Instuitional Investor - Shira Ridge Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Shira Ridge Wealth Management |
| Portfolio Value | $166,615,833 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 275,109 | $27,651,161 | 16.59% | |
| 2. | Dimensional Etf Trust | 538,544 | $17,906,597 | 10.74% | |
| 3. | IEF | 191,526 | $13,058,266 | 7.83% | |
| 4. | Ishares Tr | 104,810 | $7,917,355 | 4.75% | |
| 5. | Dimensional Etf Trust | 235,814 | $6,753,713 | 4.05% |
