Shira Ridge Wealth Management - Portfolio overview

Shira Ridge Wealth Management has 93 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SUSA - ISHARES TR, 14.94%
2. DFAU - DIMENSIONAL ETF TRUST, 9.90%
3. DYNF - BLACKROCK ETF TRUST, 6.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.