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CIK: 0002008178
Total reported value
$290.9M
$290.9M
74 檔
32.2%
At the close of Q2 2024, Shared Vision Wealth Group LLC disclosed equity holdings valued at approximately $290.9M, spread across 74 reported holdings.
During Q2 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 | 21.94% | -0.70% | +3.96% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.79% | +1.98% | -16.19% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 10.69% | -0.24% | -3.23% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.65% | -0.04% | +67.70% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.47% | -1.06% | +3.04% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 3.40% | -0.31% | -6.44% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.19% | -0.09% | +14.31% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 3.06% | -0.06% | +38.70% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.88% | -0.13% | +2.61% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.70% | -0.90% | +9.84% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.67% | -1.32% | -25.79% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.67% | -0.07% | -2.54% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.65% | +0.05% | +0.33% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.64% | +0.02% | -5.43% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +1.31% | +2.30% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.40% | -0.50% | +4.31% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.29% | -0.84% | +12.33% | |
| 18 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.27% | -0.16% | +836.44% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.13% | -0.75% | +93.96% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.10% | +0.01% | +14.03% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.92% | -0.01% | -12.64% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.81% | +0.02% | +3.14% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.70% | +0.02% | +73.27% | |
| 24 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.69% | +0.02% | +140.88% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.65% | — | -19.23% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.02% | +40.91% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.62% | -0.03% | -43.45% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.61% | — | -11.90% | |
| 29 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.54% | — | -29.17% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | -0.03% | +1313.07% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.09% | +202.57% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.02% | +65.18% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.45% | -0.69% | +20.64% | |
| 34 | IEV | Ishares Europe ETF | ETF-Other | 0.43% | -0.04% | -5.54% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.43% | +0.02% | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.01% | — | |
| 37 | IVLU | Ishares Msci International V | ETF-Other | 0.38% | -0.05% | -9.51% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.01% | +8.96% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.04% | — | |
| 40 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.37% | -0.03% | +0.79% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.36% | — | -58.73% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.33% | -0.15% | +3.57% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.32% | — | +0.62% | |
| 44 | CMF | Ishares California Muni Bond | ETF-Other | 0.29% | — | +69.54% | |
| 45 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.29% | -0.01% | -14.91% | |
| 46 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.28% | — | -26.15% | |
| 47 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.27% | -0.06% | +6.06% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.27% | — | +6.98% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | +0.06% | -1.34% | |
| 50 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.25% | — | -36.04% |
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 74 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, IUSB) accounted for 32.2% of total reported equity market value during Q2 2024.
During Q2 2024, Shared Vision Wealth Group LLC's top holdings by market value included AAPL (21.9%)、IVV (14.8%)、IUSB (10.7%). The largest single position, AAPL, represented 21.9% of total portfolio value.
In Q2 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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