SEC Form 13F

Shira Ridge Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$286,614,205
Positions83

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRSUSAESG OPTIMIZED$44,453,261288,096
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$29,405,883568,889
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$19,054,362280,170
ISHARES TRIGMEXPND TEC SC ETF$17,354,098106,089
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$14,153,291296,404
ISHARES TRESGDESG AW MSCI EAFE$13,888,372135,088
ISHARES TRFLOTFLTG RATE NT ETF$10,960,136214,694
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$10,812,326262,117
SELECT SECTOR SPDR TRXLIST STR INDL ETF$10,665,59357,580
LEGG MASON ETF INVTYLDEFRAN CLE ENH ETF$10,493,482188,660

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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