Shared Vision Wealth Group

Shared Vision Wealth Group as of Dec. 31, 2024

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