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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
IVWIshares Tr
Recent Activity
Decreased -3.14%
0.16%
$315,352
3,106 shares@ $101.53 avg price
IFRAIshares Tr
Recent Activity
Decreased -76.67%
0.15%
$299,265
6,465 shares@ $46.3 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.85%
0.15%
$294,179
649 shares@ $453.29 avg price
SYKStryker Corporation
Recent Activity
New Position
0.15%
$289,120
803 shares@ $360.05 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.45%
0.13%
$251,363
4,246 shares@ $59.2 avg price
NOBLProshares Tr
Recent Activity
Decreased -50.59%
0.12%
$239,318
2,404 shares@ $99.55 avg price
ESMLIshares Tr
Recent Activity
Decreased -1.04%
0.12%
$238,508
5,672 shares@ $42.06 avg price
TAt&t Inc
Recent Activity
New Position
0.12%
$238,334
10,467 shares@ $22.78 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.35%
0.12%
$233,916
1,615 shares@ $144.84 avg price
IWPIshares Tr
Recent Activity
Decreased -0.49%
0.12%
$230,939
1,822 shares@ $126.76 avg price