Shira Ridge Wealth Management is an investment fund managing more than $179 billion ran by Aryn Sands. There are currently 38 companies in Sands’s portfolio. The largest investments include Ishares Tr and Dimensional Etf Trust, together worth $115 billion.
As of 5th July 2024, Shira Ridge Wealth Management’s top holding is 1,041,574 shares of Ishares Tr currently worth over $78.8 billion and making up 44.0% of the portfolio value.
In addition, the fund holds 966,221 shares of Dimensional Etf Trust worth $36 billion.
The third-largest holding is Legg Mason Etf Invt worth $8.86 billion and the next is Apple Inc worth $6.26 billion, with 29,708 shares owned.
Currently, Shira Ridge Wealth Management's portfolio is worth at least $179 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Shira Ridge Wealth Management office and employees reside in Larkspur, California. According to the last 13-F report filed with the SEC, Aryn Sands serves as the Agent at Shira Ridge Wealth Management.
In the most recent 13F filing, Shira Ridge Wealth Management revealed that it had opened a new position in
Chevron and bought 2,078 shares worth $325 million.
This means they effectively own approximately 0.1% of the company.
Chevron makes up
100.0%
of the fund's Energy sector allocation and has decreased its share price by 2.8% in the past year.
The investment fund also strengthened its position in Dimensional Etf Trust by buying
9,536 additional shares.
This makes their stake in Dimensional Etf Trust total 966,221 shares worth $36 billion.
On the other hand, there are companies that Shira Ridge Wealth Management is getting rid of from its portfolio.
Shira Ridge Wealth Management closed its position in Cisco Sys Inc on 11th July 2024.
It sold the previously owned 6,519 shares for $325 million.
Aryn Sands also disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $78.8 billion and 1,041,574 shares.
The two most similar investment funds to Shira Ridge Wealth Management are Bluesphere Advisors and Investmark Advisory. They manage $179 billion and $179 billion respectively.
Shira Ridge Wealth Management’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Technology — making up 5.2% of
the total portfolio value.
The fund focuses on investments in the United States as
44.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
39% of the total holdings value.
On the other hand, small-cap stocks make up only 5.3% of the portfolio.
The average market cap of the portfolio companies is close to $411 billion.
These positions were updated on July 11th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
0.50%
1,041,574
|
$78,797,386,000 | 43.99% |
| Dimensional Etf Trust |
1.00%
966,221
|
$36,044,614,000 | 20.12% |
| Legg Mason Etf Invt |
5.27%
188,745
|
$8,864,560,000 | 4.95% |
| Apple Inc |
0.45%
29,708
|
$6,257,033,000 | 3.49% |
| Select Sector Spdr Tr |
5.90%
73,731
|
$9,801,685,000 | 5.47% |
| Vanguard World Fd |
2.19%
5,716
|
$3,295,825,000 | 1.84% |
| Microsoft Corporation |
0.03%
7,339
|
$3,280,070,000 | 1.83% |
| Vanguard Index Fds |
2.43%
24,764
|
$6,230,968,000 | 3.48% |
| Alphabet Inc |
1.07%
21,134
|
$3,869,281,000 | 2.16% |
| Vanguard Malvern Fds |
5.91%
56,522
|
$2,743,576,000 | 1.53% |
| Vanguard Specialized Funds |
6.96%
14,238
|
$2,599,227,000 | 1.45% |
| Ishares U S Etf Tr |
5.77%
18,969
|
$1,426,088,000 | 0.80% |
| Transdigm Group Incorporated |
55.27%
971
|
$1,240,559,000 | 0.69% |
| Costco Whsl Corp New |
1.77%
1,380
|
$1,172,910,000 | 0.65% |
| J P Morgan Exchange Traded F |
4.60%
23,522
|
$1,251,512,000 | 0.70% |
| Meta Platforms Inc |
43.30%
1,807
|
$911,155,000 | 0.51% |
| Schwab Charles Corp |
0.93%
10,972
|
$808,557,000 | 0.45% |
| Marsh & McLennan Cos., Inc. |
1.04%
3,707
|
$781,139,000 | 0.44% |
| Equinix Inc |
No change
994
|
$752,060,000 | 0.42% |
| Charter Communications Inc N |
No change
2,385
|
$713,020,000 | 0.40% |
| Amazon.com Inc. |
1.42%
3,560
|
$687,970,000 | 0.38% |
| NVIDIA Corp |
897.37%
5,316
|
$656,772,000 | 0.37% |
| Inventrust Pptys Corp |
No change
25,614
|
$634,200,000 | 0.35% |
| Liberty Global Ltd |
No change
32,657
|
$582,927,000 | 0.33% |
| Proshares Tr |
0.34%
5,914
|
$568,513,000 | 0.32% |
| Spdr Ser Tr |
8.45%
8,633
|
$552,512,000 | 0.31% |
| Crown Castle Inc |
No change
5,056
|
$493,971,000 | 0.28% |
| Deckers Outdoor Corp. |
No change
498
|
$482,039,000 | 0.27% |
| Schwab Strategic Tr |
No change
10,283
|
$651,008,000 | 0.36% |
| Vail Resorts Inc. |
No change
2,211
|
$398,267,000 | 0.22% |
| JPMorgan Chase & Co. |
22.23%
1,941
|
$392,524,000 | 0.22% |
| Cisco Sys Inc |
Closed
6,519
|
$325,363,000 | |
| Chevron Corp. |
Opened
2,078
|
$325,010,000 | 0.18% |
| First Tr Exchange Traded Fd |
11.72%
2,628
|
$303,744,000 | 0.17% |
| Broadcom Inc. |
6.25%
170
|
$272,940,000 | 0.15% |
| Ishares Tr |
Opened
5,811
|
$535,559,000 | 0.30% |
| Vanguard Index Fds |
Opened
1,205
|
$262,715,000 | 0.15% |
| Berkshire Hathaway Inc. |
No change
619
|
$251,809,000 | 0.14% |
| Marvell Technology Inc |
No change
3,510
|
$245,349,000 | 0.14% |
| Ishares Tr |
Closed
2,436
|
$203,601,000 | |
| No transactions found | |||
| Showing first 500 out of 40 holdings | |||