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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	$246,994,545

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	174,344	$44,529,186	18.03%
2.	Ishares Trust	IEF	36,190	$25,184,421	10.2%
3.	Ishares Tr		395,131	$18,464,463	7.48%
4.	Spdr S & P 500 Etf Trust	SPY	13,586	$9,411,763	3.81%
5.	Blackrock Etf Trust		135,178	$8,279,673	3.35%