0001754960-24-000013.txt : 20240110 0001754960-24-000013.hdr.sgml : 20240110 20240110134938 ACCESSION NUMBER: 0001754960-24-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240110 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shira Ridge Wealth Management CENTRAL INDEX KEY: 0001961210 ORGANIZATION NAME: 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: 24525987 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 12-31-2023 12-31-2023 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 01-10-2024 0 74 166615833 false INFORMATION TABLE 2 ShiraRidgeWealth.xml ALPHABET INC CAP STK CL A 02079K305 747761 5353 SH SOLE 0 0 0 5353 ALPHABET INC CAP STK CL C 02079K107 2174550 15430 SH SOLE 0 0 0 15430 AMAZON COM INC COM 023135106 437587 2880 SH SOLE 0 0 0 2880 APPLE INC COM 037833100 6416312 33326 SH SOLE 0 0 0 33326 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 220773 619 SH SOLE 0 0 0 619 BROADCOM INC COM 11135F101 200925 180 SH SOLE 0 0 0 180 CHARTER COMMUNICATIONS INC N CL A 16119P108 929723 2392 SH SOLE 0 0 0 2392 CISCO SYS INC COM 17275R102 336514 6661 SH SOLE 0 0 0 6661 COSTCO WHSL CORP NEW COM 22160K105 902162 1367 SH SOLE 0 0 0 1367 CROWN CASTLE INC COM 22822V101 582401 5056 SH SOLE 0 0 0 5056 DECKERS OUTDOOR CORP COM 243537107 332878 498 SH SOLE 0 0 0 498 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 17906597 538544 SH SOLE 0 0 0 538544 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 6753713 235814 SH SOLE 0 0 0 235814 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 773248 14919 SH SOLE 0 0 0 14919 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4133023 78980 SH SOLE 0 0 0 78980 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 2319520 49341 SH SOLE 0 0 0 49341 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 757303 23642 SH SOLE 0 0 0 23642 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 1054560 33876 SH SOLE 0 0 0 33876 EQUINIX INC COM 29444U700 819082 1017 SH SOLE 0 0 0 1017 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 357480 3414 SH SOLE 0 0 0 3414 INTEL CORP COM 458140100 224590 4469 SH SOLE 0 0 0 4469 INVENTRUST PPTYS CORP COM NEW 46124J201 649056 25614 SH SOLE 0 0 0 25614 INVESCO QQQ TR UNIT SER 1 46090E103 298397 729 SH SOLE 0 0 0 729 ISHARES TR GLOBAL TECH ETF 464287291 13058266 191526 SH SOLE 0 0 0 191526 ISHARES TR US HLTHCARE ETF 464287762 717045 2505 SH SOLE 0 0 0 2505 ISHARES TR 1 3 YR TREAS BD 464287457 1346112 16408 SH SOLE 0 0 0 16408 ISHARES TR CORE S&P MCP ETF 464287507 296429 1070 SH SOLE 0 0 0 1070 ISHARES TR MSCI USA ESG SLC 464288802 27651161 275109 SH SOLE 0 0 0 275109 ISHARES TR CORE S&P TTL STK 464287150 327160 3109 SH SOLE 0 0 0 3109 ISHARES TR CALIF MUN BD ETF 464288356 334151 5767 SH SOLE 0 0 0 5767 ISHARES TR CORE HIGH DV ETF 46429B663 3911172 38349 SH SOLE 0 0 0 38349 ISHARES TR FLTG RATE NT ETF 46429B655 3885612 76760 SH SOLE 0 0 0 76760 ISHARES TR MSCI USA MIN VOL 46429B697 350745 4495 SH SOLE 0 0 0 4495 ISHARES TR MSCI EAFE MIN VL 46429B689 862400 12437 SH SOLE 0 0 0 12437 ISHARES TR MORNINGSTAR GRWT 464287119 1575364 23229 SH SOLE 0 0 0 23229 ISHARES TR GL CLEAN ENE ETF 464288224 334433 21479 SH SOLE 0 0 0 21479 ISHARES TR BLACKROCK ULTRA 46434V878 2453741 48724 SH SOLE 0 0 0 48724 ISHARES TR TRS FLT RT BD 46434V860 376304 7456 SH SOLE 0 0 0 7456 ISHARES TR ESG SCRD S&P MID 46436E551 4953029 131293 SH SOLE 0 0 0 131293 ISHARES TR ESG AW MSCI EAFE 46435G516 7917355 104810 SH SOLE 0 0 0 104810 ISHARES TR CORE TOTAL USD 46434V613 792404 17200 SH SOLE 0 0 0 17200 ISHARES TR ESG AWARE MSCI 46435U663 218481 5748 SH SOLE 0 0 0 5748 ISHARES TR US INFRASTRUC 46435U713 3180404 78977 SH SOLE 0 0 0 78977 ISHARES U S ETF TR U.S. TECH INDEPD 46431W648 1097509 17597 SH SOLE 0 0 0 17597 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1086242 21408 SH SOLE 0 0 0 21408 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 236565 4048 SH SOLE 0 0 0 4048 JPMORGAN CHASE & CO COM 46625H100 267008 1570 SH SOLE 0 0 0 1570 LEGG MASON ETF INVT CLEARBRIDGE DI 524682309 5772653 130090 SH SOLE 0 0 0 130090 LIBERTY GLOBAL LTD COM CL C G61188127 608726 32657 SH SOLE 0 0 0 32657 LOCKHEED MARTIN CORP COM 539830109 208037 459 SH SOLE 0 0 0 459 MARSH & MCLENNAN COS INC COM 571748102 695165 3669 SH SOLE 0 0 0 3669 MARVELL TECHNOLOGY INC COM 573874104 211688 3510 SH SOLE 0 0 0 3510 MCDONALDS CORP COM 580135101 202220 682 SH SOLE 0 0 0 682 META PLATFORMS INC CL A 30303M102 446344 1261 SH SOLE 0 0 0 1261 MICROSOFT CORP COM 594918104 2719926 7233 SH SOLE 0 0 0 7233 NVIDIA CORPORATION COM 67066G104 223354 451 SH SOLE 0 0 0 451 PROSHARES TR S&P 500 DV ARIST 74348A467 770644 8095 SH SOLE 0 0 0 8095 SCHWAB CHARLES CORP COM 808513105 746155 10845 SH SOLE 0 0 0 10845 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 391812 7038 SH SOLE 0 0 0 7038 SELECT SECTOR SPDR TR INDL 81369Y704 3121160 27381 SH SOLE 0 0 0 27381 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4835681 35457 SH SOLE 0 0 0 35457 SPDR SER TR PORTFOLIO S&P500 78464A854 642347 11491 SH SOLE 0 0 0 11491 TRANSDIGM GROUP INC COM 893641100 2196184 2171 SH SOLE 0 0 0 2171 VAIL RESORTS INC COM 91879Q109 471982 2211 SH SOLE 0 0 0 2211 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 635763 1456 SH SOLE 0 0 0 1456 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2886583 13147 SH SOLE 0 0 0 13147 VANGUARD INDEX FDS TOTAL STK MKT 922908769 927584 3910 SH SOLE 0 0 0 3910 VANGUARD INDEX FDS VALUE ETF 922908744 535360 3581 SH SOLE 0 0 0 3581 VANGUARD INDEX FDS MID CAP ETF 922908629 416863 1792 SH SOLE 0 0 0 1792 VANGUARD INDEX FDS GROWTH ETF 922908736 561138 1805 SH SOLE 0 0 0 1805 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3383566 71248 SH SOLE 0 0 0 71248 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2359002 13844 SH SOLE 0 0 0 13844 VANGUARD WORLD FDS UTILITIES ETF 92204A876 984844 7185 SH SOLE 0 0 0 7185 VANGUARD WORLD FDS INF TECH ETF 92204A702 3103805 6413 SH SOLE 0 0 0 6413