Instuitional Investor - Shared Vision Wealth Group Llc

Fund Profile
Filing Period:
Fund Name: Shared Vision Wealth Group Llc
Portfolio Value $183,115,818
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 177,298 $39,383,302 21.51%
2. IEF 40,990 $23,032,532 12.58%
3.
Ishares Tr
469,995 $21,657,382 11.83%
4.
Ishares Tr - MSCI USA QLT FCT
38,165 $6,522,059 3.56%
5.
Blackrock Etf Trust
120,661 $5,883,453 3.21%