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Shared Vision Wealth Group

Latest statistics and disclosures from Shared Vision Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, IVV, IUSB, MBB, QUAL, and represent 55.97% of Shared Vision Wealth Group's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$8.2M), DYNF, IVE, BINC, IVW, HEFA, EMXC, MBB, QUAL, ICVT.
Started 7 new stock positions in SOXX, IVE, IGEB, DYNF, HEFA, ICVT, BINC.
Reduced shares in these 10 stocks: ITOT, IVV, TFLO, EFV, TLT, OEF, ESGU, IEMG, USMV, FBND.
Sold out of its positions in FBND, ITOT, DVY, IEF, IYE, IJS, AGZ, ICSH, VGLT.
Shared Vision Wealth Group was a net buyer of stock by $7.8M.
Shared Vision Wealth Group has $160M in assets under management (AUM), dropping by 6.99%.
Central Index Key (CIK): 0002008178

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Portfolio Holdings for Shared Vision Wealth Group

Shared Vision Wealth Group holds 75 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	18.4	$30M		172k	171.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	18.2	$29M	-7%	55k	525.73	View chart
Ishares Tr Core Total Usd (IUSB)	11.9	$19M	+75%	420k	45.59	View chart
Ishares Tr Mbs Etf (MBB)	3.9	$6.3M	+17%	68k	92.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.5	$5.6M	+12%	34k	164.35	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	2.8	$4.5M	NEW	102k	44.40	View chart
Ishares Tr Eafe Value Etf (EFV)	2.5	$4.0M	-26%	73k	54.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.4	$3.8M	-8%	37k	103.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$3.4M	+118%	40k	84.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$3.2M		63k	50.60	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.9	$3.0M	-29%	32k	94.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$2.7M	NEW	15k	186.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$2.6M		5.0k	523.05	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.6	$2.5M	+6%	19k	135.06	View chart
Broadcom (AVGO)	1.5	$2.5M	-10%	1.9k	1325.26	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.5	$2.3M	-2%	102k	22.77	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	1.2	$2.0M	NEW	38k	52.46	View chart
Ishares Tr Core Msci Total (IXUS)	1.2	$1.9M	+5%	28k	67.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.1	$1.7M	-36%	15k	114.96	View chart
Ishares Msci Emrg Chn (EMXC)	1.0	$1.6M	+208%	28k	57.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.0	$1.5M		14k	108.92	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.9	$1.4M	+38%	16k	89.67	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.8	$1.3M	NEW	37k	34.88	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$1.3M	-48%	5.1k	247.41	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$1.2M	+32%	11k	107.41	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$965k	-38%	19k	51.60	View chart
Ishares Tr Global Energ Etf (IXC)	0.5	$800k	+91%	19k	42.95	View chart
Ishares Tr Europe Etf (IEV)	0.5	$797k	-4%	14k	55.67	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.5	$749k	-5%	27k	28.23	View chart
Amazon (AMZN)	0.5	$725k		4.0k	180.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$697k		2.7k	259.87	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$696k	-8%	15k	46.00	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$689k	-23%	14k	50.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$681k		2.0k	344.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$654k		1.6k	420.57	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$654k	-20%	6.2k	105.03	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$643k	-77%	13k	50.69	View chart
Ishares Tr Morningstar Valu (ILCV)	0.4	$630k		8.2k	76.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$615k		2.9k	210.30	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.4	$562k		6.0k	93.85	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$561k	+28%	5.2k	107.60	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$555k	-19%	11k	51.28	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.3	$510k		4.9k	103.54	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.3	$496k	-16%	12k	42.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$477k	-9%	4.3k	110.53	View chart
NVIDIA Corporation (NVDA)	0.3	$477k	-2%	528.00	903.92	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$444k	NEW	5.6k	79.83	View chart
Microsoft Corporation (MSFT)	0.3	$444k	-4%	1.1k	420.80	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$431k	-18%	10k	43.36	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$426k		8.9k	47.89	View chart
Johnson & Johnson (JNJ)	0.3	$422k		2.7k	158.22	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.3	$415k		7.3k	56.98	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$356k		3.3k	108.32	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$348k		2.7k	131.25	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$336k	-61%	4.0k	83.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$325k		675.00	480.70	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$298k		1.4k	208.24	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$297k		5.2k	57.54	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$284k		4.8k	58.59	View chart
Fidelity Covington Trust High Yild Etf (FDHY)	0.2	$282k	-61%	5.9k	48.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$261k		1.1k	228.67	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$258k		5.7k	45.31	View chart
Costco Wholesale Corporation (COST)	0.2	$256k	-8%	350.00	732.21	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$252k		2.7k	94.43	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$240k		832.00	288.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$239k		1.2k	191.81	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$237k	NEW	5.3k	44.85	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.1	$230k		9.7k	23.65	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$229k		2.0k	114.14	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$229k		4.8k	47.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$214k	-18%	2.0k	104.75	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$209k	NEW	927.00	225.93	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$209k	-6%	4.8k	43.39	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$203k	-42%	2.6k	77.73	View chart
Citius Pharmaceuticals Com New (CTXR)	0.0	$9.6k		11k	0.90	View chart

Past Filings by Shared Vision Wealth Group

SEC 13F filings are viewable for Shared Vision Wealth Group going back to 2023

Shared Vision Wealth Group 2024 Q1 filed May 7, 2024
Shared Vision Wealth Group 2023 Q4 filed Feb. 8, 2024

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