Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHIRA RIDGE WEALTH MANAGEMENT | 04-18-2024 | 03-31-2024 | 73 | 174,742,638 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA ESG SLC | 1 | $29,972,330 | 274,547 | 0.02 | 0.02 | -562 | -0.20 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 2 | $19,257,396 | 527,022 | 0.01 | 0.01 | -11,522 | -2.14 | 03-31-2024 |
| ISHARES TR | GLOBAL TECH ETF | 3 | $14,401,324 | 192,505 | 0.01 | 0.01 | 979 | 0.51 | 03-31-2024 |
| LEGG MASON ETF INVT | CLEARBRIDGE DI | 4 | $8,471,228 | 179,297 | 0.00 | 0.00 | 49,207 | 37.83 | 03-31-2024 |
