Shira Ridge Wealth Management Reduced Holdings in Q1 2025

Shira Ridge Wealth Management

  • $201 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXN
Ishares Global Information Tec

ETFs
-95.2K
- 48.65%
$75.73 - $88.4 $7.21M - $8.41M
100K $7.61B
XLV
Select Sector Spdr Fund Health

ETFs
-27.8K
- 73.9%
$137.61 - $149.68 $3.83M - $4.17M
9.83K $1.44B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-14.2K
- 81.14%
$85.29 - $92.57 $1.21M - $1.31M
3.3K $300M
VGT
Vanguard Information Technolog

ETFs
-273
- 4.72%
$542.38 - $646.34 $148K - $176K
5.51K $2.99B
GOOG
Alphabet Inc.

Communication Services
-11
- 0.07%
$156.06 - $207.71 $1.72K - $2.28K
15.6K $2.44B
IETC
Ishares U S ETF Tr

ETFs
-4.13K
- 19.26%
$74.94 - $89.98 $310K - $372K
17.3K $1.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.49K
- 5.72%
$50.44 - $58.1 $176K - $203K
57.6K $2.97B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-10.3K
- 10.09%
$45.92 - $47.58 $473K - $490K
91.8K $4.36B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-14.7K
- 11.2%
$22.25 - $23.0 $327K - $338K
117K $2.68B
YLDE
Legg Mason ETF Invt Tr

ETFs
-8.15K
- 4.35%
$49.87 - $52.92 $407K - $431K
179K $9.29B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.6K
- 11.42%
$59.61 - $66.71 $95.3K - $107K
12.4K $750M
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 0.1%
$222.15 - $428.22 $222 - $428
955 $247M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.87K
- 4.97%
$44.72 - $46.25 $218K - $225K
93.1K $4.29B
AVGO
Broadcom Inc.

Technology
-109
- 6.29%
$167.43 - $244.7 $18.2K - $26.7K
1.63K $272M
DFSU
Dimensional ETF Tr Dimen Us Su
-1K
- 3.09%
N/A
31.4K $1.12B
CMF
Ishares California Muni Bond E

ETFs
-1.02K
- 4.07%
$55.93 - $57.47 $57.2K - $58.8K
24.1K $1.36B
VUG
Vanguard Growth ETF

ETFs
-36
- 2.09%
$369.1 - $427.61 $13.3K - $15.4K
1.68K $624M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-849
- 10.9%
$64.88 - $72.1 $55.1K - $61.2K
6.94K $456M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-4.11K
- 2.28%
$46.74 - $47.55 $192K - $196K
177K $8.39B
IYH
Ishares Tr

ETFs
-1.73K
- 14.18%
$58.32 - $62.76 $101K - $108K
10.5K $637M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.08K
- 2.31%
$81.83 - $82.73 $88.5K - $89.4K
45.8K $3.79B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19
- 1.34%
$507.05 - $563.67 $9.63K - $10.7K
1.4K $718M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-188
- 3.34%
$57.21 - $65.8 $10.8K - $12.4K
5.44K $317M
META
Meta Platforms, Inc.

Communication Services
-28
- 1.53%
$576.36 - $736.67 $16.1K - $20.6K
1.81K $1.04B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3
- 0.11%
$120.29 - $134.6 $361 - $404
2.79K $340M
VTV
Vanguard Value ETF

ETFs
-126
- 3.43%
$167.73 - $179.21 $21.1K - $22.6K
3.55K $613M
CVX
Chevron Corp

Energy
-254
- 15.73%
$146.71 - $167.97 $37.3K - $42.7K
1.36K $228M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-30
- 1.25%
$97.38 - $104.52 $2.92K - $3.14K
2.37K $243M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-249
- 6.33%
$58.04 - $65.84 $14.5K - $16.4K
3.69K $235M
MCD
Mcdonalds Corp

Consumer Cyclical
-6
- 0.84%
$279.74 - $321.29 $1.68K - $1.93K
707 $221M
HDV
Ishares Core High Dividend ETF

ETFs
-148
- 3.99%
$110.86 - $121.12 $16.4K - $17.9K
3.56K $432M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3
- 0.08%
$208.48 - $244.03 $625 - $732
3.72K $907M
Activity Summary
Buys All Purchases 28 New Holdings 6 Increased Positions 22 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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