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Home > Institutional Investor > Shared Vision Wealth Group Llc > Profile

Instuitional Investor - Shared Vision Wealth Group Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Shared Vision Wealth Group Llc
Portfolio Value	$236,216,167

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	176,916	$45,723,868	19.36%
2.	Ishares Trust	IEF	37,714	$25,312,164	10.72%
3.	Ishares Tr		398,758	$18,785,513	7.95%
4.	Blackrock Etf Trust		135,738	$8,016,663	3.39%
5.	Ishares Trust	VLUE	35,836	$6,982,734	2.96%