The Analysis of Shared Vision Wealth Group LLC's Holdings
Currently, Shared Vision Wealth Group LLC holds 98 types of securities in its portfolio with a total value $236.2M. In the most recent quarter, they have increased their positions in SPY (+4.4K shares, valued at $3.0M), VTEC (+25.2K shares, valued at $2.5M), OEF (+7.2K shares, valued at $2.4M); decreased their positions in EFG (-19.5K shares, valued at $2.3M), IYW (-9.6K shares, valued at $1.9M), IUSB (-31.0K shares, valued at $1.5M); initiated new positions in VTEC (+25.2K shares, valued at $2.5M), ITA (+4.1K shares, valued at $861.0K), SCMB (+32.0K shares, valued at $828.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC176.9K shares-0.53%2025-09-302025-10-30
IVV ISHARES TR37.7K shares-1.68%2025-09-302025-10-30 IUSB ISHARES TR398.8K shares-7.20%2025-09-302025-10-30 DYNF BLACKROCK ETF TRUST135.7K shares11.48%2025-09-302025-10-30 QUAL ISHARES TR35.8K shares-8.28%2025-09-302025-10-30 IVW ISHARES TR56.6K shares-2.01%2025-09-302025-10-30 EFV ISHARES TR99.8K shares-4.35%2025-09-302025-10-30 MBB ISHARES TR69.7K shares3.23%2025-09-302025-10-30 OEF ISHARES TR19.3K shares59.53%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR9.5K shares87.25%2025-09-302025-10-30 TLH ISHARES TR57.8K shares26.95%2025-09-302025-10-30 BINC BLACKROCK ETF TRUST II103.0K shares14.21%2025-09-302025-10-30 IVE ISHARES TR26.2K shares9.03%2025-09-302025-10-30 AVGO BROADCOM INC14.4K shares0.17%2025-09-302025-10-30 IEMG ISHARES INC72.7K shares27.89%2025-09-302025-10-30 GOVT ISHARES TR158.9K shares0.55%2025-09-302025-10-30 IXUS ISHARES TR39.6K shares-1.57%2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS65.4K shares-0.54%2025-09-302025-10-30 IAU ISHARES GOLD TR37.3K shares44.73%2025-09-302025-10-30 IAGG ISHARES TR53.3K shares49.22%2025-09-302025-10-30 THRO BLACKROCK ETF TRUST67.8K shares35.18%2025-09-302025-10-30 VTEC VANGUARD CALIF TAX FREE FDS25.2K sharesnew addition2025-09-302025-10-30 IGEB ISHARES TR52.7K shares-2.54%2025-09-302025-10-30 BAI BLACKROCK ETF TRUST67.7K shares278.11%2025-09-302025-10-30 SCHF SCHWAB STRATEGIC TR84.9K shares598.77%2025-09-302025-10-30 EMB ISHARES TR17.3K shares7.00%2025-09-302025-10-30 MTUM ISHARES TR6.5K shares4.23%2025-09-302025-10-30 EFG ISHARES TR12.9K shares-60.27%2025-09-302025-10-30 STIP ISHARES TR13.9K shares36.46%2025-09-302025-10-30 IYW ISHARES TR7.2K shares-57.15%2025-09-302025-10-30 ESGU ISHARES TR9.6K shares-1.19%2025-09-302025-10-30 SCHZ SCHWAB STRATEGIC TR55.9K shares-3.71%2025-09-302025-10-30 VBR VANGUARD INDEX FDS5.7K shares362.14%2025-09-302025-10-30 MUB ISHARES TR11.0K shares-10.18%2025-09-302025-10-30 HYD VANECK ETF TRUST22.1K shares437.97%2025-09-302025-10-30 EUSB ISHARES TR23.7K shares16.26%2025-09-302025-10-30 VUG VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-10-30 AMZN AMAZON COM INC4.4K shares-7.18%2025-09-302025-10-30 IVLU ISHARES TR26.0K shares-1.98%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW939 shares0.32%2025-09-302025-10-30 VTI VANGUARD INDEX FDS2.7K shares0.00%2025-09-302025-10-30 ITA ISHARES TR4.1K sharesnew addition2025-09-302025-10-30 PWZ INVESCO EXCH TRADED FD TR II35.3K shares92.85%2025-09-302025-10-30 MSFT MICROSOFT CORP1.6K shares0.12%2025-09-302025-10-30 IEV ISHARES TR12.7K shares-7.64%2025-09-302025-10-30 SCMB SCHWAB STRATEGIC TR32.0K sharesnew addition2025-09-302025-10-30 ILCV ISHARES TR9.1K shares0.00%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares0.00%2025-09-302025-10-30 ICVT ISHARES TR7.2K shares9.50%2025-09-302025-10-30 NVDA NVIDIA CORPORATION4.0K shares2.05%2025-09-302025-10-30 IWM ISHARES TR2.9K shares0.00%2025-09-302025-10-30 TLT ISHARES TR7.6K shares-17.77%2025-09-302025-10-30 EMXC ISHARES INC8.2K shares-49.34%2025-09-302025-10-30 ONEQ FIDELITY COMWLTH TR6.3K sharesnew addition2025-09-302025-10-30 DFUS DIMENSIONAL ETF TRUST7.3K shares0.00%2025-09-302025-10-30 SUSL ISHARES TR4.5K shares0.00%2025-09-302025-10-30 IJR ISHARES TR4.4K shares-3.84%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON2.7K shares0.00%2025-09-302025-10-30 IWB ISHARES TR1.3K shares0.00%2025-09-302025-10-30 VTIP VANGUARD MALVERN FDS8.9K shares0.00%2025-09-302025-10-30 IEFA ISHARES TR4.9K shares0.43%2025-09-302025-10-30 EEM ISHARES TR7.9K shares-0.09%2025-09-302025-10-30 VFH VANGUARD WORLD FD3.3K sharesnew addition2025-09-302025-10-30 VOO VANGUARD INDEX FDS693 shares0.00%2025-09-302025-10-30 XLK SELECT SECTOR SPDR TR1.4K shares0.00%2025-09-302025-10-30 BBUS J P MORGAN EXCHANGE TRADED F3.3K shares-5.60%2025-09-302025-10-30 ARTY ISHARES TR8.1K sharesnew addition2025-09-302025-10-30 LQD ISHARES TR3.4K shares-9.11%2025-09-302025-10-30 SDY SPDR SERIES TRUST2.7K shares0.00%2025-09-302025-10-30 VO VANGUARD INDEX FDS1.2K sharesnew addition2025-09-302025-10-30 CALI BLACKROCK ETF TRUST II6.9K sharesnew addition2025-09-302025-10-30 VLUE ISHARES TR2.6K shares0.00%2025-09-302025-10-30 FDVV FIDELITY COVINGTON TRUST5.7K shares0.00%2025-09-302025-10-30 EFA ISHARES TR3.3K sharesnew addition2025-09-302025-10-30 GBF ISHARES TR2.9K shares-8.66%2025-09-302025-10-30 AGZ ISHARES TR2.7K shares16.45%2025-09-302025-10-30 VB VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-10-30 FDHY FIDELITY COVINGTON TRUST5.9K shares0.00%2025-09-302025-10-30 NEAR ISHARES U S ETF TR5.5K shares0.66%2025-09-302025-10-30 IWR ISHARES TR2.9K shares4.36%2025-09-302025-10-30 USIG ISHARES TR5.1K shares0.47%2025-09-302025-10-30 GNMA ISHARES TR6.0K shares-1.28%2025-09-302025-10-30 DIA SPDR DOW JONES INDL AVERAGE545 sharesnew addition2025-09-302025-10-30 CMF ISHARES TR4.4K shares-2.15%2025-09-302025-10-30 FNDE SCHWAB STRATEGIC TR6.8K sharesnew addition2025-09-302025-10-30 IEF ISHARES TR2.5K sharesnew addition2025-09-302025-10-30 TDTF FLEXSHARES TR9.7K shares0.00%2025-09-302025-10-30 HIMU BLACKROCK ETF TRUST II4.8K shares-2.59%2025-09-302025-10-30 IWP ISHARES TR1.6K shares0.00%2025-09-302025-10-30 XLU SELECT SECTOR SPDR TR2.5K sharesnew addition2025-09-302025-10-30 USMV ISHARES TR2.4K shares-5.18%2025-09-302025-10-30 UNP UNION PAC CORP975 shares0.41%2025-09-302025-10-30 XNTK SPDR SERIES TRUST781 sharesnew addition2025-09-302025-10-30 TIP ISHARES TR1.9K shares-8.60%2025-09-302025-10-30 HDV ISHARES TR1.7K shares0.06%2025-09-302025-10-30 TFLO ISHARES TR4.2K shares-26.88%2025-09-302025-10-30 JAVA J P MORGAN EXCHANGE TRADED F3.0K sharesnew addition2025-09-302025-10-30 LLY ELI LILLY & CO247 sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available