Shared Vision Wealth Group

Shared Vision Wealth Group as of March 31, 2026

Portfolio Holdings for Shared Vision Wealth Group

Shared Vision Wealth Group holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 18.0 $44M 174k 253.79
Ishares Tr Core S&p500 Etf (IVV) 9.2 $23M 35k 653.21
Ishares Tr Core Univrsl Usd (IUSB) 7.5 $18M 396k 46.19
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.7 $12M 18k 650.34
Ishares Tr Us Treas Bd Etf (GOVT) 3.2 $7.9M 345k 22.91
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $7.5M 36k 211.15
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.9 $7.2M 123k 58.18
Ishares Tr S&p 500 Grwt Etf (IVW) 2.7 $6.7M 59k 113.11
Ishares Tr Eafe Value Etf (EFV) 2.7 $6.6M 89k 74.35
Ishares Tr Mbs Etf (MBB) 2.6 $6.5M 68k 94.95
Ishares Core Msci Emkt (IEMG) 2.4 $5.8M 83k 69.75
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 2.3 $5.7M 58k 99.08
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.3 $5.6M 56k 100.72
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.2 $5.3M 102k 51.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.9 $4.7M 189k 24.75
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.7 $4.2M 22k 191.81
Broadcom (AVGO) 1.7 $4.0M 13k 309.50
Ishares Tr Eafe Grwth Etf (EFG) 1.5 $3.8M 34k 111.37
Ishares Tr Core Intl Aggr (IAGG) 1.4 $3.3M 67k 50.04
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.3 $3.2M 63k 49.89
Blackrock Etf Trust Ishares Us Thema (THRO) 1.2 $2.8M 78k 36.22
Blackrock Etf Trust Ishares A I Inno (BAI) 1.1 $2.8M 86k 32.95
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $2.7M 11k 239.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $2.4M 11k 217.24
Ishares Tr S&p 100 Etf (OEF) 1.0 $2.4M 7.5k 318.06
Ishares Tr Investment Grade (IGEB) 0.9 $2.1M 48k 45.06
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.8 $2.0M 49k 41.06
Blackrock Etf Trust Ishares Defense (IDEF) 0.8 $1.9M 59k 32.72
Vaneck Etf Trust High Yld Munietf (HYD) 0.7 $1.8M 36k 50.14
Ishares Gold Tr Ishares New (IAU) 0.7 $1.6M 18k 88.16
Ishares Tr Core Msci Total (IXUS) 0.6 $1.6M 18k 86.64
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.6 $1.5M 57k 25.48
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $1.4M 9.8k 141.43
Ishares Tr Systematic Bd Et (SYSB) 0.5 $1.3M 15k 89.00
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $1.2M 54k 23.22
Ishares Tr National Mun Etf (MUB) 0.5 $1.2M 12k 106.15
Costco Wholesale Corporation (COST) 0.4 $1.1M 1.1k 996.09
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.1M 5.8k 181.42
Blackrock Etf Trust Ii Ishares Short-te (CALI) 0.4 $1.0M 21k 50.43
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.4 $1.0M 26k 39.68
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.4 $991k 12k 84.91
Ishares Tr Europe Etf (IEV) 0.4 $865k 13k 67.94
Vanguard Index Fds Growth Etf (VUG) 0.4 $864k 2.0k 436.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $861k 2.7k 320.78
Ishares Tr Morningstar Valu (ILCV) 0.3 $848k 9.1k 93.14
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.3 $843k 35k 23.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $766k 1.6k 479.28
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $715k 2.5k 287.18
Schwab Strategic Tr Fundamental Emer (FNDE) 0.3 $678k 18k 38.26
Ishares Tr Long Term Muni (LMUB) 0.3 $673k 14k 49.93
Ishares Tr Trust Ishare 0-1 (SHV) 0.3 $663k 6.0k 110.39
Johnson & Johnson (JNJ) 0.3 $652k 2.7k 244.46
Ishares Tr Russell 2000 Etf (IWM) 0.3 $622k 2.5k 248.00
NVIDIA Corporation (NVDA) 0.2 $591k 3.4k 174.38
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $585k 6.8k 86.68
Amazon (AMZN) 0.2 $565k 2.7k 208.30
Ishares Tr Msci Eafe Etf (EFA) 0.2 $550k 5.7k 97.13
Microsoft Corporation (MSFT) 0.2 $526k 1.4k 370.15
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $509k 4.5k 113.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $496k 860.00 577.20
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $470k 6.6k 70.91
Ishares Tr Esg Advanced Uni (EUSB) 0.2 $470k 11k 43.50
Ishares Tr Conv Bd Etf (ICVT) 0.2 $462k 4.5k 101.79
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.2 $450k 971.00 463.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $450k 7.9k 56.79
Ishares Tr Core Msci Eafe (IEFA) 0.2 $447k 4.9k 90.54
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $444k 8.9k 49.95
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $444k 3.6k 124.32
Ishares Tr Rus 1000 Etf (IWB) 0.2 $422k 1.2k 356.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $414k 693.00 597.55
Ishares Tr Msci Usa Value (VLUE) 0.2 $412k 2.9k 142.17
Alphabet Cap Stk Cl C (GOOG) 0.2 $394k 1.4k 286.86
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $381k 2.9k 132.89
Ishares Tr Large Cap Max Bu (DMAX) 0.2 $379k 14k 26.57
Ishares Tr Future Ai & Tech (ARTY) 0.2 $377k 8.1k 46.53
Ishares Tr U.s. Finls Etf (IYF) 0.2 $372k 3.2k 117.66
Ishares Msci Emrg Chn (EMXC) 0.1 $362k 4.6k 78.66
Spdr Series Trust State Street Spd (SDY) 0.1 $343k 2.4k 145.95
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.1 $339k 2.9k 117.17
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $318k 5.8k 55.24
Vanguard Index Fds Small Cp Etf (VB) 0.1 $299k 1.1k 262.01
Fidelity Covington Trust Enhanced High Yi (FDHY) 0.1 $285k 5.9k 48.54
Exxon Mobil Corporation (XOM) 0.1 $263k 1.5k 169.71
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $257k 2.6k 97.21
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $249k 5.6k 44.33
Union Pacific Corporation (UNP) 0.1 $239k 986.00 242.59
Flexshares Tr Iboxx 5yr Trgt (TDTF) 0.1 $234k 9.7k 24.11
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $230k 5.0k 45.89
Eli Lilly & Co. (LLY) 0.1 $228k 248.00 919.95
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $226k 4.2k 53.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $222k 2.8k 79.28
Ishares Tr Core High Dv Etf (HDV) 0.1 $222k 1.6k 135.69
Ishares Tr Gov/cred Bd Etf (GBF) 0.1 $218k 2.1k 104.17
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $214k 4.5k 48.05
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $206k 4.0k 50.83