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 $286.6M across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SUSA ($44.5M, 15.51%), DFAU ($29.4M, 10.26%), DYNF ($19.1M, 6.65%), IGM ($17.4M, 6.05%), DFSD ($14.2M, 4.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SUSA | ISHARES TR | $44.5M | 15.51% | 288,096 | Trimmed |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $29.4M | 10.26% | 568,889 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $19.1M | 6.65% | 280,170 | Added |
| 4 | IGM | ISHARES TR | $17.4M | 6.05% | 106,089 | Trimmed |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $14.2M | 4.94% | 296,404 | Added |
| 6 | ESGD | ISHARES TR | $13.9M | 4.85% | 135,088 | Trimmed |
| 7 | FLOT | ISHARES TR | $11.0M | 3.82% | 214,694 | Added |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $10.8M | 3.77% | 262,117 | Trimmed |
| 9 | XLI | SELECT SECTOR SPDR TR | $10.7M | 3.72% | 57,580 | Added |
| 10 | YLDE | LEGG MASON ETF INVT | $10.5M | 3.66% | 188,660 | Trimmed |
| 11 | SHY | ISHARES TR | $10.2M | 3.56% | 124,436 | Added |
| 12 | IXN | ISHARES TR | $10.0M | 3.49% | 69,258 | Trimmed |
| 13 | AAPL | APPLE INC | $7.5M | 2.61% | 25,843 | Trimmed |
| 14 | DFSB | DIMENSIONAL ETF TRUST | $6.6M | 2.31% | 126,923 | New |
| 15 | GOOG | ALPHABET INC | $5.2M | 1.83% | 14,820 | Trimmed |
| 16 | VGT | VANGUARD WORLD FD | $4.8M | 1.68% | 40,216 | Added |
| 17 | IUSB | ISHARES TR | $4.8M | 1.67% | 103,932 | Trimmed |
| 18 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $4.5M | 1.56% | 119,166 | Added |
| 19 | GOVT | ISHARES TR | $4.5M | 1.55% | 195,392 | Added |
| 20 | ILCG | ISHARES TR | $2.6M | 0.90% | 22,117 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $2.4M | 0.83% | 6,384 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $2.3M | 0.82% | 6,548 | Trimmed |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $2.3M | 0.80% | 9,675 | Added |
| 24 | GLDM | WORLD GOLD TR | $2.1M | 0.73% | 26,379 | Trimmed |
| 25 | VTI | VANGUARD INDEX FDS | $1.8M | 0.62% | 4,817 | Added |
Source: SEC Form 13F filings · as of 2026-06-30