Portfolio (Quarterly) Guide ↗

Shira Ridge Wealth Management

· CIK 0001961210

13F Portfolio $287M AUM 83 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 10 New 20 Added 30 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	DFAU	DIMENSIONAL ETF TRUST	—	568,889.0	$29.4M	10.26%	+5K	+0.8%	$51.69	+2.3%
2	DYNF	BLACKROCK ETF TRUST	—	280,170.0	$19.1M	6.65%	+9K	+3.3%	$68.01	+1.9%
3	DFSD	DIMENSIONAL ETF TRUST	—	296,404.0	$14.2M	4.94%	+13K	+4.7%	$47.75	-1.2%
4	FLOT	ISHARES TR	—	214,694.0	$11.0M	3.82%	+30K	+16.4%	$51.05	-0.3%
5	XLI	SELECT SECTOR SPDR TR	—	57,580.0	$10.7M	3.72%	+496.0	+0.9%	$185.23	-6.7%
6	SHY	ISHARES TR	—	124,436.0	$10.2M	3.56%	+24K	+23.9%	$82.11	-0.6%
7	VGT	VANGUARD WORLD FD	—	40,216.0	$4.8M	1.68%	+35K	+690.7%	$119.52	-0.5%
8	CGDG	CAPITAL GROUP DIVIDEND GROWE	—	119,166.0	$4.5M	1.56%	+7K	+6.4%	$37.51	+2.8%
9	GOVT	ISHARES TR	—	195,392.0	$4.5M	1.55%	+6K	+3.0%	$22.78	-2.0%
10	VTI	VANGUARD INDEX FDS	—	4,817.0	$1.8M	0.62%	+88.0	+1.9%	$370.06	+1.8%
11	CMF	ISHARES TR	—	14,749.0	$850K	0.30%	+301.0	+2.1%	$57.64	-3.3%
12	VUG	VANGUARD INDEX FDS	—	9,865.0	$850K	0.30%	+8K	+495.4%	$86.14	+1.7%
13	SPYM	SPDR SERIES TRUST	—	9,075.0	$798K	0.28%	+2K	+31.2%	$87.88	+2.5%
14	AVGO	BROADCOM INC	Technology	1,481.0	$559K	0.20%	+51.0	+3.6%	$377.75	-2.4%
15	IVW	ISHARES TR	—	3,475.0	$478K	0.17%	+243.0	+7.5%	$137.53	+1.0%
16	VO	VANGUARD INDEX FDS	—	4,751.0	$383K	0.13%	+3K	+173.4%	$80.57	+1.2%
17	HDV	ISHARES TR	—	12,444.0	$341K	0.12%	+10K	+372.1%	$27.41	+8.6%
18	VB	VANGUARD INDEX FDS	—	806.0	$244K	0.09%	+5.0	+0.6%	$303.03	-1.8%
19	EZU	ISHARES INC	—	3,302.0	$229K	0.08%	+105.0	+3.3%	$69.50	+0.4%
20	GLD	SPDR GOLD TR	Financial Services	543.0	$200K	0.07%	+4.0	+0.7%	$368.38	+9.0%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 49.2%

Financial Services 16.8%

Communication Services 13.2%

Consumer Defensive 6.2%

Consumer Cyclical 4.7%

Industrials 3.4%

Real Estate 2.7%

Healthcare 1.6%

Energy 1.4%

Basic Materials 0.8%