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Disclosed positions
Shira Ridge Wealth Management: source evidence dated 2026-07-10T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- SUSA
- Class
- ESG OPTIMIZED
- Reported value
- $44,453,261
- Reported amount
- 288,096
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000452Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
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| ISHARES TR | SUSA | ESG OPTIMIZED | $44,453,261 | 288,096 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $29,405,883 | 568,889 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $19,054,362 | 280,170 | SH | None |
| ISHARES TR | IGM | EXPND TEC SC ETF | $17,354,098 | 106,089 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $14,153,291 | 296,404 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $13,888,372 | 135,088 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $10,960,136 | 214,694 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $10,812,326 | 262,117 | SH | None |
| SELECT SECTOR SPDR TR | XLI | ST STR INDL ETF | $10,665,593 | 57,580 | SH | None |
| LEGG MASON ETF INVT | YLDE | FRAN CLE ENH ETF | $10,493,482 | 188,660 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $10,217,440 | 124,436 | SH | None |
| ISHARES TR | IXN | GLOBAL TECH ETF | $10,006,386 | 69,258 | SH | None |
| APPLE INC | AAPL | COM | $7,477,938 | 25,843 | SH | None |
| DIMENSIONAL ETF TRUST | DFSB | GLOBAL SUSTAINA | $6,613,958 | 126,923 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $5,236,514 | 14,820 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $4,806,647 | 40,216 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $4,796,462 | 103,932 | SH | None |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | SHS ETF | $4,469,917 | 119,166 | SH | None |
| ISHARES TR | GOVT | US TREAS BD ETF | $4,451,030 | 195,392 | SH | None |
| ISHARES TR | ILCG | MORNINGSTAR GRWT | $2,588,160 | 22,117 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,381,512 | 6,384 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,340,154 | 6,548 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $2,289,331 | 9,675 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $2,095,020 | 26,379 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,782,594 | 4,817 | SH | None |
| ISHARES U S ETF TR | IETC | U.S. TECH INDEPD | $1,742,086 | 16,228 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $1,597,183 | 1,707 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,378,931 | 6,892 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $1,296,285 | 4,232 | SH | None |
| ISHARES TR | XJH | ESG SELECT SCRE | $1,194,026 | 22,896 | SH | None |
| DIMENSIONAL ETF TRUST | DFSU | US SUSTAINABILTY | $1,098,323 | 23,554 | SH | None |
| META PLATFORMS INC | META | CL A | $1,070,314 | 1,900 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,004,841 | 4,216 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $1,003,565 | 10,876 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $996,202 | 12,158 | SH | None |
| ISHARES TR | EFAV | MSCI EAFE MIN VL | $974,565 | 11,111 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $924,353 | 3,103 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $908,980 | 13,004 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $889,379 | 1,295 | SH | None |
| ISHARES TR | CMF | CALIF MUN BD ETF | $850,132 | 14,749 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $849,771 | 9,865 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $797,511 | 9,075 | SH | None |
| EQUINIX INC | EQIX | COM | $794,301 | 762 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $742,270 | 3,406 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $670,896 | 2,050 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $611,465 | 21,114 | SH | None |
| DIMENSIONAL ETF TRUST | DFSI | INTERNATIONAL | $601,634 | 13,340 | SH | None |
| CISCO SYS INC | CSCO | COM | $574,926 | 4,895 | SH | None |
| BROADCOM INC | AVGO | COM | $559,448 | 1,481 | SH | None |
| TRANSDIGM GROUP INC | TDG | COM | $540,808 | 406 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.