Portfolio (Quarterly)
Guide ↗
Shira Ridge Wealth Management
· CIK 0001961210| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 4,513.0 | $342K | 0.14% | +47.0 | +1.1% | $75.74 | +7.6% |
| 62 | — | BERKSHIRE HATHAWAY INC DEL | — | 701.0 | $336K | 0.13% | — | — | $479.20 | — |
| 63 | SYK | STRYKER CORPORATION | Healthcare | 913.0 | $300K | 0.12% | — | — | $328.59 | -4.7% |
| 64 | NEM | NEWMONT CORP | Basic Materials | 2,455.0 | $266K | 0.10% | -82.0 | -3.2% | $108.24 | +3.1% |
| 65 | T | AT&T INC | Communication Services | 8,923.0 | $259K | 0.10% | — | — | $28.99 | -13.7% |
| 66 | SCHX | SCHWAB STRATEGIC TR | — | 9,735.0 | $250K | 0.10% | — | — | $25.64 | +15.2% |
| 67 | MCK | MCKESSON CORP | Healthcare | 287.0 | $248K | 0.10% | — | — | $865.36 | -12.8% |
| 68 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,831.0 | $243K | 0.10% | -109.0 | -2.2% | $50.20 | -3.7% |
| 69 | IWP | ISHARES TR | — | 1,822.0 | $233K | 0.09% | — | — | $128.12 | +9.9% |
| 70 | GLD | SPDR GOLD TR | Financial Services | 539.0 | $232K | 0.09% | -5.0 | -0.9% | $430.29 | -3.8% |
| 71 | IJH | ISHARES TR | — | 3,381.0 | $228K | 0.09% | -496.0 | -12.8% | $67.52 | +10.6% |
| 72 | XLK | SELECT SECTOR SPDR TR | — | 1,652.0 | $220K | 0.09% | — | — | $132.90 | +39.4% |
| 73 | MCD | MCDONALDS CORP | Consumer Cyclical | 706.0 | $219K | 0.09% | — | — | $310.79 | -10.1% |
| 74 | IVE | ISHARES TR | — | 1,004.0 | $212K | 0.08% | -35.0 | -3.4% | $211.15 | +7.9% |
| 75 | VB | VANGUARD INDEX FDS | — | 801.0 | $210K | 0.08% | +10.0 | +1.3% | $261.84 | +11.9% |
| 76 | KO | COCA COLA CO | Consumer Defensive | 2,739.0 | $208K | 0.08% | NEW | — | $76.05 | +5.8% |
| 77 | IVV | ISHARES TR | — | 317.0 | $207K | 0.08% | +6.0 | +1.9% | $654.24 | +15.3% |
| 78 | IWB | ISHARES TR | — | 576.0 | $205K | 0.08% | — | — | $356.56 | +14.8% |
| 79 | EZU | ISHARES INC | — | 3,197.0 | $200K | 0.08% | NEW | — | $62.64 | +10.4% |
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
36.5%
Communication Services
26.1%
Financial Services
19.5%
Consumer Defensive
5.8%
Consumer Cyclical
4.4%
Real Estate
2.3%
Healthcare
1.7%
Energy
1.6%
Industrials
1.4%
Basic Materials
0.8%