13F HOLDINGS REPORT
Shira Ridge Wealth Management
Quarter ended Q4 2025 · Filed January 12, 2026 · Accession 0001754960-26-000022
Total Value
$248.9M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288802 | 289,514 | $40.3M | 16.21% |
| 2 | DIMENSIONAL ETF TRUST | 25434V104 | 554,421 | $25.9M | 10.42% |
| 3 | BLACKROCK ETF TRUST | BLK | 220,321 | $13.4M | 5.38% |
| 4 | ISHARES TR | 46435G516 | 136,577 | $13.0M | 5.22% |
| 5 | DIMENSIONAL ETF TRUST | 25434V864 | 244,674 | $11.7M | 4.71% |
| 6 | ISHARES TR | 464287549 | 90,129 | $11.6M | 4.68% |
| 7 | DIMENSIONAL ETF TRUST | 25434V203 | 274,699 | $10.5M | 4.21% |
| 8 | LEGG MASON ETF INVT | 524682309 | 191,084 | $10.4M | 4.16% |
| 9 | SELECT SECTOR SPDR TR | 81369Y704 | 59,144 | $9.2M | 3.69% |
| 10 | APPLE INC | AAPL | 29,128 | $7.9M | 3.18% |
| 11 | ISHARES TR | 464287291 | 70,899 | $7.4M | 2.99% |
| 12 | ISHARES TR | 46429B655 | 138,733 | $7.1M | 2.83% |
| 13 | ALPHABET INC | GOOG | 15,649 | $4.9M | 1.97% |
| 14 | ISHARES TR | 46434V613 | 98,238 | $4.6M | 1.84% |
| 15 | ISHARES TR | 464287457 | 49,571 | $4.1M | 1.65% |
| 16 | ISHARES TR | 46435U556 | 84,743 | $4.1M | 1.64% |
| 17 | ISHARES TR | 46435U549 | 85,312 | $4.1M | 1.64% |
| 18 | WORLD GOLD TR | GLDW | 45,235 | $3.9M | 1.55% |
| 19 | VANGUARD WORLD FD | 92204A702 | 5,112 | $3.9M | 1.55% |
| 20 | VANGUARD SPECIALIZED FUNDS | 921908844 | 17,100 | $3.8M | 1.51% |
| 21 | ISHARES TR | 46429B267 | 155,628 | $3.6M | 1.44% |
| 22 | MICROSOFT CORP | MSFT | 6,345 | $3.1M | 1.23% |
| 23 | CAPITAL GROUP DIVIDEND GROWE | 14021L109 | 66,975 | $2.4M | 0.96% |
| 24 | ISHARES TR | 464287119 | 22,245 | $2.3M | 0.93% |
| 25 | ALPHABET INC | GOOG | 6,738 | $2.1M | 0.85% |
| 26 | VANGUARD INDEX FDS | 922908769 | 5,374 | $1.8M | 0.72% |
| 27 | ISHARES U S ETF TR | 46431W648 | 17,095 | $1.7M | 0.70% |
| 28 | COSTCO WHSL CORP NEW | 22160K105 | 1,671 | $1.4M | 0.58% |
| 29 | VANGUARD INDEX FDS | 922908538 | 5,093 | $1.4M | 0.57% |
| 30 | META PLATFORMS INC | META | 1,999 | $1.3M | 0.53% |
| 31 | NVIDIA CORPORATION | NVDA | 6,828 | $1.3M | 0.51% |
| 32 | ISHARES TR | 46436E551 | 27,895 | $1.2M | 0.50% |
| 33 | DIMENSIONAL ETF TRUST | 25434V716 | 27,868 | $1.2M | 0.49% |
| 34 | SCHWAB CHARLES CORP | SCHW-PJ | 11,001 | $1.1M | 0.44% |
| 35 | ISHARES TR | 46429B689 | 11,392 | $982,579 | 0.39% |
| 36 | AMAZON COM INC | AMZN | 4,173 | $963,212 | 0.39% |
| 37 | DIMENSIONAL ETF TRUST | 25434V401 | 12,249 | $908,486 | 0.36% |
| 38 | DIMENSIONAL ETF TRUST | 25434V690 | 19,224 | $823,652 | 0.33% |
| 39 | VANGUARD INDEX FDS | 922908363 | 1,306 | $818,995 | 0.33% |
| 40 | VANGUARD INDEX FDS | 922908736 | 1,656 | $807,896 | 0.32% |
| 41 | DIMENSIONAL ETF TRUST | 25434V609 | 13,471 | $802,063 | 0.32% |
| 42 | ISHARES TR | 464288356 | 13,103 | $752,898 | 0.30% |
| 43 | MARSH & MCLENNAN COS INC | 571748102 | 3,641 | $675,478 | 0.27% |
| 44 | JPMORGAN CHASE & CO. | VYLD | 2,061 | $663,967 | 0.27% |
| 45 | VANGUARD INDEX FDS | 922908744 | 3,473 | $663,308 | 0.27% |
| 46 | EQUINIX INC | EQIX | 772 | $591,476 | 0.24% |
| 47 | SCHWAB STRATEGIC TR | 808524102 | 21,114 | $553,824 | 0.22% |
| 48 | TRANSDIGM GROUP INC | TDG | 406 | $539,919 | 0.22% |
| 49 | VANGUARD INDEX FDS | 922908629 | 1,744 | $506,108 | 0.20% |
| 50 | CHARTER COMMUNICATIONS INC N | 16119P108 | 2,365 | $493,694 | 0.20% |
| 51 | BROADCOM INC | AVGO | 1,414 | $489,385 | 0.20% |
| 52 | SPDR SERIES TRUST | 78464A854 | 6,038 | $484,368 | 0.19% |
| 53 | INVESCO QQQ TR | IVZ | 731 | $448,845 | 0.18% |
| 54 | CHEVRON CORP NEW | CVX | 2,739 | $417,467 | 0.17% |
| 55 | TESLA INC | TSLA | 909 | $408,795 | 0.16% |
| 56 | ISHARES TR | 464287150 | 2,633 | $391,501 | 0.16% |
| 57 | ISHARES TR | 464287309 | 3,141 | $387,160 | 0.16% |
| 58 | ISHARES TR | 464287762 | 5,834 | $379,805 | 0.15% |
| 59 | CISCO SYS INC | CSCO | 4,916 | $378,645 | 0.15% |
| 60 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 701 | $352,358 | 0.14% |
| 61 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 4,466 | $334,414 | 0.13% |
| 62 | STRYKER CORPORATION | SYK | 913 | $320,892 | 0.13% |
| 63 | ISHARES TR | 46429B663 | 2,636 | $320,556 | 0.13% |
| 64 | MARVELL TECHNOLOGY INC | MRVL | 3,463 | $294,286 | 0.12% |
| 65 | SCHWAB STRATEGIC TR | 808524201 | 9,735 | $261,981 | 0.11% |
| 66 | ISHARES TR | 464287507 | 3,877 | $255,866 | 0.10% |
| 67 | NEWMONT CORP | NEMCL | 2,537 | $253,318 | 0.10% |
| 68 | ISHARES TR | 464287481 | 1,822 | $249,505 | 0.10% |
| 69 | SELECT SECTOR SPDR TR | 81369Y803 | 1,652 | $237,838 | 0.10% |
| 70 | MCKESSON CORP | MCK | 287 | $235,423 | 0.09% |
| 71 | ISHARES INC | 46434G103 | 3,481 | $233,993 | 0.09% |
| 72 | ELI LILLY & CO | LLY | 208 | $223,889 | 0.09% |
| 73 | BLACKROCK ETF TRUST II | BLK | 4,426 | $223,336 | 0.09% |
| 74 | AT&T INC | T-PC | 8,889 | $220,803 | 0.09% |
| 75 | ISHARES TR | 464287408 | 1,039 | $220,341 | 0.09% |
| 76 | MCDONALDS CORP | MCD | 706 | $215,775 | 0.09% |
| 77 | SPDR GOLD TR | GLD | 544 | $215,593 | 0.09% |
| 78 | ISHARES TR | 464287622 | 576 | $215,101 | 0.09% |
| 79 | ISHARES TR | 464287200 | 311 | $212,963 | 0.09% |
| 80 | VANGUARD INDEX FDS | 922908751 | 791 | $203,979 | 0.08% |
| 81 | GE AEROSPACE | 369604301 | 658 | $202,684 | 0.08% |
| 82 | ABBVIE INC | ABBV | 886 | $202,425 | 0.08% |
| 83 | VERIZON COMMUNICATIONS INC | VZ | 4,940 | $201,221 | 0.08% |