Shared Vision Wealth Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SV Shared Vision Wealth Group LLC | Institutional Filer | ▼ 0.74% | $245.2M | 95 |
Current Portfolio Holdings
Showing all 95 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 174K | $44.2M | 18.04% |
| 2 | IVV | ISHARES TR | — | 35K | $22.6M | 9.20% |
| 3 | IUSB | ISHARES TR | — | 396K | $18.3M | 7.47% |
| 4 | SPY | SPDR S&P 500 ETF Trust | — | 18K | $11.6M | 4.74% |
| 5 | GOVT | ISHARES TR | — | 345K | $7.9M | 3.22% |
| 6 | IVE | ISHARES TR | — | 35K | $7.5M | 3.06% |
| 7 | DYNF | BLACKROCK ETF TRUST | — | 123K | $7.2M | 2.92% |
| 8 | IVW | ISHARES TR | — | 59K | $6.7M | 2.72% |
| 9 | EFV | ISHARES TR | — | 89K | $6.6M | 2.69% |
| 10 | MBB | ISHARES TR | — | 68K | $6.5M | 2.63% |
| 11 | IEMG | ISHARES INC | — | 83K | $5.8M | 2.36% |
| 12 | VTEC | VANGUARD CALIF TAX FREE FDS | — | 57K | $5.7M | 2.32% |
| 13 | TLH | ISHARES TR | — | 56K | $5.6M | 2.28% |
| 14 | BINC | BLACKROCK ETF TRUST II | — | 102K | $5.3M | 2.16% |
| 15 | SCHF | SCHWAB STRATEGIC TR | — | 189K | $4.7M | 1.91% |
Showing 1 to 15 of 95 holdings