Instuitional Investor - Shira Ridge Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Shira Ridge Wealth Management |
| Portfolio Value | $204,387,855 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA ESG SLC | 263,649 | $32,057,061 | 15.68% | |
| 2. | Dimensional Etf Trust | 521,317 | $21,108,112 | 10.32% | |
| 3. | IEF | 195,624 | $16,579,128 | 8.11% | |
| 4. | Legg Mason Etf Invt | 187,619 | $9,526,864 | 4.66% | |
| 5. | Ishares Tr - ESG AW MSCI EAFE | 117,018 | $8,909,765 | 4.35% |
