SHIRA RIDGE WEALTH MANAGEMENT

Filed: 1/14/2025ACC: 0001754960-25-000010

📋 What this filing means

SHIRA RIDGE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $204.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$204.39M

Total AUM (reported)

2.93M

Total Shares

Allocation by class

MSCI USA ESG SLC$32.06M15.7%

US CORE EQT MKT$21.11M10.3%

COM$20.03M9.8%

GLOBAL TECH ETF$16.58M8.1%

CLEARBRIDGE DI$9.53M4.7%

ESG AW MSCI EAFE$8.91M4.4%

SHORT DURATION F$8.47M4.1%

Portfolio Concentration

Top 3$69.74M34.1%

4–10$54.12M26.5%

11–25$51.50M25.2%

Rest$29.02M14.2%

Top 3 weight

34.1%

Top 10 weight

60.6%

Voting Authority Distribution

Total shares with voting rights: 2.93M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.93M

% of voting shares100.0%

Investment Discretion (by position count)

Sole77

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings77

Rows:

ISHARES TR

SOLE

MSCI USA ESG SLC

Shares263.65K

TypeSH

Market value$32.06M

15.68%

Sole

0.00

Shared

0.00

None

263.65K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares521.32K

TypeSH

Market value$21.11M

10.33%

Sole

0.00

Shared

0.00

None

521.32K

ISHARES TR

SOLE

GLOBAL TECH ETF

Shares195.62K

TypeSH

Market value$16.58M

8.11%

Sole

0.00

Shared

0.00

None

195.62K

LEGG MASON ETF INVT

SOLE

CLEARBRIDGE DI

Shares187.62K

TypeSH

Market value$9.53M

4.66%

Sole

0.00

Shared

0.00

None

187.62K

ISHARES TR

SOLE

ESG AW MSCI EAFE

Shares117.02K

TypeSH

Market value$8.91M

4.36%

Sole

0.00

Shared

0.00

None

117.02K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares180.71K

TypeSH

Market value$8.47M

4.14%

Sole

0.00

Shared

0.00

None

180.71K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares266.24K

TypeSH

Market value$7.77M

3.80%

Sole

0.00

Shared

0.00

None

266.24K

APPLE INC

SOLE

COM

Shares29.67K

TypeSH

Market value$7.43M

3.64%

Sole

0.00

Shared

0.00

None

29.67K

SELECT SECTOR SPDR TR

SOLE

INDL

Shares51.55K

TypeSH

Market value$6.79M

3.32%

Sole

0.00

Shared

0.00

None

51.55K

ISHARES TR

SOLE

ESG SCRD S&P MID

Shares124.61K

TypeSH

Market value$5.21M

2.55%

Sole

0.00

Shared

0.00

None

124.61K

SELECT SECTOR SPDR TR

SOLE

SBI HEALTHCARE

Shares37.67K

TypeSH

Market value$5.18M

2.54%

Sole

0.00

Shared

0.00

None

37.67K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares24.53K

TypeSH

Market value$4.80M

2.35%

Sole

0.00

Shared

0.00

None

24.53K

ISHARES TR

SOLE

ESG AWR US AGRGT

Shares102.09K

TypeSH

Market value$4.74M

2.32%

Sole

0.00

Shared

0.00

None

102.09K

ISHARES TR

SOLE

CORE TOTAL USD

Shares97.93K

TypeSH

Market value$4.43M

2.17%

Sole

0.00

Shared

0.00

None

97.93K

VANGUARD INDEX FDS

SOLE

MCAP GR IDXVIP

Shares15.25K

TypeSH

Market value$3.87M

1.89%

Sole

0.00

Shared

0.00

None

15.25K

ISHARES TR

SOLE

1 3 YR TREAS BD

Shares46.87K

TypeSH

Market value$3.84M

1.88%

Sole

0.00

Shared

0.00

None

46.87K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares70.93K

TypeSH

Market value$3.61M

1.77%

Sole

0.00

Shared

0.00

None

70.93K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares5.78K

TypeSH

Market value$3.59M

1.76%

Sole

0.00

Shared

0.00

None

5.78K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares61.09K

TypeSH

Market value$3.40M

1.66%

Sole

0.00

Shared

0.00

None

61.09K

ISHARES TR

SOLE

US TREAS BD ETF

Shares131.29K

TypeSH

Market value$3.02M

1.48%

Sole

0.00

Shared

0.00

None

131.29K

ALPHABET INC

SOLE

CAP STK CL C

Shares15.66K

TypeSH

Market value$2.98M

1.46%

Sole

0.00

Shared

0.00

None

15.66K

MICROSOFT CORP

SOLE

COM

Shares6.27K

TypeSH

Market value$2.64M

1.29%

Sole

0.00

Shared

0.00

None

6.27K

ISHARES TR

SOLE

MORNINGSTAR GRWT

Shares22.72K

TypeSH

Market value$2.04M

1.00%

Sole

0.00

Shared

0.00

None

22.72K

ISHARES U S ETF TR

SOLE

U.S. TECH INDEPD

Shares21.46K

TypeSH

Market value$1.83M

0.90%

Sole

0.00

Shared

0.00

None

21.46K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares17.47K

TypeSH

Market value$1.53M

0.75%

Sole

0.00

Shared

0.00

None

17.47K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	MSCI USA ESG SLC	263.65K	SH	$32.06M 15.68%	263.65K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	521.32K	SH	$21.11M 10.33%	521.32K
ISHARES TRSOLE	GLOBAL TECH ETF	195.62K	SH	$16.58M 8.11%	195.62K
LEGG MASON ETF INVTSOLE	CLEARBRIDGE DI	187.62K	SH	$9.53M 4.66%	187.62K
ISHARES TRSOLE	ESG AW MSCI EAFE	117.02K	SH	$8.91M 4.36%	117.02K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	180.71K	SH	$8.47M 4.14%	180.71K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	266.24K	SH	$7.77M 3.80%	266.24K
APPLE INCSOLE	COM	29.67K	SH	$7.43M 3.64%	29.67K
SELECT SECTOR SPDR TRSOLE	INDL	51.55K	SH	$6.79M 3.32%	51.55K
ISHARES TRSOLE	ESG SCRD S&P MID	124.61K	SH	$5.21M 2.55%	124.61K
SELECT SECTOR SPDR TRSOLE	SBI HEALTHCARE	37.67K	SH	$5.18M 2.54%	37.67K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	24.53K	SH	$4.80M 2.35%	24.53K
ISHARES TRSOLE	ESG AWR US AGRGT	102.09K	SH	$4.74M 2.32%	102.09K
ISHARES TRSOLE	CORE TOTAL USD	97.93K	SH	$4.43M 2.17%	97.93K
VANGUARD INDEX FDSSOLE	MCAP GR IDXVIP	15.25K	SH	$3.87M 1.89%	15.25K
ISHARES TRSOLE	1 3 YR TREAS BD	46.87K	SH	$3.84M 1.88%	46.87K
ISHARES TRSOLE	FLTG RATE NT ETF	70.93K	SH	$3.61M 1.77%	70.93K
VANGUARD WORLD FDSOLE	INF TECH ETF	5.78K	SH	$3.59M 1.76%	5.78K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	61.09K	SH	$3.40M 1.66%	61.09K
ISHARES TRSOLE	US TREAS BD ETF	131.29K	SH	$3.02M 1.48%	131.29K
ALPHABET INCSOLE	CAP STK CL C	15.66K	SH	$2.98M 1.46%	15.66K
MICROSOFT CORPSOLE	COM	6.27K	SH	$2.64M 1.29%	6.27K
ISHARES TRSOLE	MORNINGSTAR GRWT	22.72K	SH	$2.04M 1.00%	22.72K
ISHARES U S ETF TRSOLE	U.S. TECH INDEPD	21.46K	SH	$1.83M 0.90%	21.46K
ISHARES TRSOLE	20 YR TR BD ETF	17.47K	SH	$1.53M 0.75%	17.47K

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