account_balance
Investment manager · 13F filer · SEC CIK 1961210
Shira Ridge Wealth Management
Reported value$288Mas of Sep 30, 2026
Positions83 4 new, 4 sold out
Top 10 weight64.2%SUSA alone is 15%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SUSAiShares Tr
15.4%
DFAUDimensional ETF Trust
10.3%
DYNFBlackRock ETF Trust
7.0%Added +3%
IGMiShares Tr
5.9%Trimmed −6%
DFSDDimensional ETF Trust
5.2%Added +9%
ESGDiShares Tr
4.9%
FLOTiShares Tr
4.2%Added +9%
SHYiShares Tr
3.9%Added +11%
DFAIDimensional ETF Trust
3.9%Added +3%
YLDELegg Mason ETF Invt
3.6%
IXNiShares Tr
3.5%
DFSBDimensional ETF Trust
3.5%Added +60%
SUSAiShares Tr
15.4%
DFAUDimensional ETF Trust
10.3%
DYNFBlackRock ETF Trust
7.0%+3%
IGMiShares Tr
5.9%−6%
DFSDDimensional ETF Trust
5.2%+9%
ESGDiShares Tr
4.9%
FLOTiShares Tr
4.2%
SHYiShares Tr
3.9%
DFAIDimensional ETF Trust
3.9%
YLDE3.6%
IXN3.5%
DFSB3.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SUSA iShares Tr 15.4% Held
DFAU Dimensional ETF Trust 10.3% Held
DYNF BlackRock ETF Trust 7.0% Added +3%
IGM iShares Tr 5.9% Trimmed −6%
DFSD Dimensional ETF Trust 5.2% Added +9%
ESGD iShares Tr 4.9% Held
FLOT iShares Tr 4.2% Added +9%
SHY iShares Tr 3.9% Added +11%
DFAI Dimensional ETF Trust 3.9% Added +3%
YLDE Legg Mason ETF Invt 3.6% Held
IXN iShares Tr 3.5% Held
DFSB Dimensional ETF Trust 3.5% Added +60%
What changed
Biggest moves since Jun 30, 2026
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