# EDGAR Filing Document

**Accession Number:** 0001961210
**File Stem:** 0001754960-23-000022
**Filing Date:** 2023-1
**Character Count:** 9657
**Document Hash:** 3ef553e4e6bc61d2731e936a722d3912
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-23-000022.hdr.sgml**: 20230112

**ACCESSION NUMBER**: 0001754960-23-000022

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230112

**DATE AS OF CHANGE**: 20230112

**EFFECTIVENESS DATE**: 20230112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Shira Ridge Wealth Management
- **CENTRAL INDEX KEY:** 0001961210
- **IRS NUMBER:** 943368126
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22722
- **FILM NUMBER:** 23525465

**BUSINESS ADDRESS:**
- **STREET 1:** 100 LARKSPUR LANDING CIRCLE
- **STREET 2:** SUITE 203
- **CITY:** LARKSPUR
- **STATE:** CA
- **ZIP:** 94939
- **BUSINESS PHONE:** 415-721-0275

**MAIL ADDRESS:**
- **STREET 1:** 100 LARKSPUR LANDING CIRCLE
- **STREET 2:** SUITE 203
- **CITY:** LARKSPUR
- **STATE:** CA
- **ZIP:** 94939

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Shira Ridge Wealth Management<br>**Address:** 100 LARKSPUR LANDING CIRCLE<br>SUITE 203<br>LARKSPUR, CA 94939

**Form 13F File Number:** 028-22722

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  01-12-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $145242718

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 559290 | 6339 | SH |  | SOLE | 0 | 0 | 0 | 6339 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1502376 | 16932 | SH |  | SOLE | 0 | 0 | 0 | 16932 |
| AMAZON COM INC | COM | 023135106 |  | 295680 | 3520 | SH |  | SOLE | 0 | 0 | 0 | 3520 |
| AMERICAN CENTY ETF TR | AVANTIS SHFXDINC | 025072687 |  | 308936 | 6734 | SH |  | SOLE | 0 | 0 | 0 | 6734 |
| APPLE INC | COM | 037833100 |  | 4333480 | 33352 | SH |  | SOLE | 0 | 0 | 0 | 33352 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 808754 | 2385 | SH |  | SOLE | 0 | 0 | 0 | 2385 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 575524 | 1261 | SH |  | SOLE | 0 | 0 | 0 | 1261 |
| CROWN CASTLE INC | COM | 22822V101 |  | 696191 | 5133 | SH |  | SOLE | 0 | 0 | 0 | 5133 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 13489060 | 499225 | SH |  | SOLE | 0 | 0 | 0 | 499225 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 5532413 | 220943 | SH |  | SOLE | 0 | 0 | 0 | 220943 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 |  | 739401 | 17770 | SH |  | SOLE | 0 | 0 | 0 | 17770 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 3252300 | 74000 | SH |  | SOLE | 0 | 0 | 0 | 74000 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 3675355 | 79743 | SH |  | SOLE | 0 | 0 | 0 | 79743 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 394567 | 14200 | SH |  | SOLE | 0 | 0 | 0 | 14200 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 270879 | 10866 | SH |  | SOLE | 0 | 0 | 0 | 10866 |
| EQUINIX INC | COM | 29444U700 |  | 658960 | 1006 | SH |  | SOLE | 0 | 0 | 0 | 1006 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 329325 | 3775 | SH |  | SOLE | 0 | 0 | 0 | 3775 |
| INVENTRUST PPTYS CORP | COM NEW | 46124J201 |  | 606281 | 25614 | SH |  | SOLE | 0 | 0 | 0 | 25614 |
| ISHARES TR | MSCI USA ESG SLC | 464288802 |  | 20603616 | 250287 | SH |  | SOLE | 0 | 0 | 0 | 250287 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 266696 | 3145 | SH |  | SOLE | 0 | 0 | 0 | 3145 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 8566525 | 82181 | SH |  | SOLE | 0 | 0 | 0 | 82181 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 6026807 | 119746 | SH |  | SOLE | 0 | 0 | 0 | 119746 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 468578 | 6499 | SH |  | SOLE | 0 | 0 | 0 | 6499 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 833353 | 13106 | SH |  | SOLE | 0 | 0 | 0 | 13106 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 1196611 | 24581 | SH |  | SOLE | 0 | 0 | 0 | 24581 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 4302172 | 53002 | SH |  | SOLE | 0 | 0 | 0 | 53002 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 8335328 | 185932 | SH |  | SOLE | 0 | 0 | 0 | 185932 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 769139 | 2711 | SH |  | SOLE | 0 | 0 | 0 | 2711 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 438199 | 22076 | SH |  | SOLE | 0 | 0 | 0 | 22076 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 6409507 | 97498 | SH |  | SOLE | 0 | 0 | 0 | 97498 |
| ISHARES TR | ESG SCRD S MID | 46436E551 |  | 4275091 | 130327 | SH |  | SOLE | 0 | 0 | 0 | 130327 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 3714184 | 102432 | SH |  | SOLE | 0 | 0 | 0 | 102432 |
| ISHARES TR | BLACKROCK ULTRA | 46434V878 |  | 3865640 | 77251 | SH |  | SOLE | 0 | 0 | 0 | 77251 |
| ISHARES U S ETF TR | U.S. TECH INDEPD | 46431W648 |  | 705485 | 17297 | SH |  | SOLE | 0 | 0 | 0 | 17297 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 2478540 | 49046 | SH |  | SOLE | 0 | 0 | 0 | 49046 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 |  | 403333 | 8057 | SH |  | SOLE | 0 | 0 | 0 | 8057 |
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 |  | 634526 | 32657 | SH |  | SOLE | 0 | 0 | 0 | 32657 |
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 |  | 931910 | 15589 | SH |  | SOLE | 0 | 0 | 0 | 15589 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 503721 | 3044 | SH |  | SOLE | 0 | 0 | 0 | 3044 |
| MICROSOFT CORP | COM | 594918104 |  | 1674133 | 6981 | SH |  | SOLE | 0 | 0 | 0 | 6981 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 542280 | 6026 | SH |  | SOLE | 0 | 0 | 0 | 6026 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 781687 | 9389 | SH |  | SOLE | 0 | 0 | 0 | 9389 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 315378 | 7038 | SH |  | SOLE | 0 | 0 | 0 | 7038 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 |  | 932602 | 9496 | SH |  | SOLE | 0 | 0 | 0 | 9496 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 5238294 | 38559 | SH |  | SOLE | 0 | 0 | 0 | 38559 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 403740 | 8976 | SH |  | SOLE | 0 | 0 | 0 | 8976 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 1366970 | 2171 | SH |  | SOLE | 0 | 0 | 0 | 2171 |
| VAIL RESORTS INC | COM | 91879Q109 |  | 540578 | 2268 | SH |  | SOLE | 0 | 0 | 0 | 2268 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 2309144 | 12846 | SH |  | SOLE | 0 | 0 | 0 | 12846 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 802809 | 4199 | SH |  | SOLE | 0 | 0 | 0 | 4199 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 445955 | 3177 | SH |  | SOLE | 0 | 0 | 0 | 3177 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 422881 | 2075 | SH |  | SOLE | 0 | 0 | 0 | 2075 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 391909 | 1839 | SH |  | SOLE | 0 | 0 | 0 | 1839 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 450418 | 1282 | SH |  | SOLE | 0 | 0 | 0 | 1282 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 5649619 | 120951 | SH |  | SOLE | 0 | 0 | 0 | 120951 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2540101 | 16728 | SH |  | SOLE | 0 | 0 | 0 | 16728 |
| VANGUARD WORLD FDS | UTILITIES ETF | 92204A876 |  | 4606035 | 30034 | SH |  | SOLE | 0 | 0 | 0 | 30034 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 2070452 | 6482 | SH |  | SOLE | 0 | 0 | 0 | 6482 |

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