Shira Ridge Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SR Shira Ridge Wealth Management | Institutional Filer | ▲ 1.52% | $252.7M | 79 |
Current Portfolio Holdings
Showing all 79 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SUSA | ISHARES TR | — | 291K | $38.4M | 15.21% |
| 2 | DFAU | DIMENSIONAL ETF TRUST | — | 564K | $25.5M | 10.08% |
| 3 | DYNF | BLACKROCK ETF TRUST | — | 271K | $15.8M | 6.24% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | — | 283K | $13.6M | 5.37% |
| 5 | IGM | ISHARES TR | — | 112K | $13.3M | 5.24% |
| 6 | ESGD | ISHARES TR | — | 136K | $13.0M | 5.16% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | — | 263K | $10.3M | 4.06% |
| 8 | YLDE | LEGG MASON ETF INVT | — | 189K | $10.2M | 4.05% |
| 9 | FLOT | ISHARES TR | — | 184K | $9.4M | 3.72% |
| 10 | XLI | Industrial Select Sector SPDR Fund | — | 57K | $9.2M | 3.65% |
| 11 | SHY | ISHARES TR | — | 100K | $8.3M | 3.28% |
| 12 | AAPL | Apple Inc. | Technology | 29K | $7.4M | 2.91% |
| 13 | IXN | ISHARES TR | — | 70K | $7.0M | 2.79% |
| 14 | EAGG | ISHARES TR | — | 116K | $5.5M | 2.19% |
| 15 | IUSB | ISHARES TR | — | 115K | $5.3M | 2.10% |
Showing 1 to 15 of 79 holdings