HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (SUSA) |
274,547 | -562 | $29,972 |
| SUSA | 274,547 | -562 | $29,972 |
| DIMENSIONAL ETF TRUST (DFAU) |
527,022 | -11,522 | $19,257 |
| DFAU | 527,022 | -11,522 | $19,257 |
| ISHARES TR (IXN) |
192,505 | +979 | $14,401 |
| IXN | 192,505 | +979 | $14,401 |
| LEGG MASON ETF INVT (YLDE) |
179,297 | +49,207 | $8,471 |
| YLDE | 179,297 | +49,207 | $8,471 |
| ISHARES TR (ESGD) |
104,592 | -218 | $8,358 |
| ESGD | 104,592 | -218 | $8,358 |
| DIMENSIONAL ETF TRUST (DFAI) |
231,144 | -4,670 | $6,985 |
| DFAI | 231,144 | -4,670 | $6,985 |
| ISHARES TR (XJH) |
127,704 | -3,589 | $5,246 |
| XJH | 127,704 | -3,589 | $5,246 |
| APPLE INC |
29,843 | -3,483 | $5,118 |
| AAPL | 29,843 | -3,483 | $5,118 |
| SELECT SECTOR SPDR TR (XLV) |
33,638 | -1,819 | $4,969 |
| XLV | 33,638 | -1,819 | $4,969 |
| SELECT SECTOR SPDR TR (XLI) |
35,982 | +8,601 | $4,532 |
| XLI | 35,982 | +8,601 | $4,532 |
| DIMENSIONAL ETF TRUST (DFAT) |
77,419 | -1,561 | $4,214 |
| DFAT | 77,419 | -1,561 | $4,214 |
| ISHARES TR (FLOT) |
77,018 | +258 | $3,933 |
| FLOT | 77,018 | +258 | $3,933 |
| MICROSOFT CORP |
7,337 | +104 | $3,087 |
| MSFT | 7,337 | +104 | $3,087 |
| VANGUARD WORLD FD (VGT) |
5,844 | -569 | $3,064 |
| VGT | 5,844 | -569 | $3,064 |
| ISHARES TR (IFRA) |
69,587 | -9,390 | $3,017 |
| IFRA | 69,587 | -9,390 | $3,017 |
| VANGUARD INDEX FDS (VOT) |
12,427 | -720 | $2,930 |
| VOT | 12,427 | -720 | $2,930 |
| VANGUARD MALVERN FDS (VTIP) |
60,075 | -11,173 | $2,877 |
| VTIP | 60,075 | -11,173 | $2,877 |
| TRANSDIGM GROUP INC |
2,171 | UNCH | $2,674 |
| TDG | 2,171 | UNCH | $2,674 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
13,312 | -532 | $2,431 |
| VIG | 13,312 | -532 | $2,431 |
| ALPHABET INC |
15,430 | UNCH | $2,349 |
| GOOG | 15,430 | UNCH | $2,349 |
| ISHARES TR (ICSH) |
46,198 | -2,526 | $2,336 |
| ICSH | 46,198 | -2,526 | $2,336 |
| DIMENSIONAL ETF TRUST (DFSD) |
46,508 | -2,833 | $2,188 |
| DFSD | 46,508 | -2,833 | $2,188 |
| ISHARES TR (HDV) |
19,527 | -18,822 | $2,152 |
| HDV | 19,527 | -18,822 | $2,152 |
| ISHARES TR (ILCG) |
23,109 | -120 | $1,744 |
| ILCG | 23,109 | -120 | $1,744 |
| ISHARES U S ETF TR (IETC) |
17,935 | +338 | $1,270 |
| IETC | 17,935 | +338 | $1,270 |
| DIMENSIONAL ETF TRUST (DFSU) |
35,611 | +1,735 | $1,225 |
| DFSU | 35,611 | +1,735 | $1,225 |
| ISHARES TR (SHY) |
13,595 | -2,813 | $1,112 |
| SHY | 13,595 | -2,813 | $1,112 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
20,455 | -953 | $1,038 |
| JMST | 20,455 | -953 | $1,038 |
| VANGUARD INDEX FDS (VTI) |
3,910 | UNCH | $1,016 |
| VTI | 3,910 | UNCH | $1,016 |
| COSTCO WHSL CORP NEW |
1,356 | -11 | $993 |
| COST | 1,356 | -11 | $993 |
| ISHARES TR (EFAV) |
12,697 | +260 | $900 |
| EFAV | 12,697 | +260 | $900 |
| DIMENSIONAL ETF TRUST (DFUS) |
14,739 | -180 | $840 |
| DFUS | 14,739 | -180 | $840 |
| ALPHABET INC |
5,481 | +128 | $827 |
| GOOGL | 5,481 | +128 | $827 |
| EQUINIX INC |
994 | -23 | $820 |
| EQIX | 994 | -23 | $820 |
| DIMENSIONAL ETF TRUST (DFSI) |
24,242 | +600 | $816 |
| DFSI | 24,242 | +600 | $816 |
| ISHARES TR (IUSB) |
17,624 | +424 | $803 |
| IUSB | 17,624 | +424 | $803 |
| SCHWAB CHARLES CORP |
10,871 | +26 | $786 |
| SCHW | 10,871 | +26 | $786 |
| VANGUARD INDEX FDS (VOO) |
1,589 | +133 | $764 |
| VOO | 1,589 | +133 | $764 |
| MARSH & MCLENNAN COS INC |
3,669 | UNCH | $756 |
| MMC | 3,669 | UNCH | $756 |
| ISHARES TR (IYH) |
12,099 | +9,594 | $749 |
| IYH | 12,099 | +9,594 | $749 |
| CHARTER COMMUNICATIONS INC N |
2,385 | -7 | $693 |
| CHTR | 2,385 | -7 | $693 |
| INVENTRUST PPTYS CORP |
25,614 | UNCH | $659 |
| IVT | 25,614 | UNCH | $659 |
| AMAZON COM INC |
3,510 | +630 | $633 |
| AMZN | 3,510 | +630 | $633 |
| VANGUARD INDEX FDS (VTV) |
3,862 | +281 | $629 |
| VTV | 3,862 | +281 | $629 |
| VANGUARD INDEX FDS (VUG) |
1,800 | -5 | $620 |
| VUG | 1,800 | -5 | $620 |
| META PLATFORMS INC |
1,261 | UNCH | $612 |
| META | 1,261 | UNCH | $612 |
| PROSHARES TR (NOBL) |
5,934 | -2,161 | $602 |
| NOBL | 5,934 | -2,161 | $602 |
| SPDR SER TR (SPLG) |
9,430 | -2,061 | $580 |
| SPLG | 9,430 | -2,061 | $580 |
| LIBERTY GLOBAL LTD |
32,657 | UNCH | $576 |
| LBTYK | 32,657 | UNCH | $576 |
| ISHARES TR (TFLO) |
11,295 | +3,839 | $573 |
| TFLO | 11,295 | +3,839 | $573 |
See Full List: All Stocks Held By Shira Ridge Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Shira Ridge Wealth Management
|
Size ($ in 1000's)
At 03/31/2024: $174,740 At 12/31/2023: $166,616 Shira Ridge Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shira Ridge Wealth Management 13F filings. Link to 13F filings: SEC filings |
