SRW
Shira Ridge Wealth Management Portfolio
Invests via Shira Ridge Wealth Management | Managed by Laurie Nardone
Invests via Shira Ridge Wealth Management
Managed by Laurie Nardone
Automatically Tracked
Company Profile
With a focus on personal finance and wealth preservation, Shira Ridge Wealth Management stands out as a trusted partner for individuals seeking to navigate the complexities of their financial lives. This firm offers comprehensive services that encompass retirement planning, investment management, and tax strategies tailored to individual needs. Established by experienced professionals with deep industry knowledge, it operates within a competitive market where personalized client engagement is crucial. The team's background in finance and dedicated client service positions the firm effectively to cater to discerning clients who prioritize long-term financial health over short-term gains.
With a focus on personal finance and wealth preservation, Shira Ridge Wealth Management stands out as a trusted partner for individuals seeking to navigate the complexities of their financial lives. This firm offers comprehensive services that encompass retirement planning, investment management, and tax strategies tailored to individual needs. Established by experienced professionals with deep industry knowledge, it operates within a competitive market where personalized client engagement is crucial. The team's background in finance and dedicated client service positions the firm effectively to cater to discerning clients who prioritize long-term financial health over short-term gains.
Investment Philosophy & Strategy
Amidst a shifting financial landscape, Shira Ridge Wealth Management adopts a holistic approach to client engagement that prioritizes tailored investment strategies. By integrating comprehensive financial planning with a keen eye for market opportunities, the firm endeavors to create sustainable wealth for its clientele. Emphasizing personalized service and deep industry insights, it aims to align each client's unique objectives with actionable pathways to growth. The experienced team leverages both traditional and alternative asset classes to enhance diversification while focusing on long-term capital appreciation rather than transient fluctuations.
Amidst a shifting financial landscape, Shira Ridge Wealth Management adopts a holistic approach to client engagement that prioritizes tailored investment strategies. By integrating comprehensive financial planning with a keen eye for market opportunities, the firm endeavors to create sustainable wealth for its clientele. Emphasizing personalized service and deep industry insights, it aims to align each client's unique objectives with actionable pathways to growth. The experienced team leverages both traditional and alternative asset classes to enhance diversification while focusing on long-term capital appreciation rather than transient fluctuations.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
54.82%
Gain +1.26%
Monthly
1.35%
Yearly
17.42%
Drawdown
17.02%
$282.43M
Equity
Holdings
$282.43M
Investment
$197.07M
$104.49M
Profit +$2.76M
Realized
$19.12M
Unrealized
$85.37M
Dividends
$12.27M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.26%
Profit
$2.76M
Win %
83%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$2.02M
Win %
83%
This Month
Compared to last month
Gain
-1.46%
Profit
-$4.18M
Win %
83%
This Year
Compared to last year
Gain
-1.57%
Profit
-$4.46M
Win %
85%
MU Micron Technology, Inc.
+7.33%
+$15,913.39 
MRVL Marvell Technology, Inc.
+6%
+$36,305.13 
AMD Advanced Micro Devices, Inc.
+4.75%
+$14,791.02 
KLAC KLA Corporation
+4.02%
+$9,841.19 
ARTY iShares Future AI & Tech ETF
+3.46%
+$7,386.58 
GLW Corning Incorporated
+3.13%
+$3,970.91 
TSLA Tesla, Inc.
+2.19%
+$7,509.85 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$7,216.8 
IXN iShares Global Tech ETF
+2.08%
+$191,498.37 
MRSH Marsh & McLennan Companies, Inc.
+1.93%
+$9,408.96 
NEM Newmont Corporation
+1.92%
+$4,199.76 
XLK State Street Technology Select Sector SPDR ETF
+1.91%
+$5,529.24 
VGT Vanguard Information Technology ETF
+1.56%
+$70,981.24 
IGM iShares Expanded Tech Sector ETF
+1.52%
+$247,717.82 
IETC iShares U.S. Tech Independence Fund
+1.33%
+$21,988.94 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$6,440.23 
GLD SPDR Gold Shares
+1.18%
+$2,351.19 
GLDM SPDR Gold MiniShares Trust
+1.16%
+$24,268.68 
NVDA NVIDIA Corporation
+1.11%
+$15,575.92 
IWP iShares Russell Mid-Cap Growth ETF
+1.09%
+$2,742.11 
ILCG iShares Morningstar Growth ETF
+1.04%
+$25,987.47 
AVGO Broadcom Inc.
+0.99%
+$5,558.49 
VOT Vanguard Mid-Cap Growth ETF
+0.96%
+$11,934.24 
JPM JPMorgan Chase & Co.
+0.94%
+$6,508.75 
EQIX Equinix, Inc.
+0.93%
+$7,178.04 
CSCO Cisco Systems, Inc.
+0.91%
+$4,919.48 
DFSI Dimensional International Sustainability Core 1 ETF
+0.84%
+$5,069.2 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.81%
+$111,447.6 
EZU iShares MSCI Eurozone ETF
+0.79%
+$1,750.06 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.77%
+$3,579.25 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.74%
+$2,362.8 
GE General Electric Company
+0.73%
+$1,638.42 
ABBV AbbVie Inc.
+0.72%
+$1,607.06 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.69%
+$128,850.18 
VUG Vanguard Growth ETF
+0.57%
+$4,833.85 
LLY Eli Lilly and Company
+0.48%
+$1,150.8 
IVV iShares Core S&P 500 ETF
+0.47%
+$1,017.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$8,140.73 
SCHB Schwab U.S. Broad Market ETF
+0.45%
+$2,696.26 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.44%
+$1,803.6 
VO Vanguard Mid-Cap ETF
+0.44%
+$1,659.05 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.43%
+$3,448.5 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$45,870.47 
VOO Vanguard S&P 500 ETF
+0.42%
+$3,755.49 
IWB iShares Russell 1000 ETF
+0.42%
+$984.96 
META Meta Platforms Inc Class A
+0.4%
+$4,959 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.39%
+$4,579.2 
CGDG Capital Group Dividend Growers ETF
+0.39%
+$17,279.07 
SCHX Schwab U.S. Large-Cap ETF
+0.37%
+$1,048.46 
VTV Vanguard Value ETF
+0.35%
+$2,588.56 
SUSA iShares MSCI USA ESG Select ETF
+0.35%
+$152,690.88 
VB Vanguard Small-Cap ETF
+0.35%
+$826.15 
DFUS Dimensional U.S. Equity Market ETF
+0.34%
+$3,404.24 
XLI Industrial Select Sector SPDR Fund
+0.34%
+$35,411.7 
AVGE FRCL 3 2022Q3 Hb Float
+0.33%
+$1,606.08 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$754.86 
DFAU Dimensional US Core Equity Market ETF
+0.3%
+$88,177.79 
DFSU Dimensional US Sustainability Core 1 ETF
+0.15%
+$1,648.78 
CVX Chevron Corporation
+0.14%
+$672.3 
CHTR Charter Communications Inc
+0.11%
+$278.92 
TDG TransDigm Group Inc.
+0.07%
+$365.4 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$1,161 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$2,662.21 
DFSB Dimensional Global Sustainability Fixed Income ETF
-1.4%
-$92,019.18 
COST Costco Wholesale Corporation
-0.99%
-$15,832.42 
AMZN Amazon.com Inc
-0.92%
-$9,738.96 
AAPL Apple Inc.
-0.84%
-$70,809.82 
VZ Verizon Communications Inc.
-0.82%
-$1,716.78 
UNP Union Pacific Corporation
-0.8%
-$1,779.87 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.78%
-$109,699.12 
GOOG Alphabet Inc
-0.63%
-$32,640.9 
GOOGL Alphabet Inc
-0.62%
-$14,209.16 
MSFT Microsoft Corp.
-0.61%
-$15,576.96 
KO The Coca-Cola Company
-0.29%
-$643.66 
HDV iShares Core High Dividend ETF
-0.25%
-$871.08 
GOVT iShares U.S. Treasury Bond ETF
-0.24%
-$10,746.56 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.21%
-$2,111.09 
YLDE ClearBridge Dividend Strategy ESG ETF
-0.18%
-$19,431.98 
IUSB iShares Core Universal USD Bond ETF
-0.16%
-$7,794.9 
SCHW Charles Schwab Corporation
-0.07%
-$761.32 
SHY iShares 1-3 Year Treasury Bond ETF
-0.05%
-$4,977.44 
CMF iShares California Muni Bond ETF
-0.04%
-$368.73 
DFAT Dimensional US Targeted Value ETF
-0.01%
-$130.04 Events
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Dividends
Dividend Analysis
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| Trades 950 | Longs Won 778/950 81% | Profit Factor 33.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $737,099.98 |
| Average Win $138,436.68 | Best Trade (Jul 22) $16.6M | Sharpe Ratio -10.77 |
| Average Loss -$18,696.61 | Worst Trade (Jul 27) -$422,948.81 | Z-Score 14.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 2d | Expectancy $109,987.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Shira Ridge Wealth Management?
The largest contributions to the portfolio's profits come from the following stocks: iShares Global Tech ETF - $5M, iShares MSCI USA ESG Select ETF - $2.07M, iShares ESG Screened S&P Mid-Cap ETF - $1.73M, TransDigm Group Inc - $1.37M, and Vanguard Mid-Cap Growth ETF - $1.3M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Vanguard Utilities ETF - $431,748.32, Crown Castle Inc - $143,720.69, Vail Resorts, Inc - $129,668.35, iShares Global Clean Energy ETF - $99,740.98, and Charter Communications Inc - $77,780.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shira Ridge Wealth Management's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.27M earned over time. The largest contributors to dividend income include iShares MSCI USA ESG Select ETF - $1.25M, iShares ESG Aware MSCI EAFE ETF - $1.15M, ClearBridge Dividend Strategy ESG ETF - $1.04M, iShares Floating Rate Bond ETF - $828,101.88, and Dimensional US Core Equity Market ETF - $820,353.51. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shira Ridge Wealth Management's monthly returns?
Shira Ridge Wealth Management's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Shira Ridge Wealth Management's strategy be considered aggressive or moderate?
Shira Ridge Wealth Management's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Shira Ridge Wealth Management's strategy?
Shira Ridge Wealth Management's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
