Portfolio (Quarterly)
Guide ↗
Shira Ridge Wealth Management
· CIK 0001961210| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KO | COCA COLA CO | Consumer Defensive | 2,739.0 | $208K | 0.08% | NEW | — | $76.05 | +5.8% |
| 2 | EZU | ISHARES INC | — | 3,197.0 | $200K | 0.08% | NEW | — | $62.64 | +10.7% |
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
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%