Loading…
CIK 0002008178 • 6 13F filings • May 2, 2025 – Jul 31, 2026
Import this data to Google Sheets with:
=jivedata("shared-vision-wealth-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $458K | 0.2% | 1,373 SH | New |
| AMAZON COM INC | COM | $647K | 0.3%Prev: 0.4% | 2,714 SH | Decreased-1,644 SH |
| APPLE INC | COM | $44.5M | 18.0%Prev: 19.4% | 174,344 SH | Decreased-2,572 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $773K | 0.3%Prev: 0.3% | 1,598 SH | Decreased |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $2.6M | 1.1%Prev: 1.0% | 75,468 SH | Increased+7,729 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $8.3M | 3.4%Prev: 3.4% | 135,178 SH | Increased-560 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $2.8M | 1.1%Prev: 1.1% | 71,571 SH | Increased+3,816 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $6.4M | 2.6%Prev: 2.3% | 120,808 SH | Increased+17,856 SH |
| BLACKROCK ETF TRUST II | ISHARES SHORT-TE | $698K | 0.3%Prev: 0.1% | 13,793 SH | Increased+6,888 SH |
| BROADCOM INC | COM | $4.4M | 1.8%Prev: 2.1% | 13,610 SH | Decreased-752 SH |
| COSTCO WHSL CORP NEW | COM | $1.1M | 0.4%Prev: 0.4% | 1,076 SH | Increased+137 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $501K | 0.2%Prev: 0.2% | 6,633 SH | Decreased-657 SH |
| ELI LILLY & CO | COM | $263K | 0.1%Prev: 0.1% | 248 SH | Increased+1 SH |
| EXXON MOBIL CORP | COM | $209K | 0.1% | 1,547 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $899K | 0.4%Prev: 0.2% | 9,678 SH | Increased+3,378 SH |
| FIDELITY COVINGTON TRUST | ENHANCED HIGH YI | $291K | 0.1%Prev: 0.1% | 5,869 SH | Increased |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $328K | 0.1%Prev: 0.1% | 5,700 SH | Increased |
| FLEXSHARES TR | IBOXX 5YR TRGT | $233K | 0.1%Prev: 0.1% | 9,711 SH | Decreased |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $853K | 0.3%Prev: 0.4% | 35,309 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | $204K | 0.1% | 1,519 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $538K | 0.2% | 860 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $3.5M | 1.4%Prev: 1.2% | 37,119 SH | Increased-156 SH |
| ISHARES INC | CORE MSCI EMKT | $6.3M | 2.5%Prev: 2.1% | 86,253 SH | Increased+13,563 SH |
| ISHARES INC | MSCI EMRG CHN | $522K | 0.2%Prev: 0.2% | 6,553 SH | Decreased-1,616 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $333K | 0.1%Prev: 0.6% | 3,246 SH | Decreased-10,673 SH |
| ISHARES TR | 10-20 YR TRS ETF | $5.8M | 2.3%Prev: 2.6% | 56,265 SH | Decreased-1,490 SH |
| ISHARES TR | 20 YR TR BD ETF | $841K | 0.3%Prev: 0.3% | 9,518 SH | Increased+1,916 SH |
| ISHARES TR | CONV BD ETF | $746K | 0.3%Prev: 0.3% | 7,194 SH | Increased+23 SH |
| ISHARES TR | CORE HIGH DV ETF | $223K | 0.1%Prev: 0.1% | 1,722 SH | Increased+1 SH |
| ISHARES TR | CORE INTL AGGR | $2.8M | 1.1%Prev: 1.2% | 54,812 SH | Decreased+1,472 SH |
| ISHARES TR | CORE MSCI EAFE | $463K | 0.2%Prev: 0.2% | 4,931 SH | Increased-12 SH |
| ISHARES TR | CORE MSCI TOTAL | $2.9M | 1.2%Prev: 1.4% | 32,456 SH | Decreased-7,194 SH |
| ISHARES TR | CORE S&P SCP ETF | $544K | 0.2%Prev: 0.2% | 4,242 SH | Increased-160 SH |
| ISHARES TR | CORE S&P500 ETF | $25.2M | 10.2%Prev: 10.7% | 36,190 SH | Decreased-1,524 SH |
| ISHARES TR | CORE UNIVRSL USD | $18.5M | 7.5% | 395,131 SH | New |
| ISHARES TR | EAFE GRWTH ETF | $1.2M | 0.5%Prev: 0.6% | 9,874 SH | Decreased-2,985 SH |
| ISHARES TR | EAFE VALUE ETF | $6.9M | 2.8%Prev: 2.9% | 92,942 SH | Increased-6,853 SH |
| ISHARES TR | ESG ADVANCED UNI | $532K | 0.2% | 12,088 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $1.5M | 0.6%Prev: 0.6% | 9,912 SH | Increased+292 SH |
| ISHARES TR | ESG MSCI LEADR | $555K | 0.2%Prev: 0.2% | 4,479 SH | Increased |
| ISHARES TR | EUROPE ETF | $911K | 0.4%Prev: 0.4% | 12,712 SH | Increased+27 SH |
| ISHARES TR | FUTURE AI & TECH | $424K | 0.2%Prev: 0.2% | 8,104 SH | Increased |
| ISHARES TR | GNMA BOND ETF | $262K | 0.1%Prev: 0.1% | 5,854 SH | Decreased-105 SH |
| ISHARES TR | GOV/CRED BD ETF | $284K | 0.1%Prev: 0.1% | 2,696 SH | Decreased-237 SH |
| ISHARES TR | IBOXX INV CP ETF | $266K | 0.1%Prev: 0.2% | 2,400 SH | Decreased-954 SH |
| ISHARES TR | INVESTMENT GRADE | $2.7M | 1.1%Prev: 1.0% | 59,052 SH | Increased+6,309 SH |
| ISHARES TR | ISHARES SEMICDTR | $208K | 0.1% | 606 SH | New |
| ISHARES TR | JPMORGAN USD EMG | $1.7M | 0.7%Prev: 0.7% | 17,647 SH | Increased+383 SH |
| ISHARES TR | LARGE CAP MAX BU | $381K | 0.2% | 14,254 SH | New |
| ISHARES TR | MBS ETF | $6.8M | 2.7%Prev: 2.8% | 70,831 SH | Increased+1,129 SH |
| ISHARES TR | MORNINGSTAR VALU | $874K | 0.4%Prev: 0.3% | 9,065 SH | Increased |
| ISHARES TR | MSCI EAFE ETF | $336K | 0.1%Prev: 0.1% | 3,349 SH | Increased |
| ISHARES TR | MSCI EMG MKT ETF | $469K | 0.2%Prev: 0.2% | 7,922 SH | Increased |
| ISHARES TR | MSCI INTL VLU FT | $1.0M | 0.4%Prev: 0.4% | 25,643 SH | Increased-367 SH |
| ISHARES TR | MSCI USA MIN VOL | $213K | 0.1%Prev: 0.1% | 2,227 SH | Decreased-132 SH |
| ISHARES TR | MSCI USA MMENTM | $2.5M | 1.0%Prev: 0.7% | 9,786 SH | Increased+3,253 SH |
| ISHARES TR | MSCI USA QLT FCT | $5.1M | 2.1%Prev: 3.0% | 24,903 SH | Decreased-10,933 SH |
| ISHARES TR | MSCI USA VALUE | $376K | 0.2%Prev: 0.1% | 2,600 SH | Increased |
| ISHARES TR | NATIONAL MUN ETF | $1.4M | 0.5%Prev: 0.5% | 12,559 SH | Increased+1,557 SH |
| ISHARES TR | RUS 1000 ETF | $501K | 0.2%Prev: 0.2% | 1,319 SH | Increased+12 SH |
| ISHARES TR | RUS MID CAP ETF | $294K | 0.1%Prev: 0.1% | 2,928 SH | Increased+54 SH |
| ISHARES TR | RUSSELL 2000 ETF | $662K | 0.3%Prev: 0.3% | 2,507 SH | Decreased-409 SH |
| ISHARES TR | S&P 100 ETF | $6.7M | 2.7%Prev: 2.7% | 19,506 SH | Increased+187 SH |
| ISHARES TR | S&P 500 GRWT ETF | $7.0M | 2.8%Prev: 2.9% | 56,410 SH | Increased-196 SH |
| ISHARES TR | S&P 500 VAL ETF | $7.5M | 3.0%Prev: 2.3% | 34,396 SH | Increased+8,201 SH |
| ISHARES TR | SYSTEMATIC BD ET | $854K | 0.3% | 9,472 SH | New |
| ISHARES TR | U.S. TECH ETF | $1.4M | 0.6%Prev: 0.6% | 6,917 SH | Decreased-257 SH |
| ISHARES TR | US AER DEF ETF | $1.0M | 0.4%Prev: 0.4% | 4,497 SH | Increased+407 SH |
| ISHARES TR | US TREAS BD ETF | $3.7M | 1.5%Prev: 1.6% | 158,627 SH | Decreased-277 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | $201K | 0.1%Prev: 0.1% | 2,681 SH | Decreased-290 SH |
| J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | $364K | 0.1%Prev: 0.2% | 2,910 SH | Decreased-395 SH |
| JOHNSON & JOHNSON | COM | $590K | 0.2%Prev: 0.2% | 2,665 SH | Increased-5 SH |
| MICROSOFT CORP | COM | $717K | 0.3%Prev: 0.4% | 1,525 SH | Decreased-107 SH |
| NVIDIA CORPORATION | COM | $668K | 0.3%Prev: 0.3% | 3,581 SH | Decreased-409 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $265K | 0.1%Prev: 0.1% | 6,794 SH | Increased |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.3M | 1.3%Prev: 0.9% | 128,350 SH | Increased+43,478 SH |
| SCHWAB STRATEGIC TR | MUN BD ETF | $828K | 0.3%Prev: 0.4% | 32,000 SH | Decreased |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.3M | 0.5%Prev: 0.6% | 54,312 SH | Decreased-1,572 SH |
| SELECT SECTOR SPDR TR | STATE STREET CON | $201K | 0.1% | 1,647 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $494K | 0.2% | 9,246 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $418K | 0.2% | 2,863 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $214K | 0.1% | 5,000 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $269K | 0.1%Prev: 0.1% | 545 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $9.4M | 3.8%Prev: 2.7% | 13,586 SH | Increased+4,070 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $568K | 0.2% | 3,132 SH | New |
| UNION PAC CORP | COM | $226K | 0.1%Prev: 0.1% | 980 SH | Increased+5 SH |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $1.5M | 0.6%Prev: 0.5% | 28,971 SH | Increased+6,882 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $4.5M | 1.8%Prev: 1.1% | 44,510 SH | Increased+19,280 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $296K | 0.1% | 6,102 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $963K | 0.4%Prev: 0.4% | 1,978 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $360K | 0.1%Prev: 0.1% | 1,200 SH | Increased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $442K | 0.2%Prev: 0.2% | 693 SH | Increased |
| VANGUARD INDEX FDS | SM CP VAL ETF | $1.9M | 0.8%Prev: 0.5% | 8,527 SH | Increased+2,778 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $313K | 0.1%Prev: 0.1% | 1,141 SH | Increased |
| VANGUARD INDEX FDS | TOTAL STK MKT | $918K | 0.4%Prev: 0.4% | 2,683 SH | Increased |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $440K | 0.2%Prev: 0.2% | 8,885 SH | Decreased |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $3.2M | 1.3%Prev: 1.4% | 63,535 SH | Decreased-1,878 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $224K | 0.1% | 2,802 SH | New |
| 13F-HR |
| 0002008178-26-000003 |
| $290.9M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004671 | $200.2M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0002008178-26-000002 | $245.2M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002545 | $183.1M | View |