| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 15.5% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 10.7% |
| ISHARES TR | 4 | Q3 2023 | 7.4% |
| ISHARES TR | 4 | Q3 2023 | 6.0% |
| ISHARES TR | 4 | Q3 2023 | 4.7% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 4.2% |
| APPLE INC | 4 | Q3 2023 | 3.9% |
| SELECT SECTOR SPDR TR | 4 | Q3 2023 | 3.6% |
| ISHARES TR | 4 | Q3 2023 | 4.1% |
| VANGUARD MALVERN FDS | 4 | Q3 2023 | 3.9% |
View Shira Ridge Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.