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Aryn Sands

@Shira Ridge Wealth Management

Latest period2024 - Q4ReportedManaged Assets$204.388MTotal holdings77
Assets growth rate4.23%Assets growth rate (2-Q avg)6.75%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shira Ridge Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Shira Ridge Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 204.388M in assets, with a quarterly growth rate of 4.23% and a 2-quarter average growth rate of 6.75%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SUSAIshares Tr
Recent Activity
Increased 0.55%
15.69%
$32.057M
263,649 shares@ $121.59 avg price
DFAUDimensional Etf Trust
Recent Activity
Decreased -0.87%
10.33%
$21.108M
521,317 shares@ $40.49 avg price
IXNIshares Tr
Recent Activity
Increased 0.97%
8.12%
$16.579M
195,624 shares@ $84.75 avg price
YLDELegg Mason Etf Invt
Recent Activity
Increased 0.35%
4.67%
$9.527M
187,619 shares@ $50.78 avg price
ESGDIshares Tr
Recent Activity
Increased 6.91%
4.36%
$8.91M
117,018 shares@ $76.15 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 55.45%
4.15%
$8.471M
180,705 shares@ $46.88 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 6.19%
3.81%
$7.774M
266,239 shares@ $29.21 avg price
AAPLApple Inc
Recent Activity
Increased 0.31%
3.64%
$7.43M
29,670 shares@ $250.43 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 7.24%
3.33%
$6.793M
51,555 shares@ $131.77 avg price
XJHIshares Tr
Recent Activity
Increased 5.16%
2.56%
$5.213M
124,605 shares@ $41.84 avg price