Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHIRA RIDGE WEALTH MANAGEMENT | 07-11-2024 | 06-30-2024 | 75 | 179,486,241 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA ESG SLC | 1 | $30,664,271 | 272,887 | 0.02 | 0.02 | -1,660 | -0.60 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 2 | $19,940,685 | 531,893 | 0.01 | 0.01 | 4,871 | 0.92 | 06-30-2024 |
| ISHARES TR | GLOBAL TECH ETF | 3 | $15,832,923 | 191,173 | 0.01 | 0.01 | -1,332 | -0.69 | 06-30-2024 |
| LEGG MASON ETF INVT | CLEARBRIDGE DI | 4 | $8,864,560 | 188,745 | 0.00 | 0.00 | 9,448 | 5.27 | 06-30-2024 |
