Instuitional Investor - Shira Ridge Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Shira Ridge Wealth Management |
| Portfolio Value | $248,944,155 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 289,514 | $40,342,325 | 16.21% | |
| 2. | Dimensional Etf Trust | 554,421 | $25,946,905 | 10.42% | |
| 3. | Blackrock Etf Trust | 220,321 | $13,397,720 | 5.38% | |
| 4. | Ishares Tr - ESG AW MSCI EAFE | 136,577 | $12,987,093 | 5.22% | |
| 5. | Dimensional Etf Trust | 244,674 | $11,732,118 | 4.71% |