| |
|
|
| Name: |
Shira Ridge Wealth Management |
| City: |
LARKSPUR |
| State: |
CA |
| Zip: |
94939 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
14 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TDG |
Transdigm Group Inc |
18 |
- |
$1,275.77 |
$2,674,000 |
2,171 |
1.53% |
478,000 |
0 |
0.004 |
Aerospace/Defense Pro... |
|
|
GOOG |
Alphabet Inc |
20 |
- |
$171.93 |
$2,349,000 |
15,430 |
1.34% |
174,000 |
0 |
0 |
Search Engines & Info... |
|
|
VTI |
Vanguard Total Stock Market... |
29 |
- |
$259.45 |
$1,016,000 |
3,910 |
0.58% |
88,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
MMC |
Marsh & McLennan Companies Inc |
39 |
- |
$205.07 |
$756,000 |
3,669 |
0.43% |
61,000 |
0 |
0.001 |
Insurance Brokers |
|
|
FB |
Meta Platforms Inc |
46 |
- |
$471.85 |
$612,000 |
1,261 |
0.35% |
166,000 |
0 |
0 |
Internet Service Prov... |
|
|
LBTYK |
Liberty Global Inc |
49 |
- |
$17.48 |
$576,000 |
32,657 |
0.33% |
-33,000 |
0 |
0.008 |
Telecom Services - Fo... |
|
|
CCI |
Crown Castle International ... |
51 |
- |
$101.06 |
$535,000 |
5,056 |
0.31% |
-47,000 |
0 |
0.001 |
Integrated Telecommun... |
|
|
MTN |
Vail Resorts Inc |
52 |
- |
$205.63 |
$493,000 |
2,211 |
0.28% |
21,000 |
0 |
0.006 |
Gambling/Resorts |
|
|
DECK |
Deckers Outdoor Corp |
54 |
- |
$882.45 |
$469,000 |
498 |
0.27% |
136,000 |
0 |
0.002 |
Textile - Apparel Foo... |
|
|
VO |
Vanguard Mid Cap VIPERS |
55 |
- |
$246.21 |
$448,000 |
1,792 |
0.26% |
31,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
SCHB |
Schwab Strategic Trust |
56 |
- |
$60.94 |
$430,000 |
7,038 |
0.25% |
38,000 |
0 |
0.004 |
Closed - End Fund - Debt |
|
|
ITOT |
iShares Core S&P Total US |
57 |
- |
$115.10 |
$358,000 |
3,109 |
0.2% |
31,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
66 |
- |
$410.24 |
$260,000 |
619 |
0.15% |
39,000 |
0 |
0 |
Property & Casualty I... |
|
|
MRVL |
Marvell Technology, Inc. |
67 |
- |
$68.02 |
$249,000 |
3,510 |
0.14% |
37,000 |
0 |
0 |
N/A |
|
