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

Instuitional Investor - Shared Vision Wealth Group Llc

Fund Profile
Filing Period:
Fund Name: Shared Vision Wealth Group Llc
Portfolio Value $149,705,537
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 172,958 $33,299,508 22.24%
2.
Ishares Trust
 IEF 59,791 $28,557,819 19.07%
3.
Ishares Tr
 238,877 $11,005,048 7.35%
4.
Ishares Tr
 57,956 $5,452,488 3.64%
5.
Ishares Tr
 98,632 $5,138,746 3.43%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)