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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
DFAUDimensional Etf Trust
Recent Activity
Decreased -0.87%
10.33%
$21.108M
521,317 shares@ $40.49 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -8.09%
1.67%
$3.4M
61,086 shares@ $55.67 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -10.11%
1.3%
$2.644M
6,274 shares@ $421.48 avg price
ILCGIshares Tr
Recent Activity
Decreased -1.53%
1%
$2.036M
22,723 shares@ $89.61 avg price
IETCIshares U S Etf Tr
Recent Activity
Decreased -2.41%
0.9%
$1.831M
21,460 shares@ $85.33 avg price
DFSUDimensional Etf Trust
Recent Activity
Decreased -1.32%
0.61%
$1.227M
32,383 shares@ $37.91 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -4.57%
0.5%
$1.016M
3,507 shares@ $289.8 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -1.4%
0.44%
$892,863
14,006 shares@ $63.75 avg price
EFAVIshares Tr
Recent Activity
Decreased -2.51%
0.41%
$826,262
11,685 shares@ $70.72 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.56%
0.38%
$762,687
1,416 shares@ $538.63 avg price