$151 Million is the total value of Shira Ridge Wealth Management's 63 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSB | New | ISHARES TRcore total usd | $676,236 | – | 14,653 | +100.0% | 0.45% | – |
| CSCO | New | CISCO SYS INC | $258,082 | – | 4,937 | +100.0% | 0.17% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $236,734 | – | 738 | +100.0% | 0.16% | – |
| CMF | New | ISHARES TRcalif mun bd etf | $219,240 | – | 3,818 | +100.0% | 0.14% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $209,843 | – | 839 | +100.0% | 0.14% | – |
| FB | New | META PLATFORMS INCcl a | $207,065 | – | 977 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-08
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.