Shira Ridge Wealth Management Reduced Holdings in Q3 2024

Shira Ridge Wealth Management

  • $196 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-33.5K
- 59.3%
$48.06 - $49.39 $1.61M - $1.66M
23K $1.13B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-30K
- 64.81%
$50.32 - $50.75 $1.51M - $1.52M
16.3K $825M
IFRA
Ishares Tr

ETFs
-36.7K
- 56.95%
$41.55 - $46.97 $1.52M - $1.72M
27.7K $1.3B
HDV
Ishares Core High Dividend ETF

ETFs
-10.8K
- 64.73%
$107.62 - $118.76 $1.17M - $1.29M
5.91K $695M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-18.7K
- 23.79%
$50.63 - $51.11 $945K - $954K
59.8K $3.05B
TDG
Trans Digm Group Inc

Industrials
-565
- 58.19%
$1202.03 - $1427.41 $679K - $806K
406 $579M
DFAT
Dimensional ETF Tr U S Target

ETFs
-12.2K
- 15.53%
$51.0 - $57.07 $623K - $697K
66.5K $3.7B
MSFT
Microsoft Corp

Technology
-359
- 4.89%
$395.15 - $467.56 $142K - $168K
6.98K $3B
TFLO
Ishares Treasury Floating Rate

ETFs
-4.35K
- 31.13%
$50.42 - $50.66 $220K - $221K
9.63K $487M
CVX
Chevron Corp

Energy
-424
- 20.4%
$137.88 - $161.97 $58.5K - $68.7K
1.65K $244M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-1.11K
- 22.79%
$60.25 - $66.85 $67.1K - $74.4K
3.77K $249M
DFSU
Dimensional ETF Tr Dimen Us Su
-3.79K
- 10.36%
N/A
32.8K $1.22B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.05K
- 17.72%
$95.1 - $106.76 $99.7K - $112K
4.87K $519M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-9.15K
- 7.17%
$38.71 - $42.43 $354K - $388K
119K $5.01B
AMZN
Amazon Com Inc

Consumer Cyclical
-10
- 0.28%
$161.02 - $200.0 $1.61K - $2K
3.55K $661M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-593
- 6.87%
$60.84 - $67.51 $36.1K - $40K
8.04K $543M
ICLN
Ishares

ETFs
-1.99K
- 12.86%
$13.26 - $14.77 $26.3K - $29.3K
13.5K $198M
JPM
Jpmorgan Chase & CO

Financial Services
-7
- 0.36%
$194.9 - $224.8 $1.36K - $1.57K
1.93K $408M
VUG
Vanguard Growth ETF

ETFs
-4
- 0.23%
$341.08 - $391.94 $1.36K - $1.57K
1.73K $664M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-77
- 1.33%
$38.03 - $42.06 $2.93K - $3.24K
5.73K $240M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-8
- 0.22%
$210.25 - $231.86 $1.68K - $1.85K
3.7K $825M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-469
- 3.77%
$69.31 - $77.34 $32.5K - $36.3K
12K $919M
META
Meta Platforms, Inc.

Communication Services
-59
- 3.27%
$453.41 - $572.44 $26.8K - $33.8K
1.75K $1B
YLDE
Legg Mason ETF Invt Tr

ETFs
-1.76K
- 0.93%
$46.1 - $50.39 $81.2K - $88.8K
187K $9.42B
AAPL
Apple Inc.

Technology
-129
- 0.43%
$207.23 - $234.82 $26.7K - $30.3K
29.6K $6.89B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-10.7K
- 3.91%
$108.44 - $120.37 $1.16M - $1.28M
262K $31.6B
DFAU
Dimensional ETF Tr

ETFs
-5.98K
- 1.12%
$35.8 - $39.69 $214K - $237K
526K $20.9B
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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