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| Name: |
Shared Vision Wealth Group LLC |
| City: |
CARLSBAD |
| State: |
X1 |
| Zip: |
92008 |
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data |
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| Holdings
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7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DYNF |
Blackrock Us Equity Factor ... |
6 |
New |
$45.09 |
$4,538,000 |
102,218 |
2.83% |
4,538,000 |
102,218 |
1.136 |
N/A |
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IVE |
iShares S&P 500/BARRA Value |
12 |
New |
$182.74 |
$2,727,000 |
14,599 |
1.7% |
2,727,000 |
14,599 |
0.01 |
Closed - End Fund - E... |
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BINC |
Blackrock Flexible Income Etf |
17 |
New |
$0.00 |
$1,981,000 |
37,760 |
1.24% |
1,981,000 |
37,760 |
0.042 |
N/A |
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HEFA |
Ishares Currency Hedged Msc... |
23 |
New |
$0.00 |
$1,285,000 |
36,841 |
0.8% |
1,285,000 |
36,841 |
0.005 |
N/A |
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ICVT |
Ishares Convertible Bond Etf |
47 |
New |
$0.00 |
$444,000 |
5,564 |
0.28% |
444,000 |
5,564 |
0.005 |
N/A |
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IGEB |
Ishares Edge Investment Gra... |
67 |
New |
$0.00 |
$237,000 |
5,274 |
0.15% |
237,000 |
5,274 |
0.059 |
N/A |
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SOXX |
iShares S&P GSTI Semiconductor |
72 |
New |
$233.92 |
$209,000 |
927 |
0.13% |
209,000 |
927 |
0.058 |
Closed - End Fund - E... |
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