Shared Vision Wealth Group

Shared Vision Wealth Group as of March 31, 2025

Portfolio Holdings for Shared Vision Wealth Group

Shared Vision Wealth Group holds 78 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 21.5 $39M 177k 222.13
Ishares Tr Core S&p500 Etf (IVV) 12.6 $23M 41k 561.91
Ishares Tr Core Total Usd (IUSB) 11.8 $22M 470k 46.08
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.6 $6.5M 38k 170.89
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.2 $5.9M 121k 48.76
Ishares Tr Mbs Etf (MBB) 3.2 $5.9M 63k 93.78
Ishares Tr S&p 500 Grwt Etf (IVW) 3.1 $5.6M 61k 92.83
Ishares Tr Eafe Value Etf (EFV) 2.9 $5.3M 90k 58.94
Ishares Tr S&p 500 Val Etf (IVE) 2.3 $4.2M 22k 190.58
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.0 $3.7M 70k 52.38
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.0 $3.6M 35k 103.75
Ishares Tr Eafe Grwth Etf (EFG) 1.8 $3.4M 34k 100.00
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $3.2M 64k 49.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $2.9M 5.1k 559.42
Ishares Tr S&p 100 Etf (OEF) 1.5 $2.8M 10k 270.84
Ishares Tr Us Treas Bd Etf (GOVT) 1.5 $2.7M 117k 22.98
Ishares Tr U.s. Tech Etf (IYW) 1.3 $2.4M 17k 140.44
Broadcom (AVGO) 1.3 $2.4M 14k 167.43
Ishares Core Msci Emkt (IEMG) 1.1 $2.0M 37k 53.97
Ishares Msci Emrg Chn (EMXC) 1.1 $2.0M 36k 55.09
Ishares Gold Tr Ishares New (IAU) 1.0 $1.8M 30k 58.96
Ishares Tr Investment Grade (IGEB) 0.9 $1.6M 35k 45.01
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $1.4M 16k 90.59
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $1.4M 11k 121.91
Ishares Tr Core Msci Total (IXUS) 0.8 $1.4M 20k 69.81
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.3M 58k 23.16
Ishares Tr Msci Usa Mmentm (MTUM) 0.7 $1.2M 6.1k 202.13
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.7 $1.2M 28k 43.32
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $1.1M 13k 91.03
Amazon (AMZN) 0.5 $911k 4.8k 190.28
Ishares Tr Morningstar Valu (ILCV) 0.5 $903k 11k 81.45
Costco Wholesale Corporation (COST) 0.5 $871k 921.00 946.13
Ishares Tr National Mun Etf (MUB) 0.5 $863k 8.2k 105.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $837k 1.6k 532.64
Ishares Tr Europe Etf (IEV) 0.5 $826k 14k 58.20
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.4 $811k 27k 30.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $737k 2.7k 274.81
Vanguard Index Fds Growth Etf (VUG) 0.4 $734k 2.0k 370.89
Ishares Tr Conv Bd Etf (ICVT) 0.4 $697k 8.3k 83.61
Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $640k 11k 56.28
Ishares Tr Russell 2000 Etf (IWM) 0.3 $635k 3.2k 199.49
NVIDIA Corporation (NVDA) 0.3 $627k 5.8k 108.37
Microsoft Corporation (MSFT) 0.3 $611k 1.6k 375.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $554k 5.1k 108.68
Ishares Tr High Yld Systm B (HYDB) 0.3 $470k 10k 47.09
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $449k 8.9k 50.66
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $443k 8.9k 49.90
Johnson & Johnson (JNJ) 0.2 $443k 2.7k 165.84
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $441k 7.3k 60.48
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $441k 12k 36.29
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $437k 4.2k 104.56
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $430k 4.5k 95.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $420k 9.6k 43.70
Ishares Tr Rus 1000 Etf (IWB) 0.2 $378k 1.2k 306.74
Ishares Tr Core Msci Eafe (IEFA) 0.2 $375k 5.0k 75.66
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $360k 2.7k 135.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $356k 693.00 513.91
Ishares Tr Gov/cred Bd Etf (GBF) 0.2 $348k 3.3k 104.14
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.2 $326k 6.6k 49.53
Ishares Tr Tips Bd Etf (TIP) 0.2 $308k 2.8k 111.09
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.2 $305k 3.0k 100.88
Select Sector Spdr Tr Technology (XLK) 0.2 $296k 1.4k 206.45
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $283k 5.7k 49.60
Fidelity Covington Trust Enhanced High Yi (FDHY) 0.2 $282k 5.9k 48.04
Ishares Tr Msci Usa Value (VLUE) 0.2 $282k 2.6k 106.65
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $273k 5.4k 51.08
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $268k 2.9k 93.66
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $258k 8.1k 31.69
Vanguard Index Fds Small Cp Etf (VB) 0.1 $253k 1.1k 221.83
Ishares Tr Agency Bond Etf (AGZ) 0.1 $250k 2.3k 109.44
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $240k 2.8k 85.06
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $236k 2.0k 117.49
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.1 $236k 9.7k 24.25
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $232k 1.2k 186.22
Union Pacific Corporation (UNP) 0.1 $228k 966.00 236.24
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $227k 2.4k 95.36
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $220k 5.0k 43.90
Eli Lilly & Co. (LLY) 0.1 $204k 246.00 827.35