Shira Ridge Wealth Management Purchases in Q3 2024

Shira Ridge Wealth Management

  • $196 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
67.5K
+ 138.58%
$47.0 - $47.84 $3.17M - $3.23M
116K $5.55B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
56.5K
+ 805.7%
$46.18 - $48.92 $2.61M - $2.76M
63.5K $3.09B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
55.3K
+ 294.73%
$44.83 - $47.42 $2.48M - $2.62M
74.1K $3.49B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
99.2K
New
$22.38 - $23.66 $2.22M - $2.35M
99.2K $2.33B
VIG
Vanguard Dividend Appreciation

ETFs
9.19K
+ 64.55%
$182.15 - $182.15 $1.67M - $1.67M
23.4K $4.64B
XLI
Industrial Sector Spdr

ETFs
8.52K
+ 21.54%
$120.56 - $135.44 $1.03M - $1.15M
48.1K $6.51B
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.3K
+ 494.69%
$89.91 - $101.33 $1.28M - $1.45M
17.2K $1.68B
DFAI
Dimensional ETF Tr

ETFs
17.2K
+ 7.35%
$28.69 - $32.06 $493K - $551K
251K $7.97B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.43K
+ 3.24%
$75.63 - $84.89 $259K - $291K
109K $9.21B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.66K
+ 87.4%
$81.31 - $83.29 $786K - $805K
20.7K $1.72B
XLV
Select Sector Spdr Fund Health

ETFs
988
+ 2.89%
$143.3 - $157.24 $142K - $155K
35.2K $5.42B
IETC
Ishares U S ETF Tr

ETFs
3.02K
+ 15.94%
$68.54 - $78.83 $207K - $238K
22K $1.72B
LMT
Lockheed Martin Corp

Industrials
397
New
$460.3 - $584.56 $183K - $232K
397 $232M
CSCO
Cisco Systems, Inc.

Technology
4.23K
New
$44.74 - $53.22 $189K - $225K
4.23K $225M
TSLA
Tesla, Inc.

Consumer Cyclical
855
New
$191.76 - $263.26 $164K - $225K
855 $224M
COST
Costco Wholesale Corp

Consumer Defensive
195
+ 14.13%
$801.83 - $917.05 $156K - $179K
1.58K $1.4B
EFG
Msci Eafe Growth ETF

ETFs
1.91K
New
$96.84 - $108.77 $185K - $207K
1.91K $205M
MCD
Mcdonalds Corp

Consumer Cyclical
667
New
$245.82 - $304.51 $164K - $203K
667 $203M
CL
Colgate Palmolive CO

Consumer Defensive
1.96K
New
$95.54 - $108.77 $187K - $213K
1.96K $203M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.13K
New
$162.64 - $179.3 $184K - $203K
1.13K $203M
IVV
Ishares Core S&P 500 ETF

ETFs
351
New
$520.18 - $576.82 $183K - $202K
351 $203M
VB
Vanguard Small Cap ETF

ETFs
608
+ 50.46%
$214.77 - $237.72 $131K - $145K
1.81K $430M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.01K
+ 16.45%
$56.04 - $62.2 $112K - $125K
14.2K $884M
IXN
Ishares Global Information Tec

ETFs
2.58K
+ 1.35%
$73.0 - $87.81 $188K - $226K
194K $16B
CMF
Ishares California Muni Bond E

ETFs
2.36K
+ 27.13%
$56.65 - $58.17 $134K - $137K
11.1K $643M
EQIX
Equinix Inc

Real Estate
3
+ 0.3%
$749.0 - $890.01 $2.25K - $2.67K
997 $885M
VGT
Vanguard Information Technolog

ETFs
21
+ 0.37%
$514.43 - $606.85 $10.8K - $12.7K
5.74K $3.36B
VTV
Vanguard Value ETF

ETFs
64
+ 1.76%
$159.75 - $174.57 $10.2K - $11.2K
3.7K $645M
IYH
Ishares Tr

ETFs
266
+ 2.27%
$60.29 - $66.38 $16K - $17.7K
12K $778M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.08%
$255.18 - $283.2 $766 - $850
3.68K $1.04B
IVW
Ishares S&P 500 Growth ETF

ETFs
280
+ 9.57%
$84.77 - $97.13 $23.7K - $27.2K
3.21K $307M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
218
+ 4.03%
$57.32 - $62.65 $12.5K - $13.7K
5.62K $350M
AVGO
Broadcom Inc.

Technology
1.56K
+ 915.29%
$136.27 - $1745.86 $212K - $2.72M
1.73K $298M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 1.66%
$434.77 - $502.96 $5.22K - $6.04K
737 $360M
NVDA
Nvidia Corp

Technology
100
+ 1.88%
$98.91 - $134.91 $9.89K - $13.5K
5.42K $658M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.49K
+ 500.0%
$150.73 - $974.56 $375K - $2.43M
2.99K $476M
GOOGL
Alphabet Inc.

Communication Services
362
+ 6.41%
$148.65 - $191.18 $53.8K - $69.2K
6.01K $996M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.02%
$61.74 - $76.08 $123 - $152
11K $711M
Activity Summary
Buys All Purchases 39 New Holdings 9 Increased Positions 30 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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