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 IVW QUAL MBB DYNF EFG VTEB 60 stocks	$122 Million 72.31% of portfolio	27	20	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$37.7 Million 22.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$3.75 Million 2.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.1 Million 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$900,051 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$777,948 0.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$717,660 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$633,054 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY 2 stocks	$612,244 0.36% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$243,487 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$207,078 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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