — $9.4M
MCDONALDS CORP — $207K
MCKESSON CORP — $208K
NETFLIX INC — $254K
… and 9 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