$152 Million is the total value of Shira Ridge Wealth Management's 67 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,806 | -100.0% | -0.13% | – |
FWONK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -2,729 | -100.0% | -0.13% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -693 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
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.