Shira Ridge Wealth Management Incresed Positions in Q4 2025

Shira Ridge Wealth Management

  • $249 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
105K
+ 90.23%
$57.9 - $61.26 $6.05M - $6.4M
220K $13.4B
IRBO
Ishares Robotics & Artificial

ETFs
68.2K
+ 413.66%
N/A
84.7K $4.08B
DFSD
Dimensional ETF Tr Short Durat

ETFs
66.9K
+ 37.65%
$48.17 - $48.5 $3.22M - $3.25M
245K $11.7B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
58.8K
+ 73.59%
$50.83 - $51.07 $2.99M - $3M
139K $7.06B
DFAU
Dimensional ETF Tr

ETFs
33.7K
+ 6.46%
$44.77 - $47.01 $1.51M - $1.58M
554K $25.9B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
4.75K
+ 1.67%
$132.94 - $139.8 $631K - $664K
290K $40.3B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
63K
+ 68.05%
$23.04 - $23.36 $1.45M - $1.47M
156K $3.58B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
19.2K
+ 28.95%
$47.89 - $48.53 $917K - $930K
85.3K $4.08B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.25K
+ 4.79%
$91.84 - $96.06 $574K - $600K
137K $13B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.63K
+ 18.2%
$82.69 - $83.12 $631K - $635K
49.6K $4.11B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
12.9K
+ 15.11%
$46.57 - $47.16 $600K - $608K
98.2K $4.57B
GLDM
World Gold Trust

ETFs
1.65K
+ 3.78%
$76.32 - $86.69 $126K - $143K
45.2K $3.86B
YLDE
Legg Mason ETF Invt Tr

ETFs
10.6K
+ 5.88%
$52.57 - $54.57 $558K - $579K
191K $10.4B
XLI
Industrial Sector Spdr

ETFs
1.8K
+ 3.14%
$149.9 - $155.79 $270K - $280K
59.1K $9.17B
VTI
Vanguard Total Stock Market Et

ETFs
328
+ 6.5%
$321.8 - $337.95 $106K - $111K
5.37K $1.8B
CVX
Chevron Corp

Energy
507
+ 22.72%
$148.9 - $157.72 $75.5K - $80K
2.74K $417M
SCHW
Schwab Charles Corp

Financial Services
25
+ 0.23%
$91.91 - $97.71 $2.3K - $2.44K
11K $1.1B
CMF
Ishares California Muni Bond E

ETFs
753
+ 6.1%
$56.96 - $57.62 $42.9K - $43.4K
13.1K $753M
VTV
Vanguard Value ETF

ETFs
8
+ 0.23%
$182.87 - $189.72 $1.46K - $1.52K
3.47K $663M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
137
+ 3.16%
$72.75 - $76.17 $9.97K - $10.4K
4.47K $334M
IVW
Ishares S&P 500 Growth ETF

ETFs
10
+ 0.32%
$118.29 - $126.28 $1.18K - $1.26K
3.14K $387M
EQIX
Equinix Inc

Real Estate
10
+ 1.31%
$772.6 - $846.01 $7.73K - $8.46K
772 $591M
XLK
Technology Sector Spdr

ETFs
787
+ 90.98%
$278.39 - $304.13 $219K - $239K
1.65K $238M
VZ
Verizon Communications Inc

Communication Services
2
+ 0.04%
$38.4 - $43.83 $76.8 - $87.7
4.94K $201M
META
Meta Platforms, Inc.

Communication Services
104
+ 5.49%
$609.01 - $751.67 $63.3K - $78.2K
2K $1.32B
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 0.78%
$910.94 - $954.99 $11.8K - $12.4K
1.67K $1.44B
CHTR
Charter Communications, Inc.

Communication Services
11
+ 0.47%
$201.84 - $282.74 $2.22K - $3.11K
2.37K $494M
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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