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| Name: |
Shira Ridge Wealth Management |
| City: |
LARKSPUR |
| State: |
CA |
| Zip: |
94939 |
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data |
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| Holdings
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23 |
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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 |
|
IXN |
iShares Tr S&P Glbl Info Tch |
3 |
- |
$74.92 |
$14,401,000 |
192,505 |
8.24% |
1,343,000 |
979 |
0.214 |
Closed - End Fund - E... |
|
|
YLDE |
Clearbridge Dividend Strate... |
4 |
- |
$0.00 |
$8,471,000 |
179,297 |
4.85% |
2,698,000 |
49,207 |
1.992 |
N/A |
|
|
XLI |
SPDR Industrial Sector |
10 |
- |
$125.12 |
$4,532,000 |
35,982 |
2.59% |
1,411,000 |
8,601 |
0.002 |
Closed - End Fund - E... |
|
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FLOT |
Ishares Floating Rate Note ... |
12 |
- |
$0.00 |
$3,933,000 |
77,018 |
2.25% |
47,000 |
258 |
0.007 |
N/A |
|
|
MSFT |
Microsoft Corp |
13 |
- |
$416.56 |
$3,087,000 |
7,337 |
1.77% |
367,000 |
104 |
0 |
Application Software |
|
|
IETC |
Ishares Evolved Us Technolo... |
25 |
- |
$0.00 |
$1,270,000 |
17,935 |
0.73% |
172,000 |
338 |
0.854 |
N/A |
|
|
DFSU |
Dimensional Us Sustainabili... |
26 |
- |
$0.00 |
$1,225,000 |
35,611 |
0.7% |
170,000 |
1,735 |
0.04 |
N/A |
|
|
EFAV |
Ishares Msci Eafe Minimum V... |
31 |
- |
$0.00 |
$900,000 |
12,697 |
0.52% |
38,000 |
260 |
0.009 |
N/A |
|
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GOOGL |
Alphabet Inc |
33 |
- |
$170.34 |
$827,000 |
5,481 |
0.47% |
79,000 |
128 |
0 |
Search Engines & Info... |
|
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DFSI |
Dimensional Intl Sustainabi... |
35 |
- |
$0.00 |
$816,000 |
24,242 |
0.47% |
59,000 |
600 |
0.027 |
N/A |
|
|
IUSB |
Ishares Core Total Usd Bond... |
36 |
- |
$0.00 |
$803,000 |
17,624 |
0.46% |
11,000 |
424 |
0.001 |
N/A |
|
|
SCHW |
Charles Schwab Corp |
37 |
- |
$77.07 |
$786,000 |
10,871 |
0.45% |
40,000 |
26 |
0.001 |
Investment Brokerage ... |
|
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VOO |
Vanguard S&P 500 Etf |
38 |
- |
$481.04 |
$764,000 |
1,589 |
0.44% |
128,000 |
133 |
0 |
Closed - End Fund - E... |
|
|
IYH |
iShares Dow Jones US Health... |
40 |
- |
$60.46 |
$749,000 |
12,099 |
0.43% |
32,000 |
9,594 |
0.119 |
Closed - End Fund - E... |
|
|
AMZN |
Amazon.com Inc |
43 |
- |
$187.07 |
$633,000 |
3,510 |
0.36% |
195,000 |
630 |
0 |
Internet Software & S... |
|
|
VTV |
Vanguard Value VIPERS |
44 |
- |
$161.93 |
$629,000 |
3,862 |
0.36% |
94,000 |
281 |
0.001 |
Closed - End Fund - E... |
|
|
TFLO |
Ishares Treasury Floating R... |
50 |
- |
$0.00 |
$573,000 |
11,295 |
0.33% |
197,000 |
3,839 |
0.001 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
53 |
- |
$913.56 |
$482,000 |
533 |
0.28% |
259,000 |
82 |
0 |
Semiconductor - Speci... |
|
|
CMF |
iShares S&P CA AMT-Free Mun... |
58 |
- |
$57.15 |
$346,000 |
6,018 |
0.2% |
12,000 |
251 |
0.007 |
N/A |
|
|
IJH |
iShares S&P MidCap 400 Index |
60 |
- |
$60.31 |
$328,000 |
5,403 |
0.19% |
32,000 |
4,333 |
0.002 |
Closed - End Fund - E... |
|
|
JPM |
JP Morgan Chase & Co |
63 |
- |
$201.51 |
$318,000 |
1,588 |
0.18% |
51,000 |
18 |
0 |
Domestic Money Center... |
|
|
JIRE |
Jpmorgan International Rese... |
65 |
- |
$0.00 |
$263,000 |
4,202 |
0.15% |
26,000 |
154 |
0.004 |
N/A |
|
|
ESML |
iShares MSCI USA Sml-Cp ESG... |
68 |
- |
$0.00 |
$248,000 |
6,166 |
0.14% |
30,000 |
418 |
0.007 |
N/A |
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