Instuitional Investor - Shira Ridge Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Shira Ridge Wealth Management |
| Portfolio Value | $235,668,739 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 284,764 | $38,628,304 | 16.39% | |
| 2. | Dimensional Etf Trust | 520,768 | $23,830,341 | 10.11% | |
| 3. | IEF | 97,138 | $12,234,540 | 5.19% | |
| 4. | Ishares Tr - ESG AW MSCI EAFE | 130,330 | $12,118,056 | 5.14% | |
| 5. | Dimensional Etf Trust | 271,695 | $9,876,113 | 4.19% |