Shared Vision Wealth Group LLC — Q1 2025 13F Holdings

Name: Shared Vision Wealth Group LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002008178

Total reported value

$245.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	21.51%	+0.01%	-0.06%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	12.58%	-1.00%	-7.39%
3	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	11.83%	—	-0.65%
4	QUAL	Ishares Msci USA Quality Fac	ETF-Other	3.56%	-0.34%	+6.68%
5	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	3.21%	-0.43%	+1.57%
6	MBB	Ishares Mbs ETF	ETF-Other	3.21%	-0.12%	-7.83%
7	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	3.07%	-0.12%	-2.50%
8	EFV	Ishares Msci Eafe Value ETF	ETF-Other	2.89%	-0.10%	-11.76%
9	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	2.28%	—	+32.54%
10	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	2.00%	-0.44%	+4.88%
11	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	1.96%	—	+295.23%
12	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	1.85%	+1.05%	-36.64%
13	VTEB	Vanguard Tax-exempt Bond ETF	ETF-Other	1.73%	—	+0.47%
14	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.56%	+0.93%	-0.06%
15	OEF	Ishares S&p 100 ETF	ETF-Other	1.53%	-1.74%	+71.37%
16	GOVT	Ishares US Treasury Bond ETF	ETF-Gov Bonds	1.47%	+1.74%	+1.17%
17	IYW	Ishares Ustechnology ETF	ETF-Tech	1.32%	-0.13%	-5.33%
18	AVGO	Broadcom INC	Stock-Tech	1.30%	-0.14%	-10.26%
19	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.08%	-0.18%	+51.43%
20	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-Other	1.07%	—	-23.56%
21	IAU	Ishares Gold Trust	ETF-Commodities	0.98%	-0.78%	+103.19%
22	IGEB	Ishares Investment Grade Sys	ETF-Corp Bonds	0.87%	-0.22%	+6.74%
23	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	0.78%	-0.69%	EXIT
24	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.76%	—	-7.53%
25	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.75%	-0.54%	-7.92%
26	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.73%	—	+1.60%
27	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.67%	—	-0.26%
28	EUSB	Ishr Esg Advn Universal Bd-$	ETF-Other	0.66%	—	—
29	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.62%	-0.10%	-57.17%
30	AMZN	Amazon.com INC	Stock-Consumer Disc	0.50%	—	+0.42%
31	ILCV	Ishares Morningstar Value Et	ETF-Other	0.49%	—	+33.67%
32	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.48%	—	—
33	MUB	Ishares National Muni Bond E	ETF-Other	0.47%	—	-14.78%
34	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.46%	—	+0.96%
35	IEV	Ishares Europe ETF	ETF-Other	0.45%	—	-5.98%
36	IVLU	Ishares Msci International V	ETF-Other	0.44%	—	-8.80%
37	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.40%	—	—
38	VUG	Vanguard Growth ETF	ETF-Other	0.40%	—	—
39	ICVT	Ishares Convertible Bond ETF	ETF-Other	0.38%	-0.11%	+0.88%
40	CMF	Ishares California Muni Bond	ETF-Other	0.35%	—	+0.02%
41	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.35%	—	—
42	NVDA	Nvidia CORP	Stock-Tech	0.34%	—	-0.86%
43	MSFT	Microsoft CORP	Stock-Tech	0.33%	—	-0.43%
44	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.30%	-0.11%	EXIT
45	HYDB	Ishares High Yield Systemati	ETF-High Yield	0.26%	—	+11.63%
46	TFLO	Ishares Treasury Floating Ra	ETF-Gov Bonds	0.25%	—	+12.35%
47	VTIP	Vanguard Short-term Tips	ETF-Other	0.24%	—	—
48	JNJ	Johnson & Johnson	Stock-Healthcare	0.24%	—	+0.04%
49	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.24%	—	—
50	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	0.24%	—	—

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