| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 7 | Q2 2024 | 17.2% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 11.1% |
| ISHARES TR | 7 | Q2 2024 | 8.8% |
| ISHARES TR | 7 | Q2 2024 | 4.8% |
| ISHARES TR | 7 | Q2 2024 | 6.0% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 4.2% |
| APPLE INC | 7 | Q2 2024 | 3.9% |
| SELECT SECTOR SPDR TR | 7 | Q2 2024 | 3.6% |
| ISHARES TR | 7 | Q2 2024 | 3.0% |
| ISHARES TR | 7 | Q2 2024 | 4.1% |
View Shira Ridge Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-10 |
| 13F-HR | 2024-07-12 |
| N-PX | 2024-07-12 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-12 |
View Shira Ridge Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.