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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
VOVanguard Index Fds
Recent Activity
0.24%
$473,289
1,792 shares@ $264.12 avg price
VBVanguard Index Fds
Recent Activity
Increased 3.15%
0.22%
$449,412
1,870 shares@ $240.33 avg price
HDVIshares Tr
Recent Activity
Decreased -37.19%
0.21%
$416,589
3,711 shares@ $112.26 avg price
MTNVail Resorts Inc
Recent Activity
0.21%
$414,452
2,211 shares@ $187.46 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.47%
0.2%
$402,011
1,734 shares@ $231.85 avg price
MRVLMarvell Technology Inc
Recent Activity
Increased 0.75%
0.2%
$390,551
3,536 shares@ $110.45 avg price
TSLATesla Inc
Recent Activity
Increased 11.82%
0.19%
$386,071
956 shares@ $403.84 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.81%
0.19%
$373,530
731 shares@ $510.99 avg price
ITOTIshares Tr
Recent Activity
Increased 0.11%
0.18%
$358,593
2,788 shares@ $128.63 avg price
IJHIshares Tr
Recent Activity
Increased 0.04%
0.18%
$350,416
5,624 shares@ $62.31 avg price