Shira Ridge Wealth Management Purchases in Q4 2024

Shira Ridge Wealth Management

  • $204 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
64.5K
+ 55.44%
$46.75 - $47.8 $3.01M - $3.08M
181K $8.47B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
26.2K
+ 126.26%
$81.68 - $82.93 $2.14M - $2.17M
46.9K $3.84B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
38.6K
+ 60.74%
$46.33 - $48.6 $1.79M - $1.87M
102K $4.74B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.9K
+ 32.24%
$45.07 - $47.1 $1.08M - $1.12M
97.9K $4.43B
CMF
Ishares California Muni Bond E

ETFs
14.1K
+ 127.08%
$56.66 - $58.1 $796K - $816K
25.1K $1.44B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
32.1K
+ 32.41%
$22.39 - $23.45 $720K - $754K
131K $3.02B
IXN
Ishares Global Information Tec

ETFs
1.87K
+ 0.97%
$80.67 - $87.84 $151K - $165K
196K $16.6B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.2K
+ 18.66%
$50.73 - $51.08 $566K - $570K
70.9K $3.61B
AAPL
Apple Inc.

Technology
91
+ 0.31%
$221.69 - $259.02 $20.2K - $23.6K
29.7K $7.43B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.42K
+ 0.54%
$118.0 - $127.04 $168K - $180K
264K $32.1B
GOOG
Alphabet Inc.

Communication Services
166
+ 1.07%
$163.08 - $198.16 $27.1K - $32.9K
15.7K $2.98B
SYK
Stryker Corp

Healthcare
803
New
$345.14 - $392.15 $277K - $315K
803 $289M
XLI
Industrial Sector Spdr

ETFs
3.48K
+ 7.24%
$131.76 - $143.99 $458K - $501K
51.6K $6.79B
GOOGL
Alphabet Inc.

Communication Services
686
+ 11.42%
$161.86 - $196.66 $111K - $135K
6.69K $1.27B
T
At&T Inc.

Communication Services
10.5K
New
$21.22 - $23.88 $222K - $250K
10.5K $238M
VGT
Vanguard Information Technolog

ETFs
41
+ 0.71%
$571.78 - $647.97 $23.4K - $26.6K
5.78K $3.59B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.55K
New
$26.93 - $84.95 $203K - $641K
7.55K $206M
XLK
Technology Sector Spdr

ETFs
870
New
$220.26 - $241.44 $192K - $210K
870 $202M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
6.11K
+ 5.15%
$41.64 - $45.75 $254K - $279K
125K $5.21B
NVDA
Nvidia Corp

Technology
914
+ 16.88%
$117.0 - $148.88 $107K - $136K
6.33K $850M
DECK
Deckers Outdoor Corp

Consumer Cyclical
274
+ 9.17%
$152.04 - $211.12 $41.7K - $57.8K
3.26K $662M
AMZN
Amazon Com Inc

Consumer Cyclical
286
+ 8.06%
$180.88 - $232.93 $51.7K - $66.6K
3.84K $842M
VIG
Vanguard Dividend Appreciation

ETFs
1.1K
+ 4.69%
N/A
24.5K $4.8B
TSLA
Tesla, Inc.

Consumer Cyclical
101
+ 11.81%
$213.65 - $479.86 $21.6K - $48.5K
956 $386M
MRVL
Marvell Technology, Inc.

Technology
26
+ 0.74%
$70.31 - $124.78 $1.83K - $3.24K
3.54K $391M
YLDE
Legg Mason ETF Invt Tr

ETFs
636
+ 0.34%
$49.88 - $53.45 $31.7K - $34K
188K $9.53B
AVGO
Broadcom Inc.

Technology
8
+ 0.46%
$159.67 - $250.0 $1.28K - $2K
1.73K $402M
COST
Costco Wholesale Corp

Consumer Defensive
43
+ 2.73%
$873.59 - $994.69 $37.6K - $42.8K
1.62K $1.48B
JPM
Jpmorgan Chase & CO

Financial Services
109
+ 5.64%
$205.18 - $250.29 $22.4K - $27.3K
2.04K $490M
META
Meta Platforms, Inc.

Communication Services
85
+ 4.86%
$554.08 - $632.68 $47.1K - $53.8K
1.83K $1.07B
CSCO
Cisco Systems, Inc.

Technology
19
+ 0.45%
$52.45 - $60.02 $997 - $1.14K
4.25K $251M
VB
Vanguard Small Cap ETF

ETFs
57
+ 3.14%
$233.76 - $261.58 $13.3K - $14.9K
1.87K $449M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.1K
+ 200.0%
$22.01 - $66.82 $310K - $941K
21.1K $479M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 4.85%
$442.29 - $483.08 $13.3K - $14.5K
649 $294M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.11%
$124.26 - $134.12 $373 - $402
2.79K $359M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.49K
+ 200.0%
$22.4 - $68.28 $145K - $443K
9.74K $226M
MCD
Mcdonalds Corp

Consumer Cyclical
46
+ 6.9%
$288.47 - $316.54 $13.3K - $14.6K
713 $207M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.04%
$61.68 - $67.87 $123 - $136
5.62K $350M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
166
+ 4.4%
$58.46 - $65.6 $9.7K - $10.9K
3.94K $230M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
22
+ 0.59%
$209.89 - $233.24 $4.62K - $5.13K
3.72K $790M
IYH
Ishares Tr

ETFs
220
+ 1.84%
$57.53 - $65.24 $12.7K - $14.4K
12.2K $710M
TLT
Ishares Barclays 20+ Year Trea

ETFs
316
+ 1.84%
$87.1 - $98.49 $27.5K - $31.1K
17.5K $1.53B
DFAI
Dimensional ETF Tr

ETFs
15.5K
+ 6.18%
$29.0 - $31.6 $449K - $490K
266K $7.77B
XLV
Select Sector Spdr Fund Health

ETFs
2.51K
+ 7.14%
$136.28 - $154.74 $342K - $389K
37.7K $5.18B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
7.56K
+ 6.91%
$75.65 - $83.47 $572K - $631K
117K $8.91B
Activity Summary
Buys All Purchases 46 New Holdings 4 Increased Positions 42 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Shira Ridge Wealth Management Portfolio

Follow Shira Ridge Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email