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
Agent
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
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SOLE
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DIMENSIONAL ETF TRUST
INTL CORE EQT MK
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SH
SOLE
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DIMENSIONAL ETF TRUST
US EQUITY ETF
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SOLE
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DIMENSIONAL ETF TRUST
US TARGETED VLU
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SOLE
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DIMENSIONAL ETF TRUST
SHORT DURATION F
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DIMENSIONAL ETF TRUST
INTERNATIONAL
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DIMENSIONAL ETF TRUST
US SUSTAINABILTY
25434V716
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SOLE
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0
36611
EQUINIX INC
COM
29444U700
752060
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SH
SOLE
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0
0
994
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
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303744
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SOLE
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0
2628
INVENTRUST PPTYS CORP
COM NEW
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SOLE
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INVESCO QQQ TR
UNIT SER 1
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SOLE
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0
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ISHARES TR
CORE S&P MCP ETF
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SH
SOLE
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ISHARES TR
S&P 500 GRWT ETF
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2927
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SOLE
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2927
ISHARES TR
RUS MD CP GR ETF
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ISHARES TR
GLOBAL TECH ETF
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191173
SH
SOLE
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ISHARES TR
US HLTHCARE ETF
464287762
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SH
SOLE
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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
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330802
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SH
SOLE
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0
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ISHARES TR
MORNINGSTAR GRWT
464287119
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SH
SOLE
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ISHARES TR
CALIF MUN BD ETF
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494753
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SH
SOLE
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ISHARES TR
GL CLEAN ENE ETF
464288224
205643
15439
SH
SOLE
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0
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15439
ISHARES TR
CORE TOTAL USD
46434V613
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SH
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ISHARES TR
BLACKROCK ULTRA
46434V878
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SOLE
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ISHARES TR
TRS FLT RT BD
46434V860
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SOLE
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ISHARES TR
CORE HIGH DV ETF
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SH
SOLE
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0
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ISHARES TR
FLTG RATE NT ETF
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SH
SOLE
0
0
0
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ISHARES TR
MSCI EAFE MIN VL
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SH
SOLE
0
0
0
12455
ISHARES TR
ESG AW MSCI EAFE
46435G516
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SH
SOLE
0
0
0
106027
ISHARES TR
ESG AWARE MSCI
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SH
SOLE
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ISHARES TR
US INFRASTRUC
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SH
SOLE
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0
64388
ISHARES TR
ESG AWR US AGRGT
46435U549
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SH
SOLE
0
0
0
7013
ISHARES TR
ESG SCRD S&P MID
46436E551
5051150
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SH
SOLE
0
0
0
127651
ISHARES U S ETF TR
U.S. TECH INDEPD
46431W648
1426088
18969
SH
SOLE
0
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0
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J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
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SH
SOLE
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J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
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SH
SOLE
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0
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JPMORGAN CHASE & CO.
COM
46625H100
392524
1941
SH
SOLE
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0
0
1941
LEGG MASON ETF INVT
CLEARBRIDGE DI
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SH
SOLE
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0
0
188745
LIBERTY GLOBAL LTD
COM CL C
G61188127
582927
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SH
SOLE
0
0
0
32657
MARSH & MCLENNAN COS INC
COM
571748102
781139
3707
SH
SOLE
0
0
0
3707
MARVELL TECHNOLOGY INC
COM
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SH
SOLE
0
0
0
3510
META PLATFORMS INC
CL A
30303M102
911155
1807
SH
SOLE
0
0
0
1807
MICROSOFT CORP
COM
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7339
SH
SOLE
0
0
0
7339
NVIDIA CORPORATION
COM
67066G104
656772
5316
SH
SOLE
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0
0
5316
PROSHARES TR
S&P 500 DV ARIST
74348A467
568513
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SH
SOLE
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0
0
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SCHWAB CHARLES CORP
COM
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10972
SH
SOLE
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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
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208521
3245
SH
SOLE
0
0
0
3245
SELECT SECTOR SPDR TR
INDL
81369Y704
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39555
SH
SOLE
0
0
0
39555
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
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34176
SH
SOLE
0
0
0
34176
SPDR SER TR
PORTFOLIO S&P500
78464A854
552512
8633
SH
SOLE
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TRANSDIGM GROUP INC
COM
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SH
SOLE
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VAIL RESORTS INC
COM
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SH
SOLE
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0
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VANGUARD INDEX FDS
MCAP GR IDXVIP
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12511
SH
SOLE
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0
0
12511
VANGUARD INDEX FDS
VALUE ETF
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582449
3631
SH
SOLE
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0
0
3631
VANGUARD INDEX FDS
MID CAP ETF
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SH
SOLE
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VANGUARD INDEX FDS
SMALL CP ETF
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SH
SOLE
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VANGUARD INDEX FDS
GROWTH ETF
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SH
SOLE
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1734
VANGUARD INDEX FDS
TOTAL STK MKT
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982276
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SH
SOLE
0
0
0
3672
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
711936
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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
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0
0
14238
VANGUARD WORLD FD
INF TECH ETF
92204A702
3295825
5716
SH
SOLE
0
0
0
5716