Shared Vision Wealth Group

Shared Vision Wealth Group as of June 30, 2025

Portfolio Holdings for Shared Vision Wealth Group

Shared Vision Wealth Group holds 83 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 18.4 $37M 178k 207.57
Ishares Tr Core S&p500 Etf (IVV) 12.2 $24M 38k 634.90
Ishares Tr Core Total Usd (IUSB) 9.9 $20M 430k 45.99
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.6 $7.2M 39k 184.12
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.4 $6.8M 122k 55.99
Ishares Tr Eafe Value Etf (EFV) 3.3 $6.6M 104k 63.33
Ishares Tr S&p 500 Grwt Etf (IVW) 3.3 $6.6M 58k 113.90
Ishares Tr Mbs Etf (MBB) 3.1 $6.3M 68k 93.07
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.4 $4.8M 90k 52.74
Ishares Tr S&p 500 Val Etf (IVE) 2.4 $4.7M 24k 196.98
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.3 $4.6M 46k 100.49
Broadcom (AVGO) 2.1 $4.2M 14k 293.70
Ishares Tr S&p 100 Etf (OEF) 1.9 $3.8M 12k 313.54
Ishares Tr Us Treas Bd Etf (GOVT) 1.8 $3.6M 158k 22.82
Ishares Tr Eafe Grwth Etf (EFG) 1.7 $3.5M 32k 107.48
Ishares Core Msci Emkt (IEMG) 1.7 $3.4M 57k 60.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $3.2M 5.1k 632.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $3.2M 66k 48.68
Ishares Tr Core Msci Total (IXUS) 1.5 $3.1M 40k 76.66
Ishares Tr U.s. Tech Etf (IYW) 1.5 $3.0M 17k 181.31
Ishares Tr Investment Grade (IGEB) 1.2 $2.5M 54k 45.28
Ishares Tr Core Intl Aggr (IAGG) 0.9 $1.8M 36k 51.04
Blackrock Etf Trust Ishares Us Thema (THRO) 0.9 $1.8M 50k 36.15
Ishares Gold Tr Ishares New (IAU) 0.8 $1.6M 26k 62.01
Ishares Tr Msci Usa Mmentm (MTUM) 0.8 $1.5M 6.3k 241.31
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $1.5M 16k 92.87
Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $1.3M 9.7k 138.24
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.3M 58k 23.10
Ishares Tr National Mun Etf (MUB) 0.6 $1.3M 12k 103.87
Amazon (AMZN) 0.5 $1.1M 4.7k 234.13
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $1.0M 10k 102.83
Ishares Msci Emrg Chn (EMXC) 0.5 $1.0M 16k 62.82
Vanguard Index Fds Growth Etf (VUG) 0.4 $901k 2.0k 455.27
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.4 $884k 20k 43.32
Costco Wholesale Corporation (COST) 0.4 $880k 936.00 939.77
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.4 $874k 27k 32.94
Microsoft Corporation (MSFT) 0.4 $870k 1.6k 533.55
Ishares Tr Europe Etf (IEV) 0.4 $848k 14k 61.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $834k 2.7k 310.86
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $804k 9.2k 86.92
Ishares Tr Morningstar Valu (ILCV) 0.4 $762k 9.1k 84.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $754k 1.6k 471.96
NVIDIA Corporation (NVDA) 0.3 $696k 3.9k 177.89
Ishares Tr Russell 2000 Etf (IWM) 0.3 $640k 2.9k 219.39
Ishares Tr Conv Bd Etf (ICVT) 0.3 $607k 6.5k 92.60
Blackrock Etf Trust Ishares A I Inno (BAI) 0.3 $559k 18k 31.22
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $505k 4.6k 110.28
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $500k 7.3k 68.55
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $499k 4.5k 111.30
Ishares Tr Rus 1000 Etf (IWB) 0.2 $454k 1.3k 347.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $444k 8.9k 50.00
Johnson & Johnson (JNJ) 0.2 $440k 2.7k 164.72
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $419k 18k 22.90
Ishares Tr Core Msci Eafe (IEFA) 0.2 $403k 4.9k 81.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $403k 693.00 581.02
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $403k 3.7k 109.10
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.2 $401k 3.5k 114.56
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $385k 7.9k 48.56
Select Sector Spdr Tr Technology (XLK) 0.2 $376k 1.4k 262.70
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $363k 2.7k 136.97
Ishares Tr Gov/cred Bd Etf (GBF) 0.2 $333k 3.2k 103.82
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $305k 5.7k 53.53
Ishares Tr Msci Usa Value (VLUE) 0.1 $294k 2.6k 112.93
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $288k 5.7k 50.65
Fidelity Covington Trust Enhanced High Yi (FDHY) 0.1 $286k 5.9k 48.70
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $278k 5.5k 51.06
Vanguard Index Fds Small Cp Etf (VB) 0.1 $276k 1.1k 241.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $265k 12k 21.79
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $263k 6.0k 43.54
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $259k 5.1k 51.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $258k 2.8k 93.72
Ishares Tr Agency Bond Etf (AGZ) 0.1 $254k 2.3k 109.25
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $250k 4.5k 55.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $247k 1.2k 198.20
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.1 $234k 9.7k 24.05
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $233k 4.9k 47.49
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $231k 1.6k 141.42
Ishares Tr Tips Bd Etf (TIP) 0.1 $231k 2.1k 109.67
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $231k 2.5k 92.63
Ishares Tr High Yld Systm B (HYDB) 0.1 $228k 4.8k 47.37
Union Pacific Corporation (UNP) 0.1 $216k 971.00 222.06
Ishares Tr Core High Dv Etf (HDV) 0.1 $203k 1.7k 118.26
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $202k 4.1k 49.14