§ 13F · FUND PROFILE
Shira Ridge Wealth Management.
AUM · $287M (13F)Positions · 83Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SUSA | ISHARES TR | 288K | $44M | 15.5% | −1% |
| 2 | DFAU | DIMENSIONAL ETF TRUST | 569K | $29M | 10.3% | +1% |
| 3 | DYNF | BLACKROCK ETF TRUST | 280K | $19M | 6.6% | +3% |
| 4 | IGM | ISHARES TR | 106K | $17M | 6.1% | −5% |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 296K | $14M | 4.9% | +5% |
| 6 | ESGD | ISHARES TR | 135K | $14M | 4.8% | −1% |
| 7 | FLOT | ISHARES TR | 215K | $11M | 3.8% | +16% |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 262K | $11M | 3.8% | ±0% |
| 9 | XLI | SELECT SECTOR SPDR TR | 58K | $11M | 3.7% | +1% |
| 10 | YLDE | LEGG MASON ETF INVT | 189K | $10M | 3.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHIRA SIGNAL
AC read
Shira Ridge Wealth Management is a Other fund managing $287 million in assets. The fund runs a portfolio of 83 positions.
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