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:
62.74%
Gain -0.55%
Monthly
1.36%
Yearly
17.59%
Drawdown
17.07%
$288.21M
Equity
Holdings
$288.21M
Investment
$197.07M
$110.03M
Profit -$1.18M
Realized
$18.89M
Unrealized
$91.14M
Dividends
$12.81M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$1.18M
Win %
84%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$1.18M
Win %
84%
This Month
Compared to last month
Gain
-0.85%
Profit
-$2.47M
Win %
84%
This Year
Compared to last year
Gain
0.44%
Profit
$1.31M
Win %
85%
GOOGL Alphabet Inc
+2.9%
+$64,235.88 
META Meta Platforms Inc Class A
+2.81%
+$34,608.44 
GOOG Alphabet Inc
+2.77%
+$137,974.05 
MSFT Microsoft Corp.
+2.27%
+$71,756.16 
LLY Eli Lilly and Company
+2.09%
+$4,886.71 
ABBV AbbVie Inc.
+1.74%
+$3,955.84 
MRSH Marsh & McLennan Companies, Inc.
+1.73%
+$8,179.38 
COST Costco Wholesale Corporation
+1.64%
+$25,331.85 
VZ Verizon Communications Inc.
+1.44%
+$3,530.28 
KO The Coca-Cola Company
+1.06%
+$2,560.97 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$3,543.55 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.54%
+$5,611.06 
AAPL Apple Inc.
+0.47%
+$40,315.34 
HDV iShares Core High Dividend ETF
+0.45%
+$1,617.72 
YLDE ClearBridge Dividend Strategy ESG ETF
+0.38%
+$40,297.78 
UNP Union Pacific Corporation
+0.1%
+$202.78 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$5,388.82 
SCHW Charles Schwab Corporation
+0.04%
+$435.04 
GOVT iShares U.S. Treasury Bond ETF
+0.03%
+$1,230.97 
GLW Corning Incorporated
-14.03%
-$19,357.14 
MRVL Marvell Technology, Inc.
-6.67%
-$48,825.71 
KLAC KLA Corporation
-6.44%
-$13,735.2 
AVGO Broadcom Inc.
-4.75%
-$25,473.19 
MU Micron Technology, Inc.
-4.75%
-$11,618.79 
EQIX Equinix, Inc.
-4.01%
-$31,697.98 
AMD Advanced Micro Devices, Inc.
-3.9%
-$12,454.28 
ARTY iShares Future AI & Tech ETF
-3.46%
-$8,509.21 
NEM Newmont Corporation
-2.91%
-$9,062.64 
NVDA NVIDIA Corporation
-2.85%
-$42,833.71 
TDG TransDigm Group Inc.
-2.27%
-$10,515.4 
IXN iShares Global Tech ETF
-2.17%
-$214,008.61 
GE General Electric Company
-1.94%
-$4,138.82 
JPM JPMorgan Chase & Co.
-1.69%
-$12,341.02 
IETC iShares U.S. Tech Independence Fund
-1.66%
-$29,372.68 
CSCO Cisco Systems, Inc.
-1.65%
-$9,031.27 
XLK State Street Technology Select Sector SPDR ETF
-1.51%
-$4,691.68 
XLI Industrial Select Sector SPDR Fund
-1.43%
-$141,646.8 
EZU iShares MSCI Eurozone ETF
-1.39%
-$3,186.43 
TSLA Tesla, Inc.
-1.36%
-$4,602.22 
CHTR Charter Communications Inc
-1.34%
-$3,862.75 
GLD SPDR Gold Shares
-1.3%
-$2,823.59 
GLDM SPDR Gold MiniShares Trust
-1.28%
-$29,016.9 
VGT Vanguard Information Technology ETF
-1.24%
-$60,525.08 
AMZN Amazon.com Inc
-1.21%
-$13,048.52 
ILCG iShares Morningstar Growth ETF
-1.15%
-$29,194.44 
CVX Chevron Corporation
-0.93%
-$5,073.99 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.85%
-$9,730.8 
IGM iShares Expanded Tech Sector ETF
-0.83%
-$143,750.6 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$1,985.61 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$149,890.95 
AVGE FRCL 3 2022Q3 Hb Float
-0.66%
-$3,312.54 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$1,585.14 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.62%
-$89,158.08 
QQQ Invesco QQQ Trust, Series 1
-0.57%
-$2,924.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$2,675.75 
DFAI Dimensional International Core Equity Market ETF
-0.55%
-$61,597.5 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.54%
-$1,772.1 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$6,623.08 
VO Vanguard Mid-Cap ETF
-0.44%
-$1,710.36 
VTV Vanguard Value ETF
-0.44%
-$3,371.94 
DFSI Dimensional International Sustainability Core 1 ETF
-0.43%
-$2,668 
SUSA iShares MSCI USA ESG Select ETF
-0.41%
-$185,821.92 
DFUS Dimensional U.S. Equity Market ETF
-0.39%
-$3,951.35 
DFAU Dimensional US Core Equity Market ETF
-0.36%
-$108,088.91 
VOO Vanguard S&P 500 ETF
-0.35%
-$3,198.65 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$3,120.96 
IVV iShares Core S&P 500 ETF
-0.34%
-$754.29 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$2,113.51 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$7,836.75 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$1,402.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.34%
-$2,731.57 
IWB iShares Russell 1000 ETF
-0.33%
-$794.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.33%
-$5,924.91 
SCHX Schwab U.S. Large-Cap ETF
-0.32%
-$924.83 
VB Vanguard Small-Cap ETF
-0.3%
-$713.31 
CGDG Capital Group Dividend Growers ETF
-0.27%
-$12,512.43 
DFSU Dimensional US Sustainability Core 1 ETF
-0.22%
-$2,473.17 
VUG Vanguard Growth ETF
-0.19%
-$1,627.72 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.06%
-$3,807.69 
CMF iShares California Muni Bond ETF
-0.05%
-$442.47 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$1,631.73 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$1,866.54 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$1,096.69 Events
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Dividends
Dividend Analysis
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| Trades 950 | Longs Won 788/950 82% | Profit Factor 29.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $781,004.63 |
| Average Win $144,486.44 | Best Trade (Aug 14) $18.06M | Sharpe Ratio -10.73 |
| Average Loss -$23,599.86 | Worst Trade (Sep 09) -$402,212.01 | Z-Score 25.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 6d | Expectancy $115,823.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,843 | $3.56M | $8.63M | - | $5.07M | 142.66% | +0.47% |
| ABBV AbbVie Inc. | 883 | $222,086 | $230,992.8 | - | $8,906.8 | 4.01% | +1.742% |
| AMD Advanced Micro Devices, Inc. | 619 | $359,583 | $307,030.19 | - | -$52,552.81 | -14.61% | -3.898% |
| AMZN Amazon.com Inc | 4,216 | $581,111.2 | $1.07M | - | $488,424.76 | 84.05% | -1.205% |
| ARTY iShares Future AI & Tech ETF | 3,254 | $156,777.73 | $237,102.71 | - | $80,324.98 | 51.23% | -3.464% |
| AVGE FRCL 3 2022Q3 Hb Float | 5,019 | $497,383 | $501,824.71 | - | $4,441.71 | 0.89% | -0.656% |
| AVGO Broadcom Inc. | 1,481 | $189,492.44 | $510,633.99 | - | $321,141.55 | 169.47% | -4.752% |
| BRK-B Berkshire Hathaway Inc. | 701 | $258,777.18 | $361,312.92 | - | $102,535.74 | 39.62% | +0.99% |
| CGDG Capital Group Dividend Growers ETF | 119,166 | $4.27M | $4.55M | - | $276,419.95 | 6.47% | -0.274% |
| CHTR Charter Communications Inc | 1,981 | $670,755.39 | $284,907.62 | - | -$385,847.77 | -57.52% | -1.338% |
| CMF iShares California Muni Bond ETF | 14,749 | $844,507.04 | $815,767.19 | - | -$28,739.85 | -3.4% | -0.054% |
| COST Costco Wholesale Corporation | 1,707 | $950,005.53 | $1.57M | - | $619,768.74 | 65.24% | +1.64% |
| CSCO Cisco Systems, Inc. | 4,895 | $273,215.92 | $539,845.07 | - | $266,629.15 | 97.59% | -1.645% |
| CVX Chevron Corporation | 2,537 | $384,265.45 | $537,996.22 | - | $153,730.77 | 40.01% | -0.934% |
| DFAI Dimensional International Core Equity Market ETF | 262,117 | $6.92M | $11.15M | - | $4.23M | 61.17% | -0.549% |
| DFAT Dimensional US Targeted Value ETF | 13,004 | $590,288.48 | $912,620.72 | - | $322,332.24 | 54.61% | -0.341% |
| DFAU Dimensional US Core Equity Market ETF | 568,889 | $16.73M | $29.92M | - | $13.19M | 78.87% | -0.36% |
| DFSB Dimensional Global Sustainability Fixed Income ETF | 126,923 | $6.61M | $6.35M | - | -$264,000.31 | -3.99% | -0.06% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 296,404 | $14.06M | $13.9M | - | -$161,704.41 | -1.15% | -0.008% |
| DFSI Dimensional International Sustainability Core 1 ETF | 13,340 | $400,174.19 | $617,642 | - | $217,467.81 | 54.34% | -0.43% |
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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 - $420,616.38, Crown Castle Inc - $135,808.05, Vail Resorts, Inc - $131,955.85, 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 $12.81M earned over time. The largest contributors to dividend income include iShares MSCI USA ESG Select ETF - $1.24M, ClearBridge Dividend Strategy ESG ETF - $1.17M, iShares ESG Aware MSCI EAFE ETF - $1.15M, Dimensional Short-Duration Fixed Income ETF - $913,054.52, and iShares Floating Rate Bond ETF - $905,026.74. 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.
