0001754960-24-000239.txt : 20240712 0001754960-24-000239.hdr.sgml : 20240712 20240711204229 ACCESSION NUMBER: 0001754960-24-000239 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240712 DATE AS OF CHANGE: 20240711 EFFECTIVENESS DATE: 20240712 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: 241113044 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 06-30-2024 06-30-2024 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 07-11-2024 0 75 179486241 false INFORMATION TABLE 2 ShiraRidgeWealth.xml ALPHABET INC CAP STK CL A 02079K305 1028084 5644 SH SOLE 0 0 0 5644 ALPHABET INC CAP STK CL C 02079K107 2841197 15490 SH SOLE 0 0 0 15490 AMAZON COM INC COM 023135106 687970 3560 SH SOLE 0 0 0 3560 APPLE INC COM 037833100 6257033 29708 SH SOLE 0 0 0 29708 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 251809 619 SH SOLE 0 0 0 619 BROADCOM INC COM 11135F101 272940 170 SH SOLE 0 0 0 170 CHARTER COMMUNICATIONS INC N CL A 16119P108 713020 2385 SH SOLE 0 0 0 2385 CHEVRON CORP NEW COM 166764100 325010 2078 SH SOLE 0 0 0 2078 COSTCO WHSL CORP NEW COM 22160K105 1172910 1380 SH SOLE 0 0 0 1380 CROWN CASTLE INC COM 22822V101 493971 5056 SH SOLE 0 0 0 5056 DECKERS OUTDOOR CORP COM 243537107 482039 498 SH SOLE 0 0 0 498 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 19940685 531893 SH SOLE 0 0 0 531893 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 6929903 233566 SH SOLE 0 0 0 233566 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 717893 12199 SH SOLE 0 0 0 12199 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4081339 78684 SH SOLE 0 0 0 78684 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 2290122 48726 SH SOLE 0 0 0 48726 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 808413 24542 SH SOLE 0 0 0 24542 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 1276259 36611 SH SOLE 0 0 0 36611 EQUINIX INC COM 29444U700 752060 994 SH SOLE 0 0 0 994 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 303744 2628 SH SOLE 0 0 0 2628 INVENTRUST PPTYS CORP COM NEW 46124J201 634200 25614 SH SOLE 0 0 0 25614 INVESCO QQQ TR UNIT SER 1 46090E103 347187 725 SH SOLE 0 0 0 725 ISHARES TR CORE S&P MCP ETF 464287507 316256 5404 SH SOLE 0 0 0 5404 ISHARES TR S&P 500 GRWT ETF 464287309 270865 2927 SH SOLE 0 0 0 2927 ISHARES TR RUS MD CP GR ETF 464287481 202051 1831 SH SOLE 0 0 0 1831 ISHARES TR GLOBAL TECH ETF 464287291 15832923 191173 SH SOLE 0 0 0 191173 ISHARES TR US HLTHCARE ETF 464287762 716923 11701 SH SOLE 0 0 0 11701 ISHARES TR 1 3 YR TREAS BD 464287457 902559 11054 SH SOLE 0 0 0 11054 ISHARES TR 20 YR TR BD ETF 464287432 264694 2884 SH SOLE 0 0 0 2884 ISHARES TR MSCI USA ESG SLC 464288802 30664271 272887 SH SOLE 0 0 0 272887 ISHARES TR CORE S&P TTL STK 464287150 330802 2785 SH SOLE 0 0 0 2785 ISHARES TR MORNINGSTAR GRWT 464287119 1878719 23077 SH SOLE 0 0 0 23077 ISHARES TR CALIF MUN BD ETF 464288356 494753 8698 SH SOLE 0 0 0 8698 ISHARES TR GL CLEAN ENE ETF 464288224 205643 15439 SH SOLE 0 0 0 15439 ISHARES TR CORE TOTAL USD 46434V613 848372 18761 SH SOLE 0 0 0 18761 ISHARES TR BLACKROCK ULTRA 46434V878 2336305 46236 SH SOLE 0 0 0 46236 ISHARES TR TRS FLT RT BD 46434V860 708632 13988 SH SOLE 0 0 0 13988 ISHARES TR CORE HIGH DV ETF 46429B663 1821200 16754 SH SOLE 0 0 0 16754 ISHARES TR FLTG RATE NT ETF 46429B655 4007655 78443 SH SOLE 0 0 0 78443 ISHARES TR MSCI EAFE MIN VL 46429B689 863835 12455 SH SOLE 0 0 0 12455 ISHARES TR ESG AW MSCI EAFE 46435G516 8352791 106027 SH SOLE 0 0 0 106027 ISHARES TR ESG AWARE MSCI 46435U663 223647 5809 SH SOLE 0 0 0 5809 ISHARES TR US INFRASTRUC 46435U713 2712023 64388 SH SOLE 0 0 0 64388 ISHARES TR ESG AWR US AGRGT 46435U549 326876 7013 SH SOLE 0 0 0 7013 ISHARES TR ESG SCRD S&P MID 46436E551 5051150 127651 SH SOLE 0 0 0 127651 ISHARES U S ETF TR U.S. TECH INDEPD 46431W648 1426088 18969 SH SOLE 0 0 0 18969 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 945836 18639 SH SOLE 0 0 0 18639 J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 46641Q134 305676 4883 SH SOLE 0 0 0 4883 JPMORGAN CHASE & CO. COM 46625H100 392524 1941 SH SOLE 0 0 0 1941 LEGG MASON ETF INVT CLEARBRIDGE DI 524682309 8864560 188745 SH SOLE 0 0 0 188745 LIBERTY GLOBAL LTD COM CL C G61188127 582927 32657 SH SOLE 0 0 0 32657 MARSH & MCLENNAN COS INC COM 571748102 781139 3707 SH SOLE 0 0 0 3707 MARVELL TECHNOLOGY INC COM 573874104 245349 3510 SH SOLE 0 0 0 3510 META PLATFORMS INC CL A 30303M102 911155 1807 SH SOLE 0 0 0 1807 MICROSOFT CORP COM 594918104 3280070 7339 SH SOLE 0 0 0 7339 NVIDIA CORPORATION COM 67066G104 656772 5316 SH SOLE 0 0 0 5316 PROSHARES TR S&P 500 DV ARIST 74348A467 568513 5914 SH SOLE 0 0 0 5914 SCHWAB CHARLES CORP COM 808513105 808557 10972 SH SOLE 0 0 0 10972 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 442487 7038 SH SOLE 0 0 0 7038 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 208521 3245 SH SOLE 0 0 0 3245 SELECT SECTOR SPDR TR INDL 81369Y704 4820568 39555 SH SOLE 0 0 0 39555 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4981117 34176 SH SOLE 0 0 0 34176 SPDR SER TR PORTFOLIO S&P500 78464A854 552512 8633 SH SOLE 0 0 0 8633 TRANSDIGM GROUP INC COM 893641100 1240559 971 SH SOLE 0 0 0 971 VAIL RESORTS INC COM 91879Q109 398267 2211 SH SOLE 0 0 0 2211 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2871960 12511 SH SOLE 0 0 0 12511 VANGUARD INDEX FDS VALUE ETF 922908744 582449 3631 SH SOLE 0 0 0 3631 VANGUARD INDEX FDS MID CAP ETF 922908629 433814 1792 SH SOLE 0 0 0 1792 VANGUARD INDEX FDS SMALL CP ETF 922908751 262715 1205 SH SOLE 0 0 0 1205 VANGUARD INDEX FDS GROWTH ETF 922908736 648533 1734 SH SOLE 0 0 0 1734 VANGUARD INDEX FDS TOTAL STK MKT 922908769 982276 3672 SH SOLE 0 0 0 3672 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 711936 1424 SH SOLE 0 0 0 1424 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 2743576 56522 SH SOLE 0 0 0 56522 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2599227 14238 SH SOLE 0 0 0 14238 VANGUARD WORLD FD INF TECH ETF 92204A702 3295825 5716 SH SOLE 0 0 0 5716