Instuitional Investor - Shira Ridge Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Shira Ridge Wealth Management |
| Portfolio Value | $252,725,137 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 290,974 | $38,437,721 | 15.21% | |
| 2. | Dimensional Etf Trust | 564,321 | $25,462,169 | 10.08% | |
| 3. | Blackrock Etf Trust | 271,113 | $15,773,354 | 6.24% | |
| 4. | Dimensional Etf Trust | 283,230 | $13,561,052 | 5.37% | |
| 5. | IEF | 111,809 | $13,250,515 | 5.24% |