$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | $1,600,136 | +17.1% | 2,171 | 0.0% | 1.06% | +12.2% | |
| FWONK | LIBERTY MEDIA CORP DEL | $1,166,525 | +25.2% | 15,589 | 0.0% | 0.77% | +19.9% | |
| EQIX | EQUINIX INC | $725,366 | +10.1% | 1,006 | 0.0% | 0.48% | +5.5% | |
| CCI | CROWN CASTLE INC | $687,064 | -1.3% | 5,133 | 0.0% | 0.45% | -5.2% | |
| LBTYK | LIBERTY GLOBAL PLC | $665,550 | +4.9% | 32,657 | 0.0% | 0.44% | +0.5% | |
| INVENTRUST PPTYS CORP | $599,365 | -1.1% | 25,614 | 0.0% | 0.40% | -5.0% | ||
| MMC | MARSH & MCLENNAN COS INC | $506,978 | +0.6% | 3,044 | 0.0% | 0.34% | -3.5% | |
| SCHW | SCHWAB CHARLES CORP | $491,818 | -37.1% | 9,389 | 0.0% | 0.32% | -39.6% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $336,774 | +6.8% | 7,038 | 0.0% | 0.22% | +2.3% | |
| DIMENSIONAL ETF TRUSTus sustainabilty | $289,253 | +6.8% | 10,866 | 0.0% | 0.19% | +2.1% |
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.