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  Name: Shared Vision Wealth Group LLC
  City: CARLSBAD
  State: X1
  Zip: 92008
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $160,163,000
  Total Value Change : $10,455,000
  Securities Held Change : -2
   
All Securities Held : 75
  New Positions : 7
  Closed Positions : 9
  Increased Positions : 14
  Unchanged Positions : 22
  Decreased Positions : 32

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 3 - $0.00 $19,132,000 419,646 11.95% 8,127,000 180,769 0.015    N/A
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 4 - $91.26 $6,289,000 68,051 3.93% 837,000 10,095 0.008    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 5 - $0.00 $5,563,000 33,851 3.47% 1,128,000 3,708 0.002    N/A
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 9 - $86.90 $3,409,000 40,368 2.13% 2,023,000 21,906 0.008    Closed - End Fund - E...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 14 - $140.00 $2,536,000 18,777 1.58% 368,000 1,113 0.009    Closed - End Fund - E...
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 18 - $69.28 $1,892,000 27,878 1.18% 174,000 1,420 0.001    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 20 - $0.00 $1,606,000 27,903 1% 1,105,000 18,867 0.003    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 21 - $107.16 $1,538,000 14,119 0.96% 5,000 266 0.003    Closed - End Fund - E...
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 22 - $89.20 $1,394,000 15,540 0.87% 394,000 4,312 0.001    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 25 - $106.72 $1,191,000 11,089 0.74% 289,000 2,699 0.001    Closed - End Fund - E...
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 27 - $42.73 $800,000 18,622 0.5% 421,000 8,921 0.021    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 41 - $106.23 $561,000 5,209 0.35% 121,000 1,153 0    Closed - End Fund - E...
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... 58 - $56.77 $297,000 5,155 0.19% -2,000 2 0.006    N/A
      13 Records Found
  1    
Page 1 of 1
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