0001754960-23-000145.txt : 20230508 0001754960-23-000145.hdr.sgml : 20230508 20230508164218 ACCESSION NUMBER: 0001754960-23-000145 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 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: 23898389 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 03-31-2023 03-31-2023 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 05-08-2023 0 63 151470703 false INFORMATION TABLE 2 ShiraRidge.xml ALPHABET INC CAP STK CL A 02079K305 546035 5264 SH SOLE 0 0 0 5264 ALPHABET INC CAP STK CL C 02079K107 1565512 15053 SH SOLE 0 0 0 15053 AMAZON COM INC COM 023135106 266488 2580 SH SOLE 0 0 0 2580 APPLE INC COM 037833100 5259384 31894 SH SOLE 0 0 0 31894 CHARTER COMMUNICATIONS INC N CL A 16119P108 855403 2392 SH SOLE 0 0 0 2392 CISCO SYS INC COM 17275R102 258082 4937 SH SOLE 0 0 0 4937 COSTCO WHSL CORP NEW COM 22160K105 630942 1270 SH SOLE 0 0 0 1270 CROWN CASTLE INC COM 22822V101 687064 5133 SH SOLE 0 0 0 5133 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 14430716 501589 SH SOLE 0 0 0 501589 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 6164327 228732 SH SOLE 0 0 0 228732 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 605681 13632 SH SOLE 0 0 0 13632 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3436513 77225 SH SOLE 0 0 0 77225 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 3068595 65765 SH SOLE 0 0 0 65765 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 429475 14292 SH SOLE 0 0 0 14292 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 289253 10866 SH SOLE 0 0 0 10866 EQUINIX INC COM 29444U700 725366 1006 SH SOLE 0 0 0 1006 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 271983 2785 SH SOLE 0 0 0 2785 INVENTRUST PPTYS CORP COM NEW 46124J201 599365 25614 SH SOLE 0 0 0 25614 INVESCO QQQ TR UNIT SER 1 46090E103 236734 738 SH SOLE 0 0 0 738 ISHARES TR CORE S&P MCP ETF 464287507 209843 839 SH SOLE 0 0 0 839 ISHARES TR GLOBAL TECH ETF 464287291 10204510 187721 SH SOLE 0 0 0 187721 ISHARES TR US HLTHCARE ETF 464287762 713246 2612 SH SOLE 0 0 0 2612 ISHARES TR 1 3 YR TREAS BD 464287457 3288700 40028 SH SOLE 0 0 0 40028 ISHARES TR MORNINGSTAR GRWT 464287119 1341408 24231 SH SOLE 0 0 0 24231 ISHARES TR CALIF MUN BD ETF 464288356 219240 3818 SH SOLE 0 0 0 3818 ISHARES TR MSCI USA ESG SLC 464288802 22261478 253634 SH SOLE 0 0 0 253634 ISHARES TR CORE S&P TTL STK 464287150 281520 3109 SH SOLE 0 0 0 3109 ISHARES TR BLACKROCK ULTRA 46434V878 3457150 68799 SH SOLE 0 0 0 68799 ISHARES TR ESG SCRD S&P MID 46436E551 4481514 131848 SH SOLE 0 0 0 131848 ISHARES TR ESG AW MSCI EAFE 46435G516 7085638 98631 SH SOLE 0 0 0 98631 ISHARES TR US INFRASTRUC 46435U713 3948829 105810 SH SOLE 0 0 0 105810 ISHARES TR CORE TOTAL USD 46434V613 676236 14653 SH SOLE 0 0 0 14653 ISHARES TR GL CLEAN ENE ETF 464288224 390264 19730 SH SOLE 0 0 0 19730 ISHARES TR CORE HIGH DV ETF 46429B663 9162684 90131 SH SOLE 0 0 0 90131 ISHARES TR FLTG RATE NT ETF 46429B655 5099989 101210 SH SOLE 0 0 0 101210 ISHARES TR MSCI USA MIN VOL 46429B697 485976 6681 SH SOLE 0 0 0 6681 ISHARES TR MSCI EAFE MIN VL 46429B689 889471 13148 SH SOLE 0 0 0 13148 ISHARES U S ETF TR U.S. TECH INDEPD 46431W648 822363 17438 SH SOLE 0 0 0 17438 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 2174472 42813 SH SOLE 0 0 0 42813 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 432410 7852 SH SOLE 0 0 0 7852 LIBERTY GLOBAL PLC SHS CL C G5480U120 665550 32657 SH SOLE 0 0 0 32657 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 1166525 15589 SH SOLE 0 0 0 15589 MARSH & MCLENNAN COS INC COM 571748102 506978 3044 SH SOLE 0 0 0 3044 META PLATFORMS INC CL A 30303M102 207065 977 SH SOLE 0 0 0 977 MICROSOFT CORP COM 594918104 1992764 6912 SH SOLE 0 0 0 6912 PROSHARES TR S&P 500 DV ARIST 74348A467 805102 8824 SH SOLE 0 0 0 8824 SCHWAB CHARLES CORP COM 808513105 491818 9389 SH SOLE 0 0 0 9389 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 336774 7038 SH SOLE 0 0 0 7038 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1080805 10682 SH SOLE 0 0 0 10682 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5042190 38948 SH SOLE 0 0 0 38948 SPDR SER TR PORTFOLIO S&P500 78464A854 454295 9435 SH SOLE 0 0 0 9435 TRANSDIGM GROUP INC COM 893641100 1600136 2171 SH SOLE 0 0 0 2171 VAIL RESORTS INC COM 91879Q109 517835 2216 SH SOLE 0 0 0 2216 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2551484 13092 SH SOLE 0 0 0 13092 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 521046 1386 SH SOLE 0 0 0 1386 VANGUARD INDEX FDS TOTAL STK MKT 922908769 793444 3888 SH SOLE 0 0 0 3888 VANGUARD INDEX FDS VALUE ETF 922908744 499682 3618 SH SOLE 0 0 0 3618 VANGUARD INDEX FDS MID CAP ETF 922908629 435946 2067 SH SOLE 0 0 0 2067 VANGUARD INDEX FDS GROWTH ETF 922908736 453731 1819 SH SOLE 0 0 0 1819 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4835652 101122 SH SOLE 0 0 0 101122 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1940858 12602 SH SOLE 0 0 0 12602 VANGUARD WORLD FDS INF TECH ETF 92204A702 2371224 6152 SH SOLE 0 0 0 6152 VANGUARD WORLD FDS UTILITIES ETF 92204A876 4245940 28782 SH SOLE 0 0 0 28782