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Disclosery

13F-HR filed by Shira Ridge Wealth Management

Shira Ridge Wealth Management filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-18, with 73 holding rows worth $174,742,638.

Accession
0001754960-24-000156
Filer
CIK 1961210
Filed
2024-04-18
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 73 entries on the cover page, a total value of $174,742,638 stated on the cover page (in dollars after the unit check, H1), rows summing to $174,742,638 with VALUE read as dollars as filed, 13F file number 028-22722. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR464288802ESG OPTIMIZED274,547$29,972,330dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT527,022$19,257,396dollars as filed
iShares Global Tech ETF464287291SHS192,505$14,401,324dollars as filed
LEGG MASON ETF INVT524682309FRAN CLE ENH ETF179,297$8,471,228dollars as filed
ISHARES TR46435G516COM104,592$8,357,954dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK231,144$6,985,172dollars as filed
ISHARES TR46436E551ESG SELECT SCRE127,704$5,246,080dollars as filed
Apple Inc037833100COM29,843$5,117,548dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS33,638$4,969,326dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL35,982$4,532,293dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU77,419$4,213,916dollars as filed
iShares Floating Rate Bond ETF46429B655SHS77,018$3,932,542dollars as filed
Microsoft Corp594918104COM7,337$3,086,800dollars as filed
VGT92204A702SHS5,844$3,064,067dollars as filed
iShares U.S. Infrastructure ETF46435U713SHS69,587$3,017,292dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS12,427$2,930,095dollars as filed
VANGUARD MALVERN FDS922020805SHS60,075$2,876,990dollars as filed
TRANSDIGM GROUP INC COM893641100Stock2,171$2,673,804dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS13,312$2,430,984dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM15,430$2,349,372dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS46,198$2,335,771dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF46,508$2,187,736dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF19,527$2,152,057dollars as filed
ISHARES MORNINGSTAR GROWTH ETF464287119ETF23,109$1,744,238dollars as filed
ISHARES U S ETF TR46431W648U.S. TECH INDEPD17,935$1,269,788dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY35,611$1,225,375dollars as filed
ISHARES TR464287457COM13,595$1,111,799dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF20,455$1,037,887dollars as filed
VTI922908769COM3,910$1,016,112dollars as filed
Costco Wholesale Corporation22160K105COM1,356$993,318dollars as filed
ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689ETF12,697$899,983dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF14,739$839,841dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,481$827,247dollars as filed
EQUINIX INC COM29444U700REIT994$820,378dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL24,242$816,228dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS17,624$803,478dollars as filed
Charles Schwab Corp808513105COM10,871$786,437dollars as filed
Vanguard S&P 500 ETF922908363COM1,589$763,593dollars as filed
Marsh & McLennan Companies,Inc.571748102COM3,669$755,741dollars as filed
ISHARES TR464287762US HLTHCARE ETF12,099$748,941dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM2,385$693,153dollars as filed
INVENTRUST PPTYS CORP COM NEW46124J201REIT25,614$658,533dollars as filed
Amazon.com, Inc023135106COM3,510$633,134dollars as filed
Vanguard Value ETF922908744SHS3,862$628,965dollars as filed
Vanguard Growth922908736COM1,800$619,560dollars as filed
META PLATFORMS INC CL A30303M102COM1,261$612,331dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST5,934$601,767dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS9,430$580,228dollars as filed
LIBERTY GLOBAL LTDG61188127COM CL C32,657$576,069dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS11,295$572,544dollars as filed
CROWN CASTLE INC COM22822V101REIT5,056$535,076dollars as filed
VAIL RESORTS INC COM91879Q109Stock2,211$492,677dollars as filed
NVIDIA Corp67066G104COM533$481,618dollars as filed
DECKERS OUTDOOR CORP243537107COM498$468,747dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,792$447,719dollars as filed
Schwab U.S. Broad Market ETF808524102SHS7,038$429,678dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS3,109$358,468dollars as filed
ISHARES TR464288356CALIF MUN BD ETF6,018$346,286dollars as filed
FIRST TR EXCHANGE TRADED FD33737A108NASDQ CLN EDGE2,977$341,194dollars as filed
IJH464287507COM5,403$328,201dollars as filed
Cisco Systems,Inc.17275R102COM6,519$325,363dollars as filed
INVESCO QQQ TR46090E103COM725$321,752dollars as filed
JPMorgan Chase & Co46625H100COM1,588$318,009dollars as filed
iShares ESG Aware US Aggregate Bond ETF46435U549SHS5,804$273,136dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q134INTRNL RES EQT4,202$263,129dollars as filed
Berkshire Hathaway Inc084670702COM619$260,302dollars as filed
MARVELL TECHNOLOGY INC573874104COM3,510$248,789dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS6,166$248,305dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM16,407$229,374dollars as filed
Broadcom Inc.11135F101COM160$212,066dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF1,831$208,990dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS2,436$203,601dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS3,245$201,413dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-24-000156this filing2024-04-18acceptance time not in the bulk data set