Shira Ridge Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VERIZON COMMUNICATIONS INC | $201.2K | 0.1% |
| AbbVie Inc. | $202.4K | 0.1% |
| GENERAL ELECTRIC CO | $202.7K | 0.1% |
| VANGUARD INDEX FDS | $204.0K | 0.1% |
| ISHARES TR | $213.0K | 0.1% |
| ISHARES TR | $215.1K | 0.1% |
| SPDR GOLD TR | $215.6K | 0.1% |
| MCDONALD'S CORP | $215.8K | 0.1% |
| ISHARES TR | $220.3K | 0.1% |
| AT&T INC. | $220.8K | 0.1% |
| BLACKROCK ETF TRUST II | $223.3K | 0.1% |
| ELI LILLY & Co | $223.9K | 0.1% |
| ISHARES INC | $234.0K | 0.1% |
| MCKESSON CORP | $235.4K | 0.1% |
| SELECT SECTOR SPDR TR | $237.8K | 0.1% |
| ISHARES TR | $249.5K | 0.1% |
| Newmont Corp | $253.3K | 0.1% |
| ISHARES TR | $255.9K | 0.1% |
| SCHWAB STRATEGIC TR | $262.0K | 0.1% |
| Marvell Technology, Inc. | $294.3K | 0.1% |
| ISHARES TR | $320.6K | 0.1% |
| STRYKER CORP | $320.9K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $334.4K | 0.1% |
| Warren E. Buffett | $352.4K | 0.1% |
| CISCO SYSTEMS, INC. | $378.6K | 0.2% |
| iShares MSCI UAE ETF | $379.8K | 0.2% |
| ISHARES TR | $387.2K | 0.2% |
| iShares MSCI UAE ETF | $391.5K | 0.2% |
| Tesla Inc | $408.8K | 0.2% |
| CHEVRON CORP | $417.5K | 0.2% |
| INVESCO QQQ TR | $448.8K | 0.2% |
| SPDR SERIES TRUST | $484.4K | 0.2% |
| Broadcom Inc. | $489.4K | 0.2% |
| Charter Communications, Inc. | $493.7K | 0.2% |
| VANGUARD INDEX FDS | $506.1K | 0.2% |
| TransDigm Group Inc. | $539.9K | 0.2% |
| SCHWAB STRATEGIC TR | $553.8K | 0.2% |
| Equinix Inc | $591.5K | 0.2% |
| VANGUARD INDEX FDS | $663.3K | 0.3% |
| JPMORGAN CHASE & CO | $664.0K | 0.3% |
| MARSH & MCLENNAN COMPANIES, INC. | $675.5K | 0.3% |
| ISHARES TR | $752.9K | 0.3% |
| DIMENSIONAL ETF TRUST | $802.1K | 0.3% |
| VANGUARD INDEX FDS | $807.9K | 0.3% |
| VANGUARD INDEX FDS | $819.0K | 0.3% |
| DIMENSIONAL ETF TRUST | $823.7K | 0.3% |
| DIMENSIONAL ETF TRUST | $908.5K | 0.4% |
| Amazon.com Inc | $963.2K | 0.4% |
| ISHARES TR | $982.6K | 0.4% |
| SCHWAB CHARLES CORP | $1.10M | 0.4% |