Shira Ridge Wealth Management Reduced Holdings in Q3 2025

Shira Ridge Wealth Management

  • $236 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-19.5K
- 22.78%
$46.86 - $48.27 $914K - $942K
66.2K $3.18B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.8K
- 15.37%
$22.64 - $23.22 $381K - $391K
92.6K $2.14B
CHTR
Charter Communications, Inc.

Communication Services
-31
- 1.3%
$256.57 - $418.22 $7.95K - $13K
2.35K $648M
XLV
Select Sector Spdr Fund Health

ETFs
-2.47K
- 49.73%
$129.01 - $139.72 $319K - $345K
2.5K $347M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.09K
- 5.63%
$45.6 - $46.92 $232K - $239K
85.3K $3.99B
IYH
Ishares Tr

ETFs
-3.36K
- 33.6%
$54.36 - $58.96 $183K - $198K
6.64K $390M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.99K
- 4.54%
$82.38 - $83.0 $164K - $165K
41.9K $3.48B
HDV
Ishares Core High Dividend ETF

ETFs
-404
- 12.48%
$118.16 - $123.66 $47.7K - $50K
2.83K $347M
NFLX
Netflix Inc

Communication Services
-4
- 2.11%
$1147.87 - $1297.18 $4.59K - $5.19K
186 $223M
IEMG
Ishares Inc

ETFs
-642
- 15.34%
N/A
3.54K $233M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-138
- 9.69%
$182.33 - $194.5 $25.2K - $26.8K
1.29K $250M
CMF
Ishares California Muni Bond E

ETFs
-427
- 3.34%
$55.16 - $57.13 $23.6K - $24.4K
12.4K $704M
Blackrock ETF Trust Ii
-40
- 0.89%
N/A
4.45K $225M
DFSU
Dimensional ETF Tr Dimen Us Su
-2.29K
- 7.37%
N/A
28.7K $1.22B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-55
- 0.47%
$81.76 - $86.36 $4.5K - $4.75K
11.7K $993M
XLK
Technology Sector Spdr

ETFs
-2
- 0.23%
$250.97 - $282.66 $502 - $565
865 $244M
VTV
Vanguard Value ETF

ETFs
-31
- 0.89%
$175.51 - $186.57 $5.44K - $5.78K
3.47K $646M
AVGO
Broadcom Inc.

Technology
-157
- 9.79%
$264.74 - $369.57 $41.6K - $58K
1.45K $477M
VUG
Vanguard Growth ETF

ETFs
-11
- 0.66%
$433.97 - $484.08 $4.77K - $5.32K
1.66K $797M
VOT
Vanguard Mid Cap Growth Index

ETFs
-242
- 1.53%
$282.75 - $294.19 $68.4K - $71.2K
15.6K $4.58B
TSLA
Tesla, Inc.

Consumer Cyclical
-47
- 4.83%
$293.94 - $444.72 $13.8K - $20.9K
926 $412M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-4.34K
- 3.06%
$41.58 - $44.7 $180K - $194K
137K $6.02B
DFAT
Dimensional ETF Tr U S Target

ETFs
-68
- 0.12%
$53.36 - $59.69 $3.63K - $4.06K
56.7K $3.3B
VGT
Vanguard Information Technolog

ETFs
-85
- 1.54%
$656.44 - $753.15 $55.8K - $64K
5.45K $4.07B
IXN
Ishares Global Information Tec

ETFs
-1.95K
- 2.13%
$91.28 - $103.32 $178K - $201K
89.6K $9.25B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.68K
- 0.93%
$126.64 - $135.65 $339K - $364K
285K $38.6B
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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