13F HOLDINGS REPORT
Shira Ridge Wealth Management
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001754960-25-000690
Total Value
$235.7M
Positions
85
Other Managers
0
Confidential Omitted
No
Holdings (85)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288802 | 284,764 | $38.6M | 16.39% |
| 2 | DIMENSIONAL ETF TRUST | 25434V104 | 520,768 | $23.8M | 10.11% |
| 3 | ISHARES TR | 464287549 | 97,138 | $12.2M | 5.19% |
| 4 | ISHARES TR | 46435G516 | 130,330 | $12.1M | 5.14% |
| 5 | DIMENSIONAL ETF TRUST | 25434V203 | 271,695 | $9.9M | 4.19% |
| 6 | LEGG MASON ETF INVT | 524682309 | 180,466 | $9.9M | 4.18% |
| 7 | ISHARES TR | 464287291 | 89,595 | $9.2M | 3.92% |
| 8 | SELECT SECTOR SPDR TR | 81369Y704 | 57,345 | $8.8M | 3.75% |
| 9 | DIMENSIONAL ETF TRUST | 25434V864 | 177,750 | $8.6M | 3.63% |
| 10 | APPLE INC | AAPL | 30,481 | $7.8M | 3.29% |
| 11 | BLACKROCK ETF TRUST | BLK | 115,818 | $6.9M | 2.91% |
| 12 | ISHARES TR | 46436E551 | 137,210 | $6.0M | 2.55% |
| 13 | VANGUARD SPECIALIZED FUNDS | 921908844 | 26,665 | $5.8M | 2.44% |
| 14 | VANGUARD INDEX FDS | 922908538 | 15,582 | $4.6M | 1.94% |
| 15 | ISHARES TR | 46429B655 | 79,920 | $4.1M | 1.73% |
| 16 | VANGUARD WORLD FD | 92204A702 | 5,451 | $4.1M | 1.73% |
| 17 | ISHARES TR | 46434V613 | 85,345 | $4.0M | 1.69% |
| 18 | ALPHABET INC | GOOG | 15,649 | $3.8M | 1.62% |
| 19 | ISHARES TR | 464287457 | 41,937 | $3.5M | 1.48% |
| 20 | WORLD GOLD TR | GLDW | 43,588 | $3.3M | 1.41% |
| 21 | MICROSOFT CORP | MSFT | 6,412 | $3.3M | 1.41% |
| 22 | DIMENSIONAL ETF TRUST | 25434V609 | 56,703 | $3.3M | 1.40% |
| 23 | ISHARES TR | 46435U549 | 66,157 | $3.2M | 1.35% |
| 24 | ISHARES TR | 464287119 | 22,723 | $2.4M | 1.01% |
| 25 | ISHARES TR | 46429B267 | 92,608 | $2.1M | 0.91% |
| 26 | ISHARES U S ETF TR | 46431W648 | 17,203 | $1.8M | 0.74% |
| 27 | ALPHABET INC | GOOG | 6,976 | $1.7M | 0.72% |
| 28 | VANGUARD INDEX FDS | 922908769 | 5,046 | $1.7M | 0.70% |
| 29 | COSTCO WHSL CORP NEW | 22160K105 | 1,658 | $1.5M | 0.65% |
| 30 | META PLATFORMS INC | META | 1,895 | $1.4M | 0.59% |
| 31 | NVIDIA CORPORATION | NVDA | 6,965 | $1.3M | 0.55% |
| 32 | DIMENSIONAL ETF TRUST | 25434V716 | 28,727 | $1.2M | 0.52% |
| 33 | SCHWAB CHARLES CORP | SCHW-PJ | 10,976 | $1.0M | 0.44% |
| 34 | ISHARES TR | 46429B689 | 11,700 | $992,530 | 0.42% |
| 35 | AMAZON COM INC | AMZN | 4,271 | $937,783 | 0.40% |
| 36 | DIMENSIONAL ETF TRUST | 25434V401 | 12,422 | $899,828 | 0.38% |
| 37 | VANGUARD INDEX FDS | 922908363 | 1,401 | $857,908 | 0.36% |
| 38 | DIMENSIONAL ETF TRUST | 25434V690 | 19,590 | $802,212 | 0.34% |
| 39 | VANGUARD INDEX FDS | 922908736 | 1,662 | $797,112 | 0.34% |
| 40 | ISHARES TR | 46435U556 | 16,498 | $755,278 | 0.32% |
| 41 | MARSH & MCLENNAN COS INC | 571748102 | 3,669 | $739,414 | 0.31% |
| 42 | ISHARES TR | 464288356 | 12,350 | $704,444 | 0.30% |
| 43 | JPMORGAN CHASE & CO. | VYLD | 2,171 | $684,673 | 0.29% |
| 44 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,354 | $647,597 | 0.27% |
| 45 | VANGUARD INDEX FDS | 922908744 | 3,465 | $646,188 | 0.27% |
| 46 | EQUINIX INC | EQIX | 762 | $596,829 | 0.25% |
| 47 | SCHWAB STRATEGIC TR | 808524102 | 21,114 | $542,844 | 0.23% |
| 48 | TRANSDIGM GROUP INC | TDG | 406 | $535,116 | 0.23% |
| 49 | VANGUARD INDEX FDS | 922908629 | 1,772 | $520,472 | 0.22% |
| 50 | BROADCOM INC | AVGO | 1,446 | $477,050 | 0.20% |
| 51 | SPDR SERIES TRUST | 78464A854 | 6,051 | $474,035 | 0.20% |
| 52 | ISHARES TR | 46435U663 | 10,367 | $467,344 | 0.20% |
| 53 | INVESCO QQQ TR | IVZ | 731 | $438,660 | 0.19% |
| 54 | TESLA INC | TSLA | 926 | $411,811 | 0.17% |
| 55 | ISHARES TR | 464287150 | 2,785 | $405,635 | 0.17% |
| 56 | ISHARES TR | 464287762 | 6,638 | $389,789 | 0.17% |
| 57 | ISHARES TR | 464287507 | 5,891 | $384,431 | 0.16% |
| 58 | ISHARES TR | 464287309 | 3,131 | $377,974 | 0.16% |
| 59 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 721 | $362,476 | 0.15% |
| 60 | STRYKER CORPORATION | SYK | 947 | $350,077 | 0.15% |
| 61 | CISCO SYS INC | CSCO | 5,104 | $349,201 | 0.15% |
| 62 | SELECT SECTOR SPDR TR | 81369Y209 | 2,496 | $347,353 | 0.15% |
| 63 | ISHARES TR | 46429B663 | 2,832 | $346,770 | 0.15% |
| 64 | CHEVRON CORP NEW | CVX | 2,232 | $346,624 | 0.15% |
| 65 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 4,329 | $318,355 | 0.14% |
| 66 | DECKERS OUTDOOR CORP | DECK | 3,098 | $314,044 | 0.13% |
| 67 | MARVELL TECHNOLOGY INC | MRVL | 3,547 | $298,196 | 0.13% |
| 68 | AT&T INC | T-PC | 10,501 | $296,548 | 0.13% |
| 69 | ISHARES TR | 464287200 | 431 | $288,733 | 0.12% |
| 70 | VANGUARD INDEX FDS | 922908751 | 1,037 | $263,630 | 0.11% |
| 71 | ISHARES TR | 464287481 | 1,822 | $259,471 | 0.11% |
| 72 | SCHWAB STRATEGIC TR | 808524201 | 9,735 | $256,432 | 0.11% |
| 73 | ISHARES TR | 46432F339 | 1,286 | $250,127 | 0.11% |
| 74 | SELECT SECTOR SPDR TR | 81369Y803 | 865 | $243,809 | 0.10% |
| 75 | ISHARES TR | 464287804 | 1,968 | $233,870 | 0.10% |
| 76 | ISHARES INC | 46434G103 | 3,542 | $233,489 | 0.10% |
| 77 | BLACKROCK ETF TRUST II | BLK | 4,447 | $225,329 | 0.10% |
| 78 | PROSHARES TR | 74348A467 | 2,184 | $225,105 | 0.10% |
| 79 | MCDONALDS CORP | MCD | 734 | $223,055 | 0.09% |
| 80 | NETFLIX INC | NFLX | 186 | $222,999 | 0.09% |
| 81 | MCKESSON CORP | MCK | 287 | $221,719 | 0.09% |
| 82 | ABBVIE INC | ABBV | 953 | $220,704 | 0.09% |
| 83 | PROCTER AND GAMBLE CO | 742718109 | 1,414 | $217,204 | 0.09% |
| 84 | VERIZON COMMUNICATIONS INC | VZ | 4,938 | $217,027 | 0.09% |
| 85 | ISHARES TR | 464287622 | 576 | $210,516 | 0.09% |