Shira Ridge Wealth Management

LARKSPUR, CA · CIK 1961210 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLarkspur, CA

$286.6m reported value +13.4% vs Q1 2026

83positions

63.2%in top 10

10 new 22 added 38 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	288,096	$44.5m15.51%	15.51%	Reduced -2.9k	-2,878 -1.0%
2	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	568,889	$29.4m10.26%	10.26%	Added +4.6k	+4,568 0.8%
3	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	280,170	$19.1m6.65%	6.65%	Added +9.1k	+9,057 3.3%
4	ISHARES TR EXPND TEC SC ETF IGM	IGM	106,089	$17.4m6.05%	6.05%	Reduced -5.7k	-5,720 -5.1%
5	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	296,404	$14.2m4.94%	4.94%	Added +13.2k	+13,174 4.7%
6	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	135,088	$13.9m4.85%	4.85%	Reduced -1.2k	-1,242 -0.9%
7	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	214,694	$11.0m3.82%	3.82%	Added +30.2k	+30,245 16.4%
8	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	262,117	$10.8m3.77%	3.77%	Reduced -1.3k	-1,290 -0.5%
9	SELECT SECTOR SPDR TR INDL XLI	XLI	57,580	$10.7m3.72%	3.72%	Added +496	+496 0.9%
10	LEGG MASON ETF INVT FRAN CLE ENH ETF YLDE	YLDE	188,660	$10.5m3.66%	3.66%	Reduced -705	-705 -0.4%
11	ISHARES TR 1 3 YR TREAS BD SHY	SHY	124,436	$10.2m3.56%	3.56%	Added +24.0k	+23,989 23.9%
12	ISHARES TR GLOBAL TECH ETF IXN	IXN	69,258	$10.0m3.49%	3.49%	Reduced -1.2k	-1,223 -1.7%
13	APPLE INC COM AAPL	AAPL	25,843	$7.5m2.61%	2.61%	Reduced -3.1k	-3,130 -10.8%
14	DIMENSIONAL ETF TRUST GLOBAL SUSTAINA DFSB	DFSB	126,923	$6.6m2.31%	2.31%	New
15	ALPHABET INC CAP STK CL C GOOG	GOOG	14,820	$5.2m1.83%	1.83%	Reduced -673	-673 -4.3%
16	VANGUARD WORLD FD INF TECH ETF VGT	VGT	40,216	$4.8m1.68%	1.68%	Reduced -472	-472 -1.2%
17	ISHARES TR CORE TOTAL USD IUSB	IUSB	103,932	$4.8m1.67%	1.67%	Reduced -10.9k	-10,880 -9.5%
18	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	119,166	$4.5m1.56%	1.56%	Added +7.1k	+7,143 6.4%
19	ISHARES TR US TREAS BD ETF GOVT	GOVT	195,392	$4.5m1.55%	1.55%	Added +5.7k	+5,699 3.0%
20	ISHARES TR MORNINGSTAR GRWT ILCG	ILCG	22,117	$2.6m0.90%	0.90%	Reduced -128	-128 -0.6%
21	MICROSOFT CORP COM MSFT	MSFT	6,384	$2.4m0.83%	0.83%	Reduced -26	-26 -0.4%
22	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,548	$2.3m0.82%	0.82%	Reduced -625	-625 -8.7%
23	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	9,675	$2.3m0.80%	0.80%	Added +2	+2 0.0%
24	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	26,379	$2.1m0.73%	0.73%	Reduced -12.0k	-11,951 -31.2%
25	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,817	$1.8m0.62%	0.62%	Added +88	+88 1.9%
26	ISHARES U S ETF TR U.S. TECH INDEPD IETC	IETC	16,228	$1.7m0.61%	0.61%	Reduced -733	-733 -4.3%
27	COSTCO WHSL CORP NEW COM COST	COST	1,707	$1.6m0.56%	0.56%	Added +1	+1 0.1%
28	NVIDIA CORPORATION COM NVDA	NVDA	6,892	$1.4m0.48%	0.48%	Added +1	+1 0.0%
29	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	4,232	$1.3m0.45%	0.45%	Reduced -655	-655 -13.4%
30	ISHARES TR ESG SELECT SCRE XJH	XJH	22,896	$1.2m0.42%	0.42%	Reduced -805	-805 -3.4%
31	DIMENSIONAL ETF TRUST US SUSTAINABILTY DFSU	DFSU	23,554	$1.1m0.38%	0.38%	Reduced -4.1k	-4,085 -14.8%
32	META PLATFORMS INC CL A META	META	1,900	$1.1m0.37%	0.37%	Reduced -44	-44 -2.3%
33	AMAZON COM INC COM AMZN	AMZN	4,216	$1.0m0.35%	0.35%	Reduced -40	-40 -0.9%
34	SCHWAB CHARLES CORP COM SCHW	SCHW	10,876	$1.0m0.35%	0.35%	Reduced -125	-125 -1.1%
35	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	12,158	$996.2k0.35%	0.35%	Unchanged
36	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	11,111	$974.6k0.34%	0.34%	Reduced -102	-102 -0.9%
37	MARVELL TECHNOLOGY INC COM MRVL	MRVL	3,103	$924.4k0.32%	0.32%	Reduced -360	-360 -10.4%
38	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	13,004	$909.0k0.32%	0.32%	Reduced -194	-194 -1.5%
39	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,295	$889.4k0.31%	0.31%	Unchanged
40	ISHARES TR CALIF MUN BD ETF CMF	CMF	14,749	$850.1k0.30%	0.30%	Added +301	+301 2.1%
41	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	9,865	$849.8k0.30%	0.30%	Reduced -77	-77 -0.8%
42	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	9,075	$797.5k0.28%	0.28%	Added +2.2k	+2,158 31.2%
43	EQUINIX INC COM EQIX	EQIX	762	$794.3k0.28%	0.28%	Reduced -10	-10 -1.3%
44	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,406	$742.3k0.26%	0.26%	Reduced -25	-25 -0.7%
45	JPMORGAN CHASE & CO COM JPM	JPM	2,050	$670.9k0.23%	0.23%	Unchanged
46	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	21,114	$611.5k0.21%	0.21%	Unchanged
47	DIMENSIONAL ETF TRUST INTERNATIONAL DFSI	DFSI	13,340	$601.6k0.21%	0.21%	Reduced -4.4k	-4,420 -24.9%
48	CISCO SYS INC COM CSCO	CSCO	4,895	$574.9k0.20%	0.20%	Reduced -22	-22 -0.5%
49	BROADCOM INC COM AVGO	AVGO	1,481	$559.4k0.20%	0.20%	Added +51	+51 3.6%
50	TRANSDIGM GROUP INC COM TDG	TDG	406	$540.8k0.19%	0.19%	Unchanged
51	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	722	$531.4k0.19%	0.19%	Unchanged
52	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	5,019	$497.4k0.17%	0.17%	New
53	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,475	$477.9k0.17%	0.17%	Added +243	+243 7.5%
54	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,673	$445.5k0.16%	0.16%	Reduced -968	-968 -26.6%
55	CHEVRON CORP NEW COM CVX	CVX	2,537	$420.6k0.15%	0.15%	Unchanged
56	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,505	$411.5k0.14%	0.14%	Reduced -93	-93 -3.6%
57	TESLA INC COM TSLA	TSLA	926	$389.5k0.14%	0.14%	Added +3	+3 0.3%
58	VANGUARD INDEX FDS MID CAP ETF VO	VO	4,751	$382.8k0.13%	0.13%	Reduced -2.2k	-2,201 -31.7%
59	ADVANCED MICRO DEVICES INC COM AMD	AMD	619	$359.6k0.13%	0.13%	New
60	KLA CORP COM NEW KLAC	KLAC	1,180	$356.0k0.12%	0.12%	New
61	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	701	$350.8k0.12%	0.12%	Unchanged
62	ISHARES TR CORE HIGH DV ETF HDV	HDV	12,444	$341.1k0.12%	0.12%	Reduced -736	-736 -5.6%
63	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	3,938	$324.8k0.11%	0.11%	Reduced -575	-575 -12.7%
64	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,652	$314.7k0.11%	0.11%	Unchanged
65	MICRON TECHNOLOGY INC COM MU	MU	251	$289.7k0.10%	0.10%	New
66	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	9,735	$286.5k0.10%	0.10%	Unchanged
67	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	1,981	$281.7k0.10%	0.10%	Reduced -384	-384 -16.2%
68	ISHARES TR RUS MD CP GR ETF IWP	IWP	1,822	$266.8k0.09%	0.09%	Unchanged
69	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,282	$253.1k0.09%	0.09%	Reduced -99	-99 -2.9%
70	ELI LILLY & CO COM LLY	LLY	210	$252.4k0.09%	0.09%	New
71	ISHARES TR FUTURE AI & TECH ARTY	ARTY	3,254	$247.8k0.09%	0.09%	Reduced -6.0k	-6,002 -64.8%
72	GE AEROSPACE COM NEW GE	GE	658	$245.9k0.09%	0.09%	New
73	VANGUARD INDEX FDS SMALL CP ETF VB	VB	806	$244.2k0.09%	0.09%	Added +5	+5 0.6%
74	ISHARES TR RUS 1000 ETF IWB	IWB	576	$235.9k0.08%	0.08%	Unchanged
75	ISHARES INC MSCI EURZONE ETF EZU	EZU	3,302	$229.5k0.08%	0.08%	Added +105	+105 3.3%
76	NEWMONT CORP COM NEM	NEM	2,456	$229.3k0.08%	0.08%	Added +1	+1 0.0%
77	COCA COLA CO COM KO	KO	2,739	$222.6k0.08%	0.08%	Unchanged
78	ABBVIE INC COM ABBV	ABBV	883	$222.1k0.08%	0.08%	New
79	ISHARES TR CORE S&P500 ETF IVV	IVV	289	$216.3k0.08%	0.08%	Reduced -28	-28 -8.8%
80	CORNING INC COM GLW	GLW	829	$211.8k0.07%	0.07%	New
81	VERIZON COMMUNICATIONS INC COM VZ	VZ	4,836	$204.7k0.07%	0.07%	Added +5	+5 0.1%
82	UNION PAC CORP COM UNP	UNP	751	$204.3k0.07%	0.07%	New
83	SPDR GOLD TR GOLD SHS GLD	GLD	543	$200.0k0.07%	0.07%	Added +4	+4 0.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR EAGG	EAGG	116,463	$5.5m116.5k shares
STRYKER CORPORATION SYK	SYK	913	$300.0k913 shares
AT&T INC T	T	8,923	$258.7k8.9k shares
MCKESSON CORP MCK	MCK	287	$248.4k287 shares
MCDONALDS CORP MCD	MCD	706	$219.4k706 shares
ISHARES TR IVE	IVE	1,004	$212.0k1.0k shares