Portfolio (Quarterly)
Guide ↗
Shira Ridge Wealth Management
· CIK 0001961210| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KO | COCA COLA CO | Consumer Defensive | 2,739.0 | $208K | 0.08% | NEW | — | $76.05 | +15.7% |
| 2 | EZU | ISHARES INC | — | 3,197.0 | $200K | 0.08% | NEW | — | $62.64 | +12.4% |
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%