Shira Ridge Wealth Management Incresed Positions in Q1 2025

Shira Ridge Wealth Management

  • $201 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGD
Ishares Trust Ishares Esg Awar

ETFs
10.9K
+ 9.27%
$75.32 - $84.77 $817K - $920K
128K $10.4B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
23.8K
+ 9.04%
$113.22 - $126.36 $2.7M - $3.01M
287K $33B
DFAI
Dimensional ETF Tr

ETFs
2.76K
+ 1.04%
$28.88 - $32.4 $79.8K - $89.5K
269K $8.4B
XLI
Industrial Sector Spdr

ETFs
5.04K
+ 9.78%
$128.78 - $141.67 $649K - $714K
56.6K $7.42B
VIG
Vanguard Dividend Appreciation

ETFs
2.69K
+ 10.96%
N/A
27.2K $5.28B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
11.3K
+ 9.09%
$38.41 - $44.06 $435K - $499K
136K $5.31B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.45K
+ 2.05%
$50.87 - $51.09 $73.8K - $74.1K
72.4K $3.7B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5
+ 0.04%
$69.81 - $78.9 $349 - $395
11.7K $911M
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 1.92%
$890.62 - $1076.86 $27.6K - $33.4K
1.65K $1.56B
T
At&T Inc.

Communication Services
244
+ 2.33%
$21.56 - $28.28 $5.26K - $6.9K
10.7K $303M
JPM
Jpmorgan Chase & CO

Financial Services
69
+ 3.38%
$225.19 - $279.95 $15.5K - $19.3K
2.11K $518M
AMZN
Amazon Com Inc

Consumer Cyclical
712
+ 18.56%
$190.26 - $242.06 $135K - $172K
4.55K $865M
CSCO
Cisco Systems, Inc.

Technology
164
+ 3.86%
$58.74 - $64.87 $9.63K - $10.6K
4.41K $272M
IVW
Ishares S&P 500 Growth ETF

ETFs
161
+ 5.18%
$92.45 - $106.69 $14.9K - $17.2K
3.27K $303M
VOT
Vanguard Mid Cap Growth Index

ETFs
499
+ 3.27%
$237.72 - $276.98 $119K - $138K
15.7K $3.85B
VTI
Vanguard Total Stock Market Et

ETFs
18
+ 0.51%
$271.18 - $303.12 $4.88K - $5.46K
3.53K $969M
NVDA
Nvidia Corp

Technology
290
+ 4.58%
$106.98 - $149.43 $31K - $43.3K
6.62K $718M
GOOGL
Alphabet Inc.

Communication Services
132
+ 1.97%
$154.33 - $206.19 $20.4K - $27.2K
6.82K $1.06B
MSFT
Microsoft Corp

Technology
133
+ 2.12%
$375.39 - $447.2 $49.9K - $59.5K
6.41K $2.4B
AAPL
Apple Inc.

Technology
362
+ 1.22%
$209.68 - $247.1 $75.9K - $89.5K
30K $6.67B
DFAU
Dimensional ETF Tr

ETFs
4.3K
+ 0.82%
$37.84 - $42.29 $163K - $182K
526K $20.2B
Activity Summary
Buys All Purchases 28 New Holdings 6 Increased Positions 22 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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