Long-term investor
Shira Ridge Wealth Management @shiraridgewealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001961210).
Record
- Tracked since 2025-06-30 (467 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days +0.8% · 6 months +1.9% · 1 year +4.8% · all +4.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464288802 · 15.4% · long · since 2025-09-30
- 25434V104 · 10.3% · long · since 2025-09-30
- 09290C103 · 7.0% · long · since 2025-09-30
- 464287549 · 5.9% · long · since 2025-09-30
- 25434V864 · 5.2% · long · since 2025-09-30
- 46435G516 · 4.9% · long · since 2025-09-30
- 46429B655 · 4.2% · long · since 2025-09-30
- 464287457 · 3.9% · long · since 2025-09-30
- 25434V203 · 3.9% · long · since 2025-09-30
- 524682309 · 3.6% · long · since 2025-09-30
- 464287291 · 3.5% · long · since 2025-09-30
- 25434V674 · 3.5% · long · since 2026-06-30