Portfolio (Quarterly)
Guide ↗
Shira Ridge Wealth Management
· CIK 0001961210| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | GE | GE AEROSPACE | Industrials | 658.0 | $203K | 0.08% | NEW | — | $308.03 | +2.1% |
| 82 | ABBV | ABBVIE INC | Healthcare | 886.0 | $202K | 0.08% | NEW | — | $228.47 | -6.7% |
| 83 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,940.0 | $201K | 0.08% | NEW | — | $40.73 | +18.7% |
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
37.6%
Communication Services
26.0%
Financial Services
19.5%
Consumer Cyclical
4.5%
Consumer Defensive
4.0%
Healthcare
2.8%
Industrials
2.1%
Real Estate
1.7%
Energy
1.2%
Basic Materials
0.7%