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CIK 0001961210 • 6 13F filings • Apr 15, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $231K | 0.1%Prev: 0.1% | 883 SH | Increased-70 SH |
| ADVANCED MICRO DEVICES INC | COM | $343K | 0.1% | 561 SH | New |
| ALPHABET INC | CAP STK CL A | $1.9M | 0.7%Prev: 0.7% | 5,574 SH | Increased-1,402 SH |
| ALPHABET INC | CAP STK CL C | $5.0M | 1.7%Prev: 1.6% | 14,646 SH | Increased-1,003 SH |
| AMAZON COM INC | COM | $1.1M | 0.4%Prev: 0.4% | 4,417 SH | Increased+146 SH |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $572K | 0.2% | 5,813 SH | New |
| APPLE INC | COM | $7.2M | 2.5%Prev: 3.3% | 21,636 SH | Decreased-8,845 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $257K | 0.1%Prev: 0.2% | 516 SH | Decreased-205 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $20.1M | 7.0%Prev: 2.9% | 289,865 SH | Increased+174,047 SH |
| BROADCOM INC | COM | $499K | 0.2%Prev: 0.2% | 1,420 SH | Increased-26 SH |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $4.9M | 1.7% | 131,588 SH | New |
| CHARTER COMMUNICATIONS INC | CL A | $222K | 0.1% | 1,998 SH | New |
| CHEVRON CORPORATION | COM | $466K | 0.2% | 2,281 SH | New |
| CISCO SYS INC | COM | $513K | 0.2%Prev: 0.1% | 4,765 SH | Increased-339 SH |
| COCA COLA CO | COM | $237K | 0.1% | 2,749 SH | New |
| CORNING INC | COM | $430K | 0.1% | 2,794 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $1.5M | 0.5% | 1,699 SH | New |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | $10.1M | 3.5% | 203,256 SH | New |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $603K | 0.2%Prev: 0.3% | 13,340 SH | Decreased-6,250 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $11.2M | 3.9%Prev: 4.2% | 269,654 SH | Increased-2,041 SH |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $14.9M | 5.2% | 321,666 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $29.6M | 10.3%Prev: 10.1% | 565,399 SH | Increased+44,631 SH |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $1.0M | 0.3% | 12,060 SH | New |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $1.1M | 0.4%Prev: 0.5% | 23,554 SH | Decreased-5,173 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $786K | 0.3%Prev: 1.4% | 11,831 SH | Decreased-44,872 SH |
| ELI LILLY & CO | COM | $243K | 0.1% | 210 SH | New |
| EQUINIX INC | COM | $771K | 0.3%Prev: 0.3% | 762 SH | Increased |
| GE AEROSPACE | COM NEW | $205K | 0.1% | 658 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $560K | 0.2%Prev: 0.2% | 757 SH | Increased+26 SH |
| ISHARES INC | MSCI EURZONE ETF | $236K | 0.1% | 3,502 SH | New |
| ISHARES TR | 1 3 YR TREAS BD | $11.3M | 3.9%Prev: 1.5% | 138,690 SH | Increased+96,753 SH |
| ISHARES TR | CALIF MUN BD ETF | $463K | 0.2%Prev: 0.3% | 8,558 SH | Decreased-3,792 SH |
| ISHARES TR | CORE HIGH DV ETF | $338K | 0.1%Prev: 0.1% | 12,078 SH | Decreased+9,246 SH |
| ISHARES TR | CORE S&P MCP ETF | $216K | 0.1%Prev: 0.2% | 3,001 SH | Decreased-2,890 SH |
| ISHARES TR | CORE S&P TTL STK | $417K | 0.1%Prev: 0.2% | 2,505 SH | Increased-280 SH |
| ISHARES TR | CORE UNIVRSL USD | $703K | 0.2% | 15,943 SH | New |
| ISHARES TR | ESG AW MSCI EAFE | $14.2M | 4.9%Prev: 5.1% | 137,458 SH | Increased+7,128 SH |
| ISHARES TR | ESG OPTIMIZED | $44.2M | 15.4%Prev: 16.4% | 284,219 SH | Increased-545 SH |
| ISHARES TR | ESG SELECT SCRE | $1.0M | 0.4%Prev: 2.6% | 21,095 SH | Decreased-116,115 SH |
| ISHARES TR | EXPND TEC SC ETF | $16.9M | 5.9%Prev: 5.2% | 99,967 SH | Increased+2,829 SH |
| ISHARES TR | FLTG RATE NT ETF | $12.0M | 4.2%Prev: 1.7% | 234,159 SH | Increased+154,239 SH |
| ISHARES TR | FUTU AI TECH ETF | $250K | 0.1% | 3,191 SH | New |
| ISHARES TR | GLOBAL TECH ETF | $10.2M | 3.5%Prev: 3.9% | 68,795 SH | Increased-20,800 SH |
| ISHARES TR | MORNINGSTAR GRWT | $2.6M | 0.9%Prev: 1.0% | 22,031 SH | Increased-692 SH |
| ISHARES TR | MSCI ACWI EX US | $340K | 0.1% | 4,500 SH | New |
| ISHARES TR | MSCI EAFE MIN VL | $1.0M | 0.4%Prev: 0.4% | 11,064 SH | Increased-636 SH |
| ISHARES TR | RUS 1000 ETF | $240K | 0.1%Prev: 0.1% | 576 SH | Increased |
| ISHARES TR | S&P 500 GRWT ETF | $507K | 0.2%Prev: 0.2% | 3,567 SH | Increased+436 SH |
| ISHARES TR | S&P 500 VAL ETF | $202K | 0.1% | 887 SH | New |
| ISHARES TR | TRS FLT RT BD | $429K | 0.1% | 8,462 SH | New |
| ISHARES TR | US TREAS BD ETF | $4.3M | 1.5%Prev: 0.9% | 197,243 SH | Increased+104,635 SH |
| ISHARES U S ETF TR | U.S. TECH INDEPD | $1.8M | 0.6%Prev: 0.7% | 15,460 SH | Increased-1,743 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $255K | 0.1%Prev: 0.1% | 3,107 SH | Decreased-1,222 SH |
| JPMORGAN CHASE & CO | COM | $473K | 0.2% | 1,431 SH | New |
| LEGG MASON ETF INVT | FRAN CLE ENH ETF | $10.3M | 3.6% | 187,712 SH | New |
| MARSH & MCLENNAN COS INC | COM | $456K | 0.2%Prev: 0.3% | 2,673 SH | Decreased-996 SH |
| MCKESSON CORP | COM | $216K | 0.1%Prev: 0.1% | 253 SH | Decreased-34 SH |
| META PLATFORMS INC | CL A | $1.1M | 0.4%Prev: 0.6% | 1,483 SH | Decreased-412 SH |
| MICRON TECHNOLOGY INC | COM | $305K | 0.1% | 286 SH | New |
| MICROSOFT CORP | COM | $3.2M | 1.1%Prev: 1.4% | 6,244 SH | Decreased-168 SH |
| NEWMONT CORP | COM | $285K | 0.1% | 2,475 SH | New |
| NVIDIA CORPORATION | COM | $1.5M | 0.5%Prev: 0.6% | 6,742 SH | Increased-223 SH |
| SCHWAB CHARLES CORP | COM | $1.1M | 0.4%Prev: 0.4% | 10,776 SH | Increased-200 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $619K | 0.2%Prev: 0.2% | 21,114 SH | Increased |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $292K | 0.1%Prev: 0.1% | 9,735 SH | Increased |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $9.7M | 3.4% | 58,284 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $323K | 0.1% | 1,652 SH | New |
| SPDR GOLD TR | GOLD SHS | $207K | 0.1% | 543 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $806K | 0.3% | 8,975 SH | New |
| TESLA INC | COM | $322K | 0.1%Prev: 0.2% | 907 SH | Decreased-19 SH |
| TRANSDIGM GROUP INC | COM | $440K | 0.2%Prev: 0.2% | 406 SH | Decreased |
| UNION PAC CORP | COM | $204K | 0.1% | 751 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $886K | 0.3%Prev: 0.3% | 9,829 SH | Increased+8,167 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.1M | 0.4%Prev: 1.9% | 3,830 SH | Decreased-11,752 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $373K | 0.1%Prev: 0.2% | 4,751 SH | Decreased+2,979 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 0.4%Prev: 0.4% | 1,520 SH | Increased+119 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $229K | 0.1%Prev: 0.1% | 806 SH | Decreased-231 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.7M | 0.6%Prev: 0.7% | 4,659 SH | Increased-387 SH |
| VANGUARD INDEX FDS | VALUE ETF | $728K | 0.3%Prev: 0.3% | 3,370 SH | Increased-95 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.3M | 0.8%Prev: 2.4% | 9,910 SH | Decreased-16,755 SH |
| VANGUARD WORLD FD | INF TECH ETF | $5.0M | 1.7%Prev: 1.7% | 39,996 SH | Increased+34,545 SH |
| VERIZON COMMUNICATIONS INC | COM | $216K | 0.1%Prev: 0.1% | 4,704 SH | Decreased-234 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $1.6M | 0.6%Prev: 1.4% | 19,441 SH | Decreased-24,147 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 |