SRWM
Shira Ridge Wealth Management Portfolio holdings
AUM
$219M
This Quarter Return
+7.26%
1 Year Return
+13.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.15%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$20.6M |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$13.5M |
| 3 |
iShares Core High Dividend ETF
HDV
|
$8.57M |
| 4 |
iShares Global Tech ETF
IXN
|
$8.34M |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$6.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.14% |
| 2 | Communication Services | 3.05% |
| 3 | Real Estate | 1.35% |
| 4 | Industrials | 0.94% |
| 5 | Financials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dimensional International Sustainability Core 1 ETF
DFSI
$790M
| $395K | 0.27% |
+14,200
| New | +$395K |
|
52
Vanguard Growth ETF
VUG
$185B
| $392K | 0.27% |
+1,839
| New | +$392K |
|
53
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.17B
| $329K | 0.23% |
+3,775
| New | +$329K |
|
54
Schwab US Broad Market ETF
SCHB
$36.2B
| $315K | 0.22% |
+7,038
| New | +$315K |
|
55
Avantis Short-Term Fixed Income ETF
AVSF
$668M
| $309K | 0.21% |
+6,734
| New | +$309K |
|
56
Amazon
AMZN
$2.44T
| $296K | 0.2% |
+3,520
| New | +$296K |
|
57
Dimensional US Sustainability Core 1 ETF
DFSU
$1.63B
| $271K | 0.19% |
+10,866
| New | +$271K |
|
58
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| $267K | 0.18% |
+3,145
| New | +$267K |
|