Shira Ridge Wealth Management

LARKSPUR, CA

$287m in 83 US stocks at the end of 30 June 2026. The top 10 are 63.2% of the money. It changed about 7.0% of the portfolio this quarter.

Value

$287m

Stocks

Top 10 share

63.2%

Turnover

7.0%

What changed this quarter

New

Bought for the first time this quarter.

Dimensional ETF TrustDFSB
2.3% of the fund
American Centy ETF TRAVGE
0.2% of the fund
Advanced Micro DevicesAMD
0.1% of the fund
KLAKLAC
0.1% of the fund
Micron TechnologyMU
0.1% of the fund
Eli LillyLLY
<0.1% of the fund
General ElectricGE
<0.1% of the fund
AbbVieABBV
<0.1% of the fund
CorningGLW
<0.1% of the fund
Union PacificUNP
<0.1% of the fund

Added

Bought more of a stock they already held.

Blackrock ETF TrustDYNF
6.6% of the fund
+3%
Dimensional ETF TrustDFSD
4.9% of the fund
+5%
Ishares TRFLOT
3.8% of the fund
+16%
Ishares TRSHY
3.6% of the fund
+24%
Capital Group Dividend GroweCGDG
1.6% of the fund
+6%
Ishares TRGOVT
1.6% of the fund
+3%
Ishares TRCMF
0.3% of the fund
+2%
Spdr Series TrustSPYM
0.3% of the fund
+31%
BroadcomAVGO
0.2% of the fund
+4%
Ishares TRIVW
0.2% of the fund
+8%
IsharesEZU
<0.1% of the fund
+3%

Cut

Sold some of their stake.

Ishares TRIGM
6.1% of the fund
-5%
AppleAAPL
2.6% of the fund
-11%
AlphabetGOOG
1.8% of the fund
-4%
Ishares TRIUSB
1.7% of the fund
-9%
AlphabetGOOGL
0.8% of the fund
-9%
World Gold TRGLDM
0.7% of the fund
-31%
Ishares U S ETF TRIETC
0.6% of the fund
-4%
Vanguard Index FDSVOT
0.5% of the fund
-13%
Ishares TRXJH
0.4% of the fund
-3%
Dimensional ETF TrustDFSU
0.4% of the fund
-15%
Meta PlatformsMETA
0.4% of the fund
-2%
Marvell TechnologyMRVL
0.3% of the fund
-10%
Dimensional ETF TrustDFSI
0.2% of the fund
-25%
Marsh & McLennan CompaniesMRSH
0.2% of the fund
-27%
Ishares TRITOT
0.1% of the fund
-4%
Vanguard Index FDSVO
0.1% of the fund
-32%
Ishares TRHDV
0.1% of the fund
-6%
J P Morgan Exchange Traded FJIRE
0.1% of the fund
-13%
Charter CommunicationsCHTR
<0.1% of the fund
-16%
Ishares TRIJH
<0.1% of the fund
-3%
Ishares TRARTY
<0.1% of the fund
-65%
Ishares TRIVV
<0.1% of the fund
-9%

Sold out

Sold their entire stake.

Ishares TREAGG
-100%
StrykerSYK
-100%
AT&TT
-100%
MckessonMCK
-100%
McDonald'sMCD
-100%
Ishares TRIVE
-100%

Holdings

Ishares TRSUSA
Share
15.5%
Value
$44m
Shares
288,096
Held
Dimensional ETF TrustDFAU
Share
10.3%
Value
$29m
Shares
568,889
Held
Blackrock ETF TrustDYNF
Share
6.6%
Value
$19m
Shares
280,170
+3%
Ishares TRIGM
Share
6.1%
Value
$17m
Shares
106,089
-5%
Dimensional ETF TrustDFSD
Share
4.9%
Value
$14m
Shares
296,404
+5%
Ishares TRESGD
Share
4.8%
Value
$14m
Shares
135,088
Held
Ishares TRFLOT
Share
3.8%
Value
$11m
Shares
214,694
+16%
Dimensional ETF TrustDFAI
Share
3.8%
Value
$11m
Shares
262,117
Held
Select Sector Spdr TRXLI
Share
3.7%
Value
$11m
Shares
57,580
Held
Legg Mason ETF InvtYLDE
Share
3.7%
Value
$10m
Shares
188,660
Held
Ishares TRSHY
Share
3.6%
Value
$10m
Shares
124,436
+24%
Ishares TRIXN
Share
3.5%
Value
$10m
Shares
69,258
Held
AppleAAPL
Share
2.6%
Value
$7m
Shares
25,843
-11%
Dimensional ETF TrustDFSB
Share
2.3%
Value
$7m
Shares
126,923
New
AlphabetGOOG
Share
1.8%
Value
$5m
Shares
14,820
-4%
Vanguard World FDVGT
Share
1.7%
Value
$5m
Shares
40,216
Held
Ishares TRIUSB
Share
1.7%
Value
$5m
Shares
103,932
-9%
Capital Group Dividend GroweCGDG
Share
1.6%
Value
$4m
Shares
119,166
+6%
Ishares TRGOVT
Share
1.6%
Value
$4m
Shares
195,392
+3%
Ishares TRILCG
Share
0.9%
Value
$3m
Shares
22,117
Held
MicrosoftMSFT
Share
0.8%
Value
$2m
Shares
6,384
Held
AlphabetGOOGL
Share
0.8%
Value
$2m
Shares
6,548
-9%
Vanguard Specialized FundsVIG
Share
0.8%
Value
$2m
Shares
9,675
Held
World Gold TRGLDM
Share
0.7%
Value
$2m
Shares
26,379
-31%
Vanguard Index FDSVTI
Share
0.6%
Value
$2m
Shares
4,817
Held
Ishares U S ETF TRIETC
Share
0.6%
Value
$2m
Shares
16,228
-4%
Costco WholesaleCOST
Share
0.6%
Value
$2m
Shares
1,707
Held
NvidiaNVDA
Share
0.5%
Value
$1m
Shares
6,892
Held
Vanguard Index FDSVOT
Share
0.5%
Value
$1m
Shares
4,232
-13%
Ishares TRXJH
Share
0.4%
Value
$1m
Shares
22,896
-3%
Dimensional ETF TrustDFSU
Share
0.4%
Value
$1m
Shares
23,554
-15%
Meta PlatformsMETA
Share
0.4%
Value
$1m
Shares
1,900
-2%
Amazon.comAMZN
Share
0.4%
Value
$1m
Shares
4,216
Held
Charles SchwabSCHW
Share
0.4%
Value
$1m
Shares
10,876
Held
Dimensional ETF TrustDFUS
Share
0.3%
Value
$996,202
Shares
12,158
Held
Ishares TREFAV
Share
0.3%
Value
$974,565
Shares
11,111
Held
Marvell TechnologyMRVL
Share
0.3%
Value
$924,353
Shares
3,103
-10%
Dimensional ETF TrustDFAT
Share
0.3%
Value
$908,980
Shares
13,004
Held
Vanguard Index FDSVOO
Share
0.3%
Value
$889,379
Shares
1,295
Held
Ishares TRCMF
Share
0.3%
Value
$850,132
Shares
14,749
+2%
Vanguard Index FDSVUG
Share
0.3%
Value
$849,771
Shares
9,865
Held
Spdr Series TrustSPYM
Share
0.3%
Value
$797,511
Shares
9,075
+31%
EquinixEQIX
Share
0.3%
Value
$794,301
Shares
762
Held
Vanguard Index FDSVTV
Share
0.3%
Value
$742,270
Shares
3,406
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$670,896
Shares
2,050
Held
Schwab Strategic TRSCHB
Share
0.2%
Value
$611,465
Shares
21,114
Held
Dimensional ETF TrustDFSI
Share
0.2%
Value
$601,634
Shares
13,340
-25%
Cisco SystemsCSCO
Share
0.2%
Value
$574,926
Shares
4,895
Held
BroadcomAVGO
Share
0.2%
Value
$559,448
Shares
1,481
+4%
TransDigm GroupTDG
Share
0.2%
Value
$540,808
Shares
406
Held
Invesco QQQ TRQQQ
Share
0.2%
Value
$531,423
Shares
722
Held
American Centy ETF TRAVGE
Share
0.2%
Value
$497,383
Shares
5,019
New
Ishares TRIVW
Share
0.2%
Value
$477,917
Shares
3,475
+8%
Marsh & McLennan CompaniesMRSH
Share
0.2%
Value
$445,509
Shares
2,673
-27%
ChevronCVX
Share
0.1%
Value
$420,551
Shares
2,537
Held
Ishares TRITOT
Share
0.1%
Value
$411,496
Shares
2,505
-4%
TeslaTSLA
Share
0.1%
Value
$389,476
Shares
926
Held
Vanguard Index FDSVO
Share
0.1%
Value
$382,778
Shares
4,751
-32%
Advanced Micro DevicesAMD
Share
0.1%
Value
$359,583
Shares
619
New
KLAKLAC
Share
0.1%
Value
$356,018
Shares
1,180
New
Berkshire HathawayBRK-B
Share
0.1%
Value
$350,773
Shares
701
Held
Ishares TRHDV
Share
0.1%
Value
$341,088
Shares
12,444
-6%
J P Morgan Exchange Traded FJIRE
Share
0.1%
Value
$324,846
Shares
3,938
-13%
Select Sector Spdr TRXLK
Share
0.1%
Value
$314,739
Shares
1,652
Held
Micron TechnologyMU
Share
0.1%
Value
$289,727
Shares
251
New
Schwab Strategic TRSCHX
Share
<0.1%
Value
$286,515
Shares
9,735
Held
Charter CommunicationsCHTR
Share
<0.1%
Value
$281,718
Shares
1,981
-16%
Ishares TRIWP
Share
<0.1%
Value
$266,759
Shares
1,822
Held
Ishares TRIJH
Share
<0.1%
Value
$253,056
Shares
3,282
-3%
Eli LillyLLY
Share
<0.1%
Value
$252,355
Shares
210
New
Ishares TRARTY
Share
<0.1%
Value
$247,825
Shares
3,254
-65%
General ElectricGE
Share
<0.1%
Value
$245,914
Shares
658
New
Vanguard Index FDSVB
Share
<0.1%
Value
$244,245
Shares
806
Held
Ishares TRIWB
Share
<0.1%
Value
$235,872
Shares
576
Held
IsharesEZU
Share
<0.1%
Value
$229,489
Shares
3,302
+3%
NewmontNEM
Share
<0.1%
Value
$229,349
Shares
2,456
Held
Coca-ColaKO
Share
<0.1%
Value
$222,599
Shares
2,739
Held
AbbVieABBV
Share
<0.1%
Value
$222,086
Shares
883
New
Ishares TRIVV
Share
<0.1%
Value
$216,252
Shares
289
-9%
CorningGLW
Share
<0.1%
Value
$211,751
Shares
829
New
Verizon CommunicationsVZ
Share
<0.1%
Value
$204,749
Shares
4,836
Held
Union PacificUNP
Share
<0.1%
Value
$204,272
Shares
751
New
Spdr Gold TRGLD
Share
<0.1%
Value
$200,030
Shares
543
Held

Company	Share of fund	Value	Shares	Change
Ishares TRSUSA	15.5%	$44m	288,096	Held
Dimensional ETF TrustDFAU	10.3%	$29m	568,889	Held
Blackrock ETF TrustDYNF	6.6%	$19m	280,170	+3%
Ishares TRIGM	6.1%	$17m	106,089	-5%
Dimensional ETF TrustDFSD	4.9%	$14m	296,404	+5%
Ishares TRESGD	4.8%	$14m	135,088	Held
Ishares TRFLOT	3.8%	$11m	214,694	+16%
Dimensional ETF TrustDFAI	3.8%	$11m	262,117	Held
Select Sector Spdr TRXLI	3.7%	$11m	57,580	Held
Legg Mason ETF InvtYLDE	3.7%	$10m	188,660	Held
Ishares TRSHY	3.6%	$10m	124,436	+24%
Ishares TRIXN	3.5%	$10m	69,258	Held
AppleAAPL	2.6%	$7m	25,843	-11%
Dimensional ETF TrustDFSB	2.3%	$7m	126,923	New
AlphabetGOOG	1.8%	$5m	14,820	-4%
Vanguard World FDVGT	1.7%	$5m	40,216	Held
Ishares TRIUSB	1.7%	$5m	103,932	-9%
Capital Group Dividend GroweCGDG	1.6%	$4m	119,166	+6%
Ishares TRGOVT	1.6%	$4m	195,392	+3%
Ishares TRILCG	0.9%	$3m	22,117	Held
MicrosoftMSFT	0.8%	$2m	6,384	Held
AlphabetGOOGL	0.8%	$2m	6,548	-9%
Vanguard Specialized FundsVIG	0.8%	$2m	9,675	Held
World Gold TRGLDM	0.7%	$2m	26,379	-31%
Vanguard Index FDSVTI	0.6%	$2m	4,817	Held
Ishares U S ETF TRIETC	0.6%	$2m	16,228	-4%
Costco WholesaleCOST	0.6%	$2m	1,707	Held
NvidiaNVDA	0.5%	$1m	6,892	Held
Vanguard Index FDSVOT	0.5%	$1m	4,232	-13%
Ishares TRXJH	0.4%	$1m	22,896	-3%
Dimensional ETF TrustDFSU	0.4%	$1m	23,554	-15%
Meta PlatformsMETA	0.4%	$1m	1,900	-2%
Amazon.comAMZN	0.4%	$1m	4,216	Held
Charles SchwabSCHW	0.4%	$1m	10,876	Held
Dimensional ETF TrustDFUS	0.3%	$996,202	12,158	Held
Ishares TREFAV	0.3%	$974,565	11,111	Held
Marvell TechnologyMRVL	0.3%	$924,353	3,103	-10%
Dimensional ETF TrustDFAT	0.3%	$908,980	13,004	Held
Vanguard Index FDSVOO	0.3%	$889,379	1,295	Held
Ishares TRCMF	0.3%	$850,132	14,749	+2%
Vanguard Index FDSVUG	0.3%	$849,771	9,865	Held
Spdr Series TrustSPYM	0.3%	$797,511	9,075	+31%
EquinixEQIX	0.3%	$794,301	762	Held
Vanguard Index FDSVTV	0.3%	$742,270	3,406	Held
JPMorgan ChaseJPM	0.2%	$670,896	2,050	Held
Schwab Strategic TRSCHB	0.2%	$611,465	21,114	Held
Dimensional ETF TrustDFSI	0.2%	$601,634	13,340	-25%
Cisco SystemsCSCO	0.2%	$574,926	4,895	Held
BroadcomAVGO	0.2%	$559,448	1,481	+4%
TransDigm GroupTDG	0.2%	$540,808	406	Held
Invesco QQQ TRQQQ	0.2%	$531,423	722	Held
American Centy ETF TRAVGE	0.2%	$497,383	5,019	New
Ishares TRIVW	0.2%	$477,917	3,475	+8%
Marsh & McLennan CompaniesMRSH	0.2%	$445,509	2,673	-27%
ChevronCVX	0.1%	$420,551	2,537	Held
Ishares TRITOT	0.1%	$411,496	2,505	-4%
TeslaTSLA	0.1%	$389,476	926	Held
Vanguard Index FDSVO	0.1%	$382,778	4,751	-32%
Advanced Micro DevicesAMD	0.1%	$359,583	619	New
KLAKLAC	0.1%	$356,018	1,180	New
Berkshire HathawayBRK-B	0.1%	$350,773	701	Held
Ishares TRHDV	0.1%	$341,088	12,444	-6%
J P Morgan Exchange Traded FJIRE	0.1%	$324,846	3,938	-13%
Select Sector Spdr TRXLK	0.1%	$314,739	1,652	Held
Micron TechnologyMU	0.1%	$289,727	251	New
Schwab Strategic TRSCHX	<0.1%	$286,515	9,735	Held
Charter CommunicationsCHTR	<0.1%	$281,718	1,981	-16%
Ishares TRIWP	<0.1%	$266,759	1,822	Held
Ishares TRIJH	<0.1%	$253,056	3,282	-3%
Eli LillyLLY	<0.1%	$252,355	210	New
Ishares TRARTY	<0.1%	$247,825	3,254	-65%
General ElectricGE	<0.1%	$245,914	658	New
Vanguard Index FDSVB	<0.1%	$244,245	806	Held
Ishares TRIWB	<0.1%	$235,872	576	Held
IsharesEZU	<0.1%	$229,489	3,302	+3%
NewmontNEM	<0.1%	$229,349	2,456	Held
Coca-ColaKO	<0.1%	$222,599	2,739	Held
AbbVieABBV	<0.1%	$222,086	883	New
Ishares TRIVV	<0.1%	$216,252	289	-9%
CorningGLW	<0.1%	$211,751	829	New
Verizon CommunicationsVZ	<0.1%	$204,749	4,836	Held
Union PacificUNP	<0.1%	$204,272	751	New
Spdr Gold TRGLD	<0.1%	$200,030	543	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 30.9% since 30 June 2025.

Where the money is

Technology5.1%

Media & telecom3.2%

Financial services0.9%

Everyday goods0.6%

Retail & consumer0.5%

Industrials0.3%

Real estate0.3%

Health care0.2%

Energy0.1%

Materials0.1%

Other88.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.