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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NVIDIA CORP

NVDA|67066G104

Shares:6.6K

Value:$717.5K

% of Portfolio:0.4% ($717.5K/$200.5M)

25434V690

Shares:19.0K

Value:$662.0K

% of Portfolio:0.3% ($662.0K/$200.5M)

464287762

Shares:10.5K

Value:$636.9K

% of Portfolio:0.3% ($636.9K/$200.5M)

922908736

VUG|922908736

Shares:1.7K

Value:$624.5K

% of Portfolio:0.3% ($624.5K/$200.5M)

922908744

VTV|922908744

Shares:3.5K

Value:$612.7K

% of Portfolio:0.3% ($612.7K/$200.5M)

EQUINIX INC

EQIX|29444U700

Shares:742

Value:$605.0K

% of Portfolio:0.3% ($605.0K/$200.5M)

TransDigm Group INC

TDG|893641100

Shares:406

Value:$561.6K

% of Portfolio:0.3% ($561.6K/$200.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.1K

Value:$518.0K

% of Portfolio:0.3% ($518.0K/$200.5M)

922908629

VO|922908629

Shares:1.8K

Value:$463.4K

% of Portfolio:0.2% ($463.4K/$200.5M)

78464A854

SPLG|78464A854

Shares:6.9K

Value:$456.2K

% of Portfolio:0.2% ($456.2K/$200.5M)

808524102

SCHB|808524102

Shares:21.1K

Value:$454.6K

% of Portfolio:0.2% ($454.6K/$200.5M)

46429B663

Shares:3.6K

Value:$431.5K

% of Portfolio:0.2% ($431.5K/$200.5M)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:3.3K

Value:$364.7K

% of Portfolio:0.2% ($364.7K/$200.5M)

VAIL RESORTS INC

MTN|91879Q109

Shares:2.2K

Value:$353.8K

% of Portfolio:0.2% ($353.8K/$200.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:649

Value:$345.6K

% of Portfolio:0.2% ($345.6K/$200.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:731

Value:$342.6K

% of Portfolio:0.2% ($342.6K/$200.5M)

464287150

ITOT|464287150

Shares:2.8K

Value:$339.8K

% of Portfolio:0.2% ($339.8K/$200.5M)

464287507

IJH|464287507

Shares:5.4K

Value:$317.2K

% of Portfolio:0.2% ($317.2K/$200.5M)

464287309

IVW|464287309

Shares:3.3K

Value:$303.3K

% of Portfolio:0.2% ($303.3K/$200.5M)

AT&T INC.

T|00206R102

Shares:10.7K

Value:$302.9K

% of Portfolio:0.2% ($302.9K/$200.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	6.6K	QoQ +4.58% (-290) YoY +1142.02% (+6.1K)	All Managers (Combined)	$717.5K	0.4% ($717.5K/$200.5M)	QoQ -15.59% (-$132.6K) YoY +48.97% (+$235.9K)
(cusip25434V690)✕	19.0K	QoQ -22.68% (-5.6K) YoY -21.73% (-5.3K)	All Managers (Combined)	$662.0K	0.3% ($662.0K/$200.5M)	QoQ -17.88% (-$144.2K) YoY -18.89% (-$154.2K)
(cusip464287762)✕	10.5K	QoQ -14.17% (-1.7K) YoY -13.55% (-1.6K)	All Managers (Combined)	$636.9K	0.3% ($636.9K/$200.5M)	QoQ -10.32% (-$73.3K) YoY -14.96% (-$112.1K)
(VUGcusip922908736)	1.7K	QoQ -2.09% (-36) YoY -6.44% (-116)	All Managers (Combined)	$624.5K	0.3% ($624.5K/$200.5M)	QoQ -11.54% (-$81.5K) YoY +0.79% (-$4.9K)
(VTVcusip922908744)	3.5K	QoQ -3.43% (-126) YoY -8.15% (-315)	All Managers (Combined)	$612.7K	0.3% ($612.7K/$200.5M)	QoQ -1.46% (-$9.1K) YoY -2.58% (-$16.3K)
EQUINIX INC(EQIXcusip29444U700)	742	QoQ 0.00% (-0) YoY -25.35% (-252)	All Managers (Combined)	$605.0K	0.3% ($605.0K/$200.5M)	QoQ -13.52% (-$94.6K) YoY -26.25% (-$215.4K)
TransDigm Group INC(TDGcusip893641100)	406	QoQ 0.00% (+0) YoY -81.29% (-1.8K)	All Managers (Combined)	$561.6K	0.3% ($561.6K/$200.5M)	QoQ +9.15% (+$47.1K) YoY -78.99% (-$2.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.1K	QoQ +3.37% (+69) YoY +32.99% (+524)	All Managers (Combined)	$518.0K	0.3% ($518.0K/$200.5M)	QoQ +5.78% (+$28.3K) YoY +62.88% (+$200.0K)
(VOcusip922908629)	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$463.4K	0.2% ($463.4K/$200.5M)	QoQ -2.08% (-$9.9K) YoY +3.50% (+$15.7K)
(SPLGcusip78464A854)	6.9K	QoQ -10.90% (-849) YoY -26.42% (-2.5K)	All Managers (Combined)	$456.2K	0.2% ($456.2K/$200.5M)	QoQ -15.01% (-$80.6K) YoY -21.36% (-$124.0K)
(SCHBcusip808524102)	21.1K	QoQ 0.00% (-0) YoY +200.00% (+14.1K)	All Managers (Combined)	$454.6K	0.2% ($454.6K/$200.5M)	QoQ -5.15% (-$24.7K) YoY +5.79% (+$24.9K)
(cusip46429B663)✕	3.6K	QoQ -3.98% (-148) YoY -81.75% (-16.0K)	All Managers (Combined)	$431.5K	0.2% ($431.5K/$200.5M)	QoQ +3.58% (-$15.0K) YoY -79.94% (-$1.7M)
DECKERS OUTDOOR CORP(DECKcusip243537107)	3.3K	QoQ 0.00% (-0) YoY +555.02% (-2.8K)	All Managers (Combined)	$364.7K	0.2% ($364.7K/$200.5M)	QoQ -44.94% (-$297.8K) YoY -22.19% (-$104.0K)
VAIL RESORTS INC(MTNcusip91879Q109)	2.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$353.8K	0.2% ($353.8K/$200.5M)	QoQ -14.63% (-$60.6K) YoY -28.18% (-$138.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	649	QoQ 0.00% (+0) YoY +4.84% (+30)	All Managers (Combined)	$345.6K	0.2% ($345.6K/$200.5M)	QoQ +17.49% (+$51.5K) YoY +32.78% (+$85.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	731	QoQ 0.00% (-0) YoY +0.82% (+6)	All Managers (Combined)	$342.6K	0.2% ($342.6K/$200.5M)	QoQ -8.27% (-$30.9K) YoY +6.48% (+$20.9K)
(ITOTcusip464287150)	2.8K	QoQ -0.10% (-3) YoY -10.42% (-324)	All Managers (Combined)	$339.8K	0.2% ($339.8K/$200.5M)	QoQ -5.24% (-$18.8K) YoY -5.20% (-$18.7K)
(IJHcusip464287507)	5.4K	QoQ -3.34% (-188) YoY +0.61% (-33)	All Managers (Combined)	$317.2K	0.2% ($317.2K/$200.5M)	QoQ -9.48% (-$33.2K) YoY -3.35% (-$11.0K)
(IVWcusip464287309)	3.3K	QoQ +5.18% (-161) YoY NEW(+3.3K)	All Managers (Combined)	$303.3K	0.2% ($303.3K/$200.5M)	QoQ -3.82% (-$12.1K) YoY NEW(+$303.3K)
AT&T INC.(Tcusip00206R102)	10.7K	QoQ +2.33% (+244) YoY NEW(+10.7K)	All Managers (Combined)	$302.9K	0.2% ($302.9K/$200.5M)	QoQ +27.09% (+$64.6K) YoY NEW(+$302.9K)