Instuitional Investor - Shira Ridge Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Shira Ridge Wealth Management |
| Portfolio Value | $200,545,993 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA ESG SLC | 287,478 | $33,022,576 | 16.47% | |
| 2. | Dimensional Etf Trust | 525,614 | $20,204,593 | 10.07% | |
| 3. | Ishares Tr - ESG AW MSCI EAFE | 127,869 | $10,445,634 | 5.21% | |
| 4. | Legg Mason Etf Invt | 179,466 | $9,289,154 | 4.63% | |
| 5. | Dimensional Etf Trust | 269,002 | $8,400,932 | 4.19% |
