Shira Ridge Wealth Management
CIK 1961210 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $286.6M
- Posisi
- 83
- Per tanggal
- 30 Juni 2026
#5.317 dari 9.443 berdasarkan nilai 13F · top 56.3%
Nilai portofolio QoQ: +13.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 63,24%
- Bobot 25 kepemilikan teratas
- 88,20%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 17,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 4,84% Perkiraan pembelian $20.460.664 · penjualan $13.065.173
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 76,1% masih dipegang
- Posisi baru
- 10
- Meningkat
- 26
- Menurun
- 34
- Tertutup
- 6
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
4,8%
Communication Services
3,1%
Retail
0,9%
Financial Services
0,4%
Financials
0,4%
Industrials
0,4%
Real Estate
0,3%
Communications
0,2%
Healthcare
0,2%
Energy
0,1%
Consumer Discretionary
0,1%
Materials
0,1%
Consumer Staples
0,1%
Telecommunication
0,1%
Lainnya/Tidak terpetakan
88,9%
Portofolio lengkap 83 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SUSA | $44.453.261 | 15,51% | 288.096 | $6.015.540 | Turun ×1 | ||
| DFAU | $29.405.883 | 10,26% | 568.889 | $3.943.714 | Naik ×4 | ||
| DYNF | $19.054.362 | 6,65% | 280.170 | $3.281.008 | Naik ×5 | ||
| IGM | $17.354.098 | 6,05% | 106.089 | $4.103.583 | Turun ×1 | ||
| DFSD | $14.153.291 | 4,94% | 296.404 | $592.239 | Naik ×4 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $13.888.372 | 4,85% | 135.088 | $852.512 | Turun ×2 | ||
| FLOT | $10.960.136 | 3,82% | 214.694 | $1.562.457 | Naik ×4 | ||
| DFAI | $10.812.326 | 3,77% | 262.117 | $549.989 | Turun ×2 | ||
| XLI XLI | $10.665.593 | 3,72% | 57.580 | $1.433.345 | Naik ×1 | ||
| YLDE Franklin ClearBridge Enhanced Income ETF | $10.493.482 | 3,66% | 188.660 | $269.115 | Turun ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $10.217.440 | 3,56% | 124.436 | $1.923.531 | Naik ×3 | ||
| IXN | $10.006.386 | 3,49% | 69.258 | $2.960.407 | Turun ×6 | ||
| AAPL Apple Inc. - Common Stock | $7.477.938 | 2,61% | 25.843 | $124.853 | Turun ×3 | ||
| DFSB | $6.613.958 | 2,31% | 126.923 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $5.236.514 | 1,83% | 14.820 | $792.060 | Turun ×2 | ||
| VGT | $4.806.647 | 1,68% | 40.216 | $1.257.757 | Naik ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $4.796.462 | 1,67% | 103.932 | $-506.704 | Turun ×1 | ||
| CGDG | $4.469.917 | 1,56% | 119.166 | $448.291 | Naik ×2 | ||
| GOVT | $4.451.030 | 1,55% | 195.392 | $105.163 | Naik ×3 | ||
| ILCG | $2.588.160 | 0,90% | 22.117 | $464.184 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2.381.512 | 0,83% | 6.384 | $8.747 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.340.154 | 0,82% | 6.548 | $277.413 | Turun ×1 | ||
| VIG | $2.289.331 | 0,80% | 9.675 | $209.026 | Naik ×1 | ||
| GLDM | $2.095.020 | 0,73% | 26.379 | $-1.457.788 | Turun ×2 | ||
| VTI | $1.782.594 | 0,62% | 4.817 | $265.450 | Naik ×1 | ||
| IETC | $1.742.086 | 0,61% | 16.228 | $243.086 | Turun ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.597.183 | 0,56% | 1.707 | $-103.014 | Naik ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.378.931 | 0,48% | 6.892 | $177.075 | Naik ×2 | ||
| VOT | $1.296.285 | 0,45% | 4.232 | $38.596 | Turun ×4 | ||
| XJH | $1.194.026 | 0,42% | 22.896 | $118.712 | Turun ×4 | ||
| DFSU | $1.098.323 | 0,38% | 23.554 | $-37.364 | Turun ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.070.314 | 0,37% | 1.900 | $-41.970 | Turun ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.004.841 | 0,35% | 4.216 | $118.444 | Turun ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1.003.565 | 0,35% | 10.876 | $-30.346 | Turun ×1 | ||
| DFUS | $996.202 | 0,35% | 12.158 | $134.100 | |||
| EFAV | $974.565 | 0,34% | 11.111 | $-49.987 | Turun ×4 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $924.353 | 0,32% | 3.103 | $581.343 | Turun ×1 | ||
| DFAT | $908.980 | 0,32% | 13.004 | $84.765 | Turun ×6 | ||
| VOO | $889.379 | 0,31% | 1.295 | $115.587 | |||
| CMF | $850.132 | 0,30% | 14.749 | $28.619 | Naik ×3 | ||
| VUG | $849.771 | 0,30% | 9.865 | $126.010 | Naik ×2 | ||
| SPYM | $797.511 | 0,28% | 9.075 | $268.084 | Naik ×2 | ||
| EQIX Equinix, Inc. - Common Stock | $794.301 | 0,28% | 762 | $37.556 | Turun ×1 | ||
| VTV | $742.270 | 0,26% | 3.406 | $69.108 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $670.896 | 0,23% | 2.050 | $67.985 | |||
| SCHB | $611.465 | 0,21% | 21.114 | $81.500 | |||
| DFSI | $601.634 | 0,21% | 13.340 | $-151.390 | Turun ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $574.926 | 0,20% | 4.895 | $193.398 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $559.448 | 0,20% | 1.481 | $116.849 | Naik ×2 | ||
| TDG Transdigm Group Incorporated Common Stock | $540.808 | 0,19% | 406 | $70.270 | |||
| QQQ Invesco QQQ Trust, Series 1 | $531.423 | 0,19% | 722 | $114.901 | |||
| AVGE | $497.383 | 0,17% | 5.019 | Naik ×1 | |||
| IVW | $477.917 | 0,17% | 3.475 | $112.345 | Naik ×4 | ||
| MRSH Marsh Common Stock | $445.509 | 0,16% | 2.673 | $-186.022 | Turun ×1 | ||
| CVX Chevron Corporation Common Stock | $420.551 | 0,15% | 2.537 | $-104.377 | |||
| ITOT | $411.496 | 0,14% | 2.505 | $41.463 | Turun ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $389.476 | 0,14% | 926 | $46.351 | Naik ×2 | ||
| VO | $382.778 | 0,13% | 4.751 | $-116.306 | Naik ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $359.583 | 0,13% | 619 | Naik ×1 | |||
| KLAC KLA Corporation - Common Stock | $356.018 | 0,12% | 1.180 | Naik ×1 | |||
| BRKB | $350.773 | 0,12% | 701 | $14.854 | |||
| HDV | $341.088 | 0,12% | 12.444 | $-16.661 | Naik ×1 | ||
| JIRE | $324.846 | 0,11% | 3.938 | $-16.969 | Turun ×1 | ||
| XLK XLK | $314.739 | 0,11% | 1.652 | $95.188 | |||
| MU Micron Technology, Inc. - Common Stock | $289.727 | 0,10% | 251 | Naik ×1 | |||
| SCHX | $286.515 | 0,10% | 9.735 | $36.898 | |||
| CHTR Charter Communications, Inc. - Class A Common Stock | $281.718 | 0,10% | 1.981 | $-228.838 | Turun ×1 | ||
| IWP | $266.759 | 0,09% | 1.822 | $33.324 | |||
| IJH | $253.056 | 0,09% | 3.282 | $24.754 | Turun ×3 | ||
| LLY Eli Lilly and Company Common Stock | $252.355 | 0,09% | 210 | ||||
| ARTY | $247.825 | 0,09% | 3.254 | $-182.857 | Turun ×2 | ||
| GE GE Aerospace Common Stock | $245.914 | 0,09% | 658 | ||||
| VB | $244.245 | 0,09% | 806 | $34.508 | Naik ×2 | ||
| IWB | $235.872 | 0,08% | 576 | $30.493 | |||
| EZU | $229.489 | 0,08% | 3.302 | $29.229 | Naik ×1 | ||
| NEM Newmont Corporation | $229.349 | 0,08% | 2.456 | $-36.381 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $222.599 | 0,08% | 2.739 | $14.298 | |||
| ABBV AbbVie Inc. Common Stock | $222.086 | 0,08% | 883 | ||||
| IVV | $216.252 | 0,08% | 289 | $8.859 | Turun ×1 | ||
| GLW Corning Incorporated Common Stock | $211.751 | 0,07% | 829 | Naik ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $204.749 | 0,07% | 4.836 | $-37.777 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $204.272 | 0,07% | 751 | Naik ×1 | |||
| GLD | $200.030 | 0,07% | 543 | $-31.896 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DFAU | $29.405.883 | 10,26% | naik ×4 |
| DYNF | $19.054.362 | 6,65% | naik ×5 |
| DFSD | $14.153.291 | 4,94% | naik ×4 |
| FLOT | $10.960.136 | 3,82% | naik ×4 |
| SHY | $10.217.440 | 3,56% | naik ×3 |
| GOVT | $4.451.030 | 1,55% | naik ×3 |
| COST | $1.597.183 | 0,56% | naik ×4 |
| CMF | $850.132 | 0,30% | naik ×3 |
| IVW | $477.917 | 0,17% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SUSA | Dipangkas | -3K | +$6.0M |
| IGM | Dipangkas | -6K | +$4.1M |
| DFAU | Beli lebih banyak | +5K | +$3.9M |
| DYNF | Beli lebih banyak | +9K | +$3.3M |
| IXN | Dipangkas | -1K | +$3.0M |
| SHY | Beli lebih banyak | +24K | +$1.9M |
| FLOT | Beli lebih banyak | +30K | +$1.6M |
| GLDM | Dipangkas | -12K | -$1.5M |
| XLI | Beli lebih banyak | +496 | +$1.4M |
| VGT | Beli lebih banyak | +35K | +$1.3M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| EAGG | 30 Juni 2026 | 116.463 | $5.537.816 | Tidak lagi dilacak |
| IVT | 31 Maret 2025 | 18.569 | $559.475 | 13,0% |
| ESML | 31 Des. 2025 | 10.367 | $467.344 | Tidak lagi dilacak |
| VB | 31 Maret 2025 | 1.870 | $449.412 | Tidak lagi dilacak |
| IYH | 31 Maret 2026 | 5.834 | $379.805 | Tidak lagi dilacak |
| XLV | 31 Des. 2025 | 2.496 | $347.353 | Tidak lagi dilacak |
| DECK | 31 Des. 2025 | 3.098 | $314.044 | -13,3% |
| SYK | 30 Juni 2026 | 913 | $300.003 | 5,0% |
| TLT | 30 Juni 2025 | 3.295 | $299.944 | |
| IFRA | 31 Maret 2025 | 6.465 | $299.265 | Tidak lagi dilacak |
| T | 30 Juni 2026 | 8.923 | $258.678 | 22,6% |
| QUAL | 31 Des. 2025 | 1.286 | $250.127 | Tidak lagi dilacak |
| MCK | 30 Juni 2026 | 287 | $248.358 | 13,4% |
| ESML | 31 Maret 2025 | 5.672 | $238.508 | Tidak lagi dilacak |
| IEMG | 31 Maret 2026 | 3.481 | $233.993 | Tidak lagi dilacak |
| IJR | 31 Des. 2025 | 1.968 | $233.870 | Tidak lagi dilacak |
| NOBL | 31 Des. 2025 | 2.184 | $225.105 | Tidak lagi dilacak |
| LLY | 31 Maret 2026 | 208 | $223.889 | 35,9% |
| CALI | 31 Maret 2026 | 4.426 | $223.336 | |
| NFLX | 31 Des. 2025 | 186 | $222.999 | -15,1% |
| MCD | 30 Juni 2026 | 706 | $219.418 | -0,6% |
| VST | 30 Sep. 2025 | 1.121 | $217.261 | -29,0% |
| PG | 31 Des. 2025 | 1.414 | $217.204 | 0,0% |
| VTIP | 31 Maret 2025 | 4.446 | $215.273 | |
| IVE | 30 Juni 2026 | 1.004 | $211.995 | Tidak lagi dilacak |
| MTN | 30 Sep. 2025 | 1.343 | $211.026 | 1,5% |
| KO | 30 Juni 2025 | 2.919 | $209.059 | 28,1% |
| IVV | 31 Maret 2025 | 351 | $206.681 | Tidak lagi dilacak |
| SCHD | 31 Maret 2025 | 7.549 | $206.245 | Tidak lagi dilacak |
| VZ | 30 Juni 2025 | 4.532 | $205.558 | 14,2% |
| EFV | 30 Sep. 2025 | 3.198 | $203.009 | Tidak lagi dilacak |
| GE | 31 Maret 2026 | 658 | $202.684 | 22,8% |
| ABBV | 31 Maret 2026 | 886 | $202.425 | 21,3% |
| XLK | 31 Maret 2025 | 870 | $202.292 | Tidak lagi dilacak |
| INTU | 30 Sep. 2025 | 255 | $201.013 | -47,2% |