SRWM
Shira Ridge Wealth Management Portfolio holdings
AUM
$219M
1-Year Est. Return
13.29%
1 Year Est. Return
+13.29%
AUM
$219M
AUM Growth
+$18.4M
(+9.2%)
Holding
86
Top Buys
| 1 | +$1.13M | |
| 2 | +$717K | |
| 3 | +$347K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$331K |
| 5 |
Netflix
NFLX
|
+$254K |
Top Sells
| 1 | +$823K | |
| 2 | +$656K | |
| 3 | +$630K | |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$528K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Vistra
VST
$68.2B
| $217K | 0.1% |
+1,121
|
|
||
77
Vail Resorts
MTN
$5.37B
| $211K | 0.1% |
1,343
-868
|
|
||
78
McKesson
MCK
$97.8B
| $208K | 0.1% |
+284
|
|
||
79
Procter & Gamble
PG
$354B
| $208K | 0.09% |
+1,303
|
|
||
80
McDonald's
MCD
$220B
| $207K | 0.09% |
707
|
|
||
81
iShares MSCI EAFE Value ETF
EFV
$27.4B
| $203K | 0.09% |
+3,198
|
|
||
82
Intuit
INTU
$184B
| $201K | 0.09% |
+255
|
|
||
83
Vanguard Small-Cap ETF
VB
$67B
| $201K | 0.09% |
+847
|
|
||
84
Coca-Cola
KO
$295B
| – | – |
-2,919
|
|
||
85
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
| – | – |
-3,295
|
|
||
86
Verizon
VZ
$171B
| – | – |
-4,532
|
|