$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | $1,830,435 | -5.7% | 2,171 | 0.0% | 1.20% | -1.1% | |
| IETC | ISHARES U S ETF TRu.s. tech indepd | $936,673 | -3.4% | 17,597 | 0.0% | 0.62% | +1.2% | |
| INVENTRUST PPTYS CORP | $609,867 | +2.9% | 25,614 | 0.0% | 0.40% | +8.1% | ||
| LBTYK | LIBERTY GLOBAL PLC | $606,114 | +4.4% | 32,657 | 0.0% | 0.40% | +9.3% | |
| VOO | VANGUARD INDEX FDS | $544,087 | -3.6% | 1,386 | 0.0% | 0.36% | +0.8% | |
| MTN | VAIL RESORTS INC | $490,599 | -11.9% | 2,211 | 0.0% | 0.32% | -7.7% | |
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $350,851 | -3.6% | 7,038 | 0.0% | 0.23% | +1.3% | |
| ITOT | ISHARES TRcore s&p ttl stk | $292,837 | -3.7% | 3,109 | 0.0% | 0.19% | +0.5% | |
| ICLN | ISHARES TRgl clean ene etf | $284,717 | -20.5% | 19,475 | 0.0% | 0.19% | -16.9% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $261,053 | -3.0% | 729 | 0.0% | 0.17% | +1.8% |
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.