Shira Ridge Wealth Management Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$248.9M
Holdings
83
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (83 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SUSAISHARES TR | 289,514 | $40.3M | 16.21% | |
| 2 | DFAUDIMENSIONAL ETF TRUST | 554,421 | $25.9M | 10.42% | |
| 3 | DYNFBLACKROCK ETF TRUST | 220,321 | $13.4M | 5.38% | |
| 4 | ESGDISHARES TR | 136,577 | $13.0M | 5.22% | |
| 5 | DFSDDIMENSIONAL ETF TRUST | 244,674 | $11.7M | 4.71% | |
| 6 | IGMISHARES TR | 90,129 | $11.6M | 4.68% | |
| 7 | DFAIDIMENSIONAL ETF TRUST | 274,699 | $10.5M | 4.20% | |
| 8 | YLDELEGG MASON ETF INVT | 191,084 | $10.4M | 4.16% | |
| 9 | XLISELECT SECTOR SPDR TR | 59,144 | $9.2M | 3.69% | |
| 10 | AAPLAPPLE INC | 29,128 | $7.9M | 3.18% | |
| 11 | IXNISHARES TR | 70,899 | $7.4M | 2.99% | |
| 12 | FLOTISHARES TR | 138,733 | $7.1M | 2.83% | |
| 13 | GOOGALPHABET INC | 15,649 | $4.9M | 1.97% | |
| 14 | IUSBISHARES TR | 98,238 | $4.6M | 1.84% | |
| 15 | SHYISHARES TR | 49,571 | $4.1M | 1.65% | |
| 16 | EAGGISHARES TR | 85,312 | $4.1M | 1.64% | |
| 17 | ARTYISHARES TR | 84,743 | $4.1M | 1.64% | |
| 18 | GLDMWORLD GOLD TR | 45,235 | $3.9M | 1.55% | |
| 19 | VGTVANGUARD WORLD FD | 5,112 | $3.9M | 1.55% | |
| 20 | VIGVANGUARD SPECIALIZED FUNDS | 17,100 | $3.8M | 1.51% | |
| 21 | AQLTISHARES TR | 155,628 | $3.6M | 1.44% | |
| 22 | MSFTMICROSOFT CORP | 6,345 | $3.1M | 1.23% | |
| 23 | CGDGCAPITAL GROUP DIVIDEND GROWE | 66,975 | $2.4M | 0.96% | |
| 24 | ILCGISHARES TR | 22,245 | $2.3M | 0.93% | |
| 25 | GOOGLALPHABET INC | 6,738 | $2.1M | 0.85% | |
| 26 | VTIVANGUARD INDEX FDS | 5,374 | $1.8M | 0.72% | |
| 27 | IETCISHARES U S ETF TR | 17,095 | $1.7M | 0.70% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 1,671 | $1.4M | 0.58% | |
| 29 | VOTVANGUARD INDEX FDS | 5,093 | $1.4M | 0.57% | |
| 30 | METAMETA PLATFORMS INC | 1,999 | $1.3M | 0.53% | |
| 31 | NVDANVIDIA CORPORATION | 6,828 | $1.3M | 0.51% | |
| 32 | XJHISHARES TR | 27,895 | $1.2M | 0.50% | |
| 33 | DFSUDIMENSIONAL ETF TRUST | 27,868 | $1.2M | 0.49% | |
| 34 | SCHWSCHWAB CHARLES CORP | 11,001 | $1.1M | 0.44% | |
| 35 | EFAVISHARES TR | 11,392 | $982K | 0.39% | |
| 36 | AMZNAMAZON COM INC | 4,173 | $963K | 0.39% | |
| 37 | DFUSDIMENSIONAL ETF TRUST | 12,249 | $908K | 0.36% | |
| 38 | DFSIDIMENSIONAL ETF TRUST | 19,224 | $823K | 0.33% | |
| 39 | VOOVANGUARD INDEX FDS | 1,306 | $818K | 0.33% | |
| 40 | VUGVANGUARD INDEX FDS | 1,656 | $807K | 0.32% | |
| 41 | DFATDIMENSIONAL ETF TRUST | 13,471 | $802K | 0.32% | |
| 42 | CMFISHARES TR | 13,103 | $752K | 0.30% | |
| 43 | MRSHMARSH & MCLENNAN COS INC | 3,641 | $675K | 0.27% | |
| 44 | VTVVANGUARD INDEX FDS | 3,473 | $663K | 0.27% | |
| 45 | JPMJPMORGAN CHASE & CO. | 2,061 | $663K | 0.27% | |
| 46 | EQIXEQUINIX INC | 772 | $591K | 0.24% | |
| 47 | SCHBSCHWAB STRATEGIC TR | 21,114 | $553K | 0.22% | |
| 48 | T7DTRANSDIGM GROUP INC | 406 | $539K | 0.22% | |
| 49 | VOVANGUARD INDEX FDS | 1,744 | $506K | 0.20% | |
| 50 | CHTRCHARTER COMMUNICATIONS INC N | 2,365 | $493K | 0.20% | |
| 51 | AVGOBROADCOM INC | 1,414 | $489K | 0.20% | |
| 52 | SPYMSPDR SERIES TRUST | 6,038 | $484K | 0.19% | |
| 53 | NDQINVESCO QQQ TR | 731 | $448K | 0.18% | |
| 54 | CVXCHEVRON CORP NEW | 2,739 | $417K | 0.17% | |
| 55 | TSLATESLA INC | 909 | $408K | 0.16% | |
| 56 | ITOTISHARES TR | 2,633 | $391K | 0.16% | |
| 57 | IVWISHARES TR | 3,141 | $387K | 0.16% | |
| 58 | IYHISHARES TR | 5,834 | $379K | 0.15% | |
| 59 | CSCOCISCO SYS INC | 4,916 | $378K | 0.15% | |
| 60 | BRK/BBERKSHIRE HATHAWAY INC DEL | 701 | $352K | 0.14% | |
| 61 | JIREJ P MORGAN EXCHANGE TRADED F | 4,466 | $334K | 0.13% | |
| 62 | HDVISHARES TR | 2,636 | $320K | 0.13% | |
| 63 | SYKSTRYKER CORPORATION | 913 | $320K | 0.13% | |
| 64 | MRVLMARVELL TECHNOLOGY INC | 3,463 | $294K | 0.12% | |
| 65 | SCHXSCHWAB STRATEGIC TR | 9,735 | $261K | 0.10% | |
| 66 | IJHISHARES TR | 3,877 | $255K | 0.10% | |
| 67 | NEMNEWMONT CORP | 2,537 | $253K | 0.10% | |
| 68 | IWPISHARES TR | 1,822 | $249K | 0.10% | |
| 69 | XLKSELECT SECTOR SPDR TR | 1,652 | $237K | 0.10% | |
| 70 | MCKMCKESSON CORP | 287 | $235K | 0.09% | |
| 71 | IEMGISHARES INC | 3,481 | $233K | 0.09% | |
| 72 | LLYELI LILLY & CO | 208 | $223K | 0.09% | |
| 73 | CALIBLACKROCK ETF TRUST II | 4,426 | $223K | 0.09% | |
| 74 | IVEISHARES TR | 1,039 | $220K | 0.09% | |
| 75 | TAT&T INC | 8,889 | $220K | 0.09% | |
| 76 | IWBISHARES TR | 576 | $215K | 0.09% | |
| 77 | GQ9SPDR GOLD TR | 544 | $215K | 0.09% | |
| 78 | MCDMCDONALDS CORP | 706 | $215K | 0.09% | |
| 79 | IVVISHARES TR | 311 | $212K | 0.09% | |
| 80 | VBVANGUARD INDEX FDS | 791 | $203K | 0.08% | |
| 81 | GEGE AEROSPACE | 658 | $202K | 0.08% | |
| 82 | ABBVABBVIE INC | 886 | $202K | 0.08% | |
| 83 | BACVERIZON COMMUNICATIONS INC | 4,940 | $201K | 0.08% |