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 MBB IVW EFV IVE 62 stocks	$130 Million 73.17% of portfolio	25	23	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$39.4 Million 22.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$3.02 Million 1.7% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$911,425 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$871,390 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$836,779 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$737,324 0.42% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY 2 stocks	$646,150 0.36% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$611,105 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$419,520 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$228,209 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts

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