Shira Ridge Wealth Management Sells in Q4 2025

Shira Ridge Wealth Management

  • $249 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-109K
- 79.67%
$42.41 - $44.49 $4.64M - $4.86M
27.9K $1.25B
VOT
Vanguard Mid Cap Growth Index

ETFs
-10.5K
- 67.31%
$279.76 - $298.12 $2.93M - $3.13M
5.09K $1.42B
DFAT
Dimensional ETF Tr U S Target

ETFs
-43.2K
- 76.24%
$55.75 - $58.83 $2.41M - $2.54M
13.5K $802M
VIG
Vanguard Dividend Appreciation

ETFs
-9.57K
- 35.87%
N/A
17.1K $3.76B
IXN
Ishares Global Information Tec

ETFs
-18.7K
- 20.87%
$102.05 - $112.09 $1.91M - $2.1M
70.9K $7.44B
IGM
Ishares Expanded Tech Sector E

ETFs
-7.01K
- 7.22%
$124.25 - $135.72 $871K - $951K
90.1K $11.6B
MSFT
Microsoft Corp

Technology
-67
- 1.04%
$496.82 - $542.07 $33.3K - $36.3K
6.35K $3.07B
VGT
Vanguard Information Technolog

ETFs
-339
- 6.22%
$736.33 - $801.52 $250K - $272K
5.11K $3.85B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.01K
- 34.19%
$63.25 - $66.24 $127K - $133K
3.88K $256M
IVV
Ishares Core S&P 500 ETF

ETFs
-120
- 27.84%
$656.2 - $690.71 $78.7K - $82.9K
311 $213M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-28
- 0.76%
$176.58 - $207.02 $4.94K - $5.8K
3.64K $675M
VB
Vanguard Small Cap ETF

ETFs
-246
- 23.72%
$248.1 - $260.08 $61K - $64K
791 $204M
ILCG
Ishares Morningstar Growth ETF
-478
- 2.1%
N/A
22.2K $2.31B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-95
- 6.78%
$600.51 - $631.95 $57K - $60K
1.31K $819M
SYK
Stryker Corp

Healthcare
-34
- 3.59%
$353.81 - $388.35 $12K - $13.2K
913 $321M
HDV
Ishares Core High Dividend ETF

ETFs
-196
- 6.92%
$118.22 - $122.79 $23.2K - $24.1K
2.64K $321M
NVDA
Nvidia Corp

Technology
-137
- 1.97%
$179.83 - $207.04 $24.6K - $28.4K
6.83K $1.27B
JPM
Jpmorgan Chase & CO

Financial Services
-110
- 5.07%
$294.11 - $320.41 $32.4K - $35.2K
2.06K $664M
ABBV
Abb Vie Inc.

Healthcare
-67
- 7.03%
$211.96 - $244.38 $14.2K - $16.4K
886 $202M
IETC
Ishares U S ETF Tr

ETFs
-108
- 0.63%
$100.06 - $107.97 $10.8K - $11.7K
17.1K $1.74B
VO
Vanguard Mid Cap ETF

ETFs
-28
- 1.58%
$286.27 - $296.23 $8.02K - $8.29K
1.74K $506M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-152
- 5.46%
$142.79 - $150.05 $21.7K - $22.8K
2.63K $392M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 2.77%
$475.68 - $513.11 $9.51K - $10.3K
701 $352M
IYH
Ishares Tr

ETFs
-804
- 12.11%
$59.84 - $64.29 $48.1K - $51.7K
5.83K $380M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-308
- 2.63%
$83.65 - $86.6 $25.8K - $26.7K
11.4K $983M
DFSU
Dimensional ETF Tr Dimen Us Su
-859
- 2.99%
N/A
27.9K $1.21B
MCD
Mcdonalds Corp

Consumer Cyclical
-28
- 3.81%
$293.81 - $310.11 $8.23K - $8.68K
706 $216M
MRVL
Marvell Technology, Inc.

Technology
-84
- 2.37%
$81.05 - $93.74 $6.81K - $7.87K
3.46K $294M
TSLA
Tesla, Inc.

Consumer Cyclical
-17
- 1.84%
$401.99 - $468.37 $6.83K - $7.96K
909 $409M
Blackrock ETF Trust Ii
-21
- 0.47%
N/A
4.43K $223M
IEMG
Ishares Inc

ETFs
-61
- 1.72%
N/A
3.48K $234M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-173
- 1.39%
$71.0 - $74.64 $12.3K - $12.9K
12.2K $908M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-13
- 0.21%
$76.84 - $80.86 $999 - $1.05K
6.04K $484M
VUG
Vanguard Growth ETF

ETFs
-6
- 0.36%
$470.44 - $504.26 $2.82K - $3.03K
1.66K $808M
AVGO
Broadcom Inc.

Technology
-32
- 2.21%
$324.63 - $385.98 $10.4K - $12.4K
1.41K $489M
DFSI
Dimensional ETF Tr Dimen Intl
-366
- 1.87%
N/A
19.2K $824M
AMZN
Amazon Com Inc

Consumer Cyclical
-98
- 2.29%
$213.04 - $254.0 $20.9K - $24.9K
4.17K $963M
CSCO
Cisco Systems, Inc.

Technology
-188
- 3.68%
$67.46 - $78.0 $12.7K - $14.7K
4.92K $379M
AAPL
Apple Inc.

Technology
-1.35K
- 4.44%
$245.27 - $275.25 $332K - $372K
29.1K $7.92B
GOOGL
Alphabet Inc.

Communication Services
-238
- 3.41%
$236.57 - $291.31 $56.3K - $69.3K
6.74K $2.11B
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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