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CIK: 0001961210
Total reported value
$286.6M
$286.6M
77 檔
30.8%
During the Q4 2024 filing period, Shira Ridge Wealth Management (CIK: 0001961210) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $286.6M across 77 reported positions.
In Q4 2024, Shira Ridge Wealth Management displayed an active expansion posture, initiating 4 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 15.68% | +0.30% | +0.54% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 10.33% | +0.19% | -0.87% | |
| 3 | IXN | Ishares Global Tech ETF | ETF-Tech | 8.11% | +0.70% | +0.97% | |
| 4 | YLDE | Franklin Clearbridge Enhance | ETF-Other | 4.66% | -0.39% | +0.34% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 4.36% | -0.31% | +6.91% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 4.14% | -0.43% | +55.44% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 3.80% | -0.29% | +6.18% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.64% | -0.30% | +0.31% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 3.32% | +0.07% | +7.24% | |
| 10 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 2.55% | -0.01% | +5.15% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.54% | — | +7.14% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.35% | -0.02% | +4.69% | |
| 13 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 2.32% | -2.19% | EXIT | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.17% | -0.43% | +32.24% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.89% | -0.05% | +7.27% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.88% | +0.28% | +126.26% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.77% | +0.10% | +18.66% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.76% | +0.28% | +0.71% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 1.66% | -0.01% | -8.09% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.48% | -0.17% | +32.41% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.46% | +0.07% | +1.07% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.11% | -10.11% | |
| 23 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.00% | +0.06% | -1.53% | |
| 24 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.90% | +0.02% | -2.42% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.75% | — | +1.84% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.11% | +2.73% | |
| 27 | CMF | Ishares California Muni Bond | ETF-Other | 0.70% | -0.03% | +127.08% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | — | +11.42% | |
| 29 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.60% | -0.07% | -1.33% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.07% | +4.86% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.02% | -4.57% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.44% | +0.01% | -1.41% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | — | +16.88% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | — | +8.06% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.40% | -0.07% | -2.51% | |
| 36 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.40% | -0.10% | — | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.40% | -0.06% | — | |
| 38 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.39% | -0.09% | — | |
| 39 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.39% | -0.09% | +0.59% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | — | -0.56% | |
| 41 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.35% | — | +1.84% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.01% | -0.58% | |
| 43 | EQIX | Equinix Inc | Stock-Real Estate | 0.34% | -0.02% | -25.58% | |
| 44 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.32% | — | +9.17% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | -0.01% | -0.60% | |
| 46 | IVT | Inventrust Properties CORP | Stock-Other | 0.27% | — | -27.50% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.07% | -3.15% | |
| 48 | TDG | Transdigm Group Inc | Stock-Industrials | 0.25% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.01% | +5.64% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | — | +200.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFSD | Dimensional Short Duration | +1.3% | +55.44% | Add |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +1% | +126.26% | Add |
| 3 | EAGG | Ishares Esg Aware US Aggrega | +0.8% | +60.74% | Add |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +32.24% | Add |
| 5 | CMF | Ishares California Muni Bond | +0.4% | +127.08% | Add |
| 6 | GOVT | Ishares US Treasury Bond ETF | +0.3% | +32.41% | Add |
| 7 | FLOT | Ishares Floating Rate Bond E | +0.2% | +18.66% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +1.07% | Add |
| 9 | SYK | Stryker CORP | +0.1% | NEW | New buy |
| 10 | AAPL | Apple Inc | +0.1% | +0.31% | Add |
| 11 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +7.27% | Add |
| 12 | T | At&t Inc | +0.1% | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.42% | Add |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | New buy |
| 15 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 16 | NVDA | Nvidia CORP | +0.1% | +16.88% | Add |
| 17 | DECK | Deckers Outdoor CORP | +0.1% | +9.17% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | +11.81% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | +8.06% | Add |
| 20 | MRVL | Marvell Technology Inc | +0.1% | +0.74% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | +0.46% | Add |
| 22 | VGT | Vanguard Info Tech ETF | 0% | +0.71% | Add |
| 23 | IETC | Ishares U.s. Tech Independen | 0% | -2.42% | Trim |
| 24 | XLI | Ss Industrial Select Sector | — | +7.24% | Add |
| 25 | XJH | Ishare Esg Ss S&p Midcap ETF | 0% | +5.15% | Add |
| 26 | VIG | Vanguard Dividend Apprec ETF | 0% | +4.69% | Add |
| 27 | IXN | Ishares Global Tech ETF | 0% | +0.97% | Add |
| 28 | EFG | Ishares Msci Eafe Growth ETF | -0.1% | EXIT | Sold out |
| 29 | CL | Colgate-palmolive Co | -0.1% | EXIT | Sold out |
| 30 | QUAL | Ishares Msci USA Quality Fac | -0.1% | EXIT | Sold out |
| 31 | ICLN | Ishares Global Clean Energy | -0.1% | EXIT | Sold out |
| 32 | IVT | Inventrust Properties CORP | -0.1% | -27.50% | Trim |
| 33 | EQIX | Equinix Inc | -0.1% | -25.58% | Trim |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | +1.84% | Add |
| 35 | LMT | Lockheed Martin CORP | -0.1% | EXIT | Sold out |
| 36 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -50.60% | Trim |
| 37 | YLDE | Franklin Clearbridge Enhance | -0.1% | +0.34% | Add |
| 38 | HDV | Ishares Core High Dividend E | -0.2% | -37.20% | Trim |
| 39 | XLV | Ss Health Care Select Sector | -0.2% | +7.14% | Add |
| 40 | DFAT | Dimensional US Target Value | -0.2% | -8.09% | Trim |
| 41 | MSFT | Microsoft CORP | -0.2% | -10.11% | Trim |
| 42 | TFLO | Ishares Treasury Floating Ra | -0.3% | EXIT | Sold out |
| 43 | DFAI | Dimensional International Co | -0.3% | +6.18% | Add |
| 44 | DFAU | Dimensional US Core Equity M | -0.3% | -0.87% | Trim |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | -0.3% | +6.91% | Add |
| 46 | ICSH | Ishares Ultra Short Duration | -0.4% | EXIT | Sold out |
| 47 | SUSA | Ishares Esg Optimized Msci U | -0.4% | +0.54% | Add |
| 48 | JMST | JPM Ultra-short Muni Income | -0.5% | EXIT | Sold out |
| 49 | VTIP | Vanguard Short-term Tips | -0.5% | -80.67% | Trim |
| 50 | IFRA | Ishares US Infrastructure | -0.5% | -76.68% | Trim |
According to official SEC Form 13F filings, Shira Ridge Wealth Management reported a total U.S. public equity portfolio value of $286.6M across 77 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SUSA, DFAU, IXN) accounted for 30.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
SYK
市值: $289.1K
Top Position Liquidated / Trimmed
JMST
前期市值: $877.1K
During Q4 2024, Shira Ridge Wealth Management's top holdings by market value included SUSA (15.7%)、DFAU (10.3%)、IXN (8.1%). The largest single position, SUSA, represented 15.7% of total portfolio value.
In Q4 2024, Shira Ridge Wealth Management made 50 total portfolio adjustments, initiating 4 new buys, adding to 28 positions, trimming 10 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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