Shira Ridge Wealth Management Incresed Positions in Q2 2025

Shira Ridge Wealth Management

  • $219 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IGM
Ishares Expanded Tech Sector E

ETFs
10.1K
+ 11.64%
$79.8 - $112.34 $805K - $1.13M
96.8K $10.9B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.2K
+ 14.59%
$43.53 - $54.46 $573K - $717K
103K $5.63B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
645
+ 0.5%
$73.02 - $90.22 $47.1K - $58.2K
129K $11.5B
MSFT
Microsoft Corp

Technology
3
+ 0.05%
$354.56 - $497.45 $1.06K - $1.49K
6.41K $3.19B
VGT
Vanguard Information Technolog

ETFs
31
+ 0.56%
$470.37 - $663.28 $14.6K - $20.6K
5.54K $3.67B
VOT
Vanguard Mid Cap Growth Index

ETFs
77
+ 0.49%
$216.28 - $284.39 $16.7K - $21.9K
15.8K $4.5B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
5.61K
+ 4.13%
$34.28 - $41.6 $192K - $234K
142K $5.87B
GLDM
World Gold Trust

ETFs
5.3K
+ 15.04%
$58.96 - $67.97 $312K - $360K
40.5K $2.65B
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 30.87%
$243.75 - $303.93 $265K - $331K
4.61K $1.4B
NVDA
Nvidia Corp

Technology
164
+ 2.48%
$94.31 - $157.99 $15.5K - $25.9K
6.78K $1.07B
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.01%
$69.06 - $91.24 $69.1 - $91.2
11K $1B
DFUS
Dimensional ETF Tr U S Equity

ETFs
15
+ 0.12%
$53.65 - $67.02 $805 - $1.01K
12.4K $833M
CVX
Chevron Corp

Energy
789
+ 57.97%
$133.73 - $168.51 $106K - $133K
2.15K $308M
CSCO
Cisco Systems, Inc.

Technology
651
+ 14.76%
$53.19 - $69.38 $34.6K - $45.2K
5.06K $351M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
65
+ 0.56%
$73.0 - $85.5 $4.75K - $5.56K
11.8K $988M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
575
+ 15.6%
$56.88 - $70.77 $32.7K - $40.7K
4.26K $302M
SYK
Stryker Corp

Healthcare
118
+ 14.69%
$337.37 - $395.63 $39.8K - $46.7K
921 $364M
TSLA
Tesla, Inc.

Consumer Cyclical
18
+ 1.88%
$221.86 - $362.89 $3.99K - $6.53K
973 $309M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3
+ 0.21%
$152.42 - $182.82 $457 - $548
1.42K $260M
EQIX
Equinix Inc

Real Estate
20
+ 2.7%
$740.07 - $914.43 $14.8K - $18.3K
762 $606M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 7.7%
$483.48 - $539.8 $24.2K - $27K
699 $340M
Activity Summary
Buys All Purchases 33 New Holdings 11 Increased Positions 22 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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