Shira Ridge Wealth Management
Shira Ridge Wealth Management is an independent investment adviser founded in 2000 and headquartered in Larkspur, California. The firm is solely owned by Laurean Sue, operates as a registered investment adviser (RIA), and serves a diverse client base primarily consisting of individuals and high net worth individuals. As of July 2024, the firm has approximately 4-6 employees and manages over 270 client accounts, providing personalized financial planning and investment management services.
Investment Strategy
Shira Ridge Wealth Management offers personalized portfolio management, focusing on long-term investment planning and comprehensive wealth management for individuals and families. The firm employs a diversified, disciplined investment process, balancing risk and return through various asset classes including equities, bonds, and ETFs. Its approach emphasizes understanding each client's goals, risk tolerance, and tax situation to construct well-diversified portfolios that align with their unique needs. Shira Ridge typically utilizes a combination of active and passive investment strategies while prioritizing transparency, regular rebalancing, and ongoing communication with clients.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SUSA | ISHARES TR | 16.39% | $38.6M | 284,764 | $86.29 | $135.65 | +$2.2M |
D DFAU | DIMENSIONAL ETF TRUST | 10.11% | $23.8M | 520,768 | $27.76 | $45.76 | +$2.1M |
I IGM | ISHARES TR | 5.19% | $12.2M | 97,138 | $93.05 | $125.95 | +$1.4M |
E ESGD | ISHARES TR | 5.14% | $12.1M | 130,330 | $69.23 | $92.98 | +$652.1K |
D DFAI | DIMENSIONAL ETF TRUST | 4.19% | $9.9M | 271,695 | $26.18 | $36.35 | +$680.0K |