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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
GOOGAlphabet Inc
Recent Activity
Increased 1.08%
1.46%
$2.982M
15,656 shares@ $190.45 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
TLTIshares Tr
Recent Activity
Increased 1.85%
0.75%
$1.525M
17,467 shares@ $87.33 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2.74%
0.73%
$1.483M
1,618 shares@ $916.31 avg price
CMFIshares Tr
Recent Activity
Increased 127.09%
0.71%
$1.438M
25,111 shares@ $57.29 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 11.43%
0.62%
$1.267M
6,692 shares@ $189.31 avg price
DFSUDimensional Etf Trust
Recent Activity
Decreased -1.32%
0.61%
$1.227M
32,383 shares@ $37.91 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.87%
0.53%
$1.073M
1,833 shares@ $585.54 avg price