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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 DFSB DIMENSIONAL ETF TRUST 126,923.0 $6.6M 2.31% NEW $52.11 -3.1%
2 AVGE AMERICAN CENTY ETF TR 5,019.0 $497K 0.17% NEW $99.10 +2.0%
3 AMD ADVANCED MICRO DEVICES INC Technology 619.0 $360K 0.12% NEW $580.91 -21.3%
4 KLAC KLA CORP Technology 1,180.0 $356K 0.12% NEW $301.71 -43.0%
5 MU MICRON TECHNOLOGY INC Technology 251.0 $290K 0.10% NEW $1154.29 -18.0%
6 LLY ELI LILLY & CO Healthcare 210.0 $252K 0.09% NEW $1201.69 -3.4%
7 GE GE AEROSPACE Industrials 658.0 $246K 0.09% NEW $373.73 -11.5%
8 ABBV ABBVIE INC Healthcare 883.0 $222K 0.08% NEW $251.51 +3.3%
9 GLW CORNING INC Technology 829.0 $212K 0.07% NEW $255.43 -43.6%
10 UNP UNION PAC CORP Industrials 751.0 $204K 0.07% NEW $272.00 +6.8%

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%