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☆Shira Ridge Wealth Management

CIK 0001961210 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.592
AUM ($M)
287
Positions
83
Turnover
0.07
Top-10 wt
63%
Herfindahl
0.059
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 89 positions · portfolio value $287M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SUSA funds › ISHARES TR TRIM — 15.5% +0.3% 44.5 288,096 -2,878 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 10.3% +0.2% 29.4 568,889 +4,568 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 6.6% +0.4% 19.1 280,170 +9,057 5 —
☆IGM funds › ISHARES TR TRIM — 6.1% +0.8% 17.4 106,089 -5,720 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 4.9% -0.4% 14.2 296,404 +13,174 5 —
☆ESGD funds › ISHARES TR TRIM — 4.8% -0.3% 13.9 135,088 -1,242 5 —
☆FLOT funds › ISHARES TR ADD — 3.8% +0.1% 11.0 214,694 +30,245 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 3.8% -0.3% 10.8 262,117 -1,290 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 3.7% +0.1% 10.7 57,580 +496 5 —
☆YLDE funds › LEGG MASON ETF INVT TRIM — 3.7% -0.4% 10.5 188,660 -705 5 —
☆SHY funds › ISHARES TR ADD — 3.6% +0.3% 10.2 124,436 +23,989 5 —
☆IXN funds › ISHARES TR TRIM — 3.5% +0.7% 10.0 69,258 -1,223 5 —
☆AAPL funds › APPLE INC TRIM — 2.6% -0.3% 7.5 25,843 -3,130 5 —
☆DFSB funds › DIMENSIONAL ETF TRUST NEW — 2.3% +2.3% 6.6 126,923 +126,923 1 —
☆GOOG funds › ALPHABET INC TRIM — 1.8% +0.1% 5.2 14,820 -673 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 1.7% +0.3% 4.8 40,216 +35,130 5 —
☆IUSB funds › ISHARES TR TRIM — 1.7% -0.4% 4.8 103,932 -10,880 5 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE ADD — 1.6% -0.0% 4.5 119,166 +7,143 3 —
☆GOVT funds › ISHARES TR ADD — 1.6% -0.2% 4.5 195,392 +5,699 5 —
☆ILCG funds › ISHARES TR TRIM — 0.9% +0.1% 2.6 22,117 -128 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.8% -0.1% 2.4 6,384 -26 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.8% +0.0% 2.3 6,548 -625 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.8% -0.0% 2.3 9,675 +2 5 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.7% -0.7% 2.1 26,379 -11,951 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.6% +0.0% 1.8 4,817 +88 5 —
☆IETC funds › ISHARES U S ETF TR TRIM — 0.6% +0.0% 1.7 16,228 -733 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.6% -0.1% 1.6 1,707 +1 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.5% +0.0% 1.4 6,892 +1 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 1.3 4,232 -655 5 —
☆XJH funds › ISHARES TR TRIM — 0.4% -0.0% 1.2 22,896 -805 5 —
☆DFSU funds › DIMENSIONAL ETF TRUST TRIM — 0.4% -0.1% 1.1 23,554 -4,085 5 —
☆META funds › META PLATFORMS INC TRIM — 0.4% -0.1% 1.1 1,900 -44 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.4% -0.0% 1.0 4,216 -40 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.4% -0.1% 1.0 10,876 -125 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST HOLD — 0.3% +0.0% 1.0 12,158 +0 5 —
☆EFAV funds › ISHARES TR TRIM — 0.3% -0.1% 1.0 11,111 -102 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC TRIM — 0.3% +0.2% 0.9 3,103 -360 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 0.9 13,004 -194 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 0.9 1,295 +0 5 —
☆CMF funds › ISHARES TR ADD — 0.3% -0.0% 0.9 14,749 +301 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 0.8 9,865 +8,208 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.3% +0.1% 0.8 9,075 +2,158 5 —
☆EQIX funds › EQUINIX INC TRIM — 0.3% -0.0% 0.8 762 -10 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 0.7 3,406 -25 5 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.2% -0.0% 0.7 2,050 +0 5 —
☆SCHB funds › SCHWAB STRATEGIC TR HOLD — 0.2% +0.0% 0.6 21,114 +0 5 —
☆DFSI funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.1% 0.6 13,340 -4,420 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% +0.0% 0.6 4,895 -22 5 —
☆AVGO funds › BROADCOM INC ADD — 0.2% +0.0% 0.6 1,481 +51 5 —
☆TDG funds › TRANSDIGM GROUP INC HOLD — 0.2% +0.0% 0.5 406 +0 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.2% +0.0% 0.5 722 +0 5 —
☆AVGE funds › AMERICAN CENTY ETF TR NEW — 0.2% +0.2% 0.5 5,019 +5,019 1 —
☆IVW funds › ISHARES TR ADD — 0.2% +0.0% 0.5 3,475 +243 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.2% -0.1% 0.4 2,673 -968 5 —
☆CVX funds › CHEVRON CORPORATION HOLD — 0.1% -0.1% 0.4 2,537 +0 5 —
☆ITOT funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 2,505 -93 5 —
☆TSLA funds › TESLA INC ADD — 0.1% +0.0% 0.4 926 +3 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% -0.1% 0.4 4,751 +3,013 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.1% +0.1% 0.4 619 +619 1 —
☆KLAC funds › KLA CORP NEW — 0.1% +0.1% 0.4 1,180 +1,180 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 0.4 701 +0 5 —
☆HDV funds › ISHARES TR ADD — 0.1% -0.0% 0.3 12,444 +9,808 5 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.3 3,938 -575 5 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.1% +0.0% 0.3 1,652 +0 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.3 251 +251 1 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 0.3 9,735 +0 5 —
☆CHTR funds › CHARTER COMMUNICATIONS INC TRIM — 0.1% -0.1% 0.3 1,981 -384 5 —
☆IWP funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 1,822 +0 5 —
☆IJH funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 3,282 -99 5 —
☆LLY funds › ELI LILLY & CO NEW — 0.1% +0.1% 0.3 210 +210 1 —
☆ARTY funds › ISHARES TR TRIM — 0.1% -0.1% 0.2 3,254 -6,002 4 —
☆GE funds › GE AEROSPACE NEW — 0.1% +0.1% 0.2 658 +658 1 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.2 806 +5 5 —
☆IWB funds › ISHARES TR HOLD — 0.1% +0.0% 0.2 576 +0 4 —
☆EZU funds › ISHARES INC ADD — 0.1% +0.0% 0.2 3,302 +105 2 —
☆NEM funds › NEWMONT CORP ADD — 0.1% -0.0% 0.2 2,456 +1 3 —
☆KO funds › COCA COLA CO HOLD — 0.1% -0.0% 0.2 2,739 +0 2 —
☆ABBV funds › ABBVIE INC NEW — 0.1% +0.1% 0.2 883 +883 1 —
☆IVV funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 289 -28 5 —
☆GLW funds › CORNING INC NEW — 0.1% +0.1% 0.2 829 +829 1 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 0.2 4,836 +5 4 —
☆UNP funds › UNION PAC CORP NEW — 0.1% +0.1% 0.2 751 +751 1 —
☆GLD funds › SPDR GOLD TR ADD — 0.1% -0.0% 0.2 543 +4 3 —
☆T funds › AT&T INC EXIT — 0.0% -0.1% 0.0 0 -8,923 0 —
☆SYK funds › STRYKER CORPORATION EXIT — 0.0% -0.1% 0.0 0 -913 0 —
☆IVE funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -1,004 0 —
☆MCK funds › MCKESSON CORP EXIT — 0.0% -0.1% 0.0 0 -287 0 —
☆EAGG funds › ISHARES TR EXIT — 0.0% -2.2% 0.0 0 -116,463 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.1% 0.0 0 -706 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 287 83 0.07 63% 0.059 0.591 — in
2026Q1 253 79 0.07 63% 0.057 0.578 — in
2025Q4 249 83 0.10 62% 0.058 0.459 — in
2025Q3 236 85 0.03 60% 0.057 0.566 — in
2025Q2 219 83 0.05 59% 0.057 0.568 — entered
2025Q1 201 75 0.00 59% 0.057 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status