Shira Ridge Wealth Management Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$218.9B
Holdings
83
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (83 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SUSAISHARES TR | 287,444 | $36.4B | 16.64% | |
| 2 | DFAUDIMENSIONAL ETF TRUST | 513,147 | $21.7B | 9.93% | |
| 3 | ESGDISHARES TR | 128,514 | $11.5B | 5.24% | |
| 4 | IGMISHARES TR | 96,767 | $10.9B | 4.97% | |
| 5 | YLDELEGG MASON ETF INVT | 178,730 | $9.4B | 4.30% | |
| 6 | DFAIDIMENSIONAL ETF TRUST | 266,013 | $9.2B | 4.20% | |
| 7 | IXNISHARES TR | 91,542 | $8.5B | 3.86% | |
| 8 | XLISELECT SECTOR SPDR TR | 56,471 | $8.3B | 3.81% | |
| 9 | DFSDDIMENSIONAL ETF TRUST | 167,760 | $8.1B | 3.68% | |
| 10 | AAPLAPPLE INC | 29,751 | $6.1B | 2.79% | |
| 11 | XJHISHARES TR | 141,548 | $5.9B | 2.68% | |
| 12 | DYNFBLACKROCK ETF TRUST | 103,383 | $5.6B | 2.57% | |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 26,122 | $5.3B | 2.44% | |
| 14 | VOTVANGUARD INDEX FDS | 15,824 | $4.5B | 2.06% | |
| 15 | IUSBISHARES TR | 90,437 | $4.2B | 1.91% | |
| 16 | EAGGISHARES TR | 85,668 | $4.1B | 1.86% | |
| 17 | VGTVANGUARD WORLD FD | 5,536 | $3.7B | 1.68% | |
| 18 | SHYISHARES TR | 43,930 | $3.6B | 1.66% | |
| 19 | FLOTISHARES TR | 68,540 | $3.5B | 1.60% | |
| 20 | MSFTMICROSOFT CORP | 6,410 | $3.2B | 1.46% | |
| 21 | DFATDIMENSIONAL ETF TRUST | 56,771 | $3.1B | 1.40% | |
| 22 | GOOGALPHABET INC | 15,645 | $2.8B | 1.27% | |
| 23 | GLDMWORLD GOLD TR | 40,516 | $2.7B | 1.21% | |
| 24 | AQLTISHARES TR | 109,433 | $2.5B | 1.15% | |
| 25 | ILCGISHARES TR | 22,723 | $2.2B | 1.01% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 1,646 | $1.6B | 0.74% | |
| 27 | IETCISHARES U S ETF TR | 17,203 | $1.6B | 0.74% | |
| 28 | VTIVANGUARD INDEX FDS | 4,613 | $1.4B | 0.64% | |
| 29 | METAMETA PLATFORMS INC | 1,888 | $1.4B | 0.64% | |
| 30 | DFSUDIMENSIONAL ETF TRUST | 31,013 | $1.2B | 0.56% | |
| 31 | GOOGLALPHABET INC | 6,776 | $1.2B | 0.55% | |
| 32 | NVDANVIDIA CORPORATION | 6,784 | $1.1B | 0.49% | |
| 33 | SCHWSCHWAB CHARLES CORP | 10,976 | $1.0B | 0.46% | |
| 34 | EFAVISHARES TR | 11,755 | $988.1M | 0.45% | |
| 35 | CHTRCHARTER COMMUNICATIONS INC N | 2,385 | $975.0M | 0.45% | |
| 36 | AMZNAMAZON COM INC | 4,132 | $906.5M | 0.41% | |
| 37 | DFUSDIMENSIONAL ETF TRUST | 12,422 | $832.5M | 0.38% | |
| 38 | MRSHMARSH & MCLENNAN COS INC | 3,666 | $801.5M | 0.37% | |
| 39 | VOOVANGUARD INDEX FDS | 1,397 | $793.3M | 0.36% | |
| 40 | DFSIDIMENSIONAL ETF TRUST | 18,974 | $747.8M | 0.34% | |
| 41 | VUGVANGUARD INDEX FDS | 1,673 | $733.4M | 0.34% | |
| 42 | CMFISHARES TR | 12,777 | $712.2M | 0.33% | |
| 43 | XLVSELECT SECTOR SPDR TR | 4,965 | $669.2M | 0.31% | |
| 44 | VTVVANGUARD INDEX FDS | 3,496 | $617.9M | 0.28% | |
| 45 | T7DTRANSDIGM GROUP INC | 406 | $617.4M | 0.28% | |
| 46 | EQIXEQUINIX INC | 762 | $606.1M | 0.28% | |
| 47 | JPMJPMORGAN CHASE & CO. | 2,087 | $604.9M | 0.28% | |
| 48 | IYHISHARES TR | 9,997 | $564.6M | 0.26% | |
| 49 | SCHBSCHWAB STRATEGIC TR | 21,114 | $503.1M | 0.23% | |
| 50 | VOVANGUARD INDEX FDS | 1,772 | $495.8M | 0.23% | |
| 51 | AVGOBROADCOM INC | 1,603 | $441.9M | 0.20% | |
| 52 | SPYMSPDR SERIES TRUST | 5,591 | $406.4M | 0.19% | |
| 53 | NDQINVESCO QQQ TR | 731 | $403.1M | 0.18% | |
| 54 | HDVISHARES TR | 3,236 | $379.2M | 0.17% | |
| 55 | ITOTISHARES TR | 2,785 | $376.1M | 0.17% | |
| 56 | SYKSTRYKER CORPORATION | 921 | $364.4M | 0.17% | |
| 57 | CSCOCISCO SYS INC | 5,061 | $351.1M | 0.16% | |
| 58 | IVWISHARES TR | 3,117 | $343.2M | 0.16% | |
| 59 | BRK/BBERKSHIRE HATHAWAY INC DEL | 699 | $339.6M | 0.16% | |
| 60 | IJHISHARES TR | 5,436 | $337.1M | 0.15% | |
| 61 | DECKDECKERS OUTDOOR CORP | 3,098 | $319.3M | 0.15% | |
| 62 | TSLATESLA INC | 973 | $309.1M | 0.14% | |
| 63 | CVXCHEVRON CORP NEW | 2,150 | $307.9M | 0.14% | |
| 64 | JIREJ P MORGAN EXCHANGE TRADED F | 4,262 | $301.6M | 0.14% | |
| 65 | TAT&T INC | 10,187 | $294.8M | 0.13% | |
| 66 | MRVLMARVELL TECHNOLOGY INC | 3,536 | $273.7M | 0.13% | |
| 67 | QUALISHARES TR | 1,424 | $260.3M | 0.12% | |
| 68 | NFLXNETFLIX INC | 190 | $254.4M | 0.12% | |
| 69 | IWPISHARES TR | 1,822 | $252.7M | 0.12% | |
| 70 | IEMGISHARES INC | 4,184 | $251.2M | 0.11% | |
| 71 | NOBLPROSHARES TR | 2,374 | $239.1M | 0.11% | |
| 72 | SCHXSCHWAB STRATEGIC TR | 9,735 | $237.9M | 0.11% | |
| 73 | CALIBLACKROCK ETF TRUST II | 4,487 | $226.4M | 0.10% | |
| 74 | IVVISHARES TR | 359 | $222.9M | 0.10% | |
| 75 | XLKSELECT SECTOR SPDR TR | 867 | $219.6M | 0.10% | |
| 76 | VSTVISTRA CORP | 1,121 | $217.3M | 0.10% | |
| 77 | MTNVAIL RESORTS INC | 1,343 | $211.0M | 0.10% | |
| 78 | MCKMCKESSON CORP | 284 | $208.1M | 0.10% | |
| 79 | PGPROCTER AND GAMBLE CO | 1,303 | $207.6M | 0.09% | |
| 80 | MCDMCDONALDS CORP | 707 | $206.6M | 0.09% | |
| 81 | EFVISHARES TR | 3,198 | $203.0M | 0.09% | |
| 82 | INTUINTUIT | 255 | $201.0M | 0.09% | |
| 83 | VBVANGUARD INDEX FDS | 847 | $200.8M | 0.09% |