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CIK: 0002008178
Total reported value
$290.9M
$290.9M
72 檔
35.4%
During the Q3 2024 filing period, Shared Vision Wealth Group LLC (CIK: 0002008178) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $290.9M across 72 reported positions.
During Q3 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 | 22.27% | -0.70% | -0.07% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.71% | +1.98% | -4.20% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 12.22% | -0.24% | +19.54% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.41% | -1.06% | +2.06% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 3.33% | -0.31% | +2.08% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.25% | -0.04% | -6.08% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.19% | -0.09% | +3.35% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.87% | -1.32% | +73.09% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.80% | -0.06% | -5.19% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.78% | -0.84% | +46.71% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.70% | -0.90% | +0.82% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.69% | -0.13% | -4.40% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.02% | +901.59% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | +1.31% | — | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.53% | +0.05% | +0.57% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.48% | -0.50% | +10.87% | |
| 17 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 1.40% | -0.16% | +14.25% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.40% | -0.07% | -14.46% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.39% | +0.01% | +33.98% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.91% | -0.01% | +2.03% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.90% | +0.02% | +15.42% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.75% | -0.03% | +21.97% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.72% | -0.75% | -35.02% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.66% | +0.02% | -0.51% | |
| 25 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-Other | 0.66% | +0.02% | +0.27% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.62% | — | -0.74% | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.52% | -0.69% | +18.43% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | -0.02% | -8.82% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.15% | +64.17% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.09% | +0.09% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | -0.03% | — | |
| 32 | IEV | Ishares Europe ETF | ETF-Other | 0.47% | -0.04% | +10.96% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | -0.01% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.02% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.02% | -1.32% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.04% | — | |
| 37 | IVLU | Ishares Msci International V | ETF-Other | 0.38% | -0.05% | — | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.01% | — | |
| 39 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.36% | -0.03% | -0.02% | |
| 40 | CMF | Ishares California Muni Bond | ETF-Other | 0.35% | — | +29.92% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.35% | — | -1.30% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.31% | — | +0.83% | |
| 43 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 0.28% | -0.01% | — | |
| 44 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.27% | -0.06% | +2.36% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.27% | +0.06% | +0.35% | |
| 46 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.25% | — | — | |
| 47 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.24% | — | — | |
| 48 | IFRA | Ishares US Infrastructure | ETF-Other | 0.23% | — | -1.98% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.04% | +0.04% | |
| 50 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.23% | — | -5.48% |
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 72 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, IUSB) accounted for 35.4% of total reported equity market value during Q3 2024.
During Q3 2024, Shared Vision Wealth Group LLC's top holdings by market value included AAPL (22.3%)、IVV (13.7%)、IUSB (12.2%). The largest single position, AAPL, represented 22.3% of total portfolio value.
In Q3 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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