Shira Ridge Wealth Management Sells in Q2 2025

Shira Ridge Wealth Management

  • $219 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-4.87K
- 49.51%
$128.77 - $144.3 $627K - $703K
4.97K $669M
CMF
Ishares California Muni Bond E

ETFs
-11.3K
- 46.96%
$54.52 - $56.7 $617K - $641K
12.8K $712M
AAPL
Apple Inc.

Technology
-281
- 0.94%
$172.42 - $223.89 $48.5K - $62.9K
29.8K $6.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-8.83K
- 5.0%
$47.09 - $48.01 $416K - $424K
168K $8.05B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-6.13K
- 6.68%
$46.41 - $47.7 $284K - $292K
85.7K $4.07B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.84K
- 5.31%
$50.1 - $51.02 $192K - $196K
68.5K $3.5B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.16K
- 6.14%
$22.54 - $23.17 $161K - $166K
109K $2.51B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.86K
- 4.06%
$82.21 - $83.12 $153K - $155K
43.9K $3.64B
MTN
Vail Resorts Inc

Consumer Cyclical
-868
- 39.26%
$131.42 - $164.64 $114K - $143K
1.34K $211M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.63K
- 2.82%
$45.12 - $46.23 $118K - $121K
90.4K $4.18B
IYH
Ishares Tr

ETFs
-462
- 4.42%
$53.97 - $60.17 $24.9K - $27.8K
10K $565M
HDV
Ishares Core High Dividend ETF

ETFs
-327
- 9.18%
$108.41 - $120.51 $35.5K - $39.4K
3.24K $379M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.35K
- 19.41%
$58.41 - $72.69 $78.7K - $97.9K
5.59K $406M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-164
- 5.03%
$100.44 - $129.37 $16.5K - $21.2K
3.1K $319M
T
At&T Inc.

Communication Services
-524
- 4.89%
$26.33 - $28.94 $13.8K - $15.2K
10.2K $295M
VTV
Vanguard Value ETF

ETFs
-51
- 1.44%
$153.67 - $176.74 $7.84K - $9.01K
3.5K $618M
VO
Vanguard Mid Cap ETF

ETFs
-20
- 1.12%
$228.54 - $279.83 $4.57K - $5.6K
1.77K $496M
IVW
Ishares S&P 500 Growth ETF

ETFs
-150
- 4.59%
$82.96 - $110.1 $12.4K - $16.5K
3.12K $343M
AMZN
Amazon Com Inc

Consumer Cyclical
-416
- 9.15%
$167.32 - $223.3 $69.6K - $92.9K
4.13K $907M
VIG
Vanguard Dividend Appreciation

ETFs
-1.09K
- 4.02%
N/A
26.1K $5.35B
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.18%
$908.13 - $1056.85 $2.72K - $3.17K
1.65K $1.63B
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 1.18%
$210.28 - $289.91 $5.26K - $7.25K
2.09K $605M
DFSU
Dimensional ETF Tr Dimen Us Su
-370
- 1.18%
N/A
31K $1.22B
DFAT
Dimensional ETF Tr U S Target

ETFs
-821
- 1.43%
$44.8 - $53.97 $36.8K - $44.3K
56.8K $3.06B
VUG
Vanguard Growth ETF

ETFs
-11
- 0.65%
$329.49 - $438.4 $3.62K - $4.82K
1.67K $733M
YLDE
Legg Mason ETF Invt Tr

ETFs
-736
- 0.41%
$46.94 - $52.62 $34.5K - $38.7K
179K $9.4B
GOOGL
Alphabet Inc.

Communication Services
-48
- 0.7%
$144.7 - $178.6 $6.95K - $8.57K
6.78K $1.19B
AVGO
Broadcom Inc.

Technology
-22
- 1.35%
$146.29 - $275.65 $3.22K - $6.06K
1.6K $442M
IETC
Ishares U S ETF Tr

ETFs
-123
- 0.71%
$67.28 - $94.0 $8.28K - $11.6K
17.2K $1.62B
DFAI
Dimensional ETF Tr

ETFs
-2.99K
- 1.11%
$28.02 - $34.71 $83.8K - $104K
266K $9.2B
IXN
Ishares Global Information Tec

ETFs
-8.91K
- 8.87%
$65.81 - $92.34 $586K - $823K
91.5K $8.45B
XLI
Industrial Sector Spdr

ETFs
-124
- 0.22%
$116.42 - $147.52 $14.4K - $18.3K
56.5K $8.33B
DFAU
Dimensional ETF Tr

ETFs
-12.5K
- 2.37%
$34.04 - $42.36 $424K - $528K
513K $21.7B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-34
- 0.01%
$101.97 - $126.75 $3.47K - $4.31K
287K $36.4B
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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