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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
JMSTJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$877,136
17,219 shares@ $50.95 avg price
ICSHIshares Tr
Recent Activity
Exited
0%
$825,489
16,269 shares@ $50.74 avg price
TFLOIshares Tr
Recent Activity
Exited
0%
$487,480
9,634 shares@ $50.6 avg price
LMTLockheed Martin Corp
Recent Activity
Exited
0%
$232,070
397 shares@ $584.56 avg price
EFGIshares Tr
Recent Activity
Exited
0%
$205,195
1,906 shares@ $107.66 avg price
CLColgate Palmolive Co
Recent Activity
Exited
0%
$202,949
1,955 shares@ $103.82 avg price
QUALIshares Tr
Recent Activity
Exited
0%
$202,788
1,131 shares@ $179.3 avg price
ICLNIshares Tr
Recent Activity
Exited
0%
$197,644
13,454 shares@ $14.7 avg price