13F HOLDINGS REPORT
Shira Ridge Wealth Management
Quarter ended Q1 2025 · Filed April 15, 2025 · Accession 0001754960-25-000187
Total Value
$200.5M
Positions
75
Other Managers
0
Confidential Omitted
No
Holdings (75)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288802 | 287,478 | $33.0M | 16.47% |
| 2 | DIMENSIONAL ETF TRUST | 25434V104 | 525,614 | $20.2M | 10.07% |
| 3 | ISHARES TR | 46435G516 | 127,869 | $10.4M | 5.21% |
| 4 | LEGG MASON ETF INVT | 524682309 | 179,466 | $9.3M | 4.63% |
| 5 | DIMENSIONAL ETF TRUST | 25434V203 | 269,002 | $8.4M | 4.19% |
| 6 | DIMENSIONAL ETF TRUST | 25434V864 | 176,593 | $8.4M | 4.18% |
| 7 | ISHARES TR | 464287549 | 86,681 | $7.9M | 3.92% |
| 8 | ISHARES TR | 464287291 | 100,451 | $7.6M | 3.79% |
| 9 | SELECT SECTOR SPDR TR | 81369Y704 | 56,595 | $7.4M | 3.70% |
| 10 | APPLE INC | AAPL | 30,032 | $6.7M | 3.33% |
| 11 | ISHARES TR | 46436E551 | 135,935 | $5.3M | 2.65% |
| 12 | VANGUARD SPECIALIZED FUNDS | 921908844 | 27,215 | $5.3M | 2.63% |
| 13 | BLACKROCK ETF TRUST | BLK | 90,219 | $4.4M | 2.19% |
| 14 | ISHARES TR | 46435U549 | 91,798 | $4.4M | 2.17% |
| 15 | ISHARES TR | 46434V613 | 93,062 | $4.3M | 2.14% |
| 16 | VANGUARD INDEX FDS | 922908538 | 15,747 | $3.9M | 1.92% |
| 17 | ISHARES TR | 464287457 | 45,789 | $3.8M | 1.89% |
| 18 | ISHARES TR | 46429B655 | 72,382 | $3.7M | 1.84% |
| 19 | VANGUARD WORLD FD | 92204A702 | 5,505 | $3.0M | 1.49% |
| 20 | DIMENSIONAL ETF TRUST | 25434V609 | 57,592 | $3.0M | 1.48% |
| 21 | ISHARES TR | 46429B267 | 116,596 | $2.7M | 1.34% |
| 22 | ALPHABET INC | GOOG | 15,645 | $2.4M | 1.22% |
| 23 | MICROSOFT CORP | MSFT | 6,407 | $2.4M | 1.20% |
| 24 | WORLD GOLD TR | GLDW | 35,219 | $2.2M | 1.09% |
| 25 | ISHARES TR | 464287119 | 22,723 | $1.8M | 0.92% |
| 26 | COSTCO WHSL CORP NEW | 22160K105 | 1,649 | $1.6M | 0.78% |
| 27 | SELECT SECTOR SPDR TR | 81369Y209 | 9,834 | $1.4M | 0.72% |
| 28 | ISHARES TR | 464288356 | 24,088 | $1.4M | 0.68% |
| 29 | ISHARES U S ETF TR | 46431W648 | 17,326 | $1.3M | 0.65% |
| 30 | DIMENSIONAL ETF TRUST | 25434V716 | 31,383 | $1.1M | 0.56% |
| 31 | ALPHABET INC | GOOG | 6,824 | $1.1M | 0.53% |
| 32 | META PLATFORMS INC | META | 1,805 | $1.0M | 0.52% |
| 33 | VANGUARD INDEX FDS | 922908769 | 3,525 | $968,882 | 0.48% |
| 34 | ISHARES TR | 46429B689 | 11,690 | $910,902 | 0.45% |
| 35 | MARSH & MCLENNAN COS INC | 571748102 | 3,718 | $907,304 | 0.45% |
| 36 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,385 | $878,944 | 0.44% |
| 37 | AMAZON COM INC | AMZN | 4,548 | $865,302 | 0.43% |
| 38 | SCHWAB CHARLES CORP | SCHW-PJ | 10,975 | $859,160 | 0.43% |
| 39 | DIMENSIONAL ETF TRUST | 25434V401 | 12,407 | $750,357 | 0.37% |
| 40 | VANGUARD INDEX FDS | 922908363 | 1,397 | $717,676 | 0.36% |
| 41 | NVIDIA CORPORATION | NVDA | 6,620 | $717,513 | 0.36% |
| 42 | DIMENSIONAL ETF TRUST | 25434V690 | 18,974 | $662,003 | 0.33% |
| 43 | ISHARES TR | 464287762 | 10,459 | $636,852 | 0.32% |
| 44 | VANGUARD INDEX FDS | 922908736 | 1,684 | $624,461 | 0.31% |
| 45 | VANGUARD INDEX FDS | 922908744 | 3,547 | $612,709 | 0.31% |
| 46 | EQUINIX INC | EQIX | 742 | $604,990 | 0.30% |
| 47 | TRANSDIGM GROUP INC | TDG | 406 | $561,616 | 0.28% |
| 48 | JPMORGAN CHASE & CO. | VYLD | 2,112 | $517,976 | 0.26% |
| 49 | VANGUARD INDEX FDS | 922908629 | 1,792 | $463,416 | 0.23% |
| 50 | SPDR SER TR | 78464A854 | 6,938 | $456,243 | 0.23% |
| 51 | SCHWAB STRATEGIC TR | 808524102 | 21,114 | $454,587 | 0.23% |
| 52 | ISHARES TR | 46429B663 | 3,563 | $431,542 | 0.22% |
| 53 | DECKERS OUTDOOR CORP | DECK | 3,262 | $364,724 | 0.18% |
| 54 | VAIL RESORTS INC | MTN | 2,211 | $353,804 | 0.18% |
| 55 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 649 | $345,644 | 0.17% |
| 56 | INVESCO QQQ TR | IVZ | 731 | $342,616 | 0.17% |
| 57 | ISHARES TR | 464287150 | 2,785 | $339,798 | 0.17% |
| 58 | ISHARES TR | 464287507 | 5,436 | $317,176 | 0.16% |
| 59 | ISHARES TR | 464287309 | 3,267 | $303,276 | 0.15% |
| 60 | AT&T INC | T-PC | 10,711 | $302,907 | 0.15% |
| 61 | ISHARES TR | 464287432 | 3,295 | $299,944 | 0.15% |
| 62 | STRYKER CORPORATION | SYK | 803 | $298,917 | 0.15% |
| 63 | CISCO SYS INC | CSCO | 4,410 | $272,141 | 0.14% |
| 64 | BROADCOM INC | AVGO | 1,625 | $272,074 | 0.14% |
| 65 | TESLA INC | TSLA | 955 | $247,498 | 0.12% |
| 66 | ISHARES TR | 46432F339 | 1,421 | $242,835 | 0.12% |
| 67 | PROSHARES TR | 74348A467 | 2,374 | $242,575 | 0.12% |
| 68 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 3,687 | $234,936 | 0.12% |
| 69 | CHEVRON CORP NEW | CVX | 1,361 | $227,681 | 0.11% |
| 70 | MCDONALDS CORP | MCD | 707 | $220,846 | 0.11% |
| 71 | MARVELL TECHNOLOGY INC | MRVL | 3,536 | $217,712 | 0.11% |
| 72 | SCHWAB STRATEGIC TR | 808524201 | 9,735 | $214,959 | 0.11% |
| 73 | ISHARES TR | 464287481 | 1,822 | $214,067 | 0.11% |
| 74 | COCA COLA CO | KO | 2,919 | $209,059 | 0.10% |
| 75 | VERIZON COMMUNICATIONS INC | VZ | 4,532 | $205,558 | 0.10% |