Shared Vision Wealth Group LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Carlsbad, X1
CIK
0002008178
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
75
160,165
AAPL, IVV, IUSB, MBB
13F-HR
5/6/2024
000108514624002291
Q4 2023
77
149,705
AAPL, IVV, IUSB, MBB
13F-HR
2/7/2024
000108514624000849