Shared-Vision-Wealth-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  null,
  "EMXC",
  null,
  "MUB",
  null,
  "HEFA",
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  "MSFT",
  null,
  "IJR",
  "EFG",
  null,
  "EEM",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  "IEF",
  "SDY",
  "IWP",
  "IWR",
  "AMZN",
  null,
  "IVE",
  null,
  "VUG",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "ESGU",
  "BRK-B",
  null,
  "COST",
  null,
  "USMV",
  "IWB",
  "IWM",
  "JNJ",
  "LLY",
  null,
  null,
  "XLK",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 78
Total Value: 183115818
Accession Number: 0001085146-25-002545
Form Type: 13F-HR
CIK: shared-vision-wealth-group
Manager Name: Shared-Vision-Wealth-Group

Data Enrichment

53% identified

41 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $183.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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46641Q399

BBUS|46641Q399

Shares:3.0K

Value:$304.6K

% of Portfolio:0.2% ($304.6K/$183.1M)

81369Y803

XLK|81369Y803

Shares:1.4K

Value:$295.6K

% of Portfolio:0.2% ($295.6K/$183.1M)

316092840

Shares:5.7K

Value:$282.7K

% of Portfolio:0.2% ($282.7K/$183.1M)

316092618

Shares:5.9K

Value:$281.9K

% of Portfolio:0.2% ($281.9K/$183.1M)

46432F388

Shares:2.6K

Value:$281.6K

% of Portfolio:0.2% ($281.6K/$183.1M)

464288620

Shares:5.4K

Value:$273.4K

% of Portfolio:0.1% ($273.4K/$183.1M)

46429B697

USMV|46429B697

Shares:2.9K

Value:$267.6K

% of Portfolio:0.1% ($267.6K/$183.1M)

09290C806

Shares:8.1K

Value:$257.9K

% of Portfolio:0.1% ($257.9K/$183.1M)

922908751

VB|922908751

Shares:1.1K

Value:$253.1K

% of Portfolio:0.1% ($253.1K/$183.1M)

464288166

Shares:2.3K

Value:$250.2K

% of Portfolio:0.1% ($250.2K/$183.1M)

464287499

IWR|464287499

Shares:2.8K

Value:$239.7K

% of Portfolio:0.1% ($239.7K/$183.1M)

464287481

IWP|464287481

Shares:2.0K

Value:$235.9K

% of Portfolio:0.1% ($235.9K/$183.1M)

33939L605

Shares:9.7K

Value:$235.5K

% of Portfolio:0.1% ($235.5K/$183.1M)

922908611

VBR|922908611

Shares:1.2K

Value:$231.7K

% of Portfolio:0.1% ($231.7K/$183.1M)

UNION PACIFIC CORP

UNP|907818108

Shares:966

Value:$228.2K

% of Portfolio:0.1% ($228.2K/$183.1M)

464287440

IEF|464287440

Shares:2.4K

Value:$226.8K

% of Portfolio:0.1% ($226.8K/$183.1M)

46429B333

Shares:5.0K

Value:$220.0K

% of Portfolio:0.1% ($220.0K/$183.1M)

ELI LILLY & Co

LLY|532457108

Shares:246

Value:$203.5K

% of Portfolio:0.1% ($203.5K/$183.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BBUScusip46641Q399)	3.0K	QoQ +16.74% (+433) YoY +13.11% (+350)	All Managers (Combined)	$304.6K	0.2% ($304.6K/$183.1M)	QoQ +11.19% (+$30.7K) YoY +20.84% (+$52.5K)
(XLKcusip81369Y803)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$295.6K	0.2% ($295.6K/$183.1M)	QoQ -11.19% (-$37.3K) YoY -0.85% (-$2.6K)
(cusip316092840)✕	5.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$282.7K	0.2% ($282.7K/$183.1M)	QoQ -0.68% (-$1.9K) YoY +9.46% (+$24.5K)
(cusip316092618)✕	5.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$281.9K	0.2% ($281.9K/$183.1M)	QoQ -0.43% (-$1.2K) YoY +0.08% (+$235)
(cusip46432F388)✕	2.6K	QoQ 0.00% (+0) YoY -19.75% (-650)	All Managers (Combined)	$281.6K	0.2% ($281.6K/$183.1M)	QoQ +1.00% (+$2.8K) YoY -20.99% (-$74.8K)
(cusip464288620)✕	5.4K	QoQ -2.83% (-156) YoY -60.54% (-8.2K)	All Managers (Combined)	$273.4K	0.1% ($273.4K/$183.1M)	QoQ -1.28% (-$3.6K) YoY -60.30% (-$415.3K)
(USMVcusip46429B697)	2.9K	QoQ +21.88% (+513) YoY -29.00% (-1.2K)	All Managers (Combined)	$267.6K	0.1% ($267.6K/$183.1M)	QoQ +28.57% (+$59.5K) YoY -20.44% (-$68.8K)
(cusip09290C806)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$257.9K	0.1% ($257.9K/$183.1M)	QoQ NEW(+$257.9K) YoY NEW(+$257.9K)
(VBcusip922908751)	1.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$253.1K	0.1% ($253.1K/$183.1M)	QoQ -7.71% (-$21.1K) YoY -2.99% (-$7.8K)
(cusip464288166)✕	2.3K	QoQ -1.38% (-32) YoY NEW(+2.3K)	All Managers (Combined)	$250.2K	0.1% ($250.2K/$183.1M)	QoQ -0.02% (-$72) YoY NEW(+$250.2K)
(IWRcusip464287499)	2.8K	QoQ +11.86% (+299) YoY NEW(+2.8K)	All Managers (Combined)	$239.7K	0.1% ($239.7K/$183.1M)	QoQ +7.64% (+$17.0K) YoY NEW(+$239.7K)
(IWPcusip464287481)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$235.9K	0.1% ($235.9K/$183.1M)	QoQ -7.30% (-$18.6K) YoY +2.93% (+$6.7K)
(cusip33939L605)✕	9.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$235.5K	0.1% ($235.5K/$183.1M)	QoQ +4.25% (+$9.6K) YoY +2.53% (+$5.8K)
(VBRcusip922908611)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$231.7K	0.1% ($231.7K/$183.1M)	QoQ -5.99% (-$14.8K) YoY -2.91% (-$7.0K)
UNION PACIFIC CORP(UNPcusip907818108)	966	QoQ +4.31% (+40) YoY NEW(+966)	All Managers (Combined)	$228.2K	0.1% ($228.2K/$183.1M)	QoQ +8.11% (+$17.1K) YoY NEW(+$228.2K)
(IEFcusip464287440)	2.4K	QoQ -5.93% (-150) YoY NEW(+2.4K)	All Managers (Combined)	$226.8K	0.1% ($226.8K/$183.1M)	QoQ -2.98% (-$7.0K) YoY NEW(+$226.8K)
(cusip46429B333)✕	5.0K	QoQ +2.32% (+114) YoY +3.87% (+187)	All Managers (Combined)	$220.0K	0.1% ($220.0K/$183.1M)	QoQ +4.64% (+$9.8K) YoY +5.09% (+$10.7K)
ELI LILLY & Co(LLYcusip532457108)	246	QoQ NEW(+246) YoY NEW(+246)	All Managers (Combined)	$203.5K	0.1% ($203.5K/$183.1M)	QoQ NEW(+$203.5K) YoY NEW(+$203.5K)