13F HOLDINGS REPORT
Shira Ridge Wealth Management
Quarter ended Q2 2025 · Filed July 10, 2025 · Accession 0001754960-25-000346
Total Value
$218.9M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288802 | 287,444 | $36.4M | 16.64% |
| 2 | DIMENSIONAL ETF TRUST | 25434V104 | 513,147 | $21.7M | 9.93% |
| 3 | ISHARES TR | 46435G516 | 128,514 | $11.5M | 5.24% |
| 4 | ISHARES TR | 464287549 | 96,767 | $10.9M | 4.97% |
| 5 | LEGG MASON ETF INVT | 524682309 | 178,730 | $9.4M | 4.30% |
| 6 | DIMENSIONAL ETF TRUST | 25434V203 | 266,013 | $9.2M | 4.20% |
| 7 | ISHARES TR | 464287291 | 91,542 | $8.5M | 3.86% |
| 8 | SELECT SECTOR SPDR TR | 81369Y704 | 56,471 | $8.3M | 3.81% |
| 9 | DIMENSIONAL ETF TRUST | 25434V864 | 167,760 | $8.1M | 3.68% |
| 10 | APPLE INC | AAPL | 29,751 | $6.1M | 2.79% |
| 11 | ISHARES TR | 46436E551 | 141,548 | $5.9M | 2.68% |
| 12 | BLACKROCK ETF TRUST | BLK | 103,383 | $5.6M | 2.57% |
| 13 | VANGUARD SPECIALIZED FUNDS | 921908844 | 26,122 | $5.3M | 2.44% |
| 14 | VANGUARD INDEX FDS | 922908538 | 15,824 | $4.5M | 2.06% |
| 15 | ISHARES TR | 46434V613 | 90,437 | $4.2M | 1.91% |
| 16 | ISHARES TR | 46435U549 | 85,668 | $4.1M | 1.86% |
| 17 | VANGUARD WORLD FD | 92204A702 | 5,536 | $3.7M | 1.68% |
| 18 | ISHARES TR | 464287457 | 43,930 | $3.6M | 1.66% |
| 19 | ISHARES TR | 46429B655 | 68,540 | $3.5M | 1.60% |
| 20 | MICROSOFT CORP | MSFT | 6,410 | $3.2M | 1.46% |
| 21 | DIMENSIONAL ETF TRUST | 25434V609 | 56,771 | $3.1M | 1.40% |
| 22 | ALPHABET INC | GOOG | 15,645 | $2.8M | 1.27% |
| 23 | WORLD GOLD TR | GLDW | 40,516 | $2.7M | 1.21% |
| 24 | ISHARES TR | 46429B267 | 109,433 | $2.5M | 1.15% |
| 25 | ISHARES TR | 464287119 | 22,723 | $2.2M | 1.01% |
| 26 | COSTCO WHSL CORP NEW | 22160K105 | 1,646 | $1.6M | 0.74% |
| 27 | ISHARES U S ETF TR | 46431W648 | 17,203 | $1.6M | 0.74% |
| 28 | VANGUARD INDEX FDS | 922908769 | 4,613 | $1.4M | 0.64% |
| 29 | META PLATFORMS INC | META | 1,888 | $1.4M | 0.64% |
| 30 | DIMENSIONAL ETF TRUST | 25434V716 | 31,013 | $1.2M | 0.56% |
| 31 | ALPHABET INC | GOOG | 6,776 | $1.2M | 0.55% |
| 32 | NVIDIA CORPORATION | NVDA | 6,784 | $1.1M | 0.49% |
| 33 | SCHWAB CHARLES CORP | SCHW-PJ | 10,976 | $1.0M | 0.46% |
| 34 | ISHARES TR | 46429B689 | 11,755 | $988,144 | 0.45% |
| 35 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,385 | $975,012 | 0.45% |
| 36 | AMAZON COM INC | AMZN | 4,132 | $906,519 | 0.41% |
| 37 | DIMENSIONAL ETF TRUST | 25434V401 | 12,422 | $832,502 | 0.38% |
| 38 | MARSH & MCLENNAN COS INC | 571748102 | 3,666 | $801,534 | 0.37% |
| 39 | VANGUARD INDEX FDS | 922908363 | 1,397 | $793,255 | 0.36% |
| 40 | DIMENSIONAL ETF TRUST | 25434V690 | 18,974 | $747,765 | 0.34% |
| 41 | VANGUARD INDEX FDS | 922908736 | 1,673 | $733,443 | 0.34% |
| 42 | ISHARES TR | 464288356 | 12,777 | $712,190 | 0.33% |
| 43 | SELECT SECTOR SPDR TR | 81369Y209 | 4,965 | $669,218 | 0.31% |
| 44 | VANGUARD INDEX FDS | 922908744 | 3,496 | $617,883 | 0.28% |
| 45 | TRANSDIGM GROUP INC | TDG | 406 | $617,380 | 0.28% |
| 46 | EQUINIX INC | EQIX | 762 | $606,148 | 0.28% |
| 47 | JPMORGAN CHASE & CO. | VYLD | 2,087 | $604,927 | 0.28% |
| 48 | ISHARES TR | 464287762 | 9,997 | $564,646 | 0.26% |
| 49 | SCHWAB STRATEGIC TR | 808524102 | 21,114 | $503,150 | 0.23% |
| 50 | VANGUARD INDEX FDS | 922908629 | 1,772 | $495,825 | 0.23% |
| 51 | BROADCOM INC | AVGO | 1,603 | $441,867 | 0.20% |
| 52 | SPDR SERIES TRUST | 78464A854 | 5,591 | $406,410 | 0.19% |
| 53 | INVESCO QQQ TR | IVZ | 731 | $403,056 | 0.18% |
| 54 | ISHARES TR | 46429B663 | 3,236 | $379,154 | 0.17% |
| 55 | ISHARES TR | 464287150 | 2,785 | $376,086 | 0.17% |
| 56 | STRYKER CORPORATION | SYK | 921 | $364,375 | 0.17% |
| 57 | CISCO SYS INC | CSCO | 5,061 | $351,132 | 0.16% |
| 58 | ISHARES TR | 464287309 | 3,117 | $343,182 | 0.16% |
| 59 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 699 | $339,553 | 0.16% |
| 60 | ISHARES TR | 464287507 | 5,436 | $337,126 | 0.15% |
| 61 | DECKERS OUTDOOR CORP | DECK | 3,098 | $319,311 | 0.15% |
| 62 | TESLA INC | TSLA | 973 | $309,083 | 0.14% |
| 63 | CHEVRON CORP NEW | CVX | 2,150 | $307,874 | 0.14% |
| 64 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 4,262 | $301,622 | 0.14% |
| 65 | AT&T INC | T-PC | 10,187 | $294,812 | 0.13% |
| 66 | MARVELL TECHNOLOGY INC | MRVL | 3,536 | $273,686 | 0.13% |
| 67 | ISHARES TR | 46432F339 | 1,424 | $260,336 | 0.12% |
| 68 | NETFLIX INC | NFLX | 190 | $254,435 | 0.12% |
| 69 | ISHARES TR | 464287481 | 1,822 | $252,675 | 0.12% |
| 70 | ISHARES INC | 46434G103 | 4,184 | $251,166 | 0.11% |
| 71 | PROSHARES TR | 74348A467 | 2,374 | $239,062 | 0.11% |
| 72 | SCHWAB STRATEGIC TR | 808524201 | 9,735 | $237,935 | 0.11% |
| 73 | BLACKROCK ETF TRUST II | BLK | 4,487 | $226,369 | 0.10% |
| 74 | ISHARES TR | 464287200 | 359 | $222,872 | 0.10% |
| 75 | SELECT SECTOR SPDR TR | 81369Y803 | 867 | $219,550 | 0.10% |
| 76 | VISTRA CORP | VST | 1,121 | $217,261 | 0.10% |
| 77 | VAIL RESORTS INC | MTN | 1,343 | $211,026 | 0.10% |
| 78 | MCKESSON CORP | MCK | 284 | $208,110 | 0.10% |
| 79 | PROCTER AND GAMBLE CO | 742718109 | 1,303 | $207,594 | 0.09% |
| 80 | MCDONALDS CORP | MCD | 707 | $206,564 | 0.09% |
| 81 | ISHARES TR | 464288877 | 3,198 | $203,009 | 0.09% |
| 82 | INTUIT | INTU | 255 | $201,013 | 0.09% |
| 83 | VANGUARD INDEX FDS | 922908751 | 847 | $200,820 | 0.09% |