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Shira Ridge Wealth Management Portfolio
$287.7M across 83 positions as of 2026-09-30, with 64% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+13.3%
-1.2% a year vs the S&P 500
3 years
+17.7%
-3.6% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 15
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.0% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.8% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SUSAiShares MSCI USA ESG Select ETF | $44.2M | 15.4% | 284,219 |
| DFAUDimensional US Core Equity Market ETF | $29.6M | 10.3% | 565,399 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $20.1M | 7.0% | 289,865 |
| IGMiShares Expanded Tech Sector ETF | $16.9M | 5.9% | 99,967 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $14.9M | 5.2% | 321,666 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $14.2M | 4.9% | 137,458 |
| FLOTiShares Floating Rate Bond ETF | $12M | 4.2% | 234,159 |
| SHYiShares 1-3 Year Treasury Bond ETF | $11.3M | 3.9% | 138,690 |
| DFAIDimensional International Core Equity Market ETF | $11.2M | 3.9% | 269,654 |
| LEGG MASON ETF INVT | $10.3M | 3.6% | 187,712 |
| IXNiShares Global Tech ETF | $10.2M | 3.5% | 68,795 |
| DIMENSIONAL ETF TRUST | $10.1M | 3.5% | 203,256 |
| XLIState Street Industrial Select Sector SPDR ETF | $9.7M | 3.4% | 58,284 |
| AAPLApple Inc | $7.2M | 2.5% | 21,636 |
| VGTVanguard Information Tech ETF | $5M | 1.7% | 39,996 |
| GOOGAlphabet Inc | $5M | 1.7% | 14,646 |
| CAPITAL GROUP DIVIDEND GROWE | $4.9M | 1.7% | 131,588 |
| GOVTiShares U.S. Treasury Bond ETF | $4.3M | 1.5% | 197,243 |
| MSFTMicrosoft Corp | $3.2M | 1.1% | 6,244 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $2.6M | 0.9% | 22,031 |
| VIGVanguard Div Appreciation ETF | $2.3M | 0.8% | 9,910 |
| GOOGLAlphabet Inc | $1.9M | 0.7% | 5,574 |
| IETCiShares U.S. Tech Independence Focused ETF | $1.8M | 0.6% | 15,460 |
| VTIVanguard Total Stock Market ETF | $1.7M | 0.6% | 4,659 |
| GLDMSPDR Gold MiniShares Trust | $1.6M | 0.6% | 19,441 |
| COSTCostco Wholesale Corp | $1.5M | 0.5% | 1,699 |
| NVDANVIDIA Corp | $1.5M | 0.5% | 6,742 |
| VOTVanguard Mid-Cap Growth ETF | $1.1M | 0.4% | 3,830 |
| DIMENSIONAL ETF TRUST | $1.1M | 0.4% | 23,554 |
| AMZNAmazon.com Inc | $1.1M | 0.4% | 4,417 |
| METAMeta Platforms Inc | $1.1M | 0.4% | 1,483 |
| VOOVanguard S&P 500 ETF | $1.1M | 0.4% | 1,520 |
| SCHWCharles Schwab Corp | $1.1M | 0.4% | 10,776 |
| XJHiShares ESG Screened S&P Mid-Cap ETF | $1M | 0.4% | 21,095 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $1M | 0.4% | 11,064 |
| DIMENSIONAL ETF TRUST | $1M | 0.3% | 12,060 |
| VUGVanguard Growth ETF | $885.7K | 0.3% | 9,829 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $805.6K | 0.3% | 8,975 |
| DFATDimensional U.S. Targeted Value ETF | $786.1K | 0.3% | 11,831 |
| EQIXEquinix Inc | $770.8K | 0.3% | 762 |
| VTVVanguard Value ETF | $728.2K | 0.3% | 3,370 |
| IUSBiShares Core Total USD Bond Market ETF | $702.9K | 0.2% | 15,943 |
| SCHBSchwab U.S. Broad Market ETF | $618.9K | 0.2% | 21,114 |
| DIMENSIONAL ETF TRUST | $602.6K | 0.2% | 13,340 |
| AMERICAN CENTY ETF TR | $571.6K | 0.2% | 5,813 |
| QQQInvesco QQQ Trust, Series 1 | $559.7K | 0.2% | 757 |
| CSCOCisco Systems Inc | $512.8K | 0.2% | 4,765 |
| IVWiShares S&P 500 Growth ETF | $507.4K | 0.2% | 3,567 |
| AVGOBroadcom Inc | $498.7K | 0.2% | 1,420 |
| JPMJPMorgan Chase & Co | $473.3K | 0.2% | 1,431 |
| CVXChevron Corp | $465.8K | 0.2% | 2,281 |
| ISHARES TR | $463.2K | 0.2% | 8,558 |
| MRSHMarsh & McLennan Companies Inc | $456.4K | 0.2% | 2,673 |
| TDGTransDigm Group Inc | $439.5K | 0.2% | 406 |
| GLWCorning Inc | $429.6K | 0.1% | 2,794 |
| TFLOiShares Treasury Floating Rate Bond ETF | $428.8K | 0.1% | 8,462 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $416.5K | 0.1% | 2,505 |
| VOVanguard Mid-Cap ETF | $372.6K | 0.1% | 4,751 |
| AMDAdvanced Micro Devices Inc | $343.2K | 0.1% | 561 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $340.3K | 0.1% | 4,500 |
| HDViShares Core High Dividend ETF | $337.7K | 0.1% | 12,078 |
| XLKState Street Technology Select Sector SPDR ETF | $323.4K | 0.1% | 1,652 |
| TSLATesla Inc | $321.8K | 0.1% | 907 |
| MUMicron Technology Inc | $304.6K | 0.1% | 286 |
| SCHXSchwab U.S. Large-Cap ETF | $292.1K | 0.1% | 9,735 |
| NEMNewmont Corporation | $285.5K | 0.1% | 2,475 |
| BRK.BBerkshire Hathaway Inc | $256.9K | 0.1% | 516 |
| JIREJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | $255.3K | 0.1% | 3,107 |
| ISHARES TR | $249.9K | 0.1% | 3,191 |
| LLYEli Lilly and Co | $243.5K | 0.1% | 210 |
| IWBiShares Russell 1000 ETF | $239.7K | 0.1% | 576 |
| KOCoca-Cola Co | $236.6K | 0.1% | 2,749 |
| EZUiShares MSCI Eurozone ETF | $235.8K | 0.1% | 3,502 |
| ABBVAbbVie Inc | $231.1K | 0.1% | 883 |
| VBVanguard Small-Cap ETF | $229.2K | 0.1% | 806 |
| CHTRCharter Communications Inc | $221.6K | 0.1% | 1,998 |
| MCKMcKesson Corp | $216K | 0.1% | 253 |
| IJHiShares Core S&P Mid-Cap ETF | $215.9K | 0.1% | 3,001 |
| VZVerizon Communications Inc | $215.8K | 0.1% | 4,704 |
| GLDSPDR Gold Shares | $206.8K | 0.1% | 543 |
| GEGeneral Electric Co | $205.5K | 0.1% | 658 |
| UNPUnion Pacific Corp | $204.4K | 0.1% | 751 |
| IVEiShares S&P 500 Value ETF | $202.4K | 0.1% | 887 |
Quarter ending 2026-09-30.
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