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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 : 4     View All Holdings Currently Viewing:  Closed 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
   (MCD)1 Year Chart         MCD McDonalds Corp 75 Closed $271.32 $0 0 0% -202,000 -682 0    Restaurants
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 74 Closed $470.56 $0 0 0% -208,000 -459 0    Aerospace/Defense - M...
   (INTC)1 Year Chart         INTC Intel Corp 77 Closed $30.51 $0 0 0% -225,000 -4,469 0    Semiconductor- Broad...
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS 76 Closed $154.73 $0 0 0% -985,000 -7,185 0    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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