Shira Ridge Wealth Management
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$505.5M
Holdings
79
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SUSA
ISHARES TR
Held since at least Q1 2024
15.2%
02
$DFAU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
10.1%
03
$DYNF
BLACKROCK ETF TRUST
Held since at least Q1 2024
6.2%
04
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.4%
05
$IGM
ISHARES TR
Held since at least Q1 2024
5.2%
06
$ESGD
ISHARES TR
Held since at least Q1 2024
5.2%
07
$DFAI
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.1%
08
$YLDE
LEGG MASON ETF INVT
Held since at least Q1 2024
4.0%
09
$FLOT
ISHARES TR
Held since at least Q1 2024
3.7%
10
$XLI
SELECT SECTOR SPDR TR
Held since at least Q1 2024
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:19 UTC.