Titelia

Holdings of Shira Ridge Wealth Management

73 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 66 % of the equity sleeve

Sector breakdown

  • Funds 16.8 %
  • Technology 6.0 %
  • Communication 4.3 %
  • Financials 1.3 %
  • Consumer staples 1.0 %
  • Consumer discretionary 0.7 %
  • Real estate 0.4 %
  • Health care 0.3 %
  • Materials 0.1 %
  • Unattributed 69.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US73200.1M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares ESG Optimized MSCI USA ETF 290,97438.4M $
2BlackRock ETF Trust 271,11315.8M $
3iShares Expanded Tech Sector ETF 111,80913.3M $
4iShares ESG Aware MSCI EAFE ETF 136,33013M $
5Dimensional ETF Trust 263,40710.3M $
6iShares Trust 184,4499.4M $
7Select Sector Spdr Trust 57,0849.2M $
8iShares Trust 100,4478.3M $
9Apple Inc 28,9737.4M $
10iShares Trust 70,4817M $
11iShares ESG Aware U.S. Aggregate Bond ETF 116,4635.5M $
12iShares Trust 114,8125.3M $
13Alphabet Inc 15,4934.4M $
14iShares Trust 189,6934.3M $
15CAPITAL GROUP DIVIDEND GROWERS ETF 112,0234M $
16SPDR Gold MiniShares Trust 38,3303.6M $
17Vanguard Information Technology ETF 5,0863.5M $
18Microsoft Corp 6,4102.4M $
19iShares Morningstar Growth ETF 22,2452.1M $
20VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 9,6732.1M $
21Alphabet Inc 7,1732.1M $
22Costco Wholesale Corp 1,7061.7M $
23Vanguard Total Stock Market ETF 4,7291.5M $
24Vanguard Mid-Cap Growth ETF 4,8871.3M $
25NVIDIA Corp 6,8911.2M $
26Meta Platforms Inc 1,9441.1M $
27iShares Trust 23,7011.1M $
28Charles Schwab Corp/The 11,0011M $
29iShares MSCI EAFE Min Vol Factor ETF 11,2131M $
30Amazon.com Inc 4,256886.4K $
31Dimensional ETF Trust 12,158862.1K $
32Dimensional U S Targeted Value ETF 13,198824.2K $
33iShares California Muni Bond ETF 14,448821.5K $
34Vanguard S&P 500 ETF 1,295773.8K $
35Equinix Inc 772756.7K $
36Vanguard Growth ETF 1,657723.8K $
37Vanguard Value ETF 3,431673.2K $
38Marsh & McLennan Cos Inc 3,641631.5K $
39JPMorgan Chase & Co 2,050602.9K $
40Schwab US Broad Market ETF 21,114530K $
41SPDR Series Trust 6,917529.4K $
42Chevron Corp 2,537524.9K $
43Charter Communications, Inc. 2,365510.6K $
44Vanguard Mid-Cap ETF 1,738499.1K $
45TransDigm Group Inc 406470.5K $
46Broadcom Inc 1,430442.6K $
47iShares Future AI & Tech ETF 9,256430.7K $
48Invesco QQQ Trust Series 1 722416.5K $
49Cisco Systems, Inc. 4,917381.5K $
50iShares Core S&P Total U.S. Stock Market ETF 2,598370K $
51iShares Trust 3,232365.6K $
52iShares Core High Dividend ETF 2,636357.7K $
53Tesla Inc 923343.1K $
54Marvell Technology Inc 3,463343K $
55JPMorgan International Research Enhanced Equity ETF 4,513341.8K $
56Berkshire Hathaway Inc 701335.9K $
57Stryker Corp 913300K $
58Newmont Corp 2,455265.7K $
59AT&T Inc 8,923258.7K $
60Schwab U.S. Large-Cap ETF 9,735249.6K $
61McKesson Corp 287248.4K $
62Verizon Communications Inc 4,831242.5K $
63iShares Trust 1,822233.4K $
64SPDR Gold Shares 539231.9K $
65iShares Core S&P Mid-Cap ETF 3,381228.3K $
66SELECT SECTOR SPDR TRUST (THE) 1,652219.6K $
67McDonald's Corp. 706219.4K $
68iShares Trust 1,004212K $
69Vanguard Small-Cap ETF 801209.7K $
70Coca-Cola Co/The 2,739208.3K $
71iShares Core S&P 500 ETF 317207.4K $
72iShares Trust 576205.4K $
73iShares MSCI Eurozone ETF 3,197200.3K $