0001754960-23-000182.txt : 20230712 0001754960-23-000182.hdr.sgml : 20230712 20230712165645 ACCESSION NUMBER: 0001754960-23-000182 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230712 DATE AS OF CHANGE: 20230712 EFFECTIVENESS DATE: 20230712 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: 231085180 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 06-30-2023 06-30-2023 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 07-12-2023 0 65 159577794 false INFORMATION TABLE 2 ShiraRidgeWealth.xml ALPHABET INC CAP STK CL A 02079K305 503937 4210 SH SOLE 0 0 0 4210 ALPHABET INC CAP STK CL C 02079K107 1818058 15029 SH SOLE 0 0 0 15029 AMAZON COM INC COM 023135106 323293 2480 SH SOLE 0 0 0 2480 APPLE INC COM 037833100 6199310 31960 SH SOLE 0 0 0 31960 CHARTER COMMUNICATIONS INC N CL A 16119P108 878749 2392 SH SOLE 0 0 0 2392 CISCO SYS INC COM 17275R102 310699 6005 SH SOLE 0 0 0 6005 COSTCO WHSL CORP NEW COM 22160K105 686408 1275 SH SOLE 0 0 0 1275 CROWN CASTLE INC COM 22822V101 580791 5097 SH SOLE 0 0 0 5097 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 16495171 532274 SH SOLE 0 0 0 532274 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 6517924 238577 SH SOLE 0 0 0 238577 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 654145 13583 SH SOLE 0 0 0 13583 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 3563912 76825 SH SOLE 0 0 0 76825 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 2912773 62843 SH SOLE 0 0 0 62843 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 435191 14292 SH SOLE 0 0 0 14292 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 398024 13866 SH SOLE 0 0 0 13866 EQUINIX INC COM 29444U700 785508 1002 SH SOLE 0 0 0 1002 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 274153 2608 SH SOLE 0 0 0 2608 INVENTRUST PPTYS CORP COM NEW 46124J201 592706 25614 SH SOLE 0 0 0 25614 INVESCO QQQ TR UNIT SER 1 46090E103 269178 729 SH SOLE 0 0 0 729 ISHARES TR CORE S&P MCP ETF 464287507 237166 907 SH SOLE 0 0 0 907 ISHARES TR GLOBAL TECH ETF 464287291 11822209 190098 SH SOLE 0 0 0 190098 ISHARES TR US HLTHCARE ETF 464287762 702607 2507 SH SOLE 0 0 0 2507 ISHARES TR MORNINGSTAR GRWT 464287119 1466966 23531 SH SOLE 0 0 0 23531 ISHARES TR 1 3 YR TREAS BD 464287457 2862773 35308 SH SOLE 0 0 0 35308 ISHARES TR MSCI USA ESG SLC 464288802 24012392 256433 SH SOLE 0 0 0 256433 ISHARES TR CORE S&P TTL STK 464287150 304185 3109 SH SOLE 0 0 0 3109 ISHARES TR ESG AW MSCI EAFE 46435G516 7211553 98883 SH SOLE 0 0 0 98883 ISHARES TR CORE TOTAL USD 46434V613 796453 17516 SH SOLE 0 0 0 17516 ISHARES TR US INFRASTRUC 46435U713 4251435 108788 SH SOLE 0 0 0 108788 ISHARES TR BLACKROCK ULTRA 46434V878 3207581 63769 SH SOLE 0 0 0 63769 ISHARES TR ESG SCRD S&P MID 46436E551 4690957 131693 SH SOLE 0 0 0 131693 ISHARES TR MSCI USA MIN VOL 46429B697 398780 5365 SH SOLE 0 0 0 5365 ISHARES TR MSCI EAFE MIN VL 46429B689 883651 13091 SH SOLE 0 0 0 13091 ISHARES TR CORE HIGH DV ETF 46429B663 9470947 93967 SH SOLE 0 0 0 93967 ISHARES TR FLTG RATE NT ETF 46429B655 4838531 95209 SH SOLE 0 0 0 95209 ISHARES TR GL CLEAN ENE ETF 464288224 358331 19475 SH SOLE 0 0 0 19475 ISHARES U S ETF TR U.S. TECH INDEPD 46431W648 969579 17597 SH SOLE 0 0 0 17597 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1995711 39402 SH SOLE 0 0 0 39402 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 376658 6593 SH SOLE 0 0 0 6593 LIBERTY GLOBAL PLC SHS CL C G5480U120 580315 32657 SH SOLE 0 0 0 32657 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 205439 2729 SH SOLE 0 0 0 2729 MARSH & MCLENNAN COS INC COM 571748102 675583 3592 SH SOLE 0 0 0 3592 MARVELL TECHNOLOGY INC COM 573874104 209828 3510 SH SOLE 0 0 0 3510 MCDONALDS CORP COM 580135101 206798 693 SH SOLE 0 0 0 693 META PLATFORMS INC CL A 30303M102 331749 1156 SH SOLE 0 0 0 1156 MICROSOFT CORP COM 594918104 2327977 6836 SH SOLE 0 0 0 6836 PROSHARES TR S&P 500 DV ARIST 74348A467 925264 9814 SH SOLE 0 0 0 9814 SCHWAB CHARLES CORP COM 808513105 612980 10815 SH SOLE 0 0 0 10815 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 363871 7038 SH SOLE 0 0 0 7038 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 203772 2806 SH SOLE 0 0 0 2806 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1157017 10781 SH SOLE 0 0 0 10781 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 5333007 40179 SH SOLE 0 0 0 40179 SPDR SER TR PORTFOLIO S&P500 78464A854 513961 9863 SH SOLE 0 0 0 9863 TRANSDIGM GROUP INC COM 893641100 1941243 2171 SH SOLE 0 0 0 2171 VAIL RESORTS INC COM 91879Q109 556641 2211 SH SOLE 0 0 0 2211 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2819684 13703 SH SOLE 0 0 0 13703 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 564287 1386 SH SOLE 0 0 0 1386 VANGUARD INDEX FDS TOTAL STK MKT 922908769 863943 3922 SH SOLE 0 0 0 3922 VANGUARD INDEX FDS VALUE ETF 922908744 512555 3607 SH SOLE 0 0 0 3607 VANGUARD INDEX FDS MID CAP ETF 922908629 444036 2017 SH SOLE 0 0 0 2017 VANGUARD INDEX FDS GROWTH ETF 922908736 513572 1815 SH SOLE 0 0 0 1815 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3849838 81186 SH SOLE 0 0 0 81186 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2070196 12745 SH SOLE 0 0 0 12745 VANGUARD WORLD FDS INF TECH ETF 92204A702 2735871 6188 SH SOLE 0 0 0 6188 VANGUARD WORLD FDS UTILITIES ETF 92204A876 3999972 28135 SH SOLE 0 0 0 28135