Shira Ridge Wealth Management
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Shira Ridge Wealth Management reported 73 stock positions worth $174.7 million. Its top holding was iShares ESG Optimized MSCI U (SUSA) at 17.2% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 11.0%) and iShares Global Tech ETF (IXN, 8.2%). Compared with Q4 2023, it opened 3 new positions, sold out of 4, added to 22 and reduced 33. The biggest buy was Franklin Clearbridge Enhance (YLDE, shares +38%) and the biggest sale iShares Core High Dividend E (HDV, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001961210
- Portfolio Value
- $174.7M (Q1 2024)
- SEC Filing
- 0001754960-24-000156 ↗ filed Apr 18, 2024
Holdings Value
Holdings 73 stocks · $174.7M
| SUSA iShares ESG Optimized MSCI U | 17.15% | 274,547 | $30.0M | Reduce -0.2% |
| DFAU Dimensional US Core Equity M | 11.02% | 527,022 | $19.3M | Reduce -2.1% |
| IXN iShares Global Tech ETF | 8.24% | 192,505 | $14.4M | Add +0.5% |
| YLDE Franklin Clearbridge Enhance | 4.85% | 179,297 | $8.5M | Add +37.8% |
| ESGD iShares Trust iShares ESG Aw | 4.78% | 104,592 | $8.4M | Reduce -0.2% |
| DFAI Dimensional International Co. | 4.00% | 231,144 | $7.0M | Reduce -2.0% |
| XJH Ishare ESG SS S&P Midcap ETF | 3.00% | 127,704 | $5.2M | Reduce -2.7% |
| AAPL Apple Inc. | 2.93% | 29,843 | $5.1M | Reduce -10.4% |
| XLV SS Health Care Select Sector | 2.84% | 33,638 | $5.0M | Reduce -5.1% |
| XLI SS Industrial Select Sector | 2.59% | 35,982 | $4.5M | Add +31.4% |
| DFAT Dimensional US Target Value | 2.41% | 77,419 | $4.2M | Reduce -2.0% |
| FLOT iShares Floating Rate Bond E | 2.25% | 77,018 | $3.9M | Add +0.3% |
| MSFT Microsoft Corp. | 1.77% | 7,337 | $3.1M | Add +1.4% |
| VGT Vanguard Info Tech ETF | 1.75% | 5,844 | $3.1M | Reduce -8.9% |
| IFRA iShares US Infrastructure | 1.73% | 69,587 | $3.0M | Reduce -11.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.68% | 12,427 | $2.9M | Reduce -5.5% |
| VTIP Vanguard Short-Term Tips | 1.65% | 60,075 | $2.9M | Reduce -15.7% |
| TDG Transdigm Group Inc. | 1.53% | 2,171 | $2.7M | No change |
| VIG Vanguard Dividend Apprec ETF | 1.39% | 13,312 | $2.4M | Reduce -3.8% |
| GOOG Alphabet Inc. Class C | 1.34% | 15,430 | $2.3M | No change |
| ICSH iShares Ultra Short Duration | 1.34% | 46,198 | $2.3M | Reduce -5.2% |
| DFSD Dimensional Short Duration | 1.25% | 46,508 | $2.2M | Reduce -5.7% |
| HDV iShares Core High Dividend E | 1.23% | 19,527 | $2.2M | Reduce -49.1% |
| ILCG iShares Morningstar Growth E | 1.00% | 23,109 | $1.7M | Reduce -0.5% |
| IETC iShares U.S. Tech Independen | 0.73% | 17,935 | $1.3M | Add +1.9% |
| DFSU Dimensional US Sus CORE1 ETF | 0.70% | 35,611 | $1.2M | Add +5.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.64% | 13,595 | $1.1M | Reduce -17.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.59% | 20,455 | $1.0M | Reduce -4.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.58% | 3,910 | $1.0M | No change |
| COST Costco Wholesale Corp. | 0.57% | 1,356 | $993K | Reduce -0.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.52% | 12,697 | $900K | Add +2.1% |
| DFUS Dimensional US Eq MKT ETF | 0.48% | 14,739 | $840K | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.47% | 5,481 | $827K | Add +2.4% |
| EQIX Equinix Inc. | 0.47% | 994 | $820K | Reduce -2.3% |
| DFSI Dimensional Int Sus COR1 ETF | 0.47% | 24,242 | $816K | Add +2.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.46% | 17,624 | $803K | Add +2.5% |
| SCHW Schwab (charles) Corp. | 0.45% | 10,871 | $786K | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.44% | 1,589 | $764K | Add +9.1% |
| MRSH Marsh & McLennan Cos | 0.43% | 3,669 | $756K | No change |
| IYH iShares U.S. Healthcare ETF | 0.43% | 12,099 | $749K | Reduce -3.4% |
| CHTR Charter Communications Inc. Class A | 0.40% | 2,385 | $693K | Reduce -0.3% |
| IVT Inventrust Properties Corp. | 0.38% | 25,614 | $659K | No change |
| AMZN Amazon.com Inc. | 0.36% | 3,510 | $633K | Add +21.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.36% | 3,862 | $629K | Add +7.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 1,800 | $620K | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.35% | 1,261 | $612K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.34% | 5,934 | $602K | Reduce -26.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.33% | 9,430 | $580K | Reduce -17.9% |
| LBTYK Liberty Global Ltd. Class C | 0.33% | 32,657 | $576K | No change |
| TFLO iShares Treasury Floating Ra | 0.33% | 11,295 | $573K | Add +51.5% |
| CCI Crown Castle Inc. | 0.31% | 5,056 | $535K | No change |
| MTN Vail Resorts Inc. | 0.28% | 2,211 | $493K | No change |
| NVDA Nvidia Corp. | 0.28% | 533 | $482K | Add +18.2% |
| DECK Deckers Outdoor Corp. | 0.27% | 498 | $469K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 1,792 | $448K | No change |
| SCHB Schwab US Broad Market ETF | 0.25% | 7,038 | $430K | No change |
| ITOT iShares Core S&P Total U.S. | 0.21% | 3,109 | $358K | No change |
| CMF iShares California Muni Bond | 0.20% | 6,018 | $346K | Add +4.3% |
| GRID First TRST Nasd Class Edg Sgiif | 0.20% | 2,977 | $341K | Reduce -12.8% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 5,403 | $328K | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.19% | 6,519 | $325K | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 725 | $322K | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 0.18% | 1,588 | $318K | Add +1.1% |
| EAGG iShares ESG Aware US Aggrega | 0.16% | 5,804 | $273K | New |
| JIRE JPMorgan Int Res Enh Eqty | 0.15% | 4,202 | $263K | Add +3.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 619 | $260K | No change |
| MRVL Marvell Technology Inc. | 0.14% | 3,510 | $249K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.14% | 6,166 | $248K | Add +7.3% |
| ICLN iShares Global Clean Energy | 0.13% | 16,407 | $229K | Reduce -23.6% |
| AVGO Broadcom Inc. | 0.12% | 160 | $212K | Reduce -11.1% |
| IWP iShares Russell Mid-Cap Grow | 0.12% | 1,831 | $209K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.12% | 2,436 | $204K | Reduce -45.8% |
| SCHX Schwab US Large-Cap ETF | 0.12% | 3,245 | $201K | New |
Portfolio Sells Q4 2023 → Q1 2024
| HDV iShares Core High Dividend E | Reduce -49.1% | 1.23% | −1.12 |
| AAPL Apple Inc. | Reduce -10.4% | 2.93% | −0.92 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.59 |
| VTIP Vanguard Short-Term Tips | Reduce -15.7% | 1.65% | −0.38 |
| IFRA iShares US Infrastructure | Reduce -11.9% | 1.73% | −0.18 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -17.1% | 0.64% | −0.17 |
| CHTR Charter Communications Inc. Class A | Reduce -0.3% | 0.40% | −0.16 |
| DFSD Dimensional Short Duration | Reduce -5.7% | 1.25% | −0.14 |
| ICSH iShares Ultra Short Duration | Reduce -5.2% | 1.34% | −0.14 |
| INTC Intel Corp. | Sold out | 0.00% | −0.13 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.12 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.12 |
| NOBL Proshares S&P 500 Dividend A | Reduce -26.7% | 0.34% | −0.12 |
| VGT Vanguard Info Tech ETF | Reduce -8.9% | 1.75% | −0.11 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -45.8% | 0.12% | −0.09 |
| ICLN iShares Global Clean Energy | Reduce -23.6% | 0.13% | −0.07 |
| DFAT Dimensional US Target Value | Reduce -2.0% | 2.41% | −0.07 |
| XLV SS Health Care Select Sector | Reduce -5.1% | 2.84% | −0.06 |
| JMST JPM Ultra-Short Muni Income | Reduce -4.5% | 0.59% | −0.06 |
| DFAI Dimensional International Co. | Reduce -2.0% | 4.00% | −0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -5.5% | 1.68% | −0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -17.9% | 0.33% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.8% | 1.39% | −0.02 |
| EQIX Equinix Inc. | Reduce -2.3% | 0.47% | −0.02 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -12.8% | 0.20% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -2.1% | 0.19% | −0.02 |
| IYH iShares U.S. Healthcare ETF | Reduce -3.4% | 0.43% | −0.00 |
| AVGO Broadcom Inc. | Reduce -11.1% | 0.12% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 0.18% | +0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.2% | 0.48% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.3% | 0.35% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.57% | +0.03 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -2.7% | 3.00% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.2% | 4.78% | +0.03 |
| ILCG iShares Morningstar Growth E | Reduce -0.5% | 1.00% | +0.05 |
| DFAU Dimensional US Core Equity M | Reduce -2.1% | 11.02% | +0.27 |
| SUSA iShares ESG Optimized MSCI U | Reduce -0.2% | 17.15% | +0.56 |
Portfolio Buys Q4 2023 → Q1 2024
| YLDE Franklin Clearbridge Enhance | Add +37.8% | 4.85% | +1.38 |
| XLI SS Industrial Select Sector | Add +31.4% | 2.59% | +0.72 |
| IXN iShares Global Tech ETF | Add +0.5% | 8.24% | +0.40 |
| EAGG iShares ESG Aware US Aggrega | New | 0.16% | +0.16 |
| NVDA Nvidia Corp. | Add +18.2% | 0.28% | +0.14 |
| MSFT Microsoft Corp. | Add +1.4% | 1.77% | +0.13 |
| IWP iShares Russell Mid-Cap Grow | New | 0.12% | +0.12 |
| SCHX Schwab US Large-Cap ETF | New | 0.12% | +0.12 |
| TFLO iShares Treasury Floating Ra | Add +51.5% | 0.33% | +0.10 |
| AMZN Amazon.com Inc. | Add +21.9% | 0.36% | +0.10 |
| DFSU Dimensional US Sus CORE1 ETF | Add +5.1% | 0.70% | +0.07 |
| IETC iShares U.S. Tech Independen | Add +1.9% | 0.73% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +9.1% | 0.44% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +7.8% | 0.36% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 0.47% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 0.18% | +0.02 |
| DFSI Dimensional Int Sus COR1 ETF | Add +2.5% | 0.47% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +7.3% | 0.14% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.0% | 0.19% | +0.01 |
| JIRE JPMorgan Int Res Enh Eqty | Add +3.8% | 0.15% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.45% | +0.00 |
| CMF iShares California Muni Bond | Add +4.3% | 0.20% | −0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +2.1% | 0.52% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +2.5% | 0.46% | −0.02 |
| FLOT iShares Floating Rate Bond E | Add +0.3% | 2.25% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 83 | $286.6M | SUSA, DFAU, DYNF, IGM, DFSD |
| Q1 2026 | 79 | $252.7M | SUSA, DFAU, DYNF, DFSD, IGM |
| Q4 2025 | 83 | $248.9M | SUSA, DFAU, DYNF, ESGD, DFSD |
| Q3 2025 | 85 | $235.7M | SUSA, DFAU, IGM, ESGD, DFAI |
| Q2 2025 | 83 | $218.9M | SUSA, DFAU, ESGD, IGM, YLDE |
| Q1 2025 | 75 | $200.5M | SUSA, DFAU, ESGD, YLDE, DFAI |
| Q4 2024 | 77 | $204.4M | SUSA, DFAU, IXN, YLDE, ESGD |
| Q3 2024 | 81 | $196.1M | SUSA, DFAU, IXN, YLDE, ESGD |
| Q2 2024 | 75 | $179.5M | SUSA, DFAU, IXN, YLDE, ESGD |
| Q1 2024 | 73 | $174.7M | SUSA, DFAU, IXN, YLDE, ESGD |