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

Tracking: 0 Updated: 2 hours ago

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.

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.

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:

33.52%

Gain +1.09%

Monthly

0.96%

Yearly

12.1%

Drawdown

13.54%

$286.49M

Equity

Holdings

$286.49M

Investment

$192.73M

$110.26M

Profit +$3.76M

Realized

$16.5M

Unrealized

$93.76M

Dividends

$11.29M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

1.09%

Profit

$3.76M

Win %

87%

This Week

Compared To Last Week

Gain

1.33%

Profit

$3.76M

Win %

87%

This Month

Compared to last month

Gain

0.19%

Profit

$542,872.47

Win %

87%

This Year

Compared to last year

Gain

6.57%

Profit

$18.85M

Win %

88%

Gainers
Losers

MRVL Marvell Technology, Inc.

+11.27%

+$109,153.73

ARTY iShares Future AI & Tech ETF

+5.69%

+$38,597.52

NEM Newmont Corporation

+5.14%

+$12,643.25

META Meta Platforms Inc Class A

+4.26%

+$46,986.52

XLK State Street Technology Select Sector SPDR ETF

+3.74%

+$11,415.32

IXN iShares Global Tech ETF

+3.62%

+$356,281.46

IETC iShares U.S. Tech Independence Fund

+3.62%

+$65,045.43

IGM iShares Expanded Tech Sector ETF

+3.6%

+$641,224.61

VGT Vanguard Information Technology ETF

+3.38%

+$160,717.6

AVGO Broadcom Inc.

+3.22%

+$17,570.55

NVDA NVIDIA Corporation

+3.17%

+$44,860.41

QQQ Invesco QQQ Trust, Series 1

+3.06%

+$15,941.76

AMZN Amazon.com Inc

+2.97%

+$30,132.48

VOT Vanguard Mid-Cap Growth ETF

+2.82%

+$40,928.62

GOOGL Alphabet Inc

+2.77%

+$71,345.53

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+2.63%

+$11,457.44

VUG Vanguard Growth ETF

+2.62%

+$22,249.2

GLDM SPDR Gold MiniShares Trust

+2.61%

+$83,367.75

GLD SPDR Gold Shares

+2.57%

+$5,352.26

GOOG Alphabet Inc

+2.54%

+$140,730.67

MSFT Microsoft Corp.

+2.2%

+$54,997.8

DYNF iShares U.S. Equity Factor Rotation Active ETF

+1.9%

+$342,957.95

DFUS Dimensional U.S. Equity Market ETF

+1.72%

+$16,960.41

SPYM State Street SPDR Portfolio S&P 500 ETF

+1.71%

+$10,306.33

TDG TransDigm Group Inc.

+1.71%

+$8,708.7

XLI Industrial Select Sector SPDR Fund

+1.7%

+$170,681.16

SCHX Schwab U.S. Large-Cap ETF

+1.7%

+$4,818.82

VOO Vanguard S&P 500 ETF

+1.7%

+$14,970.2

SCHB Schwab U.S. Broad Market ETF

+1.69%

+$10,238.18

AAPL Apple Inc.

+1.68%

+$141,822.83

VTI VANGUARD TOTAL STOCK MKT ETF

+1.65%

+$28,610.4

IWP iShares Russell Mid-Cap Growth ETF

+1.58%

+$4,063.06

DFAU Dimensional US Core Equity Market ETF

+1.57%

+$454,278.41

IWB iShares Russell 1000 ETF

+1.45%

+$3,375.36

IVV iShares Core S&P 500 ETF

+1.44%

+$3,401.41

SUSA iShares MSCI USA ESG Select ETF

+1.43%

+$634,323.32

ITOT iShares Core S&P Total U.S. Stock Market ETF

+1.4%

+$5,936.43

VO Vanguard Mid-Cap ETF

+1.3%

+$7,230.08

DFSU Dimensional US Sustainability Core 1 ETF

+1.23%

+$15,754.23

BRK-B Berkshire Hathaway Inc.

+0.99%

+$3,382.32

DFSI Dimensional International Sustainability Core 1 ETF

+0.78%

+$6,304.8

VB Vanguard Small-Cap ETF

+0.78%

+$1,842.3

EQIX Equinix, Inc.

+0.77%

+$6,255.21

JIRE JPMorgan International Research Enhanced Equity ETF

+0.73%

+$2,685.24

TSLA Tesla, Inc.

+0.72%

+$2,685.93

VTV Vanguard Value ETF

+0.65%

+$4,837.71

VIG Vanguard Dividend Appreciation ETF

+0.55%

+$12,526.53

DFAI Dimensional International Core Equity Market ETF

+0.47%

+$51,364.36

MCD McDonald's Corporation

+0.43%

+$871.92

XJH iShares ESG Screened S&P Mid-Cap ETF

+0.35%

+$4,266.18

YLDE ClearBridge Dividend Strategy ESG ETF

+0.34%

+$35,979.35

JKE iShares Morningstar Large-Cap Growth ETF

+0.32%

+$8,008.2

IJH iShares Core S&P Mid-Cap ETF

+0.23%

+$591.67

CMF iShares California Muni Bond ETF

+0.1%

+$866.88

SCHW Charles Schwab Corporation

+0.1%

+$1,045.1

IUSB iShares Core Universal USD Bond ETF

+0.09%

+$4,948.4

EAGG iShares ESG Aware U.S. Aggregate Bond ETF

+0.09%

+$4,658.52

IVE ISHARES S&P 500 VALUE ETF

+0.08%

+$185.74

DFSD Dimensional Short-Duration Fixed Income ETF

+0.07%

+$9,913.05

GOVT iShares U.S. Treasury Bond ETF

+0.04%

+$1,896.93

SHY iShares 1-3 Year Treasury Bond ETF

+0.04%

+$3,515.64

CVX Chevron Corporation

-3.25%

-$15,424.96

EFAV iShares MSCI EAFE Min Vol Factor ETF

-2.87%

-$29,209.87

VZ Verizon Communications Inc.

-2.06%

-$4,782.69

KO The Coca-Cola Company

-2.02%

-$4,574.13

MRSH Marsh & McLennan Companies, Inc.

-1.77%

-$10,886.59

CHTR Charter Communications Inc

-1.77%

-$6,089.87

SYK Stryker Corporation

-1.65%

-$4,697.39

HDV iShares Core High Dividend ETF

-1.56%

-$5,733.3

T AT&T Inc.

-1.38%

-$2,899.97

ESGD iShares ESG Aware MSCI EAFE ETF

-1.05%

-$148,599.7

EZU iShares MSCI Eurozone ETF

-0.89%

-$1,998.12

MCK McKesson Corporation

-0.52%

-$1,162.35

DFAT Dimensional US Targeted Value ETF

-0.51%

-$4,685.29

COST Costco Wholesale Corporation

-0.23%

-$3,831.16

CSCO Cisco Systems, Inc.

-0.16%

-$958.82

JPM JPMorgan Chase & Co.

-0.11%

-$737.79

CGDG Capital Group Dividend Growers ETF

-0.08%

-$3,360.69

FLOT iShares Floating Rate Bond ETF

-0.01%

-$922.25

Events

Dividends

Dividend Analysis

No Data

Trades 880	Longs Won 733/880 83%	Profit Factor 46.65
Profitability	Shorts Won 0/0 0%	Standard Deviation $812,719.17
Average Win $153,716.98	Best Trade (Jun 15) $16.98M	Sharpe Ratio -12.86
Average Loss -$16,430.15	Worst Trade (Jun 11) -$477,940.92	Z-Score 22.76 (100%)
Commissions $0	Avg. Trade Length 1y 7m 3d	Expectancy $125,294.68

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	17,544	15,789	14,035	12,281	10,526	8,772	7,018	5,263	3,509	1,754

Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly

Holdings
History

Positions (79)
Options (0)

Option values are updated at end of day.

No Data

Trades (488)
Options (0)

No Data

Permissions	Private	Public
Portfolio
Money Value
History
Goals

Shira Ridge Wealth Management Portfolio

Portfolio Settings

Delete Portfolio

Manage Groups

Goals

Events

Dividends

Dividend Analysis

Returns

Your Note