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  Name: Shira Ridge Wealth Management
  City: LARKSPUR
  State: CA
  Zip: 94939
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $174,740,000
  Total Value Change : $8,124,000
  Securities Held Change : -1
   
All Securities Held : 73
  New Positions : 3
  Closed Positions : 4
  Increased Positions : 23
  Unchanged Positions : 15
  Decreased Positions : 32

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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 64 New $46.24 $273,000 5,804 0.16% 273,000 5,804 0.003    N/A
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 71 New $109.95 $209,000 1,831 0.12% 209,000 1,831 0    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 73 New $61.77 $201,000 3,245 0.12% 201,000 3,245 0    Closed - End Fund - Debt
      3 Records Found
  1    
Page 1 of 1
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