Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shira Ridge Wealth Management (CIK 1961210) reported $252.7M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SUSA ($38.4M, 15.21%), DFAU ($25.5M, 10.08%), DYNF ($15.8M, 6.24%), DFSD ($13.6M, 5.37%), IGM ($13.3M, 5.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SUSA | ISHARES TR | $38.4M | 15.21% | 290,974 | Added |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $25.5M | 10.08% | 564,321 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $15.8M | 6.24% | 271,113 | Added |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $13.6M | 5.37% | 283,230 | Added |
| 5 | IGM | ISHARES TR | $13.3M | 5.24% | 111,809 | Added |
| 6 | ESGD | ISHARES TR | $13.0M | 5.16% | 136,330 | Trimmed |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $10.3M | 4.06% | 263,407 | Trimmed |
| 8 | YLDE | LEGG MASON ETF INVT | $10.2M | 4.05% | 189,365 | Trimmed |
| 9 | FLOT | ISHARES TR | $9.4M | 3.72% | 184,449 | Added |
| 10 | XLI | SELECT SECTOR SPDR TR | $9.2M | 3.65% | 57,084 | Trimmed |
| 11 | SHY | ISHARES TR | $8.3M | 3.28% | 100,447 | Added |
| 12 | AAPL | APPLE INC | $7.4M | 2.91% | 28,973 | Trimmed |
| 13 | IXN | ISHARES TR | $7.0M | 2.79% | 70,481 | Trimmed |
| 14 | EAGG | ISHARES TR | $5.5M | 2.19% | 116,463 | Added |
| 15 | IUSB | ISHARES TR | $5.3M | 2.10% | 114,812 | Added |
| 16 | GOOG | ALPHABET INC | $4.4M | 1.76% | 15,493 | Trimmed |
| 17 | GOVT | ISHARES TR | $4.3M | 1.72% | 189,693 | Added |
| 18 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $4.0M | 1.59% | 112,023 | Added |
| 19 | GLDM | WORLD GOLD TR | $3.6M | 1.41% | 38,330 | Trimmed |
| 20 | VGT | VANGUARD WORLD FD | $3.5M | 1.40% | 5,086 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $2.4M | 0.94% | 6,410 | Added |
| 22 | ILCG | ISHARES TR | $2.1M | 0.84% | 22,245 | Hold |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $2.1M | 0.82% | 9,673 | Trimmed |
| 24 | GOOGL | ALPHABET INC | $2.1M | 0.82% | 7,173 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $1.7M | 0.67% | 1,706 | Added |
Source: SEC Form 13F filings · as of 2026-03-31