Shira Ridge Wealth Management Portfolio Holdings

Shira Ridge Wealth Management

  • $175 Billion
  • Q1 2024

Shira Ridge Wealth Management has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $175 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Usa Esg Select with a value of $30B, Dimensional ETF Tr with a value of $19.3B, Ishares Global Information Tec with a value of $14.4B, Legg Mason ETF Invt Tr with a value of $8.47B, and Ishares Trust Ishares Esg Awar with a value of $8.36B.

Examining the 13F form we can see an increase of $8.13B in the current position value, from $167B to 175B.

Shira Ridge Wealth Management is based out at Larkspur, CA

Below you can find more details about Shira Ridge Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $175 Billion
ETFs: $147 Billion
Technology: $9.47 Billion
Communication Services: $4.48 Billion
Industrials: $2.67 Billion
Financial Services: $2.12 Billion
Real Estate: $2.01 Billion
Consumer Cyclical: $1.59 Billion
Consumer Defensive: $993 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30 Billion 17.15% of portfolio
274,547
Q1 2024 Reduced 0.2%
$0
$19.3 Billion 11.02% of portfolio
527,022
Q1 2024 Reduced 2.14%
$0
$14.4 Billion 8.24% of portfolio
192,505
Q1 2024 Added 0.51%
$0
$8.47 Billion 4.85% of portfolio
179,297
Q1 2024 Added 37.83%
$0
$8.36 Billion 4.78% of portfolio
104,592
Q1 2024 Reduced 0.21%
$0
$6.99 Billion 4.0% of portfolio
231,144
Q1 2024 Reduced 1.98%
$0
$5.25 Billion 3.0% of portfolio
127,704
Q1 2024 Reduced 2.73%
$3.64T
$5.12 Billion 2.93% of portfolio
29,843
Q1 2024 Reduced 10.45%
$0
$4.97 Billion 2.84% of portfolio
33,638
Q1 2024 Reduced 5.13%
$0
$4.53 Billion 2.59% of portfolio
35,982
Q1 2024 Added 31.41%
$0
$4.21 Billion 2.41% of portfolio
77,419
Q1 2024 Reduced 1.98%
$0
$3.93 Billion 2.25% of portfolio
77,018
Q1 2024 Added 0.34%
$3.49T
$3.09 Billion 1.77% of portfolio
7,337
Q1 2024 Added 1.44%
$0
$3.06 Billion 1.75% of portfolio
5,844
Q1 2024 Reduced 8.87%
$0
$3.02 Billion 1.73% of portfolio
69,587
Q1 2024 Reduced 11.89%
$0
$2.93 Billion 1.68% of portfolio
12,427
Q1 2024 Reduced 5.48%
$69.1B
$2.67 Billion 1.53% of portfolio
2,171
Q4 2022 New
$0
$2.43 Billion 1.39% of portfolio
13,312
Q1 2024 Reduced 3.84%
$1.17T
$2.35 Billion 1.34% of portfolio
15,430
Q3 2023 Added 2.67%
$0
$2.34 Billion 1.34% of portfolio
46,198
Q1 2024 Reduced 5.18%
$0
$2.19 Billion 1.25% of portfolio
46,508
Q1 2024 Reduced 5.74%
$0
$2.15 Billion 1.23% of portfolio
19,527
Q1 2024 Reduced 49.08%
-
$1.74 Billion 1.0% of portfolio
-
Q1 2024 Reduced 0.52%
$0
$1.27 Billion 0.73% of portfolio
17,935
Q1 2024 Added 1.92%
-
$1.23 Billion 0.7% of portfolio
-
Q1 2024 Added 5.12%
$0
$1.11 Billion 0.64% of portfolio
13,595
Q1 2024 Reduced 17.14%
$0
$1.04 Billion 0.59% of portfolio
20,455
Q1 2024 Reduced 4.45%
$0
$1.02 Billion 0.58% of portfolio
3,910
Q4 2023 Reduced 0.84%
$392B
$993 Million 0.57% of portfolio
1,356
Q1 2024 Reduced 0.8%
$0
$900 Million 0.52% of portfolio
12,697
Q1 2024 Added 2.09%
$0
$840 Million 0.48% of portfolio
14,739
Q1 2024 Reduced 1.21%
$68.7B
$820 Million 0.47% of portfolio
994
Q1 2024 Reduced 2.26%
-
$816 Million 0.47% of portfolio
-
Q1 2024 Added 2.54%
$1.14T
$827 Million 0.47% of portfolio
5,481
Q1 2024 Added 2.39%
$0
$803 Million 0.46% of portfolio
17,624
Q1 2024 Added 2.47%
$133B
$786 Million 0.45% of portfolio
10,871
Q1 2024 Added 0.24%
$0
$764 Million 0.44% of portfolio
1,589
Q1 2024 Added 9.13%
$106B
$756 Million 0.43% of portfolio
3,669
Q4 2023 Added 2.2%
$0
$749 Million 0.43% of portfolio
12,099
Q1 2024 Added 382.99%
$48.5B
$693 Million 0.4% of portfolio
2,385
Q1 2024 Reduced 0.29%
$1.65B
$659 Million 0.38% of portfolio
25,614
Q4 2022 New
$2.04T
$633 Million 0.36% of portfolio
3,510
Q1 2024 Added 21.88%
$0
$629 Million 0.36% of portfolio
3,862
Q1 2024 Added 7.85%
$1.21T
$612 Million 0.35% of portfolio
1,261
Q4 2023 Added 8.8%
$0
$620 Million 0.35% of portfolio
1,800
Q1 2024 Reduced 0.28%
$0
$602 Million 0.34% of portfolio
5,934
Q1 2024 Reduced 26.7%
Liberty Global LTD
-
$576 Million 0.33% of portfolio
-
Q4 2023 New
$0
$580 Million 0.33% of portfolio
9,430
Q1 2024 Reduced 17.94%
$0
$573 Million 0.33% of portfolio
11,295
Q1 2024 Added 51.49%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $175 Billion
  • Prior Value $167 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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