Shira Ridge Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Shira Ridge Wealth Management 13F Holdings
CIK 0001961210 · LARKSPUR, CA
As of Sep 30, 2025, Shira Ridge Wealth Management reported
85 positions worth $235.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | — | 284,764 | $38.6M | 16.39% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 520,768 | $23.8M | 10.11% |
| ISHARES EXPANDED TECH SECTOR ETF | IGM | — | 97,138 |
|
2.2M5.19% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 130,330 |
2.1M | 5.14% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 271,695 | $9.9M | 4.19% |
| LEGG MASON ETF INVT | — | — | 180,466 | $9.9M | 4.18% |
| ISHARES GLOBAL TECH ETF | IXN | — | 89,595 | $9.2M | 3.92% |
| THE INDUSTRIAL SELECT SECTOR SPDR FUND | XLI | — | 57,345 | $8.8M | 3.75% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 177,750 | $8.6M | 3.63% |
| APPLE INC | AAPL | Technology | 30,481 | $7.8M | 3.29% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 115,818 | $6.9M | 2.91% |
| ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | XJH | — | 137,210 | $6.0M | 2.55% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 26,665 | $5.8M | 2.44% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 15,582 | $4.6M | 1.94% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 79,920 | $4.1M | 1.73% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 5,451 | $4.1M | 1.73% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 85,345 | $4.0M | 1.69% |
| ALPHABET INC | GOOG | Equity | 15,649 | $3.8M | 1.62% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 41,937 | $3.5M | 1.48% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 43,588 | $3.3M | 1.41% |
| MICROSOFT CORP | MSFT | Technology | 6,412 | $3.3M | 1.41% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 56,703 | $3.3M | 1.40% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | — | 66,157 | $3.2M | 1.35% |
| ISHARES MORNINGSTAR GROWTH ETF | ILCG | — | 22,723 | $2.4M | 1.01% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 92,608 | $2.1M | 0.91% |