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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
JIREJ P Morgan Exchange Traded F
Recent Activity
Increased 4.41%
0.12%
$230,295
3,936 shares@ $58.51 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.12%
$225,668
9,735 shares@ $23.19 avg price
VTIPVanguard Malvern Fds
Recent Activity
Decreased -80.67%
0.11%
$215,273
4,446 shares@ $48.42 avg price
MCDMcdonalds Corp
Recent Activity
Increased 6.9%
0.11%
$206,692
713 shares@ $289.9 avg price
IVVIshares Tr
Recent Activity
0.11%
$206,681
351 shares@ $588.84 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.11%
$206,245
7,549 shares@ $27.33 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
0.1%
$202,292
870 shares@ $232.52 avg price