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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464287432

Shares:3.3K

Value:$299.9K

% of Portfolio:0.1% ($299.9K/$200.5M)

STRYKER CORP

SYK|863667101

Shares:803

Value:$298.9K

% of Portfolio:0.1% ($298.9K/$200.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.4K

Value:$272.1K

% of Portfolio:0.1% ($272.1K/$200.5M)

Broadcom Inc.

AVGO|11135F101

Shares:1.6K

Value:$272.1K

% of Portfolio:0.1% ($272.1K/$200.5M)

Tesla, Inc.

TSLA|88160R101

Shares:955

Value:$247.5K

% of Portfolio:0.1% ($247.5K/$200.5M)

46432F339

QUAL|46432F339

Shares:1.4K

Value:$242.8K

% of Portfolio:0.1% ($242.8K/$200.5M)

74348A467

Shares:2.4K

Value:$242.6K

% of Portfolio:0.1% ($242.6K/$200.5M)

46641Q134

Shares:3.7K

Value:$234.9K

% of Portfolio:0.1% ($234.9K/$200.5M)

CHEVRON CORP

CVX|166764100

Shares:1.4K

Value:$227.7K

% of Portfolio:0.1% ($227.7K/$200.5M)

MCDONALDS CORP

MCD|580135101

Shares:707

Value:$220.8K

% of Portfolio:0.1% ($220.8K/$200.5M)

Marvell Technology, Inc.

MRVL|573874104

Shares:3.5K

Value:$217.7K

% of Portfolio:0.1% ($217.7K/$200.5M)

808524201

SCHX|808524201

Shares:9.7K

Value:$215.0K

% of Portfolio:0.1% ($215.0K/$200.5M)

464287481

IWP|464287481

Shares:1.8K

Value:$214.1K

% of Portfolio:0.1% ($214.1K/$200.5M)

COCA COLA CO

KO|191216100

Shares:2.9K

Value:$209.1K

% of Portfolio:0.1% ($209.1K/$200.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:4.5K

Value:$205.6K

% of Portfolio:0.1% ($205.6K/$200.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287432)✕	3.3K	QoQ -81.13% (-14.2K) YoY NEW(+3.3K)	All Managers (Combined)	$299.9K	0.1% ($299.9K/$200.5M)	QoQ -80.33% (-$1.2M) YoY NEW(+$299.9K)
STRYKER CORP(SYKcusip863667101)	803	QoQ 0.00% (+0) YoY NEW(+803)	All Managers (Combined)	$298.9K	0.1% ($298.9K/$200.5M)	QoQ +3.38% (+$9.8K) YoY NEW(+$298.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.4K	QoQ +3.86% (+164) YoY -32.35% (-2.1K)	All Managers (Combined)	$272.1K	0.1% ($272.1K/$200.5M)	QoQ +8.26% (+$20.8K) YoY -16.35% (-$53.2K)
Broadcom Inc.(AVGOcusip11135F101)	1.6K	QoQ -6.28% (-109) YoY +915.62% (+1.5K)	All Managers (Combined)	$272.1K	0.1% ($272.1K/$200.5M)	QoQ -32.32% (-$129.9K) YoY +28.29% (+$60.0K)
Tesla, Inc.(TSLAcusip88160R101)	955	QoQ -0.10% (-1) YoY NEW(+955)	All Managers (Combined)	$247.5K	0.1% ($247.5K/$200.5M)	QoQ -35.89% (-$138.6K) YoY NEW(+$247.5K)
(QUALcusip46432F339)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$242.8K	0.1% ($242.8K/$200.5M)	QoQ NEW(+$242.8K) YoY NEW(+$242.8K)
(cusip74348A467)✕	2.4K	QoQ -1.24% (-30) YoY -59.99% (-3.6K)	All Managers (Combined)	$242.6K	0.1% ($242.6K/$200.5M)	QoQ +1.36% (-$3.3K) YoY -59.68% (-$359.2K)
(cusip46641Q134)✕	3.7K	QoQ -6.32% (-249) YoY -12.25% (-515)	All Managers (Combined)	$234.9K	0.1% ($234.9K/$200.5M)	QoQ +2.01% (-$4.6K) YoY -10.71% (-$28.2K)
CHEVRON CORP(CVXcusip166764100)	1.4K	QoQ -15.72% (-254) YoY NEW(+1.4K)	All Managers (Combined)	$227.7K	0.1% ($227.7K/$200.5M)	QoQ -2.66% (-$6.2K) YoY NEW(+$227.7K)
MCDONALDS CORP(MCDcusip580135101)	707	QoQ -0.84% (-6) YoY NEW(+707)	All Managers (Combined)	$220.8K	0.1% ($220.8K/$200.5M)	QoQ +6.84% (-$14.2K) YoY NEW(+$220.8K)
Marvell Technology, Inc.(MRVLcusip573874104)	3.5K	QoQ 0.00% (-0) YoY +0.74% (-26)	All Managers (Combined)	$217.7K	0.1% ($217.7K/$200.5M)	QoQ -44.25% (-$172.8K) YoY -12.49% (-$31.1K)
(SCHXcusip808524201)	9.7K	QoQ 0.00% (-0) YoY +200.00% (+6.5K)	All Managers (Combined)	$215.0K	0.1% ($215.0K/$200.5M)	QoQ -4.74% (-$10.7K) YoY +6.72% (+$13.5K)
(IWPcusip464287481)	1.8K	QoQ 0.00% (-0) YoY -0.49% (-9)	All Managers (Combined)	$214.1K	0.1% ($214.1K/$200.5M)	QoQ -7.30% (-$16.9K) YoY +2.42% (-$5.1K)
COCA COLA CO(KOcusip191216100)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$209.1K	0.1% ($209.1K/$200.5M)	QoQ NEW(+$209.1K) YoY NEW(+$209.1K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$205.6K	0.1% ($205.6K/$200.5M)	QoQ NEW(+$205.6K) YoY NEW(+$205.6K)