| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2024 | 22.2% |
| ISHARES TR | 3 | Q2 2024 | 19.1% |
| ISHARES TR | 3 | Q2 2024 | 11.9% |
| ISHARES TR | 3 | Q2 2024 | 3.9% |
| ISHARES TR | 3 | Q2 2024 | 3.5% |
| ISHARES TR | 3 | Q2 2024 | 3.1% |
| ISHARES TR | 3 | Q2 2024 | 3.4% |
| ISHARES TR | 3 | Q2 2024 | 3.6% |
| ISHARES TR | 3 | Q2 2024 | 3.0% |
| VANGUARD MUN BD FDS | 3 | Q2 2024 | 2.2% |
View Shared Vision Wealth Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-08 |
View Shared Vision Wealth Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.