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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, QUAL, IVW, and represent 55.02% of Shared Vision Wealth Group's stock portfolio.
Added to shares of these 10 stocks: MTUM, IAU, SCHZ, EFG, EFV, HYDB, IEFA, MBB, BINC, IEF.
Started 6 new stock positions in IWR, IAU, IEF, MTUM, HYDB, IEFA.
Reduced shares in these 10 stocks: IGEB, IGSB, IUSB, AVGO, AAPL, NVDA, LLY, SOXX, ESGU, IVW.
Sold out of its positions in SOXX, IGSB, LLY.
Shared Vision Wealth Group was a net buyer of stock by $1.6M.
Shared Vision Wealth Group has $190M in assets under management (AUM), dropping by 1.51%.
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 December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	23.4	$44M		177k	250.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	13.7	$26M		44k	588.68	View chart
Ishares Tr Core Total Usd (IUSB)	11.3	$21M	-2%	473k	45.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.4	$6.4M		36k	178.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.3	$6.3M	-2%	62k	101.53	View chart
Ishares Tr Mbs Etf (MBB)	3.3	$6.2M	+4%	68k	91.68	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.2	$6.1M		119k	51.25	View chart
Ishares Tr Eafe Value Etf (EFV)	2.8	$5.3M	+8%	102k	52.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.7	$5.2M	+9%	53k	96.83	View chart
Broadcom (AVGO)	1.9	$3.7M	-9%	16k	231.85	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.8	$3.5M	+7%	67k	52.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.7	$3.2M	+2%	64k	50.13	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$3.2M	+2%	17k	190.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$3.0M		5.1k	586.03	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.5	$2.9M	-3%	18k	159.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.4	$2.7M		116k	22.98	View chart
Ishares Msci Emrg Chn (EMXC)	1.4	$2.6M	+9%	47k	55.45	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$2.6M	+9%	29k	87.33	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$1.7M		6.1k	288.87	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$1.6M	-8%	12k	128.82	View chart
Ishares Tr Investment Grade (IGEB)	0.8	$1.5M	-41%	33k	44.36	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$1.4M	+11%	21k	66.14	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$1.3M	+117%	57k	22.70	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.3M	+2%	24k	52.22	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$1.3M	NEW	6.1k	206.91	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.6	$1.2M		28k	42.48	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$1.1M	+2%	13k	89.04	View chart
Amazon (AMZN)	0.6	$1.0M	-7%	4.8k	219.41	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.0M	+8%	9.6k	106.55	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$871k		8.8k	99.54	View chart
Costco Wholesale Corporation (COST)	0.4	$844k	-13%	921.00	915.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$812k		2.0k	410.52	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$795k	+22%	29k	27.11	View chart
Ishares Tr Europe Etf (IEV)	0.4	$786k		15k	52.06	View chart
NVIDIA Corporation (NVDA)	0.4	$784k	-21%	5.8k	134.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$778k		2.7k	289.78	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$741k	NEW	15k	49.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$705k		1.6k	453.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$704k		3.2k	220.96	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$702k	+36%	8.3k	84.96	View chart
Microsoft Corporation (MSFT)	0.4	$689k	-4%	1.6k	421.53	View chart
Ishares Tr Morningstar Valu (ILCV)	0.4	$671k		8.3k	80.98	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$651k		11k	57.28	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$563k	-8%	5.3k	106.85	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$525k		5.1k	103.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$471k	-4%	4.1k	115.23	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$465k		7.3k	63.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$430k	-6%	8.9k	48.42	View chart
Ishares Tr High Yld Systm B (HYDB)	0.2	$420k	NEW	8.9k	47.01	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$405k	-6%	8.7k	46.29	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$398k	+2%	7.9k	50.47	View chart
Johnson & Johnson (JNJ)	0.2	$386k		2.7k	144.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$373k	+2%	693.00	538.81	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$351k		2.7k	132.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$348k	NEW	5.0k	70.29	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.2	$342k	-10%	3.3k	102.22	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$333k		1.4k	232.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$330k	-9%	3.1k	106.56	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$300k	+3%	7.2k	41.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$293k		909.00	322.16	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$285k		5.7k	49.94	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.1	$283k		5.9k	48.25	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$279k	-19%	2.6k	105.60	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$277k	-32%	5.5k	50.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$274k		1.1k	240.36	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$274k	-3%	2.6k	105.92	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$255k		2.0k	126.75	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$250k		2.3k	107.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$246k		1.2k	198.11	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$234k	NEW	2.5k	92.47	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.1	$226k		9.7k	23.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$223k	NEW	2.5k	88.40	View chart
Union Pacific Corporation (UNP)	0.1	$211k		926.00	227.95	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$210k	-9%	4.9k	42.93	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$208k	-12%	2.3k	88.79	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 Q4 filed Feb. 6, 2025
Shared Vision Wealth Group 2024 Q3 filed Nov. 12, 2024
Shared Vision Wealth Group 2024 Q2 filed July 24, 2024
Shared Vision Wealth Group 2024 Q1 filed May 7, 2024
Shared Vision Wealth Group 2023 Q4 filed Feb. 8, 2024

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