Shira Ridge Wealth Management

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Larkspur, CA
CIK
0001961210
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 81 196,111 SUSA, DFAU, IXN, YLDE 13F-HR 10/10/2024 000175496024000485
Q2 2024 75 179,486 SUSA, DFAU, IXN, YLDE 13F-HR 7/11/2024 000175496024000239
Q1 2024 73 174,742 SUSA, DFAU, IXN, YLDE 13F-HR 4/18/2024 000175496024000156
Q4 2023 74 166,615 SUSA, DFAU, IXN, ESGD 13F-HR 1/10/2024 000175496024000013
Q3 2023 67 152,206 SUSA, DFAU, IXN, HDV 13F-HR 10/10/2023 000175496023000269
Q2 2023 65 159,577 SUSA, DFAU, IXN, HDV 13F-HR 7/12/2023 000175496023000182
Q1 2023 63 151,470 SUSA, DFAU, IXN, HDV 13F-HR 5/8/2023 000175496023000145
Q4 2022 58 145,242 SUSA, DFAU, HDV, IXN 13F-HR 1/12/2023 000175496023000022