Shira-Ridge-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "T",
  "AVGO",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "META",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "MMC",
  "MRVL",
  "MSFT",
  "EQIX",
  null,
  null,
  "AAPL",
  "EFAV",
  null,
  "NVDA",
  "VZ",
  null,
  "SCHX",
  "SPLG",
  "SYK",
  "TDG",
  "VO",
  "SCHW",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "MTN",
  "DECK",
  "IWP",
  "AMZN",
  "SCHB",
  "ESGD",
  null,
  "VGT",
  "VUG",
  "VOT",
  "VOO",
  "VTV",
  null,
  null,
  null,
  null,
  null,
  "BRK-B",
  null,
  "CVX",
  "CHTR",
  "CSCO",
  "KO",
  "COST",
  null,
  null,
  "QQQ",
  "GOOG",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 75
Total Value: 200545993
Accession Number: 0001754960-25-000187
Form Type: 13F-HR
CIK: shira-ridge-wealth-management
Manager Name: Shira-Ridge-Wealth-Management

Data Enrichment

61% identified

46 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

75 positions • $200.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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464288802

Shares:287.5K

Value:$33.0M

% of Portfolio:16.5% ($33.0M/$200.5M)

25434V104

Shares:525.6K

Value:$20.2M

% of Portfolio:10.1% ($20.2M/$200.5M)

46435G516

ESGD|46435G516

Shares:127.9K

Value:$10.4M

% of Portfolio:5.2% ($10.4M/$200.5M)

524682309

Shares:179.5K

Value:$9.3M

% of Portfolio:4.6% ($9.3M/$200.5M)

25434V203

Shares:269.0K

Value:$8.4M

% of Portfolio:4.2% ($8.4M/$200.5M)

25434V864

Shares:176.6K

Value:$8.4M

% of Portfolio:4.2% ($8.4M/$200.5M)

464287549

Shares:86.7K

Value:$7.9M

% of Portfolio:3.9% ($7.9M/$200.5M)

464287291

Shares:100.5K

Value:$7.6M

% of Portfolio:3.8% ($7.6M/$200.5M)

81369Y704

Shares:56.6K

Value:$7.4M

% of Portfolio:3.7% ($7.4M/$200.5M)

Apple Inc.

AAPL|037833100

Shares:30.0K

Value:$6.7M

% of Portfolio:3.3% ($6.7M/$200.5M)

46436E551

Shares:135.9K

Value:$5.3M

% of Portfolio:2.6% ($5.3M/$200.5M)

921908844

VIG|921908844

Shares:27.2K

Value:$5.3M

% of Portfolio:2.6% ($5.3M/$200.5M)

09290C103

Shares:90.2K

Value:$4.4M

% of Portfolio:2.2% ($4.4M/$200.5M)

46435U549

Shares:91.8K

Value:$4.4M

% of Portfolio:2.2% ($4.4M/$200.5M)

46434V613

Shares:93.1K

Value:$4.3M

% of Portfolio:2.1% ($4.3M/$200.5M)

922908538

VOT|922908538

Shares:15.7K

Value:$3.9M

% of Portfolio:1.9% ($3.9M/$200.5M)

464287457

Shares:45.8K

Value:$3.8M

% of Portfolio:1.9% ($3.8M/$200.5M)

46429B655

Shares:72.4K

Value:$3.7M

% of Portfolio:1.8% ($3.7M/$200.5M)

92204A702

VGT|92204A702

Shares:5.5K

Value:$3.0M

% of Portfolio:1.5% ($3.0M/$200.5M)

25434V609

Shares:57.6K

Value:$3.0M

% of Portfolio:1.5% ($3.0M/$200.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288802)✕	287.5K	QoQ +9.03% (+23.8K) YoY +4.70% (+12.9K)	All Managers (Combined)	$33.0M	16.5% ($33.0M/$200.5M)	QoQ +3.01% (+$965.5K) YoY +10.17% (+$3.1M)
(cusip25434V104)✕	525.6K	QoQ +0.82% (-4.3K) YoY -0.26% (-1.4K)	All Managers (Combined)	$20.2M	10.1% ($20.2M/$200.5M)	QoQ -4.28% (-$903.5K) YoY +4.91% (-$947.2K)
(ESGDcusip46435G516)	127.9K	QoQ +9.27% (+10.9K) YoY +22.25% (+23.3K)	All Managers (Combined)	$10.4M	5.2% ($10.4M/$200.5M)	QoQ +17.23% (+$1.5M) YoY +24.97% (+$2.1M)
(cusip524682309)✕	179.5K	QoQ -4.34% (-8.2K) YoY +0.09% (+169)	All Managers (Combined)	$9.3M	4.6% ($9.3M/$200.5M)	QoQ -2.49% (-$237.7K) YoY +9.65% (+$817.9K)
(cusip25434V203)✕	269.0K	QoQ +1.03% (+2.8K) YoY +16.37% (+37.9K)	All Managers (Combined)	$8.4M	4.2% ($8.4M/$200.5M)	QoQ +8.06% (+$626.8K) YoY +20.26% (+$1.4M)
(cusip25434V864)✕	176.6K	QoQ -2.27% (-4.1K) YoY +279.70% (+130.1K)	All Managers (Combined)	$8.4M	4.2% ($8.4M/$200.5M)	QoQ -0.94% (-$79.8K) YoY +283.57% (+$6.2M)
(cusip464287549)✕	86.7K	QoQ NEW(+86.7K) YoY NEW(+86.7K)	All Managers (Combined)	$7.9M	3.9% ($7.9M/$200.5M)	QoQ NEW(+$7.9M) YoY NEW(+$7.9M)
(cusip464287291)✕	100.5K	QoQ -48.65% (-95.2K) YoY -47.81% (-92.1K)	All Managers (Combined)	$7.6M	3.8% ($7.6M/$200.5M)	QoQ -54.11% (-$9.0M) YoY -47.17% (-$6.8M)
(cusip81369Y704)✕	56.6K	QoQ +9.77% (+5.0K) YoY +57.28% (+20.6K)	All Managers (Combined)	$7.4M	3.7% ($7.4M/$200.5M)	QoQ +9.20% (+$625.0K) YoY +63.66% (+$2.9M)
Apple Inc.(AAPLcusip037833100)	30.0K	QoQ +1.22% (-362) YoY +0.63% (+189)	All Managers (Combined)	$6.7M	3.3% ($6.7M/$200.5M)	QoQ -10.21% (-$759.1K) YoY +30.35% (+$1.6M)
(cusip46436E551)✕	135.9K	QoQ +9.09% (+11.3K) YoY +6.44% (+8.2K)	All Managers (Combined)	$5.3M	2.6% ($5.3M/$200.5M)	QoQ +1.88% (+$98.0K) YoY +1.23% (+$64.9K)
(VIGcusip921908844)	27.2K	QoQ +10.95% (+2.7K) YoY +104.43% (+13.9K)	All Managers (Combined)	$5.3M	2.6% ($5.3M/$200.5M)	QoQ +9.91% (+$476.3K) YoY +117.17% (+$2.8M)
(cusip09290C103)✕	90.2K	QoQ NEW(+90.2K) YoY NEW(+90.2K)	All Managers (Combined)	$4.4M	2.2% ($4.4M/$200.5M)	QoQ NEW(+$4.4M) YoY NEW(+$4.4M)
(cusip46435U549)✕	91.8K	QoQ -10.08% (-10.3K) YoY +1481.63% (+86.0K)	All Managers (Combined)	$4.4M	2.2% ($4.4M/$200.5M)	QoQ -8.07% (-$382.7K) YoY +1495.75% (+$4.1M)
(cusip46434V613)✕	93.1K	QoQ -4.96% (-4.9K) YoY +428.04% (+75.4K)	All Managers (Combined)	$4.3M	2.1% ($4.3M/$200.5M)	QoQ -3.11% (-$138.1K) YoY +433.71% (+$3.5M)
(VOTcusip922908538)	15.7K	QoQ +3.27% (-499) YoY +26.71% (+3.3K)	All Managers (Combined)	$3.9M	1.9% ($3.9M/$200.5M)	QoQ -0.43% (-$16.8K) YoY +31.47% (+$922.3K)
(cusip464287457)✕	45.8K	QoQ -2.30% (-1.1K) YoY +236.80% (+32.2K)	All Managers (Combined)	$3.8M	1.9% ($3.8M/$200.5M)	QoQ -1.41% (-$54.3K) YoY +240.72% (+$2.7M)
(cusip46429B655)✕	72.4K	QoQ +2.04% (+1.5K) YoY -6.01% (-4.6K)	All Managers (Combined)	$3.7M	1.8% ($3.7M/$200.5M)	QoQ +2.38% (+$86.1K) YoY -6.03% (-$237.4K)
(VGTcusip92204A702)	5.5K	QoQ -4.72% (-273) YoY -5.80% (-339)	All Managers (Combined)	$3.0M	1.5% ($3.0M/$200.5M)	QoQ -16.89% (-$606.9K) YoY -2.54% (-$78.1K)
(cusip25434V609)✕	57.6K	QoQ -5.71% (-3.5K) YoY -25.60% (-19.8K)	All Managers (Combined)	$3.0M	1.5% ($3.0M/$200.5M)	QoQ -12.78% (-$434.6K) YoY -29.62% (-$1.2M)