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 IVW MBB DYNF EFV EFG 62 stocks	$131 Million 70.94% of portfolio	28	22	6	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$44.4 Million 23.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$4.47 Million 2.41% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.05 Million 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$843,582 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$777,485 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$705,385 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$689,207 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$385,900 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$299,640 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$211,083 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts

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