$160 Million is the total value of Shira Ridge Wealth Management's 65 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | $1,941,243 | +21.3% | 2,171 | 0.0% | 1.22% | +15.2% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $878,749 | +2.7% | 2,392 | 0.0% | 0.55% | -2.5% | |
| INVENTRUST PPTYS CORP | $592,706 | -1.1% | 25,614 | 0.0% | 0.37% | -6.3% | ||
| LBTYK | LIBERTY GLOBAL PLC | $580,315 | -12.8% | 32,657 | 0.0% | 0.36% | -17.1% | |
| VOO | VANGUARD INDEX FDS | $564,287 | +8.3% | 1,386 | 0.0% | 0.35% | +2.9% | |
| DIMENSIONAL ETF TRUSTinternational | $435,191 | +1.3% | 14,292 | 0.0% | 0.27% | -3.9% | ||
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $363,871 | +8.0% | 7,038 | 0.0% | 0.23% | +2.7% | |
| ITOT | ISHARES TRcore s&p ttl stk | $304,185 | +8.1% | 3,109 | 0.0% | 0.19% | +2.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-12
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.