Shira Ridge Wealth Management has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Usa Esg Select with a value of $30.7B, Dimensional ETF Tr with a value of $19.9B, Ishares Global Information Tec with a value of $15.8B, Legg Mason ETF Invt Tr with a value of $8.86B, and Ishares Trust Ishares Esg Awar with a value of $8.35B.
Examining the 13F form we can see an increase of $4.74B in the current position value, from $175B to 179B.
Shira Ridge Wealth Management is based out at Larkspur, CA
Below you can find more details about Shira Ridge Wealth Management portfolio as well as his latest detailed transactions.