Shira Ridge Wealth Management: 13F holdings
CIK 19612102026Q2
| Positions | 83 |
|---|
| Reported value | $286.6m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 83 (+4 vs prior quarter) |
|---|
| Reported value | $286.6m (+13.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ACWI ISHARES TR | 288,096 | $44.5m | 15.5% |
| PAVE DIMENSIONAL ETF TRUST | 568,889 | $29.4m | 10.3% |
| DYNF BLACKROCK ETF TRUST | 280,170 | $19.1m | 6.6% |
| IGM ISHARES TR | 106,089 | $17.4m | 6.1% |
| DFSD DIMENSIONAL ETF TRUST | 296,404 | $14.2m | 4.9% |
| EFA ISHARES TR | 135,088 | $13.9m | 4.8% |
| FLOT ISHARES TR | 214,694 | $11.0m | 3.8% |
| DFAI DIMENSIONAL ETF TRUST | 262,117 | $10.8m | 3.8% |
| XLI SELECT SECTOR SPDR TR | 57,580 | $10.7m | 3.7% |
| LEGG MASON ETF INVT | 188,660 | $10.5m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1961210")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples