Shira Ridge Wealth Management — Q2 2025 13F Holdings

Name: Shira Ridge Wealth Management — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001961210

Total reported value

$286.6M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SUSA	Ishares Esg Optimized Msci U	ETF-Other	16.64%	+0.30%	-0.01%
2	DFAU	Dimensional US Core Equity M	ETF-Other	9.93%	+0.19%	-2.37%
3	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	5.24%	-0.31%	+0.50%
4	IGM	Ishares Expanded Tech Sector	ETF-Tech	4.97%	+0.81%	+11.64%
5	YLDE	Franklin Clearbridge Enhance	ETF-Other	4.30%	-0.39%	-0.41%
6	DFAI	Dimensional International Co	ETF-Other	4.20%	-0.29%	-1.11%
7	IXN	Ishares Global Tech ETF	ETF-Tech	3.86%	+0.70%	-8.87%
8	XLI	Ss Industrial Select Sector	ETF-Other	3.81%	+0.07%	-0.22%
9	DFSD	Dimensional Short Duration	ETF-Other	3.68%	-0.43%	-5.00%
10	AAPL	Apple INC	Stock-Tech	2.79%	-0.30%	-0.94%
11	XJH	Ishare Esg Ss S&p Midcap ETF	ETF-Other	2.68%	-0.01%	+4.13%
12	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	2.57%	+0.41%	+14.59%
13	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.44%	-0.02%	-4.02%
14	VOT	Vanguard Mid-cap Growth ETF	ETF-Other	2.06%	—	+0.49%
15	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	1.91%	-0.43%	-2.82%
16	EAGG	Ishares Esg Aware US Aggrega	ETF-Other	1.86%	-2.19%	EXIT
17	VGT	Vanguard Info Tech ETF	ETF-Tech	1.68%	+0.28%	+0.56%
18	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	1.66%	+0.28%	-4.06%
19	FLOT	Ishares Floating Rate Bond E	ETF-Other	1.60%	+0.10%	-5.31%
20	MSFT	Microsoft CORP	Stock-Tech	1.46%	—	+0.05%
21	DFAT	Dimensional US Target Value	ETF-Other	1.40%	—	-1.43%
22	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.27%	+0.07%	—
23	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	1.21%	-0.68%	+15.04%
24	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	1.15%	—	-6.14%
25	ILCG	Ishares Morningstar Growth E	ETF-Other	1.01%	+0.06%	—
26	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.74%	—	-0.18%
27	IETC	Ishares U.s. Tech Independen	ETF-Tech	0.74%	+0.02%	-0.71%
28	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.64%	+0.02%	+30.87%
29	META	Meta Platforms Inc-class A	Stock-Comm Services	0.64%	—	+4.60%
30	DFSU	Dimensional US Sus Core1 ETF	ETF-Other	0.56%	—	-1.18%
31	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.55%	—	-0.70%
32	NVDA	Nvidia CORP	Stock-Tech	0.49%	—	+2.48%
33	SCHW	Schwab (charles) CORP	Stock-Financials	0.46%	—	+0.01%
34	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-Other	0.45%	—	+0.56%
35	CHTR	Charter Communications Inc-a	Stock-Comm Services	0.45%	-0.10%	—
36	AMZN	Amazon.com INC	Stock-Consumer Disc	0.41%	—	-9.15%
37	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.38%	+0.01%	+0.12%
38	MRSH	Marsh & Mclennan Cos	Stock-Financials	0.37%	-0.09%	-1.40%
39	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.36%	—	—
40	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	0.34%	-0.09%	—
41	VUG	Vanguard Growth ETF	ETF-Other	0.34%	+0.01%	-0.65%
42	CMF	Ishares California Muni Bond	ETF-Other	0.33%	—	-46.96%
43	XLV	Ss Health Care Select Sector	ETF-Other	0.31%	—	-49.51%
44	VTV	Vanguard Value ETF	ETF-Other	0.28%	—	-1.44%
45	TDG	Transdigm Group INC	Stock-Industrials	0.28%	—	—
46	EQIX	Equinix INC	Stock-Real Estate	0.28%	—	+2.70%
47	JPM	Jpmorgan Chase & Co	Stock-Financials	0.28%	—	-1.18%
48	IYH	Ishares U.s. Healthcare ETF	ETF-Other	0.26%	—	-4.42%
49	SCHB	Schwab US Broad Market ETF	ETF-Other	0.23%	—	—
50	VO	Vanguard Mid-cap ETF	ETF-Other	0.23%	—	-1.12%

1–50 of 83

Holding changes this quarter

Position changes disclosed by Shira Ridge Wealth Management for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IGM	Ishares Expanded Tech Sector	+1.1%	+11.64%	Add
2	DYNF	Ishrs US E F R A Etf-usd INC	+0.4%	+14.59%	Add
3	MSFT	Microsoft CORP	+0.3%	+0.05%	Add
4	VGT	Vanguard Info Tech ETF	+0.2%	+0.56%	Add
5	SUSA	Ishares Esg Optimized Msci U	+0.2%	-0.01%	Trim
6	VTI	Vanguard Total Stock Mkt ETF	+0.2%	+30.87%	Add
7	VOT	Vanguard Mid-cap Growth ETF	+0.1%	+0.49%	Add
8	NVDA	Nvidia CORP	+0.1%	+2.48%	Add
9	GLDM	Spdr Gold Minishares Trust	+0.1%	+15.04%	Add
10	META	Meta Platforms Inc-class A	+0.1%	+4.60%	Add
11	NFLX	Netflix INC	+0.1%	NEW	New buy
12	XLI	Ss Industrial Select Sector	+0.1%	-0.22%	Trim
13	IEMG	Ishares Core Msci Emerging	+0.1%	NEW	New buy
14	CALI	Ishrs Sh-trm Ca Muni Act ETF	+0.1%	NEW	New buy
15	IVV	Ishares Core S&p 500 ETF	+0.1%	NEW	New buy
16	XLK	Ss Technology Select Sector	+0.1%	NEW	New buy
17	VST	Vistra CORP	+0.1%	NEW	New buy
18	MCK	Mckesson CORP	+0.1%	NEW	New buy
19	ILCG	Ishares Morningstar Growth E	+0.1%	—	Unchanged
20	IETC	Ishares U.s. Tech Independen	+0.1%	-0.71%	Trim
21	PG	Procter & Gamble Co/the	+0.1%	NEW	New buy
22	EFV	Ishares Msci Eafe Value ETF	+0.1%	NEW	New buy
23	INTU	Intuit INC	+0.1%	NEW	New buy
24	VB	Vanguard Small-cap ETF	+0.1%	NEW	New buy
25	IXN	Ishares Global Tech ETF	+0.1%	-8.87%	Trim
26	AVGO	Broadcom INC	+0.1%	-1.35%	Trim
27	GOOG	Alphabet Inc-cl C	+0.1%	—	Unchanged
28	ESGD	Ishares Trust Ishares Esg Aw	0%	+0.50%	Add
29	XJH	Ishare Esg Ss S&p Midcap ETF	0%	+4.13%	Add
30	SCHW	Schwab (charles) CORP	0%	+0.01%	Add
31	VUG	Vanguard Growth ETF	0%	-0.65%	Trim
32	GOOGL	Alphabet Inc-cl A	0%	-0.70%	Trim
33	DFAI	Dimensional International Co	0%	-1.11%	Trim
34	MTN	Vail Resorts INC	-0.1%	-39.26%	Trim
35	MRSH	Marsh & Mclennan Cos	-0.1%	-1.40%	Trim
36	DFAT	Dimensional US Target Value	-0.1%	-1.43%	Trim
37	KO	Coca-cola Co/the	-0.1%	EXIT	Sold out
38	VZ	Verizon Communications INC	-0.1%	EXIT	Sold out
39	DFAU	Dimensional US Core Equity M	-0.1%	-2.37%	Trim
40	TLT	Ishares 20+ Year Treasury Bd	-0.2%	EXIT	Sold out
41	GOVT	Ishares US Treasury Bond ETF	-0.2%	-6.14%	Trim
42	SHY	Ishares 1-3 Year Treasury Bo	-0.2%	-4.06%	Trim
43	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	-0.2%	-2.82%	Trim
44	FLOT	Ishares Floating Rate Bond E	-0.2%	-5.31%	Trim
45	EAGG	Ishares Esg Aware US Aggrega	-0.3%	-6.68%	Trim
46	YLDE	Franklin Clearbridge Enhance	-0.3%	-0.41%	Trim
47	CMF	Ishares California Muni Bond	-0.4%	-46.96%	Trim
48	XLV	Ss Health Care Select Sector	-0.4%	-49.51%	Trim
49	DFSD	Dimensional Short Duration	-0.5%	-5.00%	Trim
50	AAPL	Apple INC	-0.5%	-0.94%	Trim