Shira Ridge Wealth Management Purchases in Q3 2025

Shira Ridge Wealth Management

  • $236 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
7.62K
+ 1.49%
$42.42 - $45.96 $323K - $350K
521K $23.8B
AAPL
Apple Inc.

Technology
730
+ 2.45%
$202.38 - $256.87 $148K - $188K
30.5K $7.76B
IGM
Ishares Expanded Tech Sector E

ETFs
371
+ 0.38%
$110.96 - $127.67 $41.2K - $47.4K
97.1K $12.2B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.4K
+ 12.03%
$54.35 - $59.32 $676K - $738K
116K $6.86B
GOOG
Alphabet Inc.

Communication Services
4
+ 0.03%
$175.16 - $255.24 $701 - $1.02K
15.6K $3.81B
IRBO
Ishares Robotics & Artificial

ETFs
16.5K
New
N/A
16.5K $755M
DFAI
Dimensional ETF Tr

ETFs
5.68K
+ 2.14%
$34.05 - $36.55 $193K - $208K
272K $9.88B
GLDM
World Gold Trust

ETFs
3.07K
+ 7.58%
$64.73 - $76.45 $199K - $235K
43.6K $3.33B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.82K
+ 1.41%
$87.05 - $93.19 $158K - $169K
130K $12.1B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.4K
+ 16.6%
$50.82 - $51.09 $578K - $581K
79.9K $4.08B
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.99K
+ 5.95%
$47.86 - $48.43 $478K - $484K
178K $8.57B
GOOGL
Alphabet Inc.

Communication Services
200
+ 2.95%
$174.36 - $254.72 $34.9K - $50.9K
6.98K $1.7B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
10.4K
New
$41.34 - $45.65 $429K - $473K
10.4K $467M
YLDE
Legg Mason ETF Invt Tr

ETFs
1.74K
+ 0.97%
$51.68 - $54.69 $89.7K - $94.9K
180K $9.86B
VIG
Vanguard Dividend Appreciation

ETFs
543
+ 2.08%
N/A
26.7K $5.75B
VTI
Vanguard Total Stock Market Et

ETFs
433
+ 9.39%
$303.93 - $329.86 $132K - $143K
5.05K $1.66B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.97K
New
$108.46 - $120.63 $213K - $237K
1.97K $234M
NVDA
Nvidia Corp

Technology
181
+ 2.67%
$153.3 - $186.58 $27.7K - $33.8K
6.97K $1.3B
ABBV
Abb Vie Inc.

Healthcare
953
New
$184.85 - $231.54 $176K - $221K
953 $221M
VZ
Verizon Communications Inc

Communication Services
4.94K
New
$40.84 - $45.06 $202K - $223K
4.94K $217M
IWB
Ishares Tr Russell 1000 ETF

ETFs
576
New
$339.37 - $366.46 $195K - $211K
576 $211M
MSFT
Microsoft Corp

Technology
2
+ 0.03%
$491.09 - $535.64 $982 - $1.07K
6.41K $3.32B
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 4.02%
$282.78 - $316.06 $23.8K - $26.5K
2.17K $685M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
460
+ 8.23%
$72.65 - $78.68 $33.4K - $36.2K
6.05K $474M
IVV
Ishares Core S&P 500 ETF

ETFs
72
+ 20.06%
$620.67 - $670.08 $44.7K - $48.2K
431 $289M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.29%
$567.77 - $614.76 $2.27K - $2.46K
1.4K $858M
VB
Vanguard Small Cap ETF

ETFs
190
+ 22.43%
$237.58 - $259.17 $45.1K - $49.2K
1.04K $264M
DFSI
Dimensional ETF Tr Dimen Intl
616
+ 3.25%
N/A
19.6K $802M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
455
+ 8.37%
$62.09 - $66.51 $28.3K - $30.3K
5.89K $384M
CVX
Chevron Corp

Energy
82
+ 3.81%
$145.57 - $161.83 $11.9K - $13.3K
2.23K $347M
IVW
Ishares S&P 500 Growth ETF

ETFs
14
+ 0.45%
$108.97 - $121.65 $1.53K - $1.7K
3.13K $378M
AMZN
Amazon Com Inc

Consumer Cyclical
139
+ 3.36%
$211.65 - $238.24 $29.4K - $33.1K
4.27K $938M
MRVL
Marvell Technology, Inc.

Technology
11
+ 0.31%
$62.31 - $84.07 $685 - $925
3.55K $298M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 3.15%
$459.11 - $506.91 $10.1K - $11.2K
721 $362M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
67
+ 1.57%
$69.02 - $73.57 $4.62K - $4.93K
4.33K $318M
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 3.82%
$291.67 - $316.99 $7.88K - $8.56K
734 $223M
MCK
Mckesson Corp

Healthcare
3
+ 1.06%
$659.01 - $772.54 $1.98K - $2.32K
287 $222M
PG
Procter & Gamble CO

Consumer Defensive
111
+ 8.52%
$150.47 - $161.22 $16.7K - $17.9K
1.41K $217M
T
At&T Inc.

Communication Services
314
+ 3.08%
$26.94 - $29.62 $8.46K - $9.3K
10.5K $297M
META
Meta Platforms, Inc.

Communication Services
7
+ 0.37%
$695.21 - $791.73 $4.87K - $5.54K
1.9K $1.39B
CSCO
Cisco Systems, Inc.

Technology
43
+ 0.85%
$66.2 - $71.79 $2.85K - $3.09K
5.1K $349M
SYK
Stryker Corp

Healthcare
26
+ 2.82%
$368.57 - $403.53 $9.58K - $10.5K
947 $350M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.08%
$196.15 - $217.83 $588 - $653
3.67K $739M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.73%
$915.95 - $994.57 $11K - $11.9K
1.66K $1.53B
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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