Shira Ridge Wealth Management
CIK 1961210 · Holdings on Dec 31, 2023 · First reported Jan 10, 2024
Top ten holdings
Q4 2023- SUSA16.60%
- DFAU10.75%
- IXN7.84%
- ESGD4.75%
- DFAI4.05%
- AAPL3.85%
- YLDE3.46%
- XJH2.97%
- XLV2.90%
- DFAT2.48%
Share classes counted separately59.65%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SUSAISHARES ESG OPTIMIZED MSCI UMSCI USA ESG SLC View history and evidence | $27.65M | 16.60% | 275.11K shares | — | ↗▾ | |
| 02 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $17.91M | 10.75% | 538.54K shares | — | ↗▾ | |
| 03 | IXNISHARES GLOBAL TECH ETFGLOBAL TECH ETF View history and evidence | $13.06M | 7.84% | 191.53K shares | — | ↗▾ | |
| 04 | ESGDISHARES TRUST ISHARES ESG AWESG AW MSCI EAFE View history and evidence | $7.92M | 4.75% | 104.81K shares | — | ↗▾ | |
| 05 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $6.75M | 4.05% | 235.81K shares | — | ↗▾ | |
| 06 | AAPLAPPLE INC View history and evidence | $6.42M | 3.85% | 33.33K shares | — | ↗▾ | |
| 07 | YLDEFRANKLIN CLEARBRIDGE ENHANCECLEARBRIDGE DI View history and evidence | $5.77M | 3.46% | 130.09K shares | — | ↗▾ | |
| 08 | XJHISHARE ESG SS S&P MIDCAP ETFESG SCRD S&P MID View history and evidence | $4.95M | 2.97% | 131.29K shares | — | ↗▾ | |
| 09 | XLVSS HEALTH CARE SELECT SECTORSBI HEALTHCARE View history and evidence | $4.84M | 2.90% | 35.46K shares | — | ↗▾ | |
| 10 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $4.13M | 2.48% | 78.98K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1961210 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 166615833
}Research all 74 reported holdings.
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