Shira Ridge Wealth Management Portfolio Holdings

Shira Ridge Wealth Management

  • $196 Billion
  • Q3 2024

Shira Ridge Wealth Management has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 81 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 $31.6B, Dimensional ETF Tr with a value of $20.9B, Ishares Global Information Tec with a value of $16B, Legg Mason ETF Invt Tr with a value of $9.42B, and Ishares Trust Ishares Esg Awar with a value of $9.21B.

Examining the 13F form we can see an increase of $16.6B in the current position value, from $179B to 196B.

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.

Portfolio value $196 Billion
ETFs: $167 Billion
Technology: $11.3 Billion
Communication Services: $5.36 Billion
Financial Services: $2.23 Billion
Consumer Cyclical: $1.95 Billion
Real Estate: $1.61 Billion
Consumer Defensive: $1.6 Billion
Industrials: $811 Million
Other: $244 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.07B
$727 Million 0.37% of portfolio
25,614
Q4 2022 New
$5.1B
$476 Million 0.24% of portfolio
2,988
Q3 2024 Added 500.0%
$7.43B
$385 Million 0.2% of portfolio
2,211
Q2 2023 Reduced 0.23%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $196 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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