Shira Ridge Wealth Management Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$200.5B
Holdings
75
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (75 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SUSAISHARES TR | 287,478 | $33.0B | 16.47% | |
| 2 | DFAUDIMENSIONAL ETF TRUST | 525,614 | $20.2B | 10.07% | |
| 3 | ESGDISHARES TR | 127,869 | $10.4B | 5.21% | |
| 4 | YLDELEGG MASON ETF INVT | 179,466 | $9.3B | 4.63% | |
| 5 | DFAIDIMENSIONAL ETF TRUST | 269,002 | $8.4B | 4.19% | |
| 6 | DFSDDIMENSIONAL ETF TRUST | 176,593 | $8.4B | 4.18% | |
| 7 | IGMISHARES TR | 86,681 | $7.9B | 3.92% | |
| 8 | IXNISHARES TR | 100,451 | $7.6B | 3.79% | |
| 9 | XLISELECT SECTOR SPDR TR | 56,595 | $7.4B | 3.70% | |
| 10 | AAPLAPPLE INC | 30,032 | $6.7B | 3.33% | |
| 11 | XJHISHARES TR | 135,935 | $5.3B | 2.65% | |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 27,215 | $5.3B | 2.63% | |
| 13 | DYNFBLACKROCK ETF TRUST | 90,219 | $4.4B | 2.19% | |
| 14 | EAGGISHARES TR | 91,798 | $4.4B | 2.17% | |
| 15 | IUSBISHARES TR | 93,062 | $4.3B | 2.14% | |
| 16 | VOTVANGUARD INDEX FDS | 15,747 | $3.9B | 1.92% | |
| 17 | SHYISHARES TR | 45,789 | $3.8B | 1.89% | |
| 18 | FLOTISHARES TR | 72,382 | $3.7B | 1.84% | |
| 19 | VGTVANGUARD WORLD FD | 5,505 | $3.0B | 1.49% | |
| 20 | DFATDIMENSIONAL ETF TRUST | 57,592 | $3.0B | 1.48% | |
| 21 | AQLTISHARES TR | 116,596 | $2.7B | 1.34% | |
| 22 | GOOGALPHABET INC | 15,645 | $2.4B | 1.22% | |
| 23 | MSFTMICROSOFT CORP | 6,407 | $2.4B | 1.20% | |
| 24 | GLDMWORLD GOLD TR | 35,219 | $2.2B | 1.09% | |
| 25 | ILCGISHARES TR | 22,723 | $1.8B | 0.92% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 1,649 | $1.6B | 0.78% | |
| 27 | XLVSELECT SECTOR SPDR TR | 9,834 | $1.4B | 0.72% | |
| 28 | CMFISHARES TR | 24,088 | $1.4B | 0.68% | |
| 29 | IETCISHARES U S ETF TR | 17,326 | $1.3B | 0.65% | |
| 30 | DFSUDIMENSIONAL ETF TRUST | 31,383 | $1.1B | 0.56% | |
| 31 | GOOGLALPHABET INC | 6,824 | $1.1B | 0.53% | |
| 32 | METAMETA PLATFORMS INC | 1,805 | $1.0B | 0.52% | |
| 33 | VTIVANGUARD INDEX FDS | 3,525 | $968.9M | 0.48% | |
| 34 | EFAVISHARES TR | 11,690 | $910.9M | 0.45% | |
| 35 | MRSHMARSH & MCLENNAN COS INC | 3,718 | $907.3M | 0.45% | |
| 36 | CHTRCHARTER COMMUNICATIONS INC N | 2,385 | $878.9M | 0.44% | |
| 37 | AMZNAMAZON COM INC | 4,548 | $865.3M | 0.43% | |
| 38 | SCHWSCHWAB CHARLES CORP | 10,975 | $859.2M | 0.43% | |
| 39 | DFUSDIMENSIONAL ETF TRUST | 12,407 | $750.4M | 0.37% | |
| 40 | VOOVANGUARD INDEX FDS | 1,397 | $717.7M | 0.36% | |
| 41 | NVDANVIDIA CORPORATION | 6,620 | $717.5M | 0.36% | |
| 42 | DFSIDIMENSIONAL ETF TRUST | 18,974 | $662.0M | 0.33% | |
| 43 | IYHISHARES TR | 10,459 | $636.9M | 0.32% | |
| 44 | VUGVANGUARD INDEX FDS | 1,684 | $624.5M | 0.31% | |
| 45 | VTVVANGUARD INDEX FDS | 3,547 | $612.7M | 0.31% | |
| 46 | EQIXEQUINIX INC | 742 | $605.0M | 0.30% | |
| 47 | T7DTRANSDIGM GROUP INC | 406 | $561.6M | 0.28% | |
| 48 | JPMJPMORGAN CHASE & CO. | 2,112 | $518.0M | 0.26% | |
| 49 | VOVANGUARD INDEX FDS | 1,792 | $463.4M | 0.23% | |
| 50 | SPYMSPDR SER TR | 6,938 | $456.2M | 0.23% | |
| 51 | SCHBSCHWAB STRATEGIC TR | 21,114 | $454.6M | 0.23% | |
| 52 | HDVISHARES TR | 3,563 | $431.5M | 0.22% | |
| 53 | DECKDECKERS OUTDOOR CORP | 3,262 | $364.7M | 0.18% | |
| 54 | MTNVAIL RESORTS INC | 2,211 | $353.8M | 0.18% | |
| 55 | BRK/BBERKSHIRE HATHAWAY INC DEL | 649 | $345.6M | 0.17% | |
| 56 | NDQINVESCO QQQ TR | 731 | $342.6M | 0.17% | |
| 57 | ITOTISHARES TR | 2,785 | $339.8M | 0.17% | |
| 58 | IJHISHARES TR | 5,436 | $317.2M | 0.16% | |
| 59 | IVWISHARES TR | 3,267 | $303.3M | 0.15% | |
| 60 | TAT&T INC | 10,711 | $302.9M | 0.15% | |
| 61 | TLTISHARES TR | 3,295 | $299.9M | 0.15% | |
| 62 | SYKSTRYKER CORPORATION | 803 | $298.9M | 0.15% | |
| 63 | CSCOCISCO SYS INC | 4,410 | $272.1M | 0.14% | |
| 64 | AVGOBROADCOM INC | 1,625 | $272.1M | 0.14% | |
| 65 | TSLATESLA INC | 955 | $247.5M | 0.12% | |
| 66 | QUALISHARES TR | 1,421 | $242.8M | 0.12% | |
| 67 | NOBLPROSHARES TR | 2,374 | $242.6M | 0.12% | |
| 68 | JIREJ P MORGAN EXCHANGE TRADED F | 3,687 | $234.9M | 0.12% | |
| 69 | CVXCHEVRON CORP NEW | 1,361 | $227.7M | 0.11% | |
| 70 | MCDMCDONALDS CORP | 707 | $220.8M | 0.11% | |
| 71 | MRVLMARVELL TECHNOLOGY INC | 3,536 | $217.7M | 0.11% | |
| 72 | SCHXSCHWAB STRATEGIC TR | 9,735 | $215.0M | 0.11% | |
| 73 | IWPISHARES TR | 1,822 | $214.1M | 0.11% | |
| 74 | KOCOCA COLA CO | 2,919 | $209.1M | 0.10% | |
| 75 | BACVERIZON COMMUNICATIONS INC | 4,532 | $205.6M | 0.10% |