Instuitional Investor - Shira Ridge Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Shira Ridge Wealth Management |
| Portfolio Value | $218,926,967 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 287,444 | $36,433,578 | 16.64% | |
| 2. | Dimensional Etf Trust | 513,147 | $21,736,901 | 9.93% | |
| 3. | Ishares Tr - ESG AW MSCI EAFE | 128,514 | $11,466,005 | 5.24% | |
| 4. | IEF | 96,767 | $10,870,805 | 4.97% | |
| 5. | Legg Mason Etf Invt | 178,730 | $9,404,792 | 4.3% |
