Shared Vision Wealth Group LLC
CIK 2008178 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- AAPL22.24%
- IVV19.08%
- IUSB7.35%
- MBB3.64%
- EFV3.43%
- TLT3.00%
- QUAL2.96%
- EFG2.63%
- VTEB2.15%
- TFLO1.94%
Share classes counted separately68.42%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $33.30M | 22.24% | 172.96K shares | Prior unavailable — | — | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $28.56M | 19.08% | 59.79K shares | Prior unavailable — | — | ↗▾ |
| 03 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $11.01M | 7.35% | 238.88K shares | Prior unavailable — | — | ↗▾ |
| 04 | MBBISHARES MBS ETFMBS ETF View history and evidence | $5.45M | 3.64% | 57.96K shares | Prior unavailable — | — | ↗▾ |
| 05 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $5.14M | 3.43% | 98.63K shares | Prior unavailable — | — | ↗▾ |
| 06 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $4.49M | 3.00% | 45.42K shares | Prior unavailable — | — | ↗▾ |
| 07 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $4.44M | 2.96% | 30.14K shares | Prior unavailable — | — | ↗▾ |
| 08 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $3.93M | 2.63% | 40.59K shares | Prior unavailable — | — | ↗▾ |
| 09 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $3.22M | 2.15% | 63.06K shares | Prior unavailable — | — | ↗▾ |
| 10 | TFLOISHARES TREASURY FLOATING RATRS FLT RT BD View history and evidence | $2.90M | 1.94% | 57.55K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2008178 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 149705537
}Research all 77 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.