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Shira Ridge Wealth Management
Period ended Sep 30, 2026 · Latest filing Oct 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $287,669,174
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · ESG OPTIMIZED · 464288802 · shares: $44,247,245
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $29,604,300
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $20,076,023
- ISHARES TR · EXPND TEC SC ETF · 464287549 · shares: $16,898,432
- DIMENSIONAL ETF TRUST · SHOR DUR FIX ETF · 25434V864 · shares: $14,948,443
- ISHARES TR · ESG AW MSCI EAFE · 46435G516 · shares: $14,165,041
- ISHARES TR · FLTG RATE NT ETF · 46429B655 · shares: $11,953,809
- ISHARES TR · 1 3 YR TREAS BD · 464287457 · shares: $11,261,633
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $11,171,763
- LEGG MASON ETF INVT · FRAN CLE ENH ETF · 524682309 · shares: $10,257,105
Reported holdings
83 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 284,219 shares | $44,247,245 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 565,399 shares | $29,604,300 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 289,865 shares | $20,076,023 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 | — | 99,967 shares | $16,898,432 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | 25434V864 | — | 321,666 shares | $14,948,443 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 137,458 shares | $14,165,041 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 234,159 shares | $11,953,809 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 138,690 shares | $11,261,633 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 269,654 shares | $11,171,763 |
| LEGG MASON ETF INVT | FRAN CLE ENH ETF | 524682309 | — | 187,712 shares | $10,257,105 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | — | 68,795 shares | $10,196,762 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | — | 203,256 shares | $10,071,273 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 58,284 shares | $9,732,253 |
| APPLE INC | COM | 037833100 | — | 21,636 shares | $7,205,120 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 39,996 shares | $5,026,339 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 14,646 shares | $4,990,635 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 | — | 131,588 shares | $4,872,699 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 197,243 shares | $4,313,711 |
| MICROSOFT CORP | COM | 594918104 | — | 6,244 shares | $3,202,394 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 | — | 22,031 shares | $2,576,939 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 9,910 shares | $2,312,058 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 5,574 shares | $1,917,997 |
| ISHARES U S ETF TR | U.S. TECH INDEPD | 46431W648 | — | 15,460 shares | $1,764,786 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 4,659 shares | $1,743,770 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 19,441 shares | $1,597,692 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,699 shares | $1,547,066 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 6,742 shares | $1,539,636 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | — | 3,830 shares | $1,118,654 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 23,554 shares | $1,111,042 |
| AMAZON COM INC | COM | 023135106 | — | 4,417 shares | $1,100,496 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,483 shares | $1,075,541 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,520 shares | $1,065,266 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 10,776 shares | $1,053,285 |
| ISHARES TR | ESG SELECT SCRE | 46436E551 | — | 21,095 shares | $1,029,012 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | — | 11,064 shares | $1,008,141 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 12,060 shares | $1,001,333 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 9,829 shares | $885,691 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 8,975 shares | $805,561 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 11,831 shares | $786,058 |
| EQUINIX INC | COM | 29444U700 | — | 762 shares | $770,824 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 3,370 shares | $728,190 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 15,943 shares | $702,932 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 21,114 shares | $618,855 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | — | 13,340 shares | $602,568 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | — | 5,813 shares | $571,617 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 757 shares | $559,747 |
| CISCO SYS INC | COM | 17275R102 | — | 4,765 shares | $512,835 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 3,567 shares | $507,435 |
| BROADCOM INC | COM | 11135F101 | — | 1,420 shares | $498,690 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,431 shares | $473,286 |
| CHEVRON CORPORATION | COM | 166764100 | — | 2,281 shares | $465,825 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | — | 8,558 shares | $463,159 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 2,673 shares | $456,361 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 406 shares | $439,536 |
| CORNING INC | COM | 219350105 | — | 2,794 shares | $429,554 |
| ISHARES TR | TRS FLT RT BD | 46434V860 | — | 8,462 shares | $428,776 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 2,505 shares | $416,531 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | — | 4,751 shares | $372,564 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 561 shares | $343,197 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 4,500 shares | $340,297 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 12,078 shares | $337,699 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 1,652 shares | $323,379 |
| TESLA INC | COM | 88160R101 | — | 907 shares | $321,813 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 286 shares | $304,621 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 9,735 shares | $292,064 |
| NEWMONT CORP | COM | 651639106 | — | 2,475 shares | $285,494 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 516 shares | $256,942 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | — | 3,107 shares | $255,271 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 3,191 shares | $249,914 |
| ELI LILLY & CO | COM | 532457108 | — | 210 shares | $243,481 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 576 shares | $239,691 |
| COCA COLA CO | COM | 191216100 | — | 2,749 shares | $236,634 |
| ISHARES INC | MSCI EURZONE ETF | 464286608 | — | 3,502 shares | $235,790 |
| ABBVIE INC | COM | 00287Y109 | — | 883 shares | $231,086 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 806 shares | $229,233 |
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | — | 1,998 shares | $221,578 |
| MCKESSON CORP | COM | 58155Q103 | — | 253 shares | $216,014 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 3,001 shares | $215,904 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 4,704 shares | $215,754 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 543 shares | $206,796 |
| GE AEROSPACE | COM NEW | 369604301 | — | 658 shares | $205,487 |
| UNION PAC CORP | COM | 907818108 | — | 751 shares | $204,370 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 887 shares | $202,376 |