Portfolio (Quarterly)
Guide ↗
Shira Ridge Wealth Management
· CIK 0001961210| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | TSLA | TESLA INC | Consumer Cyclical | 923.0 | $343K | 0.14% | +14.0 | +1.5% | $371.75 | -4.8% |
| 22 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 4,513.0 | $342K | 0.14% | +47.0 | +1.1% | $75.74 | +12.6% |
| 23 | VB | VANGUARD INDEX FDS | — | 801.0 | $210K | 0.08% | +10.0 | +1.3% | $261.84 | +14.6% |
| 24 | IVV | ISHARES TR | — | 317.0 | $207K | 0.08% | +6.0 | +1.9% | $654.24 | +18.3% |
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
42.2%
Financial Services
22.6%
Communication Services
14.6%
Consumer Defensive
6.7%
Consumer Cyclical
5.1%
Real Estate
2.6%
Healthcare
1.9%
Energy
1.8%
Industrials
1.6%
Basic Materials
0.9%