SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $236M
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$717K
3
+$347K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$331K
5
NFLX icon
Netflix
NFLX
+$254K

Top Sells

1
+$823K
2
+$656K
3
+$630K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$528K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$424K

Sector Composition

1 Technology 5.31%
2 Communication Services 3.15%
3 Financials 1.25%
4 Consumer Discretionary 0.89%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.62T
$442K 0.2%
1,603
-22
SPLG icon
52
SPDR Portfolio S&P 500 ETF
SPLG
$89.2B
$406K 0.19%
5,591
-1,347
QQQ icon
53
Invesco QQQ Trust
QQQ
$388B
$403K 0.18%
731
HDV icon
54
iShares Core High Dividend ETF
HDV
$11.7B
$379K 0.17%
3,236
-327
ITOT icon
55
iShares Core S&P Total US Stock Market ETF
ITOT
$78.5B
$376K 0.17%
2,785
SYK icon
56
Stryker
SYK
$145B
$364K 0.17%
921
+118
CSCO icon
57
Cisco
CSCO
$280B
$351K 0.16%
5,061
+651
IVW icon
58
iShares S&P 500 Growth ETF
IVW
$66.3B
$343K 0.16%
3,117
-150
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.06T
$340K 0.16%
699
+50
IJH icon
60
iShares Core S&P Mid-Cap ETF
IJH
$101B
$337K 0.15%
5,436
DECK icon
61
Deckers Outdoor
DECK
$15.3B
$319K 0.15%
3,098
-164
TSLA icon
62
Tesla
TSLA
$1.47T
$309K 0.14%
973
+18
CVX icon
63
Chevron
CVX
$310B
$308K 0.14%
2,150
+789
JIRE icon
64
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.63B
$302K 0.14%
4,262
+575
T icon
65
AT&T
T
$186B
$295K 0.13%
10,187
-524
MRVL icon
66
Marvell Technology
MRVL
$72.6B
$274K 0.13%
3,536
QUAL icon
67
iShares MSCI USA Quality Factor ETF
QUAL
$53.8B
$260K 0.12%
1,424
+3
NFLX icon
68
Netflix
NFLX
$527B
$254K 0.12%
+190
IWP icon
69
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$253K 0.12%
1,822
IEMG icon
70
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$251K 0.11%
+4,184
NOBL icon
71
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$239K 0.11%
2,374
SCHX icon
72
Schwab US Large- Cap ETF
SCHX
$61.4B
$238K 0.11%
9,735
CALI
73
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$159M
$226K 0.1%
+4,487
IVV icon
74
iShares Core S&P 500 ETF
IVV
$666B
$223K 0.1%
+359
XLK icon
75
Technology Select Sector SPDR Fund
XLK
$94.8B
$220K 0.1%
+867
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3
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