13F-HR filed by Shira Ridge Wealth Management
Shira Ridge Wealth Management filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-15, with 75 holding rows worth $200,545,993.
- Accession
- 0001754960-25-000187
- Filer
- CIK 1961210
- Filed
- 2025-04-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 75 entries on the cover page, a total value of $200,545,993 stated on the cover page (in dollars after the unit check, H1), rows summing to $200,545,993 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 464288802 | ESG OPTIMIZED | 287,478 | $33,022,576 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 525,614 | $20,204,593 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 127,869 | $10,445,634 | dollars as filed | |
| LEGG MASON ETF INVT | 524682309 | FRAN CLE ENH ETF | 179,466 | $9,289,154 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 269,002 | $8,400,932 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 176,593 | $8,391,699 | dollars as filed | |
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 86,681 | $7,859,366 | dollars as filed | |
| iShares Global Tech ETF | 464287291 | SHS | 100,451 | $7,608,154 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 56,595 | $7,417,915 | dollars as filed | |
| Apple Inc | 037833100 | COM | 30,032 | $6,671,011 | dollars as filed | |
| ISHARES TR | 46436E551 | ESG SELECT SCRE | 135,935 | $5,310,980 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 27,215 | $5,279,469 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 90,219 | $4,399,078 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 91,798 | $4,358,569 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 93,062 | $4,288,297 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 15,747 | $3,852,364 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 45,789 | $3,788,124 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 72,382 | $3,695,103 | dollars as filed | |
| VGT | 92204A702 | SHS | 5,505 | $2,985,985 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 57,592 | $2,965,412 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 116,596 | $2,679,960 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 15,645 | $2,444,290 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,407 | $2,404,954 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 35,219 | $2,179,704 | dollars as filed | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 22,723 | $1,840,356 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,649 | $1,559,685 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 9,834 | $1,435,846 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 24,088 | $1,355,673 | dollars as filed | |
| ISHARES U S ETF TR | 46431W648 | U.S. TECH INDEPD | 17,326 | $1,298,417 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 31,383 | $1,123,825 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,824 | $1,055,292 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,805 | $1,040,394 | dollars as filed | |
| VTI | 922908769 | COM | 3,525 | $968,882 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 11,690 | $910,902 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 3,718 | $907,304 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 2,385 | $878,944 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,548 | $865,302 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 10,975 | $859,160 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 12,407 | $750,357 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,397 | $717,676 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,620 | $717,513 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V690 | INTERNATIONAL | 18,974 | $662,003 | dollars as filed | |
| ISHARES TR | 464287762 | US HLTHCARE ETF | 10,459 | $636,852 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,684 | $624,461 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 3,547 | $612,709 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 742 | $604,990 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 406 | $561,616 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,112 | $517,976 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,792 | $463,416 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 6,938 | $456,243 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 21,114 | $454,587 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 3,563 | $431,542 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 3,262 | $364,724 | dollars as filed | |
| VAIL RESORTS INC COM | 91879Q109 | Stock | 2,211 | $353,804 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 649 | $345,644 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 731 | $342,616 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 2,785 | $339,798 | dollars as filed | |
| IJH | 464287507 | COM | 5,436 | $317,176 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,267 | $303,276 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 10,711 | $302,907 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 3,295 | $299,944 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 803 | $298,917 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,410 | $272,141 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,625 | $272,074 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 955 | $247,498 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,421 | $242,835 | dollars as filed | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 2,374 | $242,575 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q134 | INTRNL RES EQT | 3,687 | $234,936 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,361 | $227,681 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 707 | $220,846 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 3,536 | $217,712 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 9,735 | $214,959 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 1,822 | $214,067 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 2,919 | $209,059 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 4,532 | $205,558 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-25-000187 | this filing | 2025-04-15 | acceptance time not in the bulk data set |