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CIK: 0002008178
Total reported value
$290.9M
$290.9M
75 檔
30.8%
The Q1 2024 SEC filing reveals that Shared Vision Wealth Group LLC held a total portfolio value of $290.9M, covering 75 public equity positions.
During Q1 2024, Shared Vision Wealth Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 18.44% | -0.70% | -0.43% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.19% | +1.98% | -7.32% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 11.94% | -0.24% | +75.67% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 3.93% | -0.31% | +17.42% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.47% | -1.06% | +12.30% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.83% | -0.09% | — | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.47% | -1.32% | -26.25% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.40% | -0.06% | -8.64% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.13% | -0.04% | +118.65% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.99% | -0.13% | -0.20% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.89% | -0.07% | -29.53% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.70% | -0.90% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | +1.31% | — | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.58% | +0.05% | +6.30% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.54% | +0.02% | -10.14% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.45% | -0.50% | -2.70% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.24% | -0.84% | — | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.18% | -0.03% | +5.37% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.09% | -0.01% | -36.05% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.00% | +0.01% | +208.80% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.96% | — | +1.92% | |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.87% | — | +38.40% | |
| 23 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.80% | — | — | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.79% | +0.02% | -48.14% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.74% | — | +32.17% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | -0.75% | -38.01% | |
| 27 | IXC | Ishares Global Energy ETF | ETF-Other | 0.50% | — | +91.96% | |
| 28 | IEV | Ishares Europe ETF | ETF-Other | 0.50% | -0.04% | -4.91% | |
| 29 | IVLU | Ishares Msci International V | ETF-Other | 0.47% | -0.05% | -5.25% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.02% | — | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | -0.01% | — | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.43% | +0.02% | -8.05% | |
| 33 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.43% | — | -23.56% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.02% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.04% | — | |
| 36 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.41% | -0.69% | -20.04% | |
| 37 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.40% | — | -77.95% | |
| 38 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.39% | -0.03% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.01% | — | |
| 40 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.35% | -0.01% | -0.43% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.35% | -0.15% | +28.43% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.35% | — | -19.62% | |
| 43 | GBF | Ishares Government/credit Bo | ETF-Gov Bonds | 0.32% | -0.02% | — | |
| 44 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.31% | +0.02% | -16.40% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | +0.06% | -9.59% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | -0.03% | -2.76% | |
| 47 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.28% | -0.06% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.02% | -4.44% | |
| 49 | IFRA | Ishares US Infrastructure | ETF-Other | 0.27% | — | -18.53% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.27% | — | — |
According to official SEC Form 13F filings, Shared Vision Wealth Group LLC reported a total U.S. public equity portfolio value of $290.9M across 75 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, IUSB) accounted for 30.8% of total reported equity market value during Q1 2024.
During Q1 2024, Shared Vision Wealth Group LLC's top holdings by market value included AAPL (18.4%)、IVV (18.2%)、IUSB (11.9%). The largest single position, AAPL, represented 18.4% of total portfolio value.
In Q1 2024, Shared Vision Wealth Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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