Shared Vision Wealth Group LLC Top Holdings and 13F Report (2025) About Shared Vision Wealth Group LLCInvestment ActivityShared Vision Wealth Group LLC has $183.12 million in total holdings as of March 31, 2025.Shared Vision Wealth Group LLC owns shares of 78 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 5.18% of the portfolio was purchased this quarter.About 4.86% of the portfolio was sold this quarter.This quarter, Shared Vision Wealth Group LLC has purchased 75 new stocks and bought additional shares in 30 stocks.Shared Vision Wealth Group LLC sold shares of 27 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $39,383,302iShares Core S&P 500 ETF $23,032,532iShares Core Total USD Bond Market ETF $21,657,382iShares MSCI USA Quality Factor ETF $6,522,059iShares U.S. Equity Factor Rotation Active ETF $5,883,453 Largest New Holdings this Quarter 46434V803 - iShares Currency Hedged MSCI EAFE ETF $440,881 Holding092528843 - BLACKROCK ETF TRUST II $326,254 Holding09290C806 - BlackRock Future U.S. Themes ETF $257,862 Holding532457108 - Eli Lilly and Company $203,528 Holding Largest Purchases this Quarter iShares 10-20 Year Treasury Bond ETF 25,833 shares (about $2.68M)iShares S&P 100 ETF 4,318 shares (about $1.17M)iShares S&P 500 Value ETF 5,390 shares (about $1.03M)iShares Gold Trust 15,449 shares (about $910.87K)iShares Core MSCI Emerging Markets ETF 12,488 shares (about $673.98K) Largest Sales this Quarter iShares MSCI EAFE Growth ETF 19,546 shares (about $1.95M)iShares Core S&P 500 ETF 3,269 shares (about $1.84M)iShares 20+ Year Treasury Bond ETF 16,696 shares (about $1.52M)iShares MSCI EAFE Value ETF 11,964 shares (about $705.16K)iShares MSCI Emerging Markets ex China ETF 11,006 shares (about $606.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShared Vision Wealth Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$39,383,302$22,213 ▼-0.1%177,29821.5%Computer and TechnologyIVViShares Core S&P 500 ETF$23,032,532$1,836,871 ▼-7.4%40,99012.6%ETFIUSBiShares Core Total USD Bond Market ETF$21,657,382$140,682 ▼-0.6%469,99511.8%ManufacturingQUALiShares MSCI USA Quality Factor ETF$6,522,059$408,430 ▲6.7%38,1653.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$5,883,453$91,035 ▲1.6%120,6613.2%ETFMBBiShares MBS ETF$5,874,441$499,376 ▼-7.8%62,6413.2%ETFIVWiShares S&P 500 Growth ETF$5,626,840$143,980 ▼-2.5%60,6143.1%ETFEFViShares MSCI EAFE Value ETF$5,289,480$705,162 ▼-11.8%89,7432.9%ETFIVEiShares S&P 500 Value ETF$4,183,824$1,027,231 ▲32.5%21,9532.3%ETFBINCiShares Flexible Income Active ETF$3,668,047$170,810 ▲4.9%70,0282.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$3,588,010$2,680,191 ▲295.2%34,5832.0%ETFEFGiShares MSCI EAFE Growth ETF$3,380,208$1,954,605 ▼-36.6%33,8021.8%ETFVTEBVanguard Tax-Exempt Bond ETF$3,166,293$14,936 ▲0.5%63,8111.7%ETFSPYSPDR S&P 500 ETF Trust$2,860,889$1,678 ▼-0.1%5,1141.6%FinanceOEFiShares S&P 100 ETF$2,808,069$1,169,487 ▲71.4%10,3681.5%ETFGOVTiShares U.S. Treasury Bond ETF$2,690,008$31,122 ▲1.2%117,0331.5%ETFIYWiShares U.S. Technology ETF$2,426,179$136,504 ▼-5.3%17,2761.3%ManufacturingAVGOBroadcom$2,388,083$273,082 ▼-10.3%14,2631.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,984,384$673,982 ▲51.4%36,7681.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,966,796$606,312 ▼-23.6%35,7021.1%ManufacturingIAUiShares Gold Trust$1,793,612$910,868 ▲103.2%30,4211.0%FinanceIGEBiShares Investment Grade Bond Factor ETF$1,587,181$100,192 ▲6.7%35,2630.9%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,424,656$273,408 ▲23.7%15,7260.8%ETFESGUiShares ESG Aware MSCI USA ETF$1,385,738$112,766 ▼-7.5%11,3670.8%ManufacturingIXUSiShares Core MSCI Total International Stock ETF$1,376,527$118,469 ▼-7.9%19,7180.8%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$1,337,258$21,122 ▲1.6%57,7400.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,226,315$3,234 ▼-0.3%6,0670.7%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$1,213,9400.0%28,0230.7%ETFTLTiShares 20+ Year Treasury Bond ETF$1,138,659$1,519,790 ▼-57.2%12,5090.6%ETFAMZNAmazon.com$911,425$3,806 ▲0.4%4,7900.5%Retail/WholesaleILCViShares Morningstar Value ETF$902,547$227,327 ▲33.7%11,0810.5%ETFCOSTCostco Wholesale$871,3900.0%9210.5%Retail/WholesaleMUBiShares National Muni Bond ETF$863,361$149,728 ▼-14.8%8,1880.5%ETFBRK.BBerkshire Hathaway$836,779$7,990 ▲1.0%1,5710.5%FinanceIEViShares Europe ETF$826,015$52,495 ▼-6.0%14,1930.5%ETFIVLUiShares MSCI Intl Value Factor ETF$810,860$78,261 ▼-8.8%26,7520.4%ETFVTIVanguard Total Stock Market ETF$737,3240.0%2,6830.4%ETFVUGVanguard Growth ETF$733,6190.0%1,9780.4%ETFICVTiShares Convertible Bond ETF$696,954$6,103 ▲0.9%8,3360.4%ETFCMFiShares California Muni Bond ETF$639,466$113 ▲0.0%11,3620.3%ETFIWMiShares Russell 2000 ETF$635,3760.0%3,1850.3%FinanceNVDANVIDIA$627,363$5,419 ▼-0.9%5,7890.3%Computer and TechnologyMSFTMicrosoft$611,105$2,628 ▼-0.4%1,6280.3%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$554,056$18,476 ▼-3.2%5,0980.3%FinanceHYDBiShares High Yield Bond Factor ETF$469,711$48,925 ▲11.6%9,9750.3%ETFTFLOiShares Treasury Floating Rate Bond ETF$448,920$49,345 ▲12.3%8,8610.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$443,3620.0%8,8850.2%ManufacturingJNJJohnson & Johnson$442,622$166 ▲0.0%2,6690.2%MedicalDFUSDimensional U.S. Equity ETF$440,8990.0%7,2900.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$440,881$440,881 ▲New Holding12,1490.2%ETFIJRiShares Core S&P Small-Cap ETF$437,079$10,038 ▲2.4%4,1800.2%ETFSUSLiShares ESG MSCI USA Leaders ETF$430,170$58,250 ▼-11.9%4,4900.2%ManufacturingEEMiShares MSCI Emerging Markets ETF$419,520$106,410 ▲34.0%9,6000.2%FinanceIWBiShares Russell 1000 ETF$378,210$99,384 ▲35.6%1,2330.2%ETFIEFAiShares Core MSCI EAFE ETF$374,726$76 ▲0.0%4,9530.2%ETFSDYSPDR S&P Dividend ETF$359,9750.0%2,6530.2%ETFVOOVanguard S&P 500 ETF$356,1400.0%6930.2%ETFGBFiShares Government/Credit Bond ETF$347,828$104 ▼0.0%3,3400.2%ETFBLACKROCK ETF TRUST II$326,254$326,254 ▲New Holding6,5870.2%ISHARES HIGH YIETIPiShares TIPS Bond ETF$307,947$35,994 ▼-10.5%2,7720.2%ETFBBUSJP Morgan BetaBuilders U.S. Equity ETF$304,560$43,682 ▲16.7%3,0190.2%ETFXLKTechnology Select Sector SPDR Fund$295,6400.0%1,4320.2%ETFFDVVFidelity High Dividend ETF$282,7200.0%5,7000.2%ETFFDHYFidelity High Yield Factor ETF$281,9470.0%5,8690.2%ETFVLUEiShares MSCI USA Value Factor ETF$281,5680.0%2,6400.2%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$273,354$7,969 ▼-2.8%5,3510.1%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$267,596$48,049 ▲21.9%2,8570.1%ETFBTHMBlackRock Future U.S. Themes ETF$257,862$257,862 ▲New Holding8,1370.1%ETFVBVanguard Small-Cap ETF$253,1030.0%1,1410.1%ETFAGZiShares Agency Bond ETF$250,179$3,502 ▼-1.4%2,2860.1%FinanceIWRiShares Russell Mid-Cap ETF$239,700$25,433 ▲11.9%2,8180.1%ETFIWPiShares Russell Mid-Cap Growth ETF$235,9200.0%2,0080.1%ETFTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$235,4920.0%9,7110.1%ETFVBRVanguard Small-Cap Value ETF$231,6630.0%1,2440.1%ETFUNPUnion Pacific$228,209$9,450 ▲4.3%9660.1%TransportationIEFiShares 7-10 Year Treasury Bond ETF$226,769$14,304 ▼-5.9%2,3780.1%ETFGNMAiShares GNMA Bond ETF$219,959$5,005 ▲2.3%5,0100.1%ETFLLYEli Lilly and Company$203,528$203,528 ▲New Holding2460.1%MedicalIFRAiShares U.S. Infrastructure ETF$0$404,892 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
