Shira Ridge Wealth Management
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 10, 2024), Shira Ridge Wealth Management reported 81 stock positions worth $196.1 million. Its top holding was iShares ESG Optimized MSCI U (SUSA) at 16.1% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 10.6%) and iShares Global Tech ETF (IXN, 8.2%). Compared with Q2 2024, it opened 9 new positions, sold out of 3, added to 29 and reduced 28. The biggest buy was Dimensional Short Duration (DFSD, shares +139%) and the biggest sale iShares ESG Optimized MSCI U (SUSA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001961210
- Portfolio Value
- $196.1M (Q3 2024)
- SEC Filing
- 0001754960-24-000485 ↗ filed Oct 10, 2024
Holdings Value
Holdings 81 stocks · $196.1M
| SUSA iShares ESG Optimized MSCI U | 16.10% | 262,229 | $31.6M | Reduce -3.9% |
| DFAU Dimensional US Core Equity M | 10.64% | 525,917 | $20.9M | Reduce -1.1% |
| IXN iShares Global Tech ETF | 8.15% | 193,750 | $16.0M | Add +1.4% |
| YLDE Franklin Clearbridge Enhance | 4.80% | 186,983 | $9.4M | Reduce -0.9% |
| ESGD iShares Trust iShares ESG Aw | 4.70% | 109,457 | $9.2M | Add +3.2% |
| DFAI Dimensional International Co. | 4.06% | 250,742 | $8.0M | Add +7.3% |
| AAPL Apple Inc. | 3.51% | 29,579 | $6.9M | Reduce -0.4% |
| XLI SS Industrial Select Sector | 3.32% | 48,076 | $6.5M | Add +21.5% |
| DFSD Dimensional Short Duration | 2.83% | 116,251 | $5.5M | Add +138.6% |
| XLV SS Health Care Select Sector | 2.76% | 35,164 | $5.4M | Add +2.9% |
| XJH Ishare ESG SS S&P Midcap ETF | 2.56% | 118,500 | $5.0M | Reduce -7.2% |
| VIG Vanguard Dividend Apprec ETF | 2.37% | 23,429 | $4.6M | Add +64.5% |
| DFAT Dimensional US Target Value | 1.89% | 66,466 | $3.7M | Reduce -15.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.78% | 74,055 | $3.5M | Add +294.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.76% | 14,215 | $3.5M | Add +13.6% |
| VGT Vanguard Info Tech ETF | 1.72% | 5,737 | $3.4M | Add +0.4% |
| EAGG iShares ESG Aware US Aggrega | 1.57% | 63,517 | $3.1M | Add +805.7% |
| FLOT iShares Floating Rate Bond E | 1.56% | 59,778 | $3.1M | Reduce -23.8% |
| MSFT Microsoft Corp. | 1.53% | 6,980 | $3.0M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 1.32% | 15,490 | $2.6M | No change |
| GOVT iShares US Treasury Bond ETF | 1.19% | 99,155 | $2.3M | New |
| ILCG iShares Morningstar Growth E | 0.99% | 23,077 | $1.9M | No change |
| IETC iShares U.S. Tech Independen | 0.88% | 21,992 | $1.7M | Add +15.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.88% | 20,715 | $1.7M | Add +87.4% |
| TLT iShares 20+ Year Treasury BD | 0.86% | 17,151 | $1.7M | Add +494.7% |
| COST Costco Wholesale Corp. | 0.71% | 1,575 | $1.4M | Add +14.1% |
| IFRA iShares US Infrastructure | 0.66% | 27,719 | $1.3M | Reduce -57.0% |
| DFSU Dimensional US Sus CORE1 ETF | 0.62% | 32,819 | $1.2M | Reduce -10.4% |
| VTIP Vanguard Short-Term Tips | 0.58% | 23,003 | $1.1M | Reduce -59.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 3,675 | $1.0M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.51% | 1,748 | $1.0M | Reduce -3.3% |
| GOOGL Alphabet Inc. Class A | 0.51% | 6,006 | $996K | Add +6.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.47% | 11,986 | $919K | Reduce -3.8% |
| EQIX Equinix Inc. | 0.45% | 997 | $885K | Add +0.3% |
| DFUS Dimensional US Eq MKT ETF | 0.45% | 14,206 | $884K | Add +16.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.45% | 17,219 | $877K | Reduce -7.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.45% | 24,542 | $877K | No change |
| ICSH iShares Ultra Short Duration | 0.42% | 16,269 | $825K | Reduce -64.8% |
| MRSH Marsh & McLennan Cos | 0.42% | 3,699 | $825K | Reduce -0.2% |
| IYH iShares U.S. Healthcare ETF | 0.40% | 11,967 | $778K | Add +2.3% |
| CHTR Charter Communications Inc. Class A | 0.39% | 2,385 | $773K | No change |
| VOO Vanguard S&P 500 ETF | 0.38% | 1,424 | $751K | No change |
| IVT Inventrust Properties Corp. | 0.37% | 25,614 | $727K | No change |
| SCHW Schwab (charles) Corp. | 0.36% | 10,974 | $711K | Add +0.0% |
| HDV iShares Core High Dividend E | 0.35% | 5,909 | $695K | Reduce -64.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 1,730 | $664K | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.34% | 3,550 | $661K | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.34% | 5,416 | $658K | Add +1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.33% | 3,695 | $645K | Add +1.8% |
| CMF iShares California Muni Bond | 0.33% | 11,058 | $643K | Add +27.1% |
| TDG Transdigm Group Inc. | 0.30% | 406 | $579K | Reduce -58.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 8,040 | $543K | Reduce -6.9% |
| NOBL Proshares S&P 500 Dividend A | 0.26% | 4,866 | $519K | Reduce -17.7% |
| TFLO iShares Treasury Floating Ra | 0.25% | 9,634 | $487K | Reduce -31.1% |
| DECK Deckers Outdoor Corp. | 0.24% | 2,988 | $476K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 1,792 | $473K | No change |
| SCHB Schwab US Broad Market ETF | 0.24% | 7,038 | $468K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 1,813 | $430K | Add +50.5% |
| JPM JPMorgan Chase & Co. | 0.21% | 1,934 | $408K | Reduce -0.4% |
| MTN Vail Resorts Inc. | 0.20% | 2,211 | $385K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 737 | $360K | Add +1.7% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 5,622 | $350K | Add +4.0% |
| ITOT iShares Core S&P Total U.S. | 0.18% | 2,785 | $350K | No change |
| IVW iShares S&P 500 Growth ETF | 0.16% | 3,207 | $307K | Add +9.6% |
| AVGO Broadcom Inc. | 0.15% | 1,726 | $298K | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 619 | $285K | No change |
| MRVL Marvell Technology Inc. | 0.13% | 3,510 | $253K | No change |
| JIRE JPMorgan Int Res Enh Eqty | 0.13% | 3,770 | $249K | Reduce -22.8% |
| CVX Chevron Corp. | 0.12% | 1,654 | $244K | Reduce -20.4% |
| ESML iShares ESG Aware MSCI USA S | 0.12% | 5,732 | $240K | Reduce -1.3% |
| LMT Lockheed Martin Corp. | 0.12% | 397 | $232K | New |
| CSCO Cisco Systems Inc. | 0.11% | 4,227 | $225K | New |
| TSLA Tesla Inc. | 0.11% | 855 | $224K | New |
| SCHX Schwab US Large-Cap ETF | 0.11% | 3,245 | $220K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 1,831 | $215K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 1,906 | $205K | New |
| MCD McDonald's Corp. | 0.10% | 667 | $203K | New |
| CL Colgate-Palmolive Co. | 0.10% | 1,955 | $203K | New |
| QUAL iShares MSCI USA Quality Fac | 0.10% | 1,131 | $203K | New |
| IVV iShares Core S&P 500 ETF | 0.10% | 351 | $203K | New |
| ICLN iShares Global Clean Energy | 0.10% | 13,454 | $198K | Reduce -12.9% |
Portfolio Sells Q2 2024 → Q3 2024
| SUSA iShares ESG Optimized MSCI U | Reduce -3.9% | 16.10% | −0.99 |
| VTIP Vanguard Short-Term Tips | Reduce -59.3% | 0.58% | −0.95 |
| ICSH iShares Ultra Short Duration | Reduce -64.8% | 0.42% | −0.88 |
| IFRA iShares US Infrastructure | Reduce -57.0% | 0.66% | −0.85 |
| FLOT iShares Floating Rate Bond E | Reduce -23.8% | 1.56% | −0.68 |
| HDV iShares Core High Dividend E | Reduce -64.7% | 0.35% | −0.66 |
| DFAU Dimensional US Core Equity M | Reduce -1.1% | 10.64% | −0.47 |
| TDG Transdigm Group Inc. | Reduce -58.2% | 0.30% | −0.40 |
| DFAT Dimensional US Target Value | Reduce -15.5% | 1.89% | −0.39 |
| LBTYK Liberty Global Ltd. Class C | Sold out | 0.00% | −0.32 |
| MSFT Microsoft Corp. | Reduce -4.9% | 1.53% | −0.30 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.28 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -7.2% | 2.56% | −0.26 |
| GRID First TRST Nasd Class Edg Sgiif | Sold out | 0.00% | −0.17 |
| TFLO iShares Treasury Floating Ra | Reduce -31.1% | 0.25% | −0.15 |
| YLDE Franklin Clearbridge Enhance | Reduce -0.9% | 4.80% | −0.13 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -10.4% | 0.62% | −0.09 |
| JMST JPM Ultra-Short Muni Income | Reduce -7.6% | 0.45% | −0.08 |
| CVX Chevron Corp. | Reduce -20.4% | 0.12% | −0.06 |
| NOBL Proshares S&P 500 Dividend A | Reduce -17.7% | 0.26% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 0.34% | −0.05 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -22.8% | 0.13% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.9% | 0.28% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.2% | 0.34% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -0.2% | 0.42% | −0.01 |
| ICLN iShares Global Clean Energy | Reduce -12.9% | 0.10% | −0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -3.8% | 0.47% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 0.21% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -1.3% | 0.12% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -3.3% | 0.51% | +0.00 |
| AAPL Apple Inc. | Reduce -0.4% | 3.51% | +0.03 |
Portfolio Buys Q2 2024 → Q3 2024
| DFSD Dimensional Short Duration | Add +138.6% | 2.83% | +1.55 |
| EAGG iShares ESG Aware US Aggrega | Add +805.7% | 1.57% | +1.39 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +294.7% | 1.78% | +1.31 |
| GOVT iShares US Treasury Bond ETF | New | 1.19% | +1.19 |
| VIG Vanguard Dividend Apprec ETF | Add +64.5% | 2.37% | +0.92 |
| TLT iShares 20+ Year Treasury BD | Add +494.7% | 0.86% | +0.71 |
| XLI SS Industrial Select Sector | Add +21.5% | 3.32% | +0.63 |
| SHY iShares 1-3 Year Treasury Bo | Add +87.4% | 0.88% | +0.38 |
| DFAI Dimensional International Co. | Add +7.3% | 4.06% | +0.20 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +13.6% | 1.76% | +0.16 |
| LMT Lockheed Martin Corp. | New | 0.12% | +0.12 |
| CSCO Cisco Systems Inc. | New | 0.11% | +0.11 |
| TSLA Tesla Inc. | New | 0.11% | +0.11 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.10% | +0.10 |
| MCD McDonald's Corp. | New | 0.10% | +0.10 |
| CL Colgate-Palmolive Co. | New | 0.10% | +0.10 |
| QUAL iShares MSCI USA Quality Fac | New | 0.10% | +0.10 |
| IVV iShares Core S&P 500 ETF | New | 0.10% | +0.10 |
| IETC iShares U.S. Tech Independen | Add +15.9% | 0.88% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +50.5% | 0.22% | +0.07 |
| COST Costco Wholesale Corp. | Add +14.1% | 0.71% | +0.06 |
| CMF iShares California Muni Bond | Add +27.1% | 0.33% | +0.05 |
| DFUS Dimensional US Eq MKT ETF | Add +16.4% | 0.45% | +0.05 |
| ESGD iShares Trust iShares ESG Aw | Add +3.2% | 4.70% | +0.04 |
| EQIX Equinix Inc. | Add +0.3% | 0.45% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +9.6% | 0.16% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.8% | 0.33% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +4.0% | 0.18% | +0.00 |
| AVGO Broadcom Inc. | Add +1.5% | 0.15% | −0.00 |
| IYH iShares U.S. Healthcare ETF | Add +2.3% | 0.40% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 0.18% | −0.01 |
| XLV SS Health Care Select Sector | Add +2.9% | 2.76% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.53% | −0.02 |
| NVDA Nvidia Corp. | Add +1.9% | 0.34% | −0.03 |
| GOOGL Alphabet Inc. Class A | Add +6.4% | 0.51% | −0.06 |
| SCHW Schwab (charles) Corp. | Add +0.0% | 0.36% | −0.09 |
| VGT Vanguard Info Tech ETF | Add +0.4% | 1.72% | −0.12 |
| IXN iShares Global Tech ETF | Add +1.4% | 8.15% | −0.67 |
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 |