Shira Ridge Wealth Management 13F 持仓 · 2026年Q3
Shira Ridge Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 2.88 亿美元。前几大持仓：SUSA（15.38%）、DFAU（10.29%）、DYNF（6.98%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SUSA | ISHARES TR | $44.2M | 15.38% | 284,219 | 减持 |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $29.6M | 10.29% | 565,399 | 减持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $20.1M | 6.98% | 289,865 | 增持 |
| 4 | IGM | ISHARES TR | $16.9M | 5.87% | 99,967 | 减持 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $14.9M | 5.20% | 321,666 | 增持 |
| 6 | ESGD | ISHARES TR | $14.2M | 4.92% | 137,458 | 增持 |
| 7 | FLOT | ISHARES TR | $12.0M | 4.16% | 234,159 | 增持 |
| 8 | SHY | ISHARES TR | $11.3M | 3.91% | 138,690 | 增持 |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $11.2M | 3.88% | 269,654 | 增持 |
| 10 | YLDE | LEGG MASON ETF INVT | $10.3M | 3.57% | 187,712 | 减持 |
| 11 | IXN | ISHARES TR | $10.2M | 3.54% | 68,795 | 减持 |
| 12 | DFSB | DIMENSIONAL ETF TRUST | $10.1M | 3.50% | 203,256 | 增持 |
| 13 | XLI | SELECT SECTOR SPDR TR | $9.7M | 3.38% | 58,284 | 增持 |
| 14 | AAPL | APPLE INC | $7.2M | 2.50% | 21,636 | 减持 |
| 15 | VGT | VANGUARD WORLD FD | $5.0M | 1.75% | 39,996 | 减持 |
| 16 | GOOG | ALPHABET INC | $5.0M | 1.73% | 14,646 | 减持 |
| 17 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $4.9M | 1.69% | 131,588 | 增持 |
| 18 | GOVT | ISHARES TR | $4.3M | 1.50% | 197,243 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $3.2M | 1.11% | 6,244 | 减持 |
| 20 | ILCG | ISHARES TR | $2.6M | 0.90% | 22,031 | 减持 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $2.3M | 0.80% | 9,910 | 增持 |
| 22 | GOOGL | ALPHABET INC | $1.9M | 0.67% | 5,574 | 减持 |
| 23 | IETC | ISHARES U S ETF TR | $1.8M | 0.61% | 15,460 | 减持 |
| 24 | VTI | VANGUARD INDEX FDS | $1.7M | 0.61% | 4,659 | 减持 |
| 25 | GLDM | WORLD GOLD TR | $1.6M | 0.56% | 19,441 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR