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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
XLVSelect Sector Spdr Tr
Recent Activity
Increased 7.15%
2.54%
$5.183M
37,675 shares@ $137.57 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 4.69%
2.36%
$4.803M
24,527 shares@ $195.84 avg price
EAGGIshares Tr
Recent Activity
Increased 60.74%
2.32%
$4.741M
102,095 shares@ $46.45 avg price
IUSBIshares Tr
Recent Activity
Increased 32.24%
2.17%
$4.426M
97,929 shares@ $45.21 avg price
VOTVanguard Index Fds
Recent Activity
Increased 7.27%
1.9%
$3.869M
15,248 shares@ $253.76 avg price
SHYIshares Tr
Recent Activity
Increased 126.27%
1.88%
$3.842M
46,870 shares@ $81.99 avg price
FLOTIshares Tr
Recent Activity
Increased 18.66%
1.77%
$3.609M
70,931 shares@ $50.89 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.72%
1.76%
$3.593M
5,778 shares@ $621.83 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -8.09%
1.67%
$3.4M
61,086 shares@ $55.67 avg price
GOVTIshares Tr
Recent Activity
Increased 32.42%
1.48%
$3.017M
131,295 shares@ $22.98 avg price