Shira Ridge Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $40.34M | 16.2% |
| DIMENSIONAL ETF TRUST | $25.95M | 10.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $13.40M | 5.4% |
| ISHARES TR | $12.99M | 5.2% |
| DIMENSIONAL ETF TRUST | $11.73M | 4.7% |
| ISHARES TR | $11.64M | 4.7% |
| DIMENSIONAL ETF TRUST | $10.47M | 4.2% |
| LEGG MASON ETF INVT | $10.35M | 4.2% |
| SELECT SECTOR SPDR TR | $9.17M | 3.7% |
| Apple Inc. | $7.92M | 3.2% |
| ISHARES TR | $7.44M | 3.0% |
| ISHARES TR | $7.06M | 2.8% |
| Alphabet Inc. | $4.91M | 2.0% |
| ISHARES TR | $4.57M | 1.8% |
| ISHARES TR | $4.11M | 1.6% |
| ISHARES TR | $4.08M | 1.6% |
| ISHARES TR | $4.08M | 1.6% |
| WORLD GOLD TR | $3.86M | 1.6% |
| VANGUARD WORLD FD | $3.85M | 1.5% |
| VANGUARD SPECIALIZED FUNDS | $3.76M | 1.5% |
| iShares MSCI UAE ETF | $3.58M | 1.4% |
| MICROSOFT CORP | $3.07M | 1.2% |
| CAPITAL GROUP DIVIDEND GROWE | $2.39M | 1.0% |
| ISHARES TR | $2.31M | 0.9% |
| Alphabet Inc. | $2.11M | 0.8% |
| VANGUARD INDEX FDS | $1.80M | 0.7% |
| ISHARES U S ETF TR | $1.74M | 0.7% |
| COSTCO WHOLESALE CORP /NEW | $1.44M | 0.6% |
| VANGUARD INDEX FDS | $1.42M | 0.6% |
| Meta Platforms Inc | $1.32M | 0.5% |
| NVIDIA Corp | $1.27M | 0.5% |
| ISHARES TR | $1.25M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.21M | 0.5% |
| SCHWAB CHARLES CORP | $1.10M | 0.4% |
| ISHARES TR | $982.6K | 0.4% |
| Amazon.com Inc | $963.2K | 0.4% |
| DIMENSIONAL ETF TRUST | $908.5K | 0.4% |
| DIMENSIONAL ETF TRUST | $823.7K | 0.3% |
| VANGUARD INDEX FDS | $819.0K | 0.3% |
| VANGUARD INDEX FDS | $807.9K | 0.3% |
| DIMENSIONAL ETF TRUST | $802.1K | 0.3% |
| ISHARES TR | $752.9K | 0.3% |
| MARSH & MCLENNAN COMPANIES, INC. | $675.5K | 0.3% |
| JPMORGAN CHASE & CO | $664.0K | 0.3% |
| VANGUARD INDEX FDS | $663.3K | 0.3% |
| Equinix Inc | $591.5K | 0.2% |
| SCHWAB STRATEGIC TR | $553.8K | 0.2% |
| TransDigm Group Inc. | $539.9K | 0.2% |
| VANGUARD INDEX FDS | $506.1K | 0.2% |
| Charter Communications, Inc. | $493.7K | 0.2% |