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Shared Vision Wealth Group

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

Central Index Key (CIK): 0002008178

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Positions held by Shared Vision Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Shared Vision Wealth Group

Shared Vision Wealth Group holds 77 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	22.2	$33M	173k	192.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	19.1	$29M	60k	477.63	View chart
Ishares Tr Core Total Usd (IUSB)	7.4	$11M	239k	46.07	View chart
Ishares Tr Mbs Etf (MBB)	3.6	$5.5M	58k	94.08	View chart
Ishares Tr Eafe Value Etf (EFV)	3.4	$5.1M	99k	52.10	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.0	$4.5M	45k	98.88	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.0	$4.4M	30k	147.14	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.6	$3.9M	41k	96.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$3.2M	63k	51.05	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.9	$2.9M	58k	50.47	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.7	$2.5M	24k	104.92	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.6	$2.4M	105k	23.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$2.4M	5.0k	475.26	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$2.3M	22k	105.23	View chart
Broadcom (AVGO)	1.5	$2.3M	2.1k	1116.50	View chart
Ishares Tr S&p 100 Etf (OEF)	1.5	$2.2M	9.8k	223.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.4	$2.2M	18k	122.75	View chart
Ishares Tr Core Msci Total (IXUS)	1.1	$1.7M	27k	64.93	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.0	$1.5M	14k	110.66	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.5M	30k	50.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$1.4M	19k	75.10	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$1.0M	11k	89.06	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.6	$910k	18k	51.26	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$902k	8.4k	107.49	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.6	$843k	7.8k	108.27	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$814k	10k	78.03	View chart
Ishares Tr Europe Etf (IEV)	0.5	$796k	15k	52.86	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$767k	17k	46.62	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.5	$742k	28k	26.51	View chart
Fidelity Covington Trust High Yild Etf (FDHY)	0.5	$730k	15k	47.92	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$690k	14k	51.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$636k	2.7k	237.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$615k	2.0k	310.94	View chart
Amazon (AMZN)	0.4	$611k	4.0k	151.96	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.4	$599k	14k	43.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$587k	2.9k	200.71	View chart
Ishares Tr Morningstar Valu (ILCV)	0.4	$578k	8.2k	70.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$555k	1.6k	356.70	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.3	$518k	4.9k	105.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$517k	4.8k	108.24	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$508k	6.0k	84.38	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$501k	9.0k	55.41	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$492k	12k	40.27	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$470k	10k	46.04	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$466k	4.8k	96.39	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$440k	4.1k	108.41	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$422k	8.9k	47.49	View chart
Johnson & Johnson (JNJ)	0.3	$418k	2.7k	156.73	View chart
Microsoft Corporation (MSFT)	0.3	$415k	1.1k	376.01	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$379k	9.7k	39.11	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.3	$378k	7.3k	51.83	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.3	$376k	8.5k	44.12	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$350k	4.5k	77.39	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$333k	3.3k	101.16	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$332k	2.7k	124.98	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$299k	5.2k	57.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$295k	675.00	436.80	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$276k	1.4k	192.45	View chart
NVIDIA Corporation (NVDA)	0.2	$269k	543.00	494.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$263k	2.5k	105.43	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$262k	4.8k	53.97	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$261k	4.2k	61.53	View chart
Costco Wholesale Corporation (COST)	0.2	$253k	383.00	660.59	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$252k	2.3k	108.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$245k	2.1k	117.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$244k	1.1k	213.40	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$241k	5.7k	42.28	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.2	$232k	2.7k	85.89	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$231k	4.8k	47.79	View chart
Flexshares Tr Iboxx 5yr Trgt (TDTF)	0.2	$230k	9.7k	23.63	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$229k	5.2k	44.25	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$224k	1.2k	179.91	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$220k	2.1k	103.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$218k	831.00	262.26	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$214k	4.3k	50.36	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$210k	2.0k	104.46	View chart
Citius Pharmaceuticals Com New (CTXR)	0.0	$8.1k	11k	0.76	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 2023 Q4 filed Feb. 8, 2024

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