HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
172,958 | +172,958 | $33,300 |
| AAPL | 172,958 | +172,958 | $33,300 |
| ISHARES TR (IVV) |
59,791 | +59,791 | $28,558 |
| IVV | 59,791 | +59,791 | $28,558 |
| ISHARES TR (IUSB) |
238,877 | +238,877 | $11,005 |
| IUSB | 238,877 | +238,877 | $11,005 |
| ISHARES TR (MBB) |
57,956 | +57,956 | $5,452 |
| MBB | 57,956 | +57,956 | $5,452 |
| ISHARES TR (EFV) |
98,632 | +98,632 | $5,139 |
| EFV | 98,632 | +98,632 | $5,139 |
| ISHARES TR (TLT) |
45,418 | +45,418 | $4,491 |
| TLT | 45,418 | +45,418 | $4,491 |
| ISHARES TR (QUAL) |
30,143 | +30,143 | $4,435 |
| QUAL | 30,143 | +30,143 | $4,435 |
| ISHARES TR (EFG) |
40,589 | +40,589 | $3,931 |
| EFG | 40,589 | +40,589 | $3,931 |
| VANGUARD MUN BD FDS (VTEB) |
63,061 | +63,061 | $3,219 |
| VTEB | 63,061 | +63,061 | $3,219 |
| ISHARES TR (TFLO) |
57,546 | +57,546 | $2,904 |
| TFLO | 57,546 | +57,546 | $2,904 |
| ISHARES TR (ESGU) |
23,663 | +23,663 | $2,483 |
| ESGU | 23,663 | +23,663 | $2,483 |
| ISHARES TR (GOVT) |
104,883 | +104,883 | $2,416 |
| GOVT | 104,883 | +104,883 | $2,416 |
| SPDR S&P 500 ETF TR (SPY) |
4,964 | +4,964 | $2,359 |
| SPY | 4,964 | +4,964 | $2,359 |
| ISHARES TR (ITOT) |
22,012 | +22,012 | $2,316 |
| ITOT | 22,012 | +22,012 | $2,316 |
| BROADCOM INC |
2,071 | +2,071 | $2,312 |
| AVGO | 2,071 | +2,071 | $2,312 |
| ISHARES TR (OEF) |
9,818 | +9,818 | $2,193 |
| OEF | 9,818 | +9,818 | $2,193 |
| ISHARES TR (IYW) |
17,664 | +17,664 | $2,168 |
| IYW | 17,664 | +17,664 | $2,168 |
| ISHARES TR (IXUS) |
26,458 | +26,458 | $1,718 |
| IXUS | 26,458 | +26,458 | $1,718 |
| ISHARES TR (LQD) |
13,853 | +13,853 | $1,533 |
| LQD | 13,853 | +13,853 | $1,533 |
| ISHARES INC (IEMG) |
30,173 | +30,173 | $1,526 |
| IEMG | 30,173 | +30,173 | $1,526 |
| ISHARES TR (IVW) |
18,462 | +18,462 | $1,386 |
| IVW | 18,462 | +18,462 | $1,386 |
| ISHARES TR (EMB) |
11,228 | +11,228 | $1,000 |
| EMB | 11,228 | +11,228 | $1,000 |
| ISHARES TR (USIG) |
17,745 | +17,745 | $910 |
| USIG | 17,745 | +17,745 | $910 |
| ISHARES TR (TIP) |
8,390 | +8,390 | $902 |
| TIP | 8,390 | +8,390 | $902 |
| ISHARES TR (TLH) |
7,785 | +7,785 | $843 |
| TLH | 7,785 | +7,785 | $843 |
| ISHARES TR (USMV) |
10,428 | +10,428 | $814 |
| USMV | 10,428 | +10,428 | $814 |
| ISHARES TR (IEV) |
15,060 | +15,060 | $796 |
| IEV | 15,060 | +15,060 | $796 |
| SCHWAB STRATEGIC TR |
16,452 | +16,452 | $767 |
| SCHZ | 16,452 | +16,452 | $767 |
| ISHARES TR (IVLU) |
27,986 | +27,986 | $742 |
| IVLU | 27,986 | +27,986 | $742 |
| FIDELITY COVINGTON TRUST |
15,223 | +15,223 | $730 |
| FDHY | 15,223 | +15,223 | $730 |
| ISHARES TR (IGSB) |
13,451 | +13,451 | $690 |
| IGSB | 13,451 | +13,451 | $690 |
| VANGUARD INDEX FDS (VTI) |
2,683 | +2,683 | $636 |
| VTI | 2,683 | +2,683 | $636 |
| VANGUARD INDEX FDS (VUG) |
1,978 | +1,978 | $615 |
| VUG | 1,978 | +1,978 | $615 |
| AMAZON COM INC |
4,021 | +4,021 | $611 |
| AMZN | 4,021 | +4,021 | $611 |
| ISHARES TR (EUSB) |
13,840 | +13,840 | $599 |
| EUSB | 13,840 | +13,840 | $599 |
| ISHARES TR (IWM) |
2,923 | +2,923 | $587 |
| IWM | 2,923 | +2,923 | $587 |
| ISHARES TR (ILCV) |
8,190 | +8,190 | $578 |
| ILCV | 8,190 | +8,190 | $578 |
 BERKSHIRE HATHAWAY INC DEL |
$555 | ||
| BRK.B | 1,556 | +1,556 | $555 |
| ISHARES TR (GBF) |
4,922 | +4,922 | $518 |
| GBF | 4,922 | +4,922 | $518 |
| ISHARES TR (IJR) |
4,777 | +4,777 | $517 |
| IJR | 4,777 | +4,777 | $517 |
| ISHARES TR (SUSL) |
6,017 | +6,017 | $508 |
| SUSL | 6,017 | +6,017 | $508 |
| ISHARES INC (EMXC) |
9,036 | +9,036 | $501 |
| EMXC | 9,036 | +9,036 | $501 |
| ISHARES TR (IFRA) |
12,213 | +12,213 | $492 |
| IFRA | 12,213 | +12,213 | $492 |
| FIDELITY MERRIMACK STR TR |
10,215 | +10,215 | $470 |
| FBND | 10,215 | +10,215 | $470 |
| ISHARES TR (IEF) |
4,830 | +4,830 | $466 |
| IEF | 4,830 | +4,830 | $466 |
| ISHARES TR (MUB) |
4,056 | +4,056 | $440 |
| MUB | 4,056 | +4,056 | $440 |
| VANGUARD MALVERN FDS (VTIP) |
8,885 | +8,885 | $422 |
| VTIP | 8,885 | +8,885 | $422 |
| JOHNSON & JOHNSON |
2,668 | +2,668 | $418 |
| JNJ | 2,668 | +2,668 | $418 |
| MICROSOFT CORP |
1,103 | +1,103 | $415 |
| MSFT | 1,103 | +1,103 | $415 |
| ISHARES TR (IXC) |
9,701 | +9,701 | $379 |
| IXC | 9,701 | +9,701 | $379 |
See Full List: All Stocks Held By Shared Vision Wealth Group LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Shared Vision Wealth Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $149,708 At 09/30/2023: $0 Shared Vision Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shared Vision Wealth Group LLC 13F filings. Link to 13F filings: SEC filings |
