Filed: 7/10/2025ACC: 0001754960-25-000346
📋 What this filing means
SHIRA RIDGE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $218.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$218.93M
Total AUM (reported)
2.93M
Total Shares
Allocation by class
ESG OPTIMIZED$36.43M16.6%
US CORE EQT MKT$21.74M9.9%
COM$20.70M9.5%
ESG AW MSCI EAFE$11.47M5.2%
EXPND TEC SC ETF$10.87M5.0%
FRANKLIN CLEARBR$9.40M4.3%
INTL CORE EQT MK$9.20M4.2%
Portfolio Concentration
Top 3$69.64M31.8%
4–10$60.41M27.6%
11–25$56.81M26.0%
Rest$32.06M14.6%
Top 3 weight
31.8%
Top 10 weight
59.4%
Voting Authority Distribution
Total shares with voting rights: 2.93M
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
2.93M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:
ISHARES TR
SOLEShares287.44K
TypeSH
Market value$36.43M
16.64%
Sole
0.00
Shared
0.00
None
287.44K
DIMENSIONAL ETF TRUST
SOLEShares513.15K
TypeSH
Market value$21.74M
9.93%
Sole
0.00
Shared
0.00
None
513.15K
ISHARES TR
SOLEShares128.51K
TypeSH
Market value$11.47M
5.24%
Sole
0.00
Shared
0.00
None
128.51K
ISHARES TR
SOLEShares96.77K
TypeSH
Market value$10.87M
4.97%
Sole
0.00
Shared
0.00
None
96.77K
LEGG MASON ETF INVT
SOLEShares178.73K
TypeSH
Market value$9.40M
4.30%
Sole
0.00
Shared
0.00
None
178.73K
DIMENSIONAL ETF TRUST
SOLEShares266.01K
TypeSH
Market value$9.20M
4.20%
Sole
0.00
Shared
0.00
None
266.01K
ISHARES TR
SOLEShares91.54K
TypeSH
Market value$8.45M
3.86%
Sole
0.00
Shared
0.00
None
91.54K
SELECT SECTOR SPDR TR
SOLEShares56.47K
TypeSH
Market value$8.33M
3.81%
Sole
0.00
Shared
0.00
None
56.47K
DIMENSIONAL ETF TRUST
SOLEShares167.76K
TypeSH
Market value$8.05M
3.68%
Sole
0.00
Shared
0.00
None
167.76K
APPLE INC
SOLEShares29.75K
TypeSH
Market value$6.10M
2.79%
Sole
0.00
Shared
0.00
None
29.75K
ISHARES TR
SOLEShares141.55K
TypeSH
Market value$5.87M
2.68%
Sole
0.00
Shared
0.00
None
141.55K
BLACKROCK ETF TRUST
SOLEShares103.38K
TypeSH
Market value$5.63M
2.57%
Sole
0.00
Shared
0.00
None
103.38K
VANGUARD SPECIALIZED FUNDS
SOLEShares26.12K
TypeSH
Market value$5.35M
2.44%
Sole
0.00
Shared
0.00
None
26.12K
VANGUARD INDEX FDS
SOLEShares15.82K
TypeSH
Market value$4.50M
2.06%
Sole
0.00
Shared
0.00
None
15.82K
ISHARES TR
SOLEShares90.44K
TypeSH
Market value$4.18M
1.91%
Sole
0.00
Shared
0.00
None
90.44K
ISHARES TR
SOLEShares85.67K
TypeSH
Market value$4.07M
1.86%
Sole
0.00
Shared
0.00
None
85.67K
VANGUARD WORLD FD
SOLEShares5.54K
TypeSH
Market value$3.67M
1.68%
Sole
0.00
Shared
0.00
None
5.54K
ISHARES TR
SOLEShares43.93K
TypeSH
Market value$3.64M
1.66%
Sole
0.00
Shared
0.00
None
43.93K
ISHARES TR
SOLEShares68.54K
TypeSH
Market value$3.50M
1.60%
Sole
0.00
Shared
0.00
None
68.54K
MICROSOFT CORP
SOLEShares6.41K
TypeSH
Market value$3.19M
1.46%
Sole
0.00
Shared
0.00
None
6.41K
DIMENSIONAL ETF TRUST
SOLEShares56.77K
TypeSH
Market value$3.06M
1.40%
Sole
0.00
Shared
0.00
None
56.77K
ALPHABET INC
SOLEShares15.64K
TypeSH
Market value$2.78M
1.27%
Sole
0.00
Shared
0.00
None
15.64K
WORLD GOLD TR
SOLEShares40.52K
TypeSH
Market value$2.65M
1.21%
Sole
0.00
Shared
0.00
None
40.52K
ISHARES TR
SOLEShares109.43K
TypeSH
Market value$2.51M
1.15%
Sole
0.00
Shared
0.00
None
109.43K
ISHARES TR
SOLEShares22.72K
TypeSH
Market value$2.20M
1.01%
Sole
0.00
Shared
0.00
None
22.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ESG OPTIMIZED | 287.44K | SH | $36.43M 16.64% | 0.00 | 0.00 | 287.44K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 513.15K | SH | $21.74M 9.93% | 0.00 | 0.00 | 513.15K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 128.51K | SH | $11.47M 5.24% | 0.00 | 0.00 | 128.51K |
ISHARES TRSOLE | EXPND TEC SC ETF | 96.77K | SH | $10.87M 4.97% | 0.00 | 0.00 | 96.77K |
LEGG MASON ETF INVTSOLE | FRANKLIN CLEARBR | 178.73K | SH | $9.40M 4.30% | 0.00 | 0.00 | 178.73K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 266.01K | SH | $9.20M 4.20% | 0.00 | 0.00 | 266.01K |
ISHARES TRSOLE | GLOBAL TECH ETF | 91.54K | SH | $8.45M 3.86% | 0.00 | 0.00 | 91.54K |
SELECT SECTOR SPDR TRSOLE | INDL | 56.47K | SH | $8.33M 3.81% | 0.00 | 0.00 | 56.47K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 167.76K | SH | $8.05M 3.68% | 0.00 | 0.00 | 167.76K |
APPLE INCSOLE | COM | 29.75K | SH | $6.10M 2.79% | 0.00 | 0.00 | 29.75K |
ISHARES TRSOLE | ESG SELECT SCRE | 141.55K | SH | $5.87M 2.68% | 0.00 | 0.00 | 141.55K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 103.38K | SH | $5.63M 2.57% | 0.00 | 0.00 | 103.38K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 26.12K | SH | $5.35M 2.44% | 0.00 | 0.00 | 26.12K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 15.82K | SH | $4.50M 2.06% | 0.00 | 0.00 | 15.82K |
ISHARES TRSOLE | CORE TOTAL USD | 90.44K | SH | $4.18M 1.91% | 0.00 | 0.00 | 90.44K |
ISHARES TRSOLE | ESG AWR US AGRGT | 85.67K | SH | $4.07M 1.86% | 0.00 | 0.00 | 85.67K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 5.54K | SH | $3.67M 1.68% | 0.00 | 0.00 | 5.54K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 43.93K | SH | $3.64M 1.66% | 0.00 | 0.00 | 43.93K |
ISHARES TRSOLE | FLTG RATE NT ETF | 68.54K | SH | $3.50M 1.60% | 0.00 | 0.00 | 68.54K |
MICROSOFT CORPSOLE | COM | 6.41K | SH | $3.19M 1.46% | 0.00 | 0.00 | 6.41K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 56.77K | SH | $3.06M 1.40% | 0.00 | 0.00 | 56.77K |
ALPHABET INCSOLE | CAP STK CL C | 15.64K | SH | $2.78M 1.27% | 0.00 | 0.00 | 15.64K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 40.52K | SH | $2.65M 1.21% | 0.00 | 0.00 | 40.52K |
ISHARES TRSOLE | US TREAS BD ETF | 109.43K | SH | $2.51M 1.15% | 0.00 | 0.00 | 109.43K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 22.72K | SH | $2.20M 1.01% | 0.00 | 0.00 | 22.72K |
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