Shira Ridge Wealth Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Shira Ridge Wealth Management reported 77 stock positions worth $204.4 million. Its top holding was iShares ESG Optimized MSCI U (SUSA) at 15.7% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 10.3%) and iShares Global Tech ETF (IXN, 8.1%). Compared with Q3 2024, it opened 4 new positions, sold out of 8, added to 40 and reduced 24. The biggest buy was Dimensional Short Duration (DFSD, shares +55%) and the biggest sale iShares US Infrastructure (IFRA, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001961210
- Portfolio Value
- $204.4M (Q4 2024)
- SEC Filing
- 0001754960-25-000010 ↗ filed Jan 14, 2025
Holdings Value
Holdings 77 stocks · $204.4M
| SUSA iShares ESG Optimized MSCI U | 15.68% | 263,649 | $32.1M | Add +0.5% |
| DFAU Dimensional US Core Equity M | 10.33% | 521,317 | $21.1M | Reduce -0.9% |
| IXN iShares Global Tech ETF | 8.11% | 195,624 | $16.6M | Add +1.0% |
| YLDE Franklin Clearbridge Enhance | 4.66% | 187,619 | $9.5M | Add +0.3% |
| ESGD iShares Trust iShares ESG Aw | 4.36% | 117,018 | $8.9M | Add +6.9% |
| DFSD Dimensional Short Duration | 4.14% | 180,705 | $8.5M | Add +55.4% |
| DFAI Dimensional International Co. | 3.80% | 266,239 | $7.8M | Add +6.2% |
| AAPL Apple Inc. | 3.64% | 29,670 | $7.4M | Add +0.3% |
| XLI SS Industrial Select Sector | 3.32% | 51,555 | $6.8M | Add +7.2% |
| XJH Ishare ESG SS S&P Midcap ETF | 2.55% | 124,605 | $5.2M | Add +5.2% |
| XLV SS Health Care Select Sector | 2.54% | 37,675 | $5.2M | Add +7.1% |
| VIG Vanguard Dividend Apprec ETF | 2.35% | 24,527 | $4.8M | Add +4.7% |
| EAGG iShares ESG Aware US Aggrega | 2.32% | 102,095 | $4.7M | Add +60.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.17% | 97,929 | $4.4M | Add +32.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.89% | 15,248 | $3.9M | Add +7.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.88% | 46,870 | $3.8M | Add +126.3% |
| FLOT iShares Floating Rate Bond E | 1.77% | 70,931 | $3.6M | Add +18.7% |
| VGT Vanguard Info Tech ETF | 1.76% | 5,778 | $3.6M | Add +0.7% |
| DFAT Dimensional US Target Value | 1.66% | 61,086 | $3.4M | Reduce -8.1% |
| GOVT iShares US Treasury Bond ETF | 1.48% | 131,295 | $3.0M | Add +32.4% |
| GOOG Alphabet Inc. Class C | 1.46% | 15,656 | $3.0M | Add +1.1% |
| MSFT Microsoft Corp. | 1.29% | 6,274 | $2.6M | Reduce -10.1% |
| ILCG iShares Morningstar Growth E | 1.00% | 22,723 | $2.0M | Reduce -1.5% |
| IETC iShares U.S. Tech Independen | 0.90% | 21,460 | $1.8M | Reduce -2.4% |
| TLT iShares 20+ Year Treasury BD | 0.75% | 17,467 | $1.5M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.73% | 1,618 | $1.5M | Add +2.7% |
| CMF iShares California Muni Bond | 0.70% | 25,111 | $1.4M | Add +127.1% |
| GOOGL Alphabet Inc. Class A | 0.62% | 6,692 | $1.3M | Add +11.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.60% | 32,383 | $1.2M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.53% | 1,833 | $1.1M | Add +4.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 3,507 | $1.0M | Reduce -4.6% |
| DFUS Dimensional US Eq MKT ETF | 0.44% | 14,006 | $893K | Reduce -1.4% |
| NVDA Nvidia Corp. | 0.42% | 6,330 | $850K | Add +16.9% |
| AMZN Amazon.com Inc. | 0.41% | 3,836 | $842K | Add +8.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.40% | 11,685 | $826K | Reduce -2.5% |
| CHTR Charter Communications Inc. Class A | 0.40% | 2,385 | $818K | No change |
| SCHW Schwab (charles) Corp. | 0.40% | 10,974 | $812K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.39% | 24,542 | $806K | No change |
| MRSH Marsh & McLennan Cos | 0.39% | 3,721 | $790K | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.37% | 1,416 | $763K | Reduce -0.6% |
| IYH iShares U.S. Healthcare ETF | 0.35% | 12,187 | $710K | Add +1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 1,720 | $706K | Reduce -0.6% |
| EQIX Equinix Inc. | 0.34% | 742 | $700K | Reduce -25.6% |
| DECK Deckers Outdoor Corp. | 0.32% | 3,262 | $662K | Add +9.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 3,673 | $622K | Reduce -0.6% |
| IVT Inventrust Properties Corp. | 0.27% | 18,569 | $559K | Reduce -27.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 7,787 | $537K | Reduce -3.1% |
| TDG Transdigm Group Inc. | 0.25% | 406 | $515K | No change |
| JPM JPMorgan Chase & Co. | 0.24% | 2,043 | $490K | Add +5.6% |
| SCHB Schwab US Broad Market ETF | 0.23% | 21,114 | $479K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 1,792 | $473K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 1,870 | $449K | Add +3.1% |
| HDV iShares Core High Dividend E | 0.20% | 3,711 | $417K | Reduce -37.2% |
| MTN Vail Resorts Inc. | 0.20% | 2,211 | $414K | No change |
| AVGO Broadcom Inc. | 0.20% | 1,734 | $402K | Add +0.5% |
| MRVL Marvell Technology Inc. | 0.19% | 3,536 | $391K | Add +0.7% |
| TSLA Tesla Inc. | 0.19% | 956 | $386K | Add +11.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 731 | $374K | Reduce -0.8% |
| ITOT iShares Core S&P Total U.S. | 0.18% | 2,788 | $359K | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 5,624 | $350K | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 0.15% | 3,106 | $315K | Reduce -3.1% |
| IFRA iShares US Infrastructure | 0.15% | 6,465 | $299K | Reduce -76.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 649 | $294K | Add +4.8% |
| SYK Stryker Corp. | 0.14% | 803 | $289K | New |
| CSCO Cisco Systems Inc. | 0.12% | 4,246 | $251K | Add +0.5% |
| NOBL Proshares S&P 500 Dividend A | 0.12% | 2,404 | $239K | Reduce -50.6% |
| ESML iShares ESG Aware MSCI USA S | 0.12% | 5,672 | $239K | Reduce -1.1% |
| T AT&T Inc. | 0.12% | 10,467 | $238K | New |
| CVX Chevron Corp. | 0.11% | 1,615 | $234K | Reduce -2.4% |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 1,822 | $231K | Reduce -0.5% |
| JIRE JPMorgan Int Res Enh Eqty | 0.11% | 3,936 | $230K | Add +4.4% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 9,735 | $226K | No change |
| VTIP Vanguard Short-Term Tips | 0.11% | 4,446 | $215K | Reduce -80.7% |
| MCD McDonald's Corp. | 0.10% | 713 | $207K | Add +6.9% |
| IVV iShares Core S&P 500 ETF | 0.10% | 351 | $207K | No change |
| SCHD Schwab US DVD Equity ETF | 0.10% | 7,549 | $206K | New |
| XLK SS Technology Select Sector | 0.10% | 870 | $202K | New |
Portfolio Sells Q3 2024 → Q4 2024
| IFRA iShares US Infrastructure | Reduce -76.7% | 0.15% | −0.52 |
| VTIP Vanguard Short-Term Tips | Reduce -80.7% | 0.11% | −0.47 |
| JMST JPM Ultra-Short Muni Income | Sold out | 0.00% | −0.45 |
| ICSH iShares Ultra Short Duration | Sold out | 0.00% | −0.42 |
| DFAU Dimensional US Core Equity M | Reduce -0.9% | 10.33% | −0.32 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.25 |
| MSFT Microsoft Corp. | Reduce -10.1% | 1.29% | −0.24 |
| DFAT Dimensional US Target Value | Reduce -8.1% | 1.66% | −0.22 |
| HDV iShares Core High Dividend E | Reduce -37.2% | 0.20% | −0.15 |
| NOBL Proshares S&P 500 Dividend A | Reduce -50.6% | 0.12% | −0.15 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.12 |
| EQIX Equinix Inc. | Reduce -25.6% | 0.34% | −0.11 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.10 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.10 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.10 |
| ICLN iShares Global Clean Energy | Sold out | 0.00% | −0.10 |
| IVT Inventrust Properties Corp. | Reduce -27.5% | 0.27% | −0.10 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -2.5% | 0.40% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.6% | 0.50% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.6% | 0.30% | −0.02 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -1.3% | 0.60% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.1% | 0.26% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.4% | 0.44% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.6% | 0.37% | −0.01 |
| CVX Chevron Corp. | Reduce -2.4% | 0.11% | −0.01 |
| ESML iShares ESG Aware MSCI USA S | Reduce -1.1% | 0.12% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.1% | 0.15% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 0.18% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.5% | 0.11% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.6% | 0.35% | +0.01 |
| ILCG iShares Morningstar Growth E | Reduce -1.5% | 1.00% | +0.01 |
| IETC iShares U.S. Tech Independen | Reduce -2.4% | 0.90% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| DFSD Dimensional Short Duration | Add +55.4% | 4.14% | +1.31 |
| SHY iShares 1-3 Year Treasury Bo | Add +126.3% | 1.88% | +1.00 |
| EAGG iShares ESG Aware US Aggrega | Add +60.7% | 2.32% | +0.75 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +32.2% | 2.17% | +0.39 |
| CMF iShares California Muni Bond | Add +127.1% | 0.70% | +0.38 |
| GOVT iShares US Treasury Bond ETF | Add +32.4% | 1.48% | +0.29 |
| FLOT iShares Floating Rate Bond E | Add +18.7% | 1.77% | +0.21 |
| SYK Stryker Corp. | New | 0.14% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 1.46% | +0.14 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +7.3% | 1.89% | +0.13 |
| AAPL Apple Inc. | Add +0.3% | 3.64% | +0.12 |
| T AT&T Inc. | New | 0.12% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +11.4% | 0.62% | +0.11 |
| SCHD Schwab US DVD Equity ETF | New | 0.10% | +0.10 |
| XLK SS Technology Select Sector | New | 0.10% | +0.10 |
| DECK Deckers Outdoor Corp. | Add +9.2% | 0.32% | +0.08 |
| NVDA Nvidia Corp. | Add +16.9% | 0.42% | +0.08 |
| TSLA Tesla Inc. | Add +11.8% | 0.19% | +0.07 |
| AMZN Amazon.com Inc. | Add +8.1% | 0.41% | +0.07 |
| MRVL Marvell Technology Inc. | Add +0.7% | 0.19% | +0.06 |
| AVGO Broadcom Inc. | Add +0.5% | 0.20% | +0.04 |
| VGT Vanguard Info Tech ETF | Add +0.7% | 1.76% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +5.6% | 0.24% | +0.03 |
| META Meta Platforms Inc. Class A | Add +4.9% | 0.53% | +0.01 |
| COST Costco Wholesale Corp. | Add +2.7% | 0.73% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.12% | +0.01 |
| XLI SS Industrial Select Sector | Add +7.2% | 3.32% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.1% | 0.22% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.8% | 0.14% | −0.00 |
| MCD McDonald's Corp. | Add +6.9% | 0.10% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.1% | 0.18% | −0.00 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +5.2% | 2.55% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.0% | 0.17% | −0.01 |
| JIRE JPMorgan Int Res Enh Eqty | Add +4.4% | 0.11% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +4.7% | 2.35% | −0.02 |
| MRSH Marsh & McLennan Cos | Add +0.6% | 0.39% | −0.03 |
| IXN iShares Global Tech ETF | Add +1.0% | 8.11% | −0.04 |
| IYH iShares U.S. Healthcare ETF | Add +1.8% | 0.35% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Add +1.8% | 0.75% | −0.11 |
| YLDE Franklin Clearbridge Enhance | Add +0.3% | 4.66% | −0.14 |
| XLV SS Health Care Select Sector | Add +7.1% | 2.54% | −0.23 |
| DFAI Dimensional International Co. | Add +6.2% | 3.80% | −0.26 |
| ESGD iShares Trust iShares ESG Aw | Add +6.9% | 4.36% | −0.34 |
| SUSA iShares ESG Optimized MSCI U | Add +0.5% | 15.68% | −0.41 |
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 |