0001754960-24-000156.txt : 20240418 0001754960-24-000156.hdr.sgml : 20240418 20240418130459 ACCESSION NUMBER: 0001754960-24-000156 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 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: 24853700 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 03-31-2024 03-31-2024 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 04-18-2024 0 73 174742638 false INFORMATION TABLE 2 ShiraRidge.xml ALPHABET INC CAP STK CL A 02079K305 827247 5481 SH SOLE 0 0 0 5481 ALPHABET INC CAP STK CL C 02079K107 2349372 15430 SH SOLE 0 0 0 15430 AMAZON COM INC COM 023135106 633134 3510 SH SOLE 0 0 0 3510 APPLE INC COM 037833100 5117548 29843 SH SOLE 0 0 0 29843 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 260302 619 SH SOLE 0 0 0 619 BROADCOM INC COM 11135F101 212066 160 SH SOLE 0 0 0 160 CHARTER COMMUNICATIONS INC N CL A 16119P108 693153 2385 SH SOLE 0 0 0 2385 CISCO SYS INC COM 17275R102 325363 6519 SH SOLE 0 0 0 6519 COSTCO WHSL CORP NEW COM 22160K105 993318 1356 SH SOLE 0 0 0 1356 CROWN CASTLE INC COM 22822V101 535076 5056 SH SOLE 0 0 0 5056 DECKERS OUTDOOR CORP COM 243537107 468747 498 SH SOLE 0 0 0 498 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 19257396 527022 SH SOLE 0 0 0 527022 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 6985172 231144 SH SOLE 0 0 0 231144 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 839841 14739 SH SOLE 0 0 0 14739 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4213916 77419 SH SOLE 0 0 0 77419 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 2187736 46508 SH SOLE 0 0 0 46508 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 816228 24242 SH SOLE 0 0 0 24242 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 1225375 35611 SH SOLE 0 0 0 35611 EQUINIX INC COM 29444U700 820378 994 SH SOLE 0 0 0 994 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 341194 2977 SH SOLE 0 0 0 2977 INVENTRUST PPTYS CORP COM NEW 46124J201 658533 25614 SH SOLE 0 0 0 25614 INVESCO QQQ TR UNIT SER 1 46090E103 321752 725 SH SOLE 0 0 0 725 ISHARES TR RUS MD CP GR ETF 464287481 208990 1831 SH SOLE 0 0 0 1831 ISHARES TR GLOBAL TECH ETF 464287291 14401324 192505 SH SOLE 0 0 0 192505 ISHARES TR US HLTHCARE ETF 464287762 748941 12099 SH SOLE 0 0 0 12099 ISHARES TR CORE S&P MCP ETF 464287507 328201 5403 SH SOLE 0 0 0 5403 ISHARES TR 1 3 YR TREAS BD 464287457 1111799 13595 SH SOLE 0 0 0 13595 ISHARES TR MORNINGSTAR GRWT 464287119 1744238 23109 SH SOLE 0 0 0 23109 ISHARES TR CALIF MUN BD ETF 464288356 346286 6018 SH SOLE 0 0 0 6018 ISHARES TR MSCI USA ESG SLC 464288802 29972330 274547 SH SOLE 0 0 0 274547 ISHARES TR CORE S&P TTL STK 464287150 358468 3109 SH SOLE 0 0 0 3109 ISHARES TR CORE HIGH DV ETF 46429B663 2152057 19527 SH SOLE 0 0 0 19527 ISHARES TR FLTG RATE NT ETF 46429B655 3932542 77018 SH SOLE 0 0 0 77018 ISHARES TR MSCI USA MIN VOL 46429B697 203601 2436 SH SOLE 0 0 0 2436 ISHARES TR MSCI EAFE MIN VL 46429B689 899983 12697 SH SOLE 0 0 0 12697 ISHARES TR ESG AW MSCI EAFE 46435G516 8357954 104592 SH SOLE 0 0 0 104592 ISHARES TR CORE TOTAL USD 46434V613 803478 17624 SH SOLE 0 0 0 17624 ISHARES TR GL CLEAN ENE ETF 464288224 229374 16407 SH SOLE 0 0 0 16407 ISHARES TR BLACKROCK ULTRA 46434V878 2335771 46198 SH SOLE 0 0 0 46198 ISHARES TR TRS FLT RT BD 46434V860 572544 11295 SH SOLE 0 0 0 11295 ISHARES TR ESG AWR US AGRGT 46435U549 273136 5804 SH SOLE 0 0 0 5804 ISHARES TR ESG SCRD S&P MID 46436E551 5246080 127704 SH SOLE 0 0 0 127704 ISHARES TR ESG AWARE MSCI 46435U663 248305 6166 SH SOLE 0 0 0 6166 ISHARES TR US INFRASTRUC 46435U713 3017292 69587 SH SOLE 0 0 0 69587 ISHARES U S ETF TR U.S. TECH INDEPD 46431W648 1269788 17935 SH SOLE 0 0 0 17935 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1037887 20455 SH SOLE 0 0 0 20455 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 263129 4202 SH SOLE 0 0 0 4202 JPMORGAN CHASE & CO COM 46625H100 318009 1588 SH SOLE 0 0 0 1588 LEGG MASON ETF INVT CLEARBRIDGE DI 524682309 8471228 179297 SH SOLE 0 0 0 179297 LIBERTY GLOBAL LTD COM CL C G61188127 576069 32657 SH SOLE 0 0 0 32657 MARSH & MCLENNAN COS INC COM 571748102 755741 3669 SH SOLE 0 0 0 3669 MARVELL TECHNOLOGY INC COM 573874104 248789 3510 SH SOLE 0 0 0 3510 META PLATFORMS INC CL A 30303M102 612331 1261 SH SOLE 0 0 0 1261 MICROSOFT CORP COM 594918104 3086800 7337 SH SOLE 0 0 0 7337 NVIDIA CORPORATION COM 67066G104 481618 533 SH SOLE 0 0 0 533 PROSHARES TR S&P 500 DV ARIST 74348A467 601767 5934 SH SOLE 0 0 0 5934 SCHWAB CHARLES CORP COM 808513105 786437 10871 SH SOLE 0 0 0 10871 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 429678 7038 SH SOLE 0 0 0 7038 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 201413 3245 SH SOLE 0 0 0 3245 SELECT SECTOR SPDR TR INDL 81369Y704 4532293 35982 SH SOLE 0 0 0 35982 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4969326 33638 SH SOLE 0 0 0 33638 SPDR SER TR PORTFOLIO S&P500 78464A854 580228 9430 SH SOLE 0 0 0 9430 TRANSDIGM GROUP INC COM 893641100 2673804 2171 SH SOLE 0 0 0 2171 VAIL RESORTS INC COM 91879Q109 492677 2211 SH SOLE 0 0 0 2211 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2930095 12427 SH SOLE 0 0 0 12427 VANGUARD INDEX FDS VALUE ETF 922908744 628965 3862 SH SOLE 0 0 0 3862 VANGUARD INDEX FDS MID CAP ETF 922908629 447719 1792 SH SOLE 0 0 0 1792 VANGUARD INDEX FDS GROWTH ETF 922908736 619560 1800 SH SOLE 0 0 0 1800 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1016112 3910 SH SOLE 0 0 0 3910 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 763593 1589 SH SOLE 0 0 0 1589 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2876990 60075 SH SOLE 0 0 0 60075 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2430984 13312 SH SOLE 0 0 0 13312 VANGUARD WORLD FD INF TECH ETF 92204A702 3064067 5844 SH SOLE 0 0 0 5844