0001754960-23-000022.txt : 20230112 0001754960-23-000022.hdr.sgml : 20230112 20230112123129 ACCESSION NUMBER: 0001754960-23-000022 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230112 DATE AS OF CHANGE: 20230112 EFFECTIVENESS DATE: 20230112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shira Ridge Wealth Management CENTRAL INDEX KEY: 0001961210 IRS NUMBER: 943368126 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22722 FILM NUMBER: 23525465 BUSINESS ADDRESS: STREET 1: 100 LARKSPUR LANDING CIRCLE STREET 2: SUITE 203 CITY: LARKSPUR STATE: CA ZIP: 94939 BUSINESS PHONE: 415-721-0275 MAIL ADDRESS: STREET 1: 100 LARKSPUR LANDING CIRCLE STREET 2: SUITE 203 CITY: LARKSPUR STATE: CA ZIP: 94939 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001961210 XXXXXXXX 12-31-2022 12-31-2022 Shira Ridge Wealth Management

100 LARKSPUR LANDING CIRCLE SUITE 203 LARKSPUR CA 94939

13F HOLDINGS REPORT 028-22722 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 01-12-2023 0 58 145242718 false INFORMATION TABLE 2 ShiraRidgeWealth13f.xml ALPHABET INC CAP STK CL A 02079K305 559290 6339 SH SOLE 0 0 0 6339 ALPHABET INC CAP STK CL C 02079K107 1502376 16932 SH SOLE 0 0 0 16932 AMAZON COM INC COM 023135106 295680 3520 SH SOLE 0 0 0 3520 AMERICAN CENTY ETF TR AVANTIS SHFXDINC 025072687 308936 6734 SH SOLE 0 0 0 6734 APPLE INC COM 037833100 4333480 33352 SH SOLE 0 0 0 33352 CHARTER COMMUNICATIONS INC N CL A 16119P108 808754 2385 SH SOLE 0 0 0 2385 COSTCO WHSL CORP NEW COM 22160K105 575524 1261 SH SOLE 0 0 0 1261 CROWN CASTLE INC COM 22822V101 696191 5133 SH SOLE 0 0 0 5133 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 13489060 499225 SH SOLE 0 0 0 499225 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 5532413 220943 SH SOLE 0 0 0 220943 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 739401 17770 SH SOLE 0 0 0 17770 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3252300 74000 SH SOLE 0 0 0 74000 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 3675355 79743 SH SOLE 0 0 0 79743 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 394567 14200 SH SOLE 0 0 0 14200 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 270879 10866 SH SOLE 0 0 0 10866 EQUINIX INC COM 29444U700 658960 1006 SH SOLE 0 0 0 1006 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 329325 3775 SH SOLE 0 0 0 3775 INVENTRUST PPTYS CORP COM NEW 46124J201 606281 25614 SH SOLE 0 0 0 25614 ISHARES TR MSCI USA ESG SLC 464288802 20603616 250287 SH SOLE 0 0 0 250287 ISHARES TR CORE S&P TTL STK 464287150 266696 3145 SH SOLE 0 0 0 3145 ISHARES TR CORE HIGH DV ETF 46429B663 8566525 82181 SH SOLE 0 0 0 82181 ISHARES TR FLTG RATE NT ETF 46429B655 6026807 119746 SH SOLE 0 0 0 119746 ISHARES TR MSCI USA MIN VOL 46429B697 468578 6499 SH SOLE 0 0 0 6499 ISHARES TR MSCI EAFE MIN VL 46429B689 833353 13106 SH SOLE 0 0 0 13106 ISHARES TR MORNINGSTAR GRWT 464287119 1196611 24581 SH SOLE 0 0 0 24581 ISHARES TR 1 3 YR TREAS BD 464287457 4302172 53002 SH SOLE 0 0 0 53002 ISHARES TR GLOBAL TECH ETF 464287291 8335328 185932 SH SOLE 0 0 0 185932 ISHARES TR US HLTHCARE ETF 464287762 769139 2711 SH SOLE 0 0 0 2711 ISHARES TR GL CLEAN ENE ETF 464288224 438199 22076 SH SOLE 0 0 0 22076 ISHARES TR ESG AW MSCI EAFE 46435G516 6409507 97498 SH SOLE 0 0 0 97498 ISHARES TR ESG SCRD S&P MID 46436E551 4275091 130327 SH SOLE 0 0 0 130327 ISHARES TR US INFRASTRUC 46435U713 3714184 102432 SH SOLE 0 0 0 102432 ISHARES TR BLACKROCK ULTRA 46434V878 3865640 77251 SH SOLE 0 0 0 77251 ISHARES U S ETF TR U.S. TECH INDEPD 46431W648 705485 17297 SH SOLE 0 0 0 17297 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 2478540 49046 SH SOLE 0 0 0 49046 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 403333 8057 SH SOLE 0 0 0 8057 LIBERTY GLOBAL PLC SHS CL C G5480U120 634526 32657 SH SOLE 0 0 0 32657 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 931910 15589 SH SOLE 0 0 0 15589 MARSH & MCLENNAN COS INC COM 571748102 503721 3044 SH SOLE 0 0 0 3044 MICROSOFT CORP COM 594918104 1674133 6981 SH SOLE 0 0 0 6981 PROSHARES TR S&P 500 DV ARIST 74348A467 542280 6026 SH SOLE 0 0 0 6026 SCHWAB CHARLES CORP COM 808513105 781687 9389 SH SOLE 0 0 0 9389 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 315378 7038 SH SOLE 0 0 0 7038 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 932602 9496 SH SOLE 0 0 0 9496 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5238294 38559 SH SOLE 0 0 0 38559 SPDR SER TR PORTFOLIO S&P500 78464A854 403740 8976 SH SOLE 0 0 0 8976 TRANSDIGM GROUP INC COM 893641100 1366970 2171 SH SOLE 0 0 0 2171 VAIL RESORTS INC COM 91879Q109 540578 2268 SH SOLE 0 0 0 2268 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2309144 12846 SH SOLE 0 0 0 12846 VANGUARD INDEX FDS TOTAL STK MKT 922908769 802809 4199 SH SOLE 0 0 0 4199 VANGUARD INDEX FDS VALUE ETF 922908744 445955 3177 SH SOLE 0 0 0 3177 VANGUARD INDEX FDS MID CAP ETF 922908629 422881 2075 SH SOLE 0 0 0 2075 VANGUARD INDEX FDS GROWTH ETF 922908736 391909 1839 SH SOLE 0 0 0 1839 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 450418 1282 SH SOLE 0 0 0 1282 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 5649619 120951 SH SOLE 0 0 0 120951 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2540101 16728 SH SOLE 0 0 0 16728 VANGUARD WORLD FDS UTILITIES ETF 92204A876 4606035 30034 SH SOLE 0 0 0 30034 VANGUARD WORLD FDS INF TECH ETF 92204A702 2070452 6482 SH SOLE 0 0 0 6482