StockDriftsStockDriftsTop 50 Shira Ridge Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SUSA | ISHARES TR | 15.21% | 291.0K | $38.4M | +0.50%(+1.46K) | $84.80(+73.69%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 10.08% | 564.3K | $25.5M | +1.79%(+9.90K) | $28.33(+76.39%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.24% | 271.1K | $15.8M | +23.05%(+50.79K) | $56.02(+15.19%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.37% | 283.2K | $13.6M | +15.76%(+38.56K) | $47.42(+1.00%) | 2026-03-31 | |
| IGM | ISHARES TR | 5.24% | 111.8K | $13.3M | +24.05%(+21.68K) | $102.21(+44.35%) | 2026-03-31 | |
| ESGD | ISHARES TR | 5.16% | 136.3K | $13.0M | -0.18%(-247) | $66.73(+51.09%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.06% | 263.4K | $10.3M | -4.11%(-11.29K) | $24.95(+63.87%) | 2026-03-31 | |
| YLDE | LEGG MASON ETF INVT | 4.05% | 189.4K | $10.2M | -0.90%(-1.72K) | $44.20(+25.41%) | 2026-03-31 | |
| FLOT | ISHARES TR | 3.72% | 184.4K | $9.4M | +32.95%(+45.72K) | $50.76(+0.22%) | 2026-03-31 | |
| XLI | SELECT SECTOR SPDR TR | 3.65% | 57.1K | $9.2M | -3.48%(-2.06K) | $104.12(+65.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.93% | +44.03% |
| Top 20 Holdings Unweighted | +12.13% | +40.99% |
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