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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
IYHIshares Tr
Recent Activity
Increased 1.84%
0.35%
$710,139
12,187 shares@ $58.28 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.57%
0.35%
$705,957
1,720 shares@ $410.45 avg price
EQIXEquinix Inc
Recent Activity
Decreased -25.57%
0.35%
$699,624
742 shares@ $942.89 avg price
DECKDeckers Outdoor Corp
Recent Activity
Increased 9.18%
0.33%
$662,480
3,262 shares@ $203.1 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.59%
0.31%
$621,839
3,673 shares@ $169.31 avg price
IVTInventrust Pptys Corp
Recent Activity
Decreased -27.5%
0.28%
$559,475
18,569 shares@ $30.13 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -3.14%
0.27%
$536,836
7,787 shares@ $68.95 avg price
TDGTransdigm Group Inc
Recent Activity
0.26%
$514,516
406 shares@ $1267.29 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 5.64%
0.24%
$489,632
2,043 shares@ $239.67 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 200%
0.24%
$479,291
21,114 shares@ $22.71 avg price