Shared Vision Wealth Group LLC Top Holdings and 13F Report (2025) About Shared Vision Wealth Group LLCInvestment ActivityShared Vision Wealth Group LLC has $190.00 million in total holdings as of December 31, 2024.Shared Vision Wealth Group LLC owns shares of 75 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.49% of the portfolio was purchased this quarter.About 2.66% of the portfolio was sold this quarter.This quarter, Shared Vision Wealth Group LLC has purchased 72 new stocks and bought additional shares in 26 stocks.Shared Vision Wealth Group LLC sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $44,423,996iShares Core S&P 500 ETF $26,054,200iShares Core Total USD Bond Market ETF $21,381,787iShares MSCI USA Quality Factor ETF $6,370,793iShares S&P 500 Growth ETF $6,311,591 Largest New Holdings this Quarter iShares MSCI USA Momentum Factor ETF $1,258,663 HoldingiShares Gold Trust $741,255 HoldingiShares High Yield Bond Factor ETF $420,067 HoldingiShares Core MSCI EAFE ETF $348,056 HoldingiShares 7-10 Year Treasury Bond ETF $233,753 Holding Largest Purchases this Quarter iShares MSCI USA Momentum Factor ETF 6,083 shares (about $1.26M)iShares Gold Trust 14,972 shares (about $741.26K)Schwab U.S. Aggregate Bond ETF 30,749 shares (about $698.00K)iShares MSCI EAFE Growth ETF 4,583 shares (about $443.77K)iShares MSCI EAFE Value ETF 8,266 shares (about $433.72K) Largest Sales this Quarter iShares Investment Grade Bond Factor ETF 23,389 shares (about $1.04M)iShares Core Total USD Bond Market ETF 12,370 shares (about $559.12K)Broadcom 1,734 shares (about $402.02K)Apple 1,521 shares (about $380.89K)NVIDIA 1,622 shares (about $217.80K) 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$44,423,996$380,889 ▼-0.9%177,39823.4%Computer and TechnologyIVViShares Core S&P 500 ETF$26,054,200$138,339 ▼-0.5%44,25913.7%ETFIUSBiShares Core Total USD Bond Market ETF$21,381,787$559,124 ▼-2.5%473,04811.3%ManufacturingQUALiShares MSCI USA Quality Factor ETF$6,370,793$31,698 ▲0.5%35,7753.4%ETFIVWiShares S&P 500 Growth ETF$6,311,591$143,969 ▼-2.2%62,1653.3%ETFMBBiShares MBS ETF$6,231,109$272,656 ▲4.6%67,9663.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$6,088,213$100,963 ▼-1.6%118,7943.2%ETFEFViShares MSCI EAFE Value ETF$5,336,589$433,719 ▲8.8%101,7072.8%ETFEFGiShares MSCI EAFE Growth ETF$5,165,721$443,775 ▲9.4%53,3482.7%ETFAVGOBroadcom$3,684,952$402,020 ▼-9.8%15,8941.9%Computer and TechnologyBINCiShares Flexible Income Active ETF$3,473,217$235,963 ▲7.3%66,7671.8%ETFVTEBVanguard Tax-Exempt Bond ETF$3,183,748$88,930 ▲2.9%63,5101.7%ETFIVEiShares S&P 500 Value ETF$3,161,544$75,588 ▲2.4%16,5631.7%ETFSPYSPDR S&P 500 ETF Trust$2,998,725$22,855 ▲0.8%5,1171.6%FinanceIYWiShares U.S. Technology ETF$2,910,979$111,347 ▼-3.7%18,2481.5%ManufacturingGOVTiShares U.S. Treasury Bond ETF$2,658,301$53,773 ▼-2.0%115,6791.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,589,941$226,290 ▲9.6%46,7081.4%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$2,550,497$220,336 ▲9.5%29,2051.3%ETFOEFiShares S&P 100 ETF$1,747,636$3,466 ▼-0.2%6,0500.9%ETFESGUiShares ESG Aware MSCI USA ETF$1,583,472$154,199 ▼-8.9%12,2920.8%ManufacturingIGEBiShares Investment Grade Bond Factor ETF$1,465,524$1,037,538 ▼-41.5%33,0370.8%ETFIXUSiShares Core MSCI Total International Stock ETF$1,416,360$144,579 ▲11.4%21,4150.7%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$1,289,995$698,002 ▲117.9%56,8280.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,267,880$36,762 ▲3.0%24,2800.7%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,258,663$1,258,663 ▲New Holding6,0830.7%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$1,190,401$3,313 ▲0.3%28,0230.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,131,484$22,259 ▲2.0%12,7080.6%ETFAMZNAmazon.com$1,046,582$86,886 ▼-7.7%4,7700.6%Retail/WholesaleMUBiShares National Muni Bond ETF$1,023,745$80,020 ▲8.5%9,6080.5%ETFTLHiShares 10-20 Year Treasury Bond ETF$871,005$14,334 ▼-1.6%8,7500.5%ETFCOSTCostco Wholesale$843,582$127,316 ▼-13.1%9210.4%Retail/WholesaleVUGVanguard Growth ETF$812,0030.0%1,9780.4%ETFIVLUiShares MSCI Intl Value Factor ETF$795,251$144,769 ▲22.3%29,3340.4%ETFIEViShares Europe ETF$785,830$4,373 ▲0.6%15,0950.4%ETFNVDANVIDIA$784,059$217,802 ▼-21.7%5,8390.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$777,4850.0%2,6830.4%ETFIAUiShares Gold Trust$741,255$741,255 ▲New Holding14,9720.4%FinanceBRK.BBerkshire Hathaway$705,3850.0%1,5560.4%FinanceIWMiShares Russell 2000 ETF$703,7580.0%3,1850.4%FinanceICVTiShares Convertible Bond ETF$702,065$188,877 ▲36.8%8,2630.4%ETFMSFTMicrosoft$689,207$34,987 ▼-4.8%1,6350.4%Computer and TechnologyILCViShares Morningstar Value ETF$671,324$2,996 ▲0.4%8,2900.4%ETFCMFiShares California Muni Bond ETF$650,688$286 ▲0.0%11,3600.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$562,867$51,607 ▼-8.4%5,2680.3%FinanceSUSLiShares ESG MSCI USA Leaders ETF$525,2800.0%5,0980.3%ManufacturingIJRiShares Core S&P Small-Cap ETF$470,607$22,125 ▼-4.5%4,0840.2%ETFDFUSDimensional U.S. Equity ETF$464,7380.0%7,2900.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$430,212$30,020 ▼-6.5%8,8850.2%ManufacturingHYDBiShares High Yield Bond Factor ETF$420,067$420,067 ▲New Holding8,9360.2%ETFIFRAiShares U.S. Infrastructure ETF$404,892$26,894 ▼-6.2%8,7470.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$398,044$8,630 ▲2.2%7,8870.2%ETFJNJJohnson & Johnson$385,900$289 ▼-0.1%2,6680.2%MedicalVOOVanguard S&P 500 ETF$373,395$9,699 ▲2.7%6930.2%ETFSDYSPDR S&P Dividend ETF$350,4770.0%2,6530.2%ETFIEFAiShares Core MSCI EAFE ETF$348,056$348,056 ▲New Holding4,9520.2%ETFGBFiShares Government/Credit Bond ETF$341,532$41,708 ▼-10.9%3,3410.2%ETFXLKTechnology Select Sector SPDR Fund$332,9240.0%1,4320.2%ETFTIPiShares TIPS Bond ETF$329,904$35,271 ▼-9.7%3,0960.2%ETFEEMiShares MSCI Emerging Markets ETF$299,640$10,706 ▲3.7%7,1650.2%FinanceIWBiShares Russell 1000 ETF$292,843$2,899 ▼-1.0%9090.2%ETFFDVVFidelity High Dividend ETF$284,6580.0%5,7000.1%ETFFDHYFidelity High Yield Factor ETF$283,1790.0%5,8690.1%ETFVLUEiShares MSCI USA Value Factor ETF$278,777$68,744 ▼-19.8%2,6400.1%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$276,907$135,411 ▼-32.8%5,5070.1%ManufacturingVBVanguard Small-Cap ETF$274,2520.0%1,1410.1%ETFBBUSJP Morgan BetaBuilders U.S. Equity ETF$273,909$8,897 ▼-3.1%2,5860.1%ETFIWPiShares Russell Mid-Cap Growth ETF$254,5140.0%2,0080.1%ETFAGZiShares Agency Bond ETF$250,251$648 ▲0.3%2,3180.1%FinanceVBRVanguard Small-Cap Value ETF$246,4490.0%1,2440.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$233,753$233,753 ▲New Holding2,5280.1%ETFTDTFFlexShares iBoxx 5 Year Target Duration TIPS Index Fund$225,8780.0%9,7110.1%ETFIWRiShares Russell Mid-Cap ETF$222,680$222,680 ▲New Holding2,5190.1%ETFUNPUnion Pacific$211,083$1,368 ▲0.7%9260.1%TransportationGNMAiShares GNMA Bond ETF$210,205$22,626 ▼-9.7%4,8960.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$208,131$29,391 ▼-12.4%2,3440.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$0$577,649 ▼-100.0%00.0%ManufacturingLLYEli Lilly and Company$0$217,643 ▼-100.0%00.0%MedicalSOXXiShares Semiconductor ETF$0$213,770 ▼-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. 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