Shared Vision Wealth Group LLC
96 holdingsFiling period: 2026-03-31Current AUM: $272.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 174.3K | $44.2M | $53.8M | 19.77% | -68 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 34.5K | $22.6M | $25.9M | 9.51% | -1,663 | 2026-03-31 |
| 3 | IUSB | ISHARES TR | 396.2K | $18.3M | $18.0M | 6.61% | +1.1K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 17.9K | $11.6M | $13.3M | 4.90% | +4.3K | 2026-03-31 |
| 5 | GOVT | ISHARES TR | 344.5K | $7.9M | $7.7M | 2.84% | +185.9K | 2026-03-31 |
| 6 | IVE | ISHARES TR | 35.5K | $7.5M | $8.2M | 3.02% | +1.1K | 2026-03-31 |
| 7 | DYNF | BLACKROCK ETF TRUST | 123.0K | $7.2M | $8.3M | 3.05% | -12,157 | 2026-03-31 |
| 8 | IVW | ISHARES TR | 58.9K | $6.7M | $8.0M | 2.92% | +2.5K | 2026-03-31 |
| 9 | EFV | ISHARES TR | 88.8K | $6.6M | $7.2M | 2.64% | -4,130 | 2026-03-31 |
| 10 | MBB | ISHARES TR | 68.0K | $6.5M | $6.3M | 2.32% | -2,822 | 2026-03-31 |
| 11 | IEMG | ISHARES INC | 83.0K | $5.8M | $6.4M | 2.36% | -3,291 | 2026-03-31 |
| 12 | VTEC | VANGUARD CALIF TAX FREE FDS | 57.5K | $5.7M | $5.7M | 2.08% | +13.0K | 2026-03-31 |
| 13 | TLH | ISHARES TR | 55.5K | $5.6M | $5.4M | 1.97% | -763 | 2026-03-31 |
| 14 | BINC | BLACKROCK ETF TRUST II | 102.0K | $5.3M | $5.3M | 1.95% | -18,785 | 2026-03-31 |
| 15 | SCHF | SCHWAB STRATEGIC TR | 189.1K | $4.7M | $5.2M | 1.90% | +60.8K | 2026-03-31 |
| 16 | QUAL | ISHARES TR | 21.9K | $4.2M | $4.8M | 1.76% | -2,992 | 2026-03-31 |
| 17 | AVGO | BROADCOM INC | 13.1K | $4.0M | $5.1M | 1.87% | -533 | 2026-03-31 |
| 18 | EFG | ISHARES TR | 33.8K | $3.8M | $4.1M | 1.51% | +23.9K | 2026-03-31 |
| 19 | IAGG | ISHARES TR | 66.5K | $3.3M | $3.3M | 1.21% | +11.7K | 2026-03-31 |
| 20 | VTEB | VANGUARD MUN BD FDS | 63.4K | $3.2M | $3.1M | 1.15% | -133 | 2026-03-31 |
| 21 | THRO | BLACKROCK ETF TRUST | 78.1K | $2.8M | $3.3M | 1.22% | +6.5K | 2026-03-31 |
| 22 | BAI | BLACKROCK ETF TRUST | 85.5K | $2.8M | $3.5M | 1.30% | +10.0K | 2026-03-31 |
| 23 | MTUM | ISHARES TR | 11.1K | $2.7M | $3.3M | 1.22% | +1.3K | 2026-03-31 |
| 24 | VBR | VANGUARD INDEX FDS | 11.3K | $2.4M | $2.8M | 1.01% | +2.7K | 2026-03-31 |
| 25 | OEF | ISHARES TR | 7.5K | $2.4M | $2.8M | 1.01% | -12,036 | 2026-03-31 |
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