Shared Vision Wealth Group LLC Portfolio Holdings by Sector

Shared Vision Wealth Group LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV IUSB QUAL DYNF EFV IVW MBB IVE 67 stocks	$145 Million 75.36% of portfolio	28	28	7	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$36.9 Million 19.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$4.91 Million 2.56% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.1 Million 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$879,627 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$869,687 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$834,037 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$754,193 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$439,799 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$385,032 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$215,622 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts

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