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 | — | BERKSHIRE HATHAWAY INC DEL | — | 701.0 | $351K | 0.12% | — | — | $500.39 | — |
| 62 | HDV | ISHARES TR | — | 12,444.0 | $341K | 0.12% | +10K | +372.1% | $27.41 | +7.7% |
| 63 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 3,938.0 | $325K | 0.11% | -575.0 | -12.7% | $82.49 | +3.5% |
| 64 | XLK | SELECT SECTOR SPDR TR | — | 1,652.0 | $315K | 0.11% | — | — | $190.52 | -1.7% |
| 65 | MU | MICRON TECHNOLOGY INC | Technology | 251.0 | $290K | 0.10% | NEW | — | $1154.29 | -12.8% |
| 66 | SCHX | SCHWAB STRATEGIC TR | — | 9,735.0 | $287K | 0.10% | — | — | $29.43 | +3.2% |
| 67 | CHTR | CHARTER COMMUNICATIONS INC | Communication Services | 1,981.0 | $282K | 0.10% | -384.0 | -16.2% | $142.21 | +5.8% |
| 68 | IWP | ISHARES TR | — | 1,822.0 | $267K | 0.09% | — | — | $146.41 | -4.4% |
| 69 | IJH | ISHARES TR | — | 3,282.0 | $253K | 0.09% | -99.0 | -2.9% | $77.10 | -1.5% |
| 70 | LLY | ELI LILLY & CO | Healthcare | 210.0 | $252K | 0.09% | NEW | — | $1201.69 | -4.7% |
| 71 | ARTY | ISHARES TR | — | 3,254.0 | $248K | 0.09% | -6K | -64.8% | $76.16 | -0.1% |
| 72 | GE | GE AEROSPACE | Industrials | 658.0 | $246K | 0.09% | NEW | — | $373.73 | -10.6% |
| 73 | VB | VANGUARD INDEX FDS | — | 806.0 | $244K | 0.09% | +5.0 | +0.6% | $303.03 | -0.9% |
| 74 | IWB | ISHARES TR | — | 576.0 | $236K | 0.08% | — | — | $409.50 | +3.0% |
| 75 | EZU | ISHARES INC | — | 3,302.0 | $229K | 0.08% | +105.0 | +3.3% | $69.50 | +1.5% |
| 76 | NEM | NEWMONT CORP | Basic Materials | 2,456.0 | $229K | 0.08% | — | — | $93.38 | +37.5% |
| 77 | KO | COCA COLA CO | Consumer Defensive | 2,739.0 | $223K | 0.08% | — | — | $81.27 | +8.6% |
| 78 | ABBV | ABBVIE INC | Healthcare | 883.0 | $222K | 0.08% | NEW | — | $251.51 | +2.3% |
| 79 | IVV | ISHARES TR | — | 289.0 | $216K | 0.07% | -28.0 | -8.8% | $748.28 | +3.5% |
| 80 | GLW | CORNING INC | Technology | 829.0 | $212K | 0.07% | NEW | — | $255.43 | -40.5% |
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
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%