Shira Ridge Wealth Management

Est. AUM

$286.6M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	ESG OPTIMIZED	$44.5M	288096	15.51%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$29.4M	568889	10.26%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$19.1M	280170	6.65%	SOLE
4	ISHARES TR	EXPND TEC SC ETF	$17.4M	106089	6.05%	SOLE
5	DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$14.2M	296404	4.94%	SOLE
6	ISHARES TR	ESG AW MSCI EAFE	$13.9M	135088	4.85%	SOLE
7	ISHARES TR	FLTG RATE NT ETF	$11.0M	214694	3.82%	SOLE
8	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$10.8M	262117	3.77%	SOLE
9	SELECT SECTOR SPDR TR	ST STR INDL ETF	$10.7M	57580	3.72%	SOLE
10	LEGG MASON ETF INVT	FRAN CLE ENH ETF	$10.5M	188660	3.66%	SOLE
11	ISHARES TR	1 3 YR TREAS BD	$10.2M	124436	3.56%	SOLE
12	ISHARES TR	GLOBAL TECH ETF	$10.0M	69258	3.49%	SOLE
13	APPLE INC	COM	$7.5M	25843	2.61%	SOLE
14	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$6.6M	126923	2.31%	SOLE
15	ALPHABET INC	CAP STK CL C	$5.2M	14820	1.83%	SOLE
16	VANGUARD WORLD FD	INF TECH ETF	$4.8M	40216	1.68%	SOLE
17	ISHARES TR	CORE UNIVRSL USD	$4.8M	103932	1.67%	SOLE
18	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$4.5M	119166	1.56%	SOLE
19	ISHARES TR	US TREAS BD ETF	$4.5M	195392	1.55%	SOLE
20	ISHARES TR	MORNINGSTAR GRWT	$2.6M	22117	0.90%	SOLE
21	MICROSOFT CORP	COM	$2.4M	6384	0.83%	SOLE
22	ALPHABET INC	CAP STK CL A	$2.3M	6548	0.82%	SOLE
23	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.3M	9675	0.80%	SOLE
24	WORLD GOLD TR	SPDR GLD MINIS	$2.1M	26379	0.73%	SOLE
25	VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	4817	0.62%	SOLE
26	ISHARES U S ETF TR	U.S. TECH INDEPD	$1.7M	16228	0.61%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$1.6M	1707	0.56%	SOLE
28	NVIDIA CORPORATION	COM	$1.4M	6892	0.48%	SOLE
29	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.3M	4232	0.45%	SOLE
30	ISHARES TR	ESG SELECT SCRE	$1.2M	22896	0.42%	SOLE
31	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.1M	23554	0.38%	SOLE
32	META PLATFORMS INC	CL A	$1.1M	1900	0.37%	SOLE
33	AMAZON COM INC	COM	$1.0M	4216	0.35%	SOLE
34	SCHWAB CHARLES CORP	COM	$1.0M	10876	0.35%	SOLE
35	DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$996K	12158	0.35%	SOLE
36	ISHARES TR	MSCI EAFE MIN VL	$975K	11111	0.34%	SOLE
37	MARVELL TECHNOLOGY INC	COM	$924K	3103	0.32%	SOLE
38	DIMENSIONAL ETF TRUST	US TARGETED VLU	$909K	13004	0.32%	SOLE
39	VANGUARD INDEX FDS	S&P 500 ETF SHS	$889K	1295	0.31%	SOLE
40	ISHARES TR	CALIF MUN BD ETF	$850K	14749	0.30%	SOLE
41	VANGUARD INDEX FDS	GROWTH ETF	$850K	9865	0.30%	SOLE
42	SPDR SERIES TRUST	ST STR P500ETF	$798K	9075	0.28%	SOLE
43	EQUINIX INC	COM	$794K	762	0.28%	SOLE
44	VANGUARD INDEX FDS	VALUE ETF	$742K	3406	0.26%	SOLE
45	JPMORGAN CHASE & CO	COM	$671K	2050	0.23%	SOLE
46	SCHWAB STRATEGIC TR	US BRD MKT ETF	$611K	21114	0.21%	SOLE
47	DIMENSIONAL ETF TRUST	INTERNATIONAL	$602K	13340	0.21%	SOLE
48	CISCO SYS INC	COM	$575K	4895	0.20%	SOLE
49	BROADCOM INC	COM	$559K	1481	0.20%	SOLE
50	TRANSDIGM GROUP INC	COM	$541K	406	0.19%	SOLE

1–50 of 83

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.