Shira Ridge Wealth Management — 13F holdings

Shira Ridge Wealth Management reported 83 holdings worth $288M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. SUSA ISHARES TR — $44.2M (15.4%)
  2. DFAU DIMENSIONAL ETF TRUST — $29.6M (10.3%)
  3. DYNF BLACKROCK ETF TRUST — $20.1M (7.0%)
  4. IGM ISHARES TR — $16.9M (5.9%)
  5. DFSD DIMENSIONAL ETF TRUST — $14.9M (5.2%)
  6. ESGD ISHARES TR — $14.2M (4.9%)
  7. FLOT ISHARES TR — $12.0M (4.2%)
  8. SHY ISHARES TR — $11.3M (3.9%)
  9. DFAI DIMENSIONAL ETF TRUST — $11.2M (3.9%)
  10. YLDE LEGG MASON ETF INVT — $10.3M (3.6%)