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 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,836.0 | $205K | 0.07% | — | — | $42.34 | +19.5% |
| 82 | UNP | UNION PAC CORP | Industrials | 751.0 | $204K | 0.07% | NEW | — | $272.00 | +6.3% |
| 83 | GLD | SPDR GOLD TR | Financial Services | 543.0 | $200K | 0.07% | +4.0 | +0.7% | $368.38 | +11.4% |
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
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%