Shira Ridge Wealth Management
CIK 1961210 · Holdings on Sep 30, 2025 · First reported Oct 20, 2025
Top ten holdings
Q3 2025- SUSA16.39%
- DFAU10.11%
- IGM5.19%
- ESGD5.14%
- DFAI4.19%
- YLDE4.18%
- IXN3.92%
- XLI3.75%
- DFSD3.63%
- AAPL3.29%
Share classes counted separately59.79%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EAGGWeight decreased · -0.51 pp1.86% → 1.35%Shares -19.51K (-22.78%)
- AAPLWeight increased · +0.50 pp2.79% → 3.29%Shares +730 (+2.45%)
- GOOGWeight increased · +0.35 pp1.27% → 1.62%Shares +4 (+0.03%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 UESG OPTIMIZED View history and evidence | $38.63M | 16.39% | 284.76K shares | 16.64% → 16.39%-0.25 pp -2.68K (-0.93%) | Reduced | ↗▾ |
| 02 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $23.83M | 10.11% | 520.77K shares | 9.93% → 10.11%+0.18 pp +7.62K (+1.49%) | Added | ↗▾ |
| 03 | IGMISHARES EXPANDED TECH SECTOREXPND TEC SC ETF View history and evidence | $12.23M | 5.19% | 97.14K shares | 4.97% → 5.19%+0.22 pp +371 (+0.38%) | Added | ↗▾ |
| 04 | ESGDISHARES TRUST ISHARES ESG AWESG AW MSCI EAFE View history and evidence | $12.12M | 5.14% | 130.33K shares | 5.24% → 5.14%-0.10 pp +1.82K (+1.41%) | Added | ↗▾ |
| 05 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $9.88M | 4.19% | 271.69K shares | 4.20% → 4.19%-0.01 pp +5.68K (+2.14%) | Added | ↗▾ |
| 06 | YLDEFRANKLIN CLEARBRIDGE ENHANCEFRANKLIN CLEARBR View history and evidence | $9.86M | 4.18% | 180.47K shares | 4.30% → 4.18%-0.12 pp +1.74K (+0.97%) | Added | ↗▾ |
| 07 | IXNISHARES GLOBAL TECH ETFGLOBAL TECH ETF View history and evidence | $9.25M | 3.92% | 89.59K shares | 3.86% → 3.92%+0.06 pp -1.95K (-2.13%) | Reduced | ↗▾ |
| 08 | XLISS INDUSTRIAL SELECT SECTORINDL View history and evidence | $8.84M | 3.75% | 57.34K shares | 3.81% → 3.75%-0.06 pp +874 (+1.55%) | Added | ↗▾ |
| 09 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $8.57M | 3.63% | 177.75K shares | 3.68% → 3.63%-0.05 pp +9.99K (+5.95%) | Added | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $7.76M | 3.29% | 30.48K shares | 2.79% → 3.29%+0.50 pp +730 (+2.45%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VST VISTRA CORP | Non-derivative | -1,121 | -$217.26K | SEC filing ↗ | SEC filing ↗ |
| MTN VAIL RESORTS INC | Non-derivative | -1,343 | -$211.03K | SEC filing ↗ | SEC filing ↗ |
| EFV ISHARES MSCI EAFE VALUE ETF | Non-derivative | -3,198 | -$203.01K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1961210 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 235668739
}Research all 85 reported holdings.
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