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CIK: 0001961210
Total reported value
$286.6M
$286.6M
75 檔
28.4%
At the close of Q1 2025, Shira Ridge Wealth Management disclosed equity holdings valued at approximately $286.6M, spread across 75 reported holdings.
In Q1 2025, Shira Ridge Wealth Management adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 16.47% | +0.30% | +9.04% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 10.07% | +0.19% | +0.82% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 5.21% | -0.31% | +9.27% | |
| 4 | YLDE | Franklin Clearbridge Enhance | ETF-Other | 4.63% | -0.39% | -4.35% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.19% | -0.29% | +1.04% | |
| 6 | DFSD | Dimensional Short Duration | ETF-Other | 4.18% | -0.43% | -2.28% | |
| 7 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 3.92% | +0.81% | — | |
| 8 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.79% | +0.70% | -48.65% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 3.70% | +0.07% | +9.78% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.33% | -0.30% | +1.22% | |
| 11 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 2.65% | -0.01% | +9.09% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.63% | -0.02% | +10.96% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.19% | +0.41% | — | |
| 14 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 2.17% | -2.19% | EXIT | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.14% | -0.43% | -4.97% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.92% | -0.05% | +3.27% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.89% | +0.28% | -2.31% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.84% | +0.10% | +2.05% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.49% | +0.28% | -4.72% | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 1.48% | -0.01% | -5.72% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.34% | -0.17% | -11.20% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.22% | +0.07% | -0.07% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.11% | +2.12% | |
| 24 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.09% | -0.68% | — | |
| 25 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.92% | +0.06% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.11% | +1.92% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.72% | — | -73.90% | |
| 28 | CMF | Ishares California Muni Bond | ETF-Other | 0.68% | -0.03% | -4.07% | |
| 29 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.65% | +0.02% | -19.26% | |
| 30 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.56% | -0.07% | -3.09% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | — | +1.97% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.07% | -1.53% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.02% | +0.51% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.45% | -0.07% | +0.04% | |
| 35 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.45% | -0.09% | -0.08% | |
| 36 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.44% | -0.10% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | +18.56% | |
| 38 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.43% | -0.06% | +0.01% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.37% | +0.01% | -11.42% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | -1.34% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | — | +4.58% | |
| 42 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.33% | -0.09% | -22.69% | |
| 43 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.32% | — | -14.18% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | +0.01% | -2.09% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | -0.01% | -3.43% | |
| 46 | EQIX | Equinix Inc | Stock-Real Estate | 0.30% | -0.02% | — | |
| 47 | TDG | Transdigm Group Inc | Stock-Industrials | 0.28% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.01% | +3.38% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.23% | -0.07% | — | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.07% | -10.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGM | Ishares Expanded Tech Sector | +3.9% | NEW | New buy |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +2.2% | NEW | New buy |
| 3 | GLDM | Spdr Gold Minishares Trust | +1.1% | NEW | New buy |
| 4 | ESGD | Ishares Trust Ishares Esg Aw | +0.9% | +9.27% | Add |
| 5 | SUSA | Ishares Esg Optimized Msci U | +0.8% | +9.04% | Add |
| 6 | DFAI | Dimensional International Co | +0.4% | +1.04% | Add |
| 7 | XLI | Ss Industrial Select Sector | +0.4% | +9.78% | Add |
| 8 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +10.96% | Add |
| 9 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | New buy |
| 10 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 11 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 12 | XJH | Ishare Esg Ss S&p Midcap ETF | +0.1% | +9.09% | Add |
| 13 | FLOT | Ishares Floating Rate Bond E | +0.1% | +2.05% | Add |
| 14 | MRSH | Marsh & Mclennan Cos | +0.1% | -0.08% | Trim |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +0.04% | Add |
| 16 | CMF | Ishares California Muni Bond | 0% | -4.07% | Trim |
| 17 | YLDE | Franklin Clearbridge Enhance | 0% | -4.35% | Trim |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | -4.97% | Trim |
| 19 | DFSU | Dimensional US Sus Core1 ETF | 0% | -3.09% | Trim |
| 20 | EQIX | Equinix Inc | 0% | — | Unchanged |
| 21 | VUG | Vanguard Growth ETF | 0% | -2.09% | Trim |
| 22 | DFSI | Dimensional Int Sus Cor1 ETF | -0.1% | -22.69% | Trim |
| 23 | NVDA | Nvidia CORP | -0.1% | +4.58% | Add |
| 24 | AVGO | Broadcom Inc | -0.1% | -6.29% | Trim |
| 25 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -11.42% | Trim |
| 26 | TSLA | Tesla Inc | -0.1% | -0.10% | Trim |
| 27 | ILCG | Ishares Morningstar Growth E | -0.1% | — | Unchanged |
| 28 | MRVL | Marvell Technology Inc | -0.1% | — | Unchanged |
| 29 | MSFT | Microsoft CORP | -0.1% | +2.12% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.97% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.1% | EXIT | Sold out |
| 32 | SCHD | Schwab US Dvd Equity ETF | -0.1% | EXIT | Sold out |
| 33 | XLK | Ss Technology Select Sector | -0.1% | EXIT | Sold out |
| 34 | VTIP | Vanguard Short-term Tips | -0.1% | EXIT | Sold out |
| 35 | ESML | Ishares Esg Aware Msci USA S | -0.1% | EXIT | Sold out |
| 36 | GOVT | Ishares US Treasury Bond ETF | -0.1% | -11.20% | Trim |
| 37 | DECK | Deckers Outdoor CORP | -0.1% | — | Unchanged |
| 38 | EAGG | Ishares Esg Aware US Aggrega | -0.2% | -10.09% | Trim |
| 39 | IFRA | Ishares US Infrastructure | -0.2% | EXIT | Sold out |
| 40 | DFAT | Dimensional US Target Value | -0.2% | -5.72% | Trim |
| 41 | VB | Vanguard Small-cap ETF | -0.2% | EXIT | Sold out |
| 42 | GOOG | Alphabet Inc-cl C | -0.2% | -0.07% | Trim |
| 43 | IETC | Ishares U.s. Tech Independen | -0.3% | -19.26% | Trim |
| 44 | DFAU | Dimensional US Core Equity M | -0.3% | +0.82% | Add |
| 45 | VGT | Vanguard Info Tech ETF | -0.3% | -4.72% | Trim |
| 46 | IVT | Inventrust Properties CORP | -0.3% | EXIT | Sold out |
| 47 | AAPL | Apple Inc | -0.3% | +1.22% | Add |
| 48 | TLT | Ishares 20+ Year Treasury Bd | -0.6% | -81.14% | Trim |
| 49 | XLV | Ss Health Care Select Sector | -1.8% | -73.90% | Trim |
| 50 | IXN | Ishares Global Tech ETF | -4.3% | -48.65% | 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 75 disclosed positions in Q1 2025.
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, ESGD) accounted for 28.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IGM
市值: $7.9M
Top Position Liquidated / Trimmed
IVT
前期市值: $559.5K
During Q1 2025, Shira Ridge Wealth Management's top holdings by market value included SUSA (16.5%)、DFAU (10.1%)、ESGD (5.2%). The largest single position, SUSA, represented 16.5% of total portfolio value.
In Q1 2025, Shira Ridge Wealth Management made 46 total portfolio adjustments, initiating 6 new buys, adding to 13 positions, trimming 19 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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