Shared Vision Wealth Group LLC Reduced Holdings in Q3 2024

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
-6.34K
- 64.92%
$105.92 - $110.83 $672K - $703K
3.43K $379M
IEMG
Ishares Inc

ETFs
-12.7K
- 35.02%
$53.64 - $53.64 $681K - $681K
23.6K $1.35B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.51K
- 14.46%
$89.91 - $101.33 $405K - $457K
26.7K $2.62B
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.12K
- 6.08%
$84.77 - $97.13 $349K - $400K
63.6K $6.09B
AMZN
Amazon Com Inc

Consumer Cyclical
-500
- 8.82%
$161.02 - $200.0 $80.5K - $100K
5.17K $963M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.66K
- 17.67%
$50.42 - $50.66 $83.5K - $83.9K
7.72K $390M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.84K
- 4.4%
$49.93 - $51.15 $142K - $145K
61.7K $3.16B
MSFT
Microsoft Corp

Technology
-23
- 1.32%
$395.15 - $467.56 $9.09K - $10.8K
1.72K $739M
EFG
Msci Eafe Growth ETF

ETFs
-2.67K
- 5.19%
$96.84 - $108.77 $259K - $290K
48.8K $5.25B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-475
- 5.48%
$49.82 - $52.8 $23.7K - $25.1K
8.2K $431M
GNMA
Ishares Gnma Bond ETF

ETFs
-34
- 0.62%
$42.68 - $45.25 $1.45K - $1.54K
5.42K $243M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1
- 0.11%
$283.28 - $314.39 $283 - $314
918 $289M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-27
- 1.0%
$83.76 - $91.82 $2.26K - $2.48K
2.68K $244M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-76
- 1.3%
$106.11 - $113.72 $8.06K - $8.64K
5.75K $650M
IFRA
Ishares Tr

ETFs
-188
- 1.98%
$41.55 - $46.97 $7.81K - $8.83K
9.33K $438M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-133
- 0.51%
$45.2 - $47.87 $6.01K - $6.37K
26.1K $1.24B
ILCV
Ishares Morningstar Value ETF

ETFs
-2
- 0.02%
$75.47 - $82.2 $151 - $164
8.25K $678M
EMB
Ishares Tr

ETFs
-93
- 0.74%
$87.75 - $93.74 $8.16K - $8.72K
12.5K $1.17B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.95K
- 4.2%
$520.18 - $576.82 $1.01M - $1.13M
44.5K $25.7B
AAPL
Apple Inc.

Technology
-120
- 0.07%
$207.23 - $234.82 $24.9K - $28.2K
179K $41.7B
Activity Summary
Buys All Purchases 28 New Holdings 0 Increased Positions 28 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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