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Aryn Sands

Shira Ridge Wealth Management

Assets Managed
$286.614M
Holdings
83
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
13.41%(2Q avg: 7.47%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shira Ridge Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 83 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 2026 - Q2, they manage 286.614M in assets, with a quarterly growth rate of 13.41% and a 2-quarter average growth rate of 7.47%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SUSA
Ishares Msci Usa Esg Select
Recent Activity
Decreased -0.98%
15.51%
$44.453M
288,096 shares@ $154.31 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 0.81%
10.26%
$29.406M
568,889 shares@ $51.7 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 3.35%
6.65%
$19.054M
280,170 shares@ $68.02 avg price
IGM
Ishares Expanded Tech Sector
Recent Activity
Decreased -5.11%
6.06%
$17.354M
106,089 shares@ $163.59 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 4.66%
4.94%
$14.153M
296,404 shares@ $47.75 avg price
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
Decreased -0.91%
4.85%
$13.888M
135,088 shares@ $102.81 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
Increased 16.4%
3.83%
$10.96M
214,694 shares@ $51.06 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -0.48%
3.78%
$10.812M
262,117 shares@ $41.25 avg price
XLI
Industrial Select Sect Spdr
Recent Activity
Increased 0.87%
3.73%
$10.666M
57,580 shares@ $185.24 avg price
YLDE
Clearbridg Div Strgy Esg Etf
Recent Activity
Decreased -0.37%
3.67%
$10.493M
188,660 shares@ $55.63 avg price

1-10 of 83