SV
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Shared Vision Wealth Group LLC13F | |
| Shared Vision Wealth Group LLC | |
| Last update 2025-05-02 | 78 Stocks (4 new) |
| Value $183.00 Mil | Turnover 5 % |
Shared Vision Wealth Group LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 177,298 | 39,383.3 | -0.06% | 21.510 | -0.01% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
IVV | iShares Core S&P 500 ETF | 40,990 | 23,032.5 | -7.39% | 12.580 | -1.01% | 0.000 | +19.72% | +7.85% | 634,780.4 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 469,995 | 21,657.4 | -0.65% | 11.830 | -0.07% | 0.070 | +1.38% | +3.20% | 32,655.5 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 38,165 | 6,522.1 | +6.68% | 3.560 | +0.22% | 0.010 | +14.53% | +4.05% | 53,242.0 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 120,661 | 5,883.4 | +1.57% | 3.210 | +0.05% | 0.040 | +20.87% | +8.70% | 19,393.4 | ||
MBB | iShares MBS ETF | 62,641 | 5,874.4 | -7.83% | 3.210 | -0.26% | 0.020 | +1.27% | +3.24% | 38,838.6 | ||
IVW | iShares S&P 500 Growth ETF | 60,614 | 5,626.8 | -2.49% | 3.070 | -0.08% | 0.010 | +27.12% | +10.88% | 61,783.7 | ||
EFV | iShares MSCI EAFE Value ETF | 89,743 | 5,289.5 | -11.76% | 2.890 | -0.33% | 0.030 | +10.24% | +23.02% | 25,976.2 | ||
IVE | iShares S&P 500 Value ETF | 21,953 | 4,183.8 | +32.54% | 2.280 | +0.56% | 0.010 | +11.87% | +4.36% | 39,597.8 | ||
BINC | iShares Flexible Income Active ETF | 70,028 | 3,668.1 | +4.88% | 2.000 | +0.09% | 0.040 | +2.89% | +3.68% | 10,159.9 |
Shared Vision Wealth Group LLC's Historical Top Holdings Breakdowns
Shared Vision Wealth Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | Add Add | +1.46% | 97.25 ($101.36) 104.79 | $98.66 | -2.66% | Add 295.23% | 34,583 | 25,833 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.01% | 554.06 ($590.51) 615.85 | $630.93 | 6.84% | Reduce -7.39% | 40,990 | -3,269 | |
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -1.00% | 96.1 ($101.94) 106.32 | $110.42 | 8.31% | Reduce -36.64% | 33,802 | -19,546 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.77% | 85.29 ($89.02) 92.57 | $85.11 | -4.39% | Reduce -57.17% | 12,509 | -16,696 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | Add Add | +0.64% | 268.35 ($287.14) 300.35 | $309.98 | 7.95% | Add 71.37% | 10,368 | 4,318 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +0.56% | 185.78 ($193.5) 198.58 | $197.59 | 2.11% | Add 32.54% | 21,953 | 5,390 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.50% | 49.74 ($54.09) 58.96 | $62.96 | 16.40% | Add 103.19% | 30,421 | 15,449 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Add Add | +0.37% | 50.83 ($53.83) 55.94 | $61.18 | 13.65% | Add 51.43% | 36,768 | 12,488 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Reduce Reduce | -0.33% | 51.88 ($56.57) 60.73 | $63.17 | 11.67% | Reduce -11.76% | 89,743 | -11,964 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-03-31 | Reduce Reduce | -0.32% | 54.25 ($56.1) 57.64 | $64.11 | 14.28% | Reduce -23.56% | 35,702 | -11,006 |
Shared Vision Wealth Group LLC Total Holding History ($B)
Shared Vision Wealth Group LLC's Asset Allocation
Shared Vision Wealth Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Shared Vision Wealth Group LLC's Hypothetical Growth since 2025-03-31
Shared Vision Wealth Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Shared Vision Wealth Group LLC's Holdings Heat Map
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Shared Vision Wealth Group LLC's Holdings Bubble Chart
Shared Vision Wealth Group LLC News
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