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 DYNF QUAL IVW EFV MBB OEF 78 stocks	$164 Million 74.17% of portfolio	36	26	12	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$45.7 Million 20.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$5.61 Million 2.54% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$949,918 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$887,014 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$882,353 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$849,666 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$786,047 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY 2 stocks	$716,121 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$429,848 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$219,583 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts

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