Filed: 4/15/2025ACC: 0001754960-25-000187
📋 What this filing means
SHIRA RIDGE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $200.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$200.55M
Total AUM (reported)
2.97M
Total Shares
Allocation by class
MSCI USA ESG SLC$33.02M16.5%
US CORE EQT MKT$20.20M10.1%
COM$18.86M9.4%
ESG AW MSCI EAFE$10.45M5.2%
FRANKLIN CLEARBR$9.29M4.6%
INTL CORE EQT MK$8.40M4.2%
SHORT DURATION F$8.39M4.2%
Portfolio Concentration
Top 3$63.67M31.7%
4–10$55.64M27.7%
11–25$52.47M26.2%
Rest$28.76M14.3%
Top 3 weight
31.7%
Top 10 weight
59.5%
Voting Authority Distribution
Total shares with voting rights: 2.97M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.97M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings75
Rows:
ISHARES TR
SOLEShares287.48K
TypeSH
Market value$33.02M
16.47%
Sole
0.00
Shared
0.00
None
287.48K
DIMENSIONAL ETF TRUST
SOLEShares525.61K
TypeSH
Market value$20.20M
10.07%
Sole
0.00
Shared
0.00
None
525.61K
ISHARES TR
SOLEShares127.87K
TypeSH
Market value$10.45M
5.21%
Sole
0.00
Shared
0.00
None
127.87K
LEGG MASON ETF INVT
SOLEShares179.47K
TypeSH
Market value$9.29M
4.63%
Sole
0.00
Shared
0.00
None
179.47K
DIMENSIONAL ETF TRUST
SOLEShares269K
TypeSH
Market value$8.40M
4.19%
Sole
0.00
Shared
0.00
None
269K
DIMENSIONAL ETF TRUST
SOLEShares176.59K
TypeSH
Market value$8.39M
4.18%
Sole
0.00
Shared
0.00
None
176.59K
ISHARES TR
SOLEShares86.68K
TypeSH
Market value$7.86M
3.92%
Sole
0.00
Shared
0.00
None
86.68K
ISHARES TR
SOLEShares100.45K
TypeSH
Market value$7.61M
3.79%
Sole
0.00
Shared
0.00
None
100.45K
SELECT SECTOR SPDR TR
SOLEShares56.59K
TypeSH
Market value$7.42M
3.70%
Sole
0.00
Shared
0.00
None
56.59K
APPLE INC
SOLEShares30.03K
TypeSH
Market value$6.67M
3.33%
Sole
0.00
Shared
0.00
None
30.03K
ISHARES TR
SOLEShares135.94K
TypeSH
Market value$5.31M
2.65%
Sole
0.00
Shared
0.00
None
135.94K
VANGUARD SPECIALIZED FUNDS
SOLEShares27.21K
TypeSH
Market value$5.28M
2.63%
Sole
0.00
Shared
0.00
None
27.21K
BLACKROCK ETF TRUST
SOLEShares90.22K
TypeSH
Market value$4.40M
2.19%
Sole
0.00
Shared
0.00
None
90.22K
ISHARES TR
SOLEShares91.80K
TypeSH
Market value$4.36M
2.17%
Sole
0.00
Shared
0.00
None
91.80K
ISHARES TR
SOLEShares93.06K
TypeSH
Market value$4.29M
2.14%
Sole
0.00
Shared
0.00
None
93.06K
VANGUARD INDEX FDS
SOLEShares15.75K
TypeSH
Market value$3.85M
1.92%
Sole
0.00
Shared
0.00
None
15.75K
ISHARES TR
SOLEShares45.79K
TypeSH
Market value$3.79M
1.89%
Sole
0.00
Shared
0.00
None
45.79K
ISHARES TR
SOLEShares72.38K
TypeSH
Market value$3.70M
1.84%
Sole
0.00
Shared
0.00
None
72.38K
VANGUARD WORLD FD
SOLEShares5.50K
TypeSH
Market value$2.99M
1.49%
Sole
0.00
Shared
0.00
None
5.50K
DIMENSIONAL ETF TRUST
SOLEShares57.59K
TypeSH
Market value$2.97M
1.48%
Sole
0.00
Shared
0.00
None
57.59K
ISHARES TR
SOLEShares116.60K
TypeSH
Market value$2.68M
1.34%
Sole
0.00
Shared
0.00
None
116.60K
ALPHABET INC
SOLEShares15.64K
TypeSH
Market value$2.44M
1.22%
Sole
0.00
Shared
0.00
None
15.64K
MICROSOFT CORP
SOLEShares6.41K
TypeSH
Market value$2.40M
1.20%
Sole
0.00
Shared
0.00
None
6.41K
WORLD GOLD TR
SOLEShares35.22K
TypeSH
Market value$2.18M
1.09%
Sole
0.00
Shared
0.00
None
35.22K
ISHARES TR
SOLEShares22.72K
TypeSH
Market value$1.84M
0.92%
Sole
0.00
Shared
0.00
None
22.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | MSCI USA ESG SLC | 287.48K | SH | $33.02M 16.47% | 0.00 | 0.00 | 287.48K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 525.61K | SH | $20.20M 10.07% | 0.00 | 0.00 | 525.61K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 127.87K | SH | $10.45M 5.21% | 0.00 | 0.00 | 127.87K |
LEGG MASON ETF INVTSOLE | FRANKLIN CLEARBR | 179.47K | SH | $9.29M 4.63% | 0.00 | 0.00 | 179.47K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 269K | SH | $8.40M 4.19% | 0.00 | 0.00 | 269K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 176.59K | SH | $8.39M 4.18% | 0.00 | 0.00 | 176.59K |
ISHARES TRSOLE | EXPND TEC SC ETF | 86.68K | SH | $7.86M 3.92% | 0.00 | 0.00 | 86.68K |
ISHARES TRSOLE | GLOBAL TECH ETF | 100.45K | SH | $7.61M 3.79% | 0.00 | 0.00 | 100.45K |
SELECT SECTOR SPDR TRSOLE | INDL | 56.59K | SH | $7.42M 3.70% | 0.00 | 0.00 | 56.59K |
APPLE INCSOLE | COM | 30.03K | SH | $6.67M 3.33% | 0.00 | 0.00 | 30.03K |
ISHARES TRSOLE | ESG SELECT SCRE | 135.94K | SH | $5.31M 2.65% | 0.00 | 0.00 | 135.94K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.21K | SH | $5.28M 2.63% | 0.00 | 0.00 | 27.21K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 90.22K | SH | $4.40M 2.19% | 0.00 | 0.00 | 90.22K |
ISHARES TRSOLE | ESG AWR US AGRGT | 91.80K | SH | $4.36M 2.17% | 0.00 | 0.00 | 91.80K |
ISHARES TRSOLE | CORE TOTAL USD | 93.06K | SH | $4.29M 2.14% | 0.00 | 0.00 | 93.06K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 15.75K | SH | $3.85M 1.92% | 0.00 | 0.00 | 15.75K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 45.79K | SH | $3.79M 1.89% | 0.00 | 0.00 | 45.79K |
ISHARES TRSOLE | FLTG RATE NT ETF | 72.38K | SH | $3.70M 1.84% | 0.00 | 0.00 | 72.38K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 5.50K | SH | $2.99M 1.49% | 0.00 | 0.00 | 5.50K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 57.59K | SH | $2.97M 1.48% | 0.00 | 0.00 | 57.59K |
ISHARES TRSOLE | US TREAS BD ETF | 116.60K | SH | $2.68M 1.34% | 0.00 | 0.00 | 116.60K |
ALPHABET INCSOLE | CAP STK CL C | 15.64K | SH | $2.44M 1.22% | 0.00 | 0.00 | 15.64K |
MICROSOFT CORPSOLE | COM | 6.41K | SH | $2.40M 1.20% | 0.00 | 0.00 | 6.41K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 35.22K | SH | $2.18M 1.09% | 0.00 | 0.00 | 35.22K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 22.72K | SH | $1.84M 0.92% | 0.00 | 0.00 | 22.72K |
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