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 | — | 4,466.0 | $334K | 0.13% | NEW | — | $74.88 | +8.9% |
| 62 | SYK | STRYKER CORPORATION | Healthcare | 913.0 | $321K | 0.13% | NEW | — | $351.47 | -10.9% |
| 63 | HDV | ISHARES TR | — | 2,636.0 | $321K | 0.13% | NEW | — | $121.61 | -77.3% |
| 64 | MRVL | MARVELL TECHNOLOGY INC | Technology | 3,463.0 | $294K | 0.12% | NEW | — | $84.98 | +145.1% |
| 65 | SCHX | SCHWAB STRATEGIC TR | — | 9,735.0 | $262K | 0.10% | NEW | — | $26.91 | +9.7% |
| 66 | IJH | ISHARES TR | — | 3,877.0 | $256K | 0.10% | NEW | — | $66.00 | +13.1% |
| 67 | NEM | NEWMONT CORP | Basic Materials | 2,537.0 | $253K | 0.10% | NEW | — | $99.85 | +11.8% |
| 68 | IWP | ISHARES TR | — | 1,822.0 | $250K | 0.10% | NEW | — | $136.94 | +2.8% |
| 69 | XLK | SELECT SECTOR SPDR TR | — | 1,652.0 | $238K | 0.10% | NEW | — | $143.97 | +28.7% |
| 70 | MCK | MCKESSON CORP | Healthcare | 287.0 | $235K | 0.10% | NEW | — | $820.29 | -8.0% |
| 71 | IEMG | ISHARES INC | — | 3,481.0 | $234K | 0.09% | NEW | — | $67.22 | +24.4% |
| 72 | LLY | ELI LILLY & CO | Healthcare | 208.0 | $224K | 0.09% | NEW | — | $1076.39 | -1.1% |
| 73 | CALI | BLACKROCK ETF TRUST II | — | 4,426.0 | $223K | 0.09% | NEW | — | $50.46 | -0.1% |
| 74 | T | AT&T INC | Communication Services | 8,889.0 | $221K | 0.09% | NEW | — | $24.84 | +0.7% |
| 75 | IVE | ISHARES TR | — | 1,039.0 | $220K | 0.09% | NEW | — | $212.07 | +7.5% |
| 76 | MCD | MCDONALDS CORP | Consumer Cyclical | 706.0 | $216K | 0.09% | NEW | — | $305.63 | -8.6% |
| 77 | GLD | SPDR GOLD TR | Financial Services | 544.0 | $216K | 0.09% | NEW | — | $396.31 | +4.5% |
| 78 | IWB | ISHARES TR | — | 576.0 | $215K | 0.09% | NEW | — | $373.44 | +9.6% |
| 79 | IVV | ISHARES TR | — | 311.0 | $213K | 0.09% | NEW | — | $684.77 | +10.1% |
| 80 | VB | VANGUARD INDEX FDS | — | 791.0 | $204K | 0.08% | NEW | — | $257.87 | +13.6% |
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
37.6%
Communication Services
26.0%
Financial Services
19.5%
Consumer Cyclical
4.5%
Consumer Defensive
4.0%
Healthcare
2.8%
Industrials
2.1%
Real Estate
1.7%
Energy
1.2%
Basic Materials
0.7%