AI Portfolio Summary
In 2026 Q1, Shira Ridge Wealth Management maintained a portfolio of 85 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 0.5%. The fund also reduced its exposure to VANGUARD SPECIALIZED by 43.4%.
Total Positions
85
Quarter
2026 Q1
Top Holding
SUSA (15.2%)
Top 10 Concentration
62.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 85
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SUSA
ISHARES TR
|
ETF | 15.21% | 16.21% |
#1
Prev: #1
|
6.5 | 1,460 | 0.5% |
P
S
|
290,974 | $38,437,721 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 10.08% | 10.42% |
#2
Prev: #2
|
6.0 | 9,900 | 1.8% |
P
S
|
564,321 | $25,462,169 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 6.24% | 5.38% |
#3
Prev: #3
|
6.0 | 50,792 | 23.1% |
P
S
|
271,113 | $15,773,354 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 5.37% | 4.71% |
#4
1
Prev: #5
|
4.6 | 38,556 | 15.8% |
P
S
|
283,230 | $13,561,052 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IGM
ISHARES TR
|
ETF | 5.24% | 4.68% |
#5
1
Prev: #6
|
5.1 | 21,680 | 24.1% |
P
S
|
111,809 | $13,250,515 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ESGD
ISHARES TR
|
ETF | 5.16% | 5.22% |
#6
2
Prev: #4
|
2.6 | -247 | -0.2% |
P
S
|
136,330 | $13,035,860 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 4.06% | 4.21% |
#7
Prev: #7
|
2.1 | -11,292 | -4.1% |
P
S
|
263,407 | $10,262,337 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
YLDE
LEGG MASON ETF ...
|
ETF | 4.05% | 4.16% |
#8
Prev: #8
|
2.1 | -1,719 | -0.9% |
P
S
|
189,365 | $10,224,367 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 3.72% | 2.83% |
#9
3
Prev: #12
|
4.0 | 45,716 | 33.0% |
P
S
|
184,449 | $9,397,679 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XLI
SELECT SECTOR S...
|
Unknown | 3.65% | 3.69% |
#10
1
Prev: #9
|
2.0 | -2,060 | -3.5% |
P
S
|
57,084 | $9,232,248 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SHY
ISHARES TR
|
ETF | 3.28% | 1.65% |
#11
4
Prev: #15
|
4.3 | 50,876 | 102.6% |
P
S
|
100,447 | $8,293,909 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 2.91% | 3.18% |
#12
2
Prev: #10
|
1.7 | -155 | -0.5% |
P
S
|
28,973 | $7,353,085 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IXN
ISHARES TR
|
ETF | 2.79% | 2.99% |
#13
2
Prev: #11
|
1.6 | -418 | -0.6% |
P
S
|
70,481 | $7,045,979 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
EAGG
ISHARES TR
|
ETF | 2.19% | 1.64% |
#14
3
Prev: #17
|
3.4 | 31,151 | 36.5% |
P
S
|
116,463 | $5,537,816 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IUSB
ISHARES TR
|
ETF | 2.10% | 1.84% |
#15
1
Prev: #14
|
2.8 | 16,574 | 16.9% |
P
S
|
114,812 | $5,303,166 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.76% | 1.97% |
#16
3
Prev: #13
|
1.2 | -156 | -1.0% |
P
S
|
15,493 | $4,444,454 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOVT
ISHARES TR
|
ETF | 1.72% | 1.44% |
#17
4
Prev: #21
|
3.2 | 34,065 | 21.9% |
P
S
|
189,693 | $4,345,867 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CGDG
CAPITAL GROUP D...
|
ETF | 1.59% | 0.96% |
#18
5
Prev: #23
|
3.6 | 45,048 | 67.3% |
P
S
|
112,023 | $4,021,626 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 1.41% | 1.55% |
#19
1
Prev: #18
|
1.1 | -6,905 | -15.3% |
P
S
|
38,330 | $3,552,808 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 1.40% | 1.55% |
#20
1
Prev: #19
|
1.1 | -26 | -0.5% |
P
S
|
5,086 | $3,548,890 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.94% | 1.23% |
#21
1
Prev: #22
|
0.9 | 65 | 1.0% |
P
S
|
6,410 | $2,372,765 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ILCG
ISHARES TR
|
Warrant | 0.84% | 0.93% |
#22
2
Prev: #24
|
1.3 | no change | no change |
P
S
|
22,245 | $2,123,976 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.82% | 1.51% |
#23
3
Prev: #20
|
0.3 | -7,427 | -43.4% |
P
S
|
9,673 | $2,080,305 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.82% | 0.85% |
#24
1
Prev: #25
|
2.3 | 435 | 6.5% |
P
S
|
7,173 | $2,062,741 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.67% | 0.58% |
#25
3
Prev: #28
|
0.8 | 35 | 2.1% |
P
S
|
1,706 | $1,700,197 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.60% | 0.72% |
#26
Prev: #26
|
0.7 | -645 | -12.0% |
P
S
|
4,729 | $1,517,144 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IETC
ISHARES U S ETF...
|
ETF | 0.59% | 0.70% |
#27
Prev: #27
|
0.7 | -134 | -0.8% |
P
S
|
16,961 | $1,499,000 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.50% | 0.57% |
#28
1
Prev: #29
|
0.7 | -206 | -4.0% |
P
S
|
4,887 | $1,257,689 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.48% | 0.51% |
#29
2
Prev: #31
|
0.7 | 63 | 0.9% |
P
S
|
6,891 | $1,201,856 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.45% | 0.49% |
#30
3
Prev: #33
|
0.7 | -229 | -0.8% |
P
S
|
27,639 | $1,135,687 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.44% | 0.53% |
#31
1
Prev: #30
|
0.7 | -55 | -2.8% |
P
S
|
1,944 | $1,112,284 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XJH
ISHARES TR
|
ETF | 0.43% | 0.50% |
#32
Prev: #32
|
0.7 | -4,194 | -15.0% |
P
S
|
23,701 | $1,075,314 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.41% | 0.44% |
#33
1
Prev: #34
|
1.2 | no change | no change |
P
S
|
11,001 | $1,033,911 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
EFAV
ISHARES TR
|
ETF | 0.41% | 0.39% |
#34
1
Prev: #35
|
0.7 | -179 | -1.6% |
P
S
|
11,213 | $1,024,552 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.35% | 0.39% |
#35
1
Prev: #36
|
0.6 | 83 | 2.0% |
P
S
|
4,256 | $886,397 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.34% | 0.36% |
#36
1
Prev: #37
|
0.6 | -91 | -0.7% |
P
S
|
12,158 | $862,102 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.33% | 0.32% |
#37
4
Prev: #41
|
0.6 | -273 | -2.0% |
P
S
|
13,198 | $824,215 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CMF
ISHARES TR
|
ETF | 0.33% | 0.30% |
#38
4
Prev: #42
|
2.1 | 1,345 | 10.3% |
P
S
|
14,448 | $821,513 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.31% | 0.33% |
#39
Prev: #39
|
0.6 | -11 | -0.8% |
P
S
|
1,295 | $773,792 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
EQIX
EQUINIX INC
|
Real Estate | 0.30% | 0.24% |
#40
6
Prev: #46
|
1.1 | no change | no change |
P
S
|
772 | $756,745 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.30% | 0.33% |
#41
3
Prev: #38
|
0.6 | -1,464 | -7.6% |
P
S
|
17,760 | $753,024 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.29% | 0.32% |
#42
2
Prev: #40
|
0.6 | 1 | 0.1% |
P
S
|
1,657 | $723,761 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.27% | 0.27% |
#43
2
Prev: #45
|
0.6 | -42 | -1.2% |
P
S
|
3,431 | $673,162 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MMC
MARSH & MCLENNA...
|
Unknown | 0.25% | 0.27% |
#44
1
Prev: #43
|
1.1 | no change | no change |
P
S
|
3,641 | $631,531 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.24% | 0.27% |
#45
1
Prev: #44
|
0.6 | -11 | -0.5% |
P
S
|
2,050 | $602,911 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.21% | 0.22% |
#46
1
Prev: #47
|
1.1 | no change | no change |
P
S
|
21,114 | $529,965 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.21% | 0.19% |
#47
5
Prev: #52
|
2.1 | 879 | 14.6% |
P
S
|
6,917 | $529,427 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.21% | 0.17% |
#48
6
Prev: #54
|
0.6 | -202 | -7.4% |
P
S
|
2,537 | $524,928 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CHTR
CHARTER COMMUNI...
|
Communication Services | 0.20% | 0.20% |
#49
1
Prev: #50
|
1.1 | no change | no change |
P
S
|
2,365 | $510,556 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.20% | 0.20% |
#50
1
Prev: #49
|
0.6 | -6 | -0.3% |
P
S
|
1,738 | $499,084 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-50 of 85 holdings