Sponsored

The Analysis of Shared Vision Wealth Group LLC's Holdings & P&L

Currently, Shared Vision Wealth Group LLC holds 95 types of securities in its portfolio with a total value $245.2M. In the most recent quarter, they have increased their positions in GOVT (+185.9K shares, valued at $4.3M), SPY (+4.3K shares, valued at $2.8M), EFG (+23.9K shares, valued at $2.7M); decreased their positions in OEF (-12.0K shares, valued at $3.8M), N/A (-19.0K shares, valued at $1.7M), IXUS (-14.3K shares, valued at $1.2M); initiated new positions in BLCR (+48.6K shares, valued at $2.0M), IDEF (+59.4K shares, valued at $1.9M), LMUB (+13.5K shares, valued at $672.7K).

1M P&L

+11.5M+4.53%

3M P&L

+7.7M+3.00%

HY P&L

+13.7M+5.48%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A189.1M

79.6%

2Consumer Electronics44.2M

18.6%

3Discount Stores1.1M

0.5%

Top Industries by Stock Count

1N/A80 stocks

89.9%

2Drug Manufacturers - General2 stocks

2.2%

3Internet Retail1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC174.3K shares-0.04%2026-03-312026-05-06

IVV ISHARES TR34.5K shares-4.60%2026-03-312026-05-06

IUSB ISHARES TR396.2K shares0.28%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T17.9K shares31.53%2026-03-312026-05-06

GOVT ISHARES TR344.5K shares117.19%2026-03-312026-05-06

IVE ISHARES TR35.5K shares3.18%2026-03-312026-05-06

DYNF BLACKROCK ETF TRUST123.0K shares-8.99%2026-03-312026-05-06

IVW ISHARES TR58.9K shares4.38%2026-03-312026-05-06

Sponsored

EFV ISHARES TR88.8K shares-4.44%2026-03-312026-05-06

MBB ISHARES TR68.0K shares-3.98%2026-03-312026-05-06

IEMG ISHARES INC83.0K shares-3.82%2026-03-312026-05-06

VTEC VANGUARD CALIF TAX FREE FDS57.5K shares29.13%2026-03-312026-05-06

TLH ISHARES TR55.5K shares-1.36%2026-03-312026-05-06

BINC BLACKROCK ETF TRUST II102.0K shares-15.55%2026-03-312026-05-06

SCHF SCHWAB STRATEGIC TR189.1K shares47.34%2026-03-312026-05-06

QUAL ISHARES TR21.9K shares-12.01%2026-03-312026-05-06

Sponsored

BROADCOM INC BROADCOM INC13.1K shares-3.92%2026-03-312026-05-06

EFG ISHARES TR33.8K shares242.12%2026-03-312026-05-06

IAGG ISHARES TR66.5K shares21.29%2026-03-312026-05-06

VTEB VANGUARD MUN BD FDS63.4K shares-0.21%2026-03-312026-05-06

THRO BLACKROCK ETF TRUST78.1K shares9.11%2026-03-312026-05-06

BAI BLACKROCK ETF TRUST85.5K shares13.28%2026-03-312026-05-06

MTUM ISHARES TR11.1K shares13.33%2026-03-312026-05-06

VBR VANGUARD INDEX FDS11.3K shares31.98%2026-03-312026-05-06

Sponsored

OEF ISHARES TR7.5K shares-61.70%2026-03-312026-05-06

IGEB ISHARES TR47.7K shares-19.28%2026-03-312026-05-06

BLCR BLACKROCK ETF TRUST48.6K sharesnew addition2026-03-312026-05-06

IDEF BLACKROCK ETF TRUST59.4K sharesnew addition2026-03-312026-05-06

HYD VANECK ETF TRUST35.8K shares23.65%2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR18.1K shares-51.27%2026-03-312026-05-06

IXUS ISHARES TR18.1K shares-44.14%2026-03-312026-05-06

SCMB SCHWAB STRATEGIC TR57.3K shares79.03%2026-03-312026-05-06

Sponsored

ESGU ISHARES TR9.8K shares-1.29%2026-03-312026-05-06

SYSB ISHARES TR15.0K shares58.36%2026-03-312026-05-06

SCHZ SCHWAB STRATEGIC TR53.8K shares-0.92%2026-03-312026-05-06

MUB ISHARES TR11.6K shares-7.68%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION1.1K shares0.09%2026-03-312026-05-06

IYW ISHARES TR5.8K shares-15.58%2026-03-312026-05-06

CALI BLACKROCK ETF TRUST II20.7K shares49.98%2026-03-312026-05-06

IVLU ISHARES TR25.7K shares0.34%2026-03-312026-05-06

Sponsored

ONEQ FIDELITY COMWLTH TR11.7K shares20.54%2026-03-312026-05-06

IEV ISHARES TR12.7K shares0.20%2026-03-312026-05-06

VUG VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-05-06

VTI VANGUARD INDEX FDS2.7K shares0.00%2026-03-312026-05-06

ILCV ISHARES TR9.1K shares0.42%2026-03-312026-05-06

PWZ INVESCO EXCH TRADED FD TR II35.3K shares0.00%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares0.00%2026-03-312026-05-06

VO VANGUARD INDEX FDS2.5K shares107.33%2026-03-312026-05-06

Sponsored

FNDE SCHWAB STRATEGIC TR17.7K shares160.98%2026-03-312026-05-06

LMUB ISHARES TR13.5K sharesnew addition2026-03-312026-05-06

SHV ISHARES TR6.0K sharesnew addition2026-03-312026-05-06

JNJ JOHNSON & JOHNSON2.7K shares0.00%2026-03-312026-05-06

IWM ISHARES TR2.5K shares0.00%2026-03-312026-05-06

NVDA NVIDIA CORPORATION3.4K shares-5.39%2026-03-312026-05-06

TLT ISHARES TR6.8K shares-29.05%2026-03-312026-05-06

AMZN AMAZON COM INC2.7K shares0.00%2026-03-312026-05-06

Sponsored

EFA ISHARES TR5.7K shares68.98%2026-03-312026-05-06

MSFT MICROSOFT CORP1.4K shares-6.75%2026-03-312026-05-06

SUSL ISHARES TR4.5K shares0.00%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR860 shares0.00%2026-03-312026-05-06

DFUS DIMENSIONAL ETF TRUST6.6K shares0.00%2026-03-312026-05-06

EUSB ISHARES TR10.8K shares-10.58%2026-03-312026-05-06

ICVT ISHARES TR4.5K shares-36.98%2026-03-312026-05-06

DIA STATE STR SPDR DOW JONES IND971 shares78.17%2026-03-312026-05-06

Sponsored

EEM ISHARES TR7.9K shares0.00%2026-03-312026-05-06

IEFA ISHARES TR4.9K shares0.02%2026-03-312026-05-06

VTIP VANGUARD MALVERN FDS8.9K shares0.00%2026-03-312026-05-06

IJR ISHARES TR3.6K shares-15.89%2026-03-312026-05-06

IWB ISHARES TR1.2K shares-10.39%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS693 shares0.00%2026-03-312026-05-06

VLUE ISHARES TR2.9K shares11.42%2026-03-312026-05-06

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-05-06

Sponsored

XLK SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-05-06

DMAX ISHARES TR14.3K shares0.00%2026-03-312026-05-06

ARTY ISHARES TR8.1K shares0.00%2026-03-312026-05-06

IYF ISHARES TR3.2K sharesnew addition2026-03-312026-05-06

EMXC ISHARES INC4.6K shares-29.80%2026-03-312026-05-06

SDY SPDR SERIES TRUST2.4K shares0.00%2026-03-312026-05-06

BBUS J P MORGAN EXCHANGE TRADED F2.9K shares-0.45%2026-03-312026-05-06

FDVV FIDELITY COVINGTON TRUST5.8K shares0.91%2026-03-312026-05-06

Sponsored

VB VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-06

FDHY FIDELITY COVINGTON TRUST5.9K shares0.00%2026-03-312026-05-06

XOM EXXON MOBIL CORP1.5K shares0.00%2026-03-312026-05-06

IWR ISHARES TR2.6K shares-9.56%2026-03-312026-05-06

GNMA ISHARES TR5.6K shares-4.24%2026-03-312026-05-06

UNP UNION PAC CORP986 shares0.61%2026-03-312026-05-06

TDTF FLEXSHARES TR9.7K shares0.00%2026-03-312026-05-06

XLU SELECT SECTOR SPDR TR5.0K shares0.00%2026-03-312026-05-06

Sponsored

LLY ELI LILLY & CO248 shares0.00%2026-03-312026-05-06

JBND J P MORGAN EXCHANGE TRADED F4.2K sharesnew addition2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE FDS2.8K shares0.00%2026-03-312026-05-06

HDV ISHARES TR1.6K shares-4.94%2026-03-312026-05-06

GBF ISHARES TR2.1K shares-22.26%2026-03-312026-05-06

BNDX VANGUARD CHARLOTTE FDS4.5K shares-27.06%2026-03-312026-05-06

NEAR ISHARES U S ETF TR4.0K sharesnew addition2026-03-312026-05-06

AAPL

APPLE INC

-0.04%

Shares174.3K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

-4.60%

Shares34.5K

Event2026-03-31

Filed2026-05-06

IUSB

ISHARES TR

0.28%

Shares396.2K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

31.53%

Shares17.9K

Event2026-03-31

Filed2026-05-06

GOVT

ISHARES TR

117.19%

Shares344.5K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

3.18%

Shares35.5K

Event2026-03-31

Filed2026-05-06

DYNF

BLACKROCK ETF TRUST

-8.99%

Shares123.0K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

4.38%

Shares58.9K

Event2026-03-31

Filed2026-05-06

EFV

ISHARES TR

-4.44%

Shares88.8K

Event2026-03-31

Filed2026-05-06

MBB

ISHARES TR

-3.98%

Shares68.0K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

-3.82%

Shares83.0K

Event2026-03-31

Filed2026-05-06

VTEC

VANGUARD CALIF TAX FREE FDS

29.13%

Shares57.5K

Event2026-03-31

Filed2026-05-06

TLH

ISHARES TR

-1.36%

Shares55.5K

Event2026-03-31

Filed2026-05-06

BINC

BLACKROCK ETF TRUST II

-15.55%

Shares102.0K

Event2026-03-31

Filed2026-05-06

SCHF

SCHWAB STRATEGIC TR

47.34%

Shares189.1K

Event2026-03-31

Filed2026-05-06

QUAL

ISHARES TR

-12.01%

Shares21.9K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

-3.92%

Shares13.1K

Event2026-03-31

Filed2026-05-06

EFG

ISHARES TR

242.12%

Shares33.8K

Event2026-03-31

Filed2026-05-06

IAGG

ISHARES TR

21.29%

Shares66.5K

Event2026-03-31

Filed2026-05-06

VTEB

VANGUARD MUN BD FDS

-0.21%

Shares63.4K

Event2026-03-31

Filed2026-05-06

THRO

BLACKROCK ETF TRUST

9.11%

Shares78.1K

Event2026-03-31

Filed2026-05-06

BAI

BLACKROCK ETF TRUST

13.28%

Shares85.5K

Event2026-03-31

Filed2026-05-06

MTUM

ISHARES TR

13.33%

Shares11.1K

Event2026-03-31

Filed2026-05-06

VBR

VANGUARD INDEX FDS

31.98%

Shares11.3K

Event2026-03-31

Filed2026-05-06

OEF

ISHARES TR

-61.70%

Shares7.5K

Event2026-03-31

Filed2026-05-06

IGEB

ISHARES TR

-19.28%

Shares47.7K

Event2026-03-31

Filed2026-05-06

BLCR

BLACKROCK ETF TRUST

New

Shares48.6K

Event2026-03-31

Filed2026-05-06

IDEF

BLACKROCK ETF TRUST

New

Shares59.4K

Event2026-03-31

Filed2026-05-06

HYD

VANECK ETF TRUST

23.65%

Shares35.8K

Event2026-03-31

Filed2026-05-06

ISHARES GOLD TR

-51.27%

Shares18.1K

Event2026-03-31

Filed2026-05-06

IXUS

ISHARES TR

-44.14%

Shares18.1K

Event2026-03-31

Filed2026-05-06

SCMB

SCHWAB STRATEGIC TR

79.03%

Shares57.3K

Event2026-03-31

Filed2026-05-06

ESGU

ISHARES TR

-1.29%

Shares9.8K

Event2026-03-31

Filed2026-05-06

SYSB

ISHARES TR

58.36%

Shares15.0K

Event2026-03-31

Filed2026-05-06

SCHZ

SCHWAB STRATEGIC TR

-0.92%

Shares53.8K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

-7.68%

Shares11.6K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-06

IYW

ISHARES TR

-15.58%

Shares5.8K

Event2026-03-31

Filed2026-05-06

CALI

BLACKROCK ETF TRUST II

49.98%

Shares20.7K

Event2026-03-31

Filed2026-05-06

IVLU

ISHARES TR

0.34%

Shares25.7K

Event2026-03-31

Filed2026-05-06

ONEQ

FIDELITY COMWLTH TR

20.54%

Shares11.7K

Event2026-03-31

Filed2026-05-06

IEV

ISHARES TR

0.20%

Shares12.7K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-06

ILCV

ISHARES TR

0.42%

Shares9.1K

Event2026-03-31

Filed2026-05-06

PWZ

INVESCO EXCH TRADED FD TR II

0.00%

Shares35.3K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

107.33%

Shares2.5K

Event2026-03-31

Filed2026-05-06

FNDE

SCHWAB STRATEGIC TR

160.98%

Shares17.7K

Event2026-03-31

Filed2026-05-06

LMUB

ISHARES TR

New

Shares13.5K

Event2026-03-31

Filed2026-05-06

SHV

ISHARES TR

New

Shares6.0K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-5.39%

Shares3.4K

Event2026-03-31

Filed2026-05-06

TLT

ISHARES TR

-29.05%

Shares6.8K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-06

EFA

ISHARES TR

68.98%

Shares5.7K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-6.75%

Shares1.4K

Event2026-03-31

Filed2026-05-06

SUSL

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

0.00%

Shares860

Event2026-03-31

Filed2026-05-06

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-06

EUSB

ISHARES TR

-10.58%

Shares10.8K

Event2026-03-31

Filed2026-05-06

ICVT

ISHARES TR

-36.98%

Shares4.5K

Event2026-03-31

Filed2026-05-06

DIA

STATE STR SPDR DOW JONES IND

78.17%

Shares971

Event2026-03-31

Filed2026-05-06

EEM

ISHARES TR

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-06

IEFA

ISHARES TR

0.02%

Shares4.9K

Event2026-03-31

Filed2026-05-06

VTIP

VANGUARD MALVERN FDS

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

-15.89%

Shares3.6K

Event2026-03-31

Filed2026-05-06

IWB

ISHARES TR

-10.39%

Shares1.2K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

0.00%

Shares693

Event2026-03-31

Filed2026-05-06

VLUE

ISHARES TR

11.42%

Shares2.9K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-06

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-06

DMAX

ISHARES TR

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-06

ARTY

ISHARES TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-06

IYF

ISHARES TR

New

Shares3.2K

Event2026-03-31

Filed2026-05-06

EMXC

ISHARES INC

-29.80%

Shares4.6K

Event2026-03-31

Filed2026-05-06

SDY

SPDR SERIES TRUST

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-06

BBUS

J P MORGAN EXCHANGE TRADED F

-0.45%

Shares2.9K

Event2026-03-31

Filed2026-05-06

FDVV

FIDELITY COVINGTON TRUST

0.91%

Shares5.8K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-06

FDHY

FIDELITY COVINGTON TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-06

IWR

ISHARES TR

-9.56%

Shares2.6K

Event2026-03-31

Filed2026-05-06

GNMA

ISHARES TR

-4.24%

Shares5.6K

Event2026-03-31

Filed2026-05-06

UNP

UNION PAC CORP

0.61%

Shares986

Event2026-03-31

Filed2026-05-06

TDTF

FLEXSHARES TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-06

XLU

SELECT SECTOR SPDR TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

0.00%

Shares248

Event2026-03-31

Filed2026-05-06

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares4.2K

Event2026-03-31

Filed2026-05-06

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-06

HDV

ISHARES TR

-4.94%

Shares1.6K

Event2026-03-31

Filed2026-05-06

GBF

ISHARES TR

-22.26%

Shares2.1K

Event2026-03-31

Filed2026-05-06

BNDX

VANGUARD CHARLOTTE FDS

-27.06%

Shares4.5K

Event2026-03-31

Filed2026-05-06

NEAR

ISHARES U S ETF TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available