StockDriftsStockDriftsTop 50 Shared Vision Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 18.04% | 174.3K | $44.2M | -0.04%(-68) | $182.39(+69.22%) | 2026-03-31 | |
| IVV | ISHARES TR | 9.2% | 34.5K | $22.6M | -4.60%(-1.66K) | $453.53(+65.02%) | 2026-03-31 | |
| IUSB | ISHARES TR | 7.47% | 396.2K | $18.3M | +0.28%(+1.10K) | $45.34(+1.37%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.74% | 17.9K | $11.6M | +31.53%(+4.28K) | $601.68(+23.78%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.22% | 344.5K | $7.9M | +117.19%(+185.89K) | $22.84(-0.67%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.06% | 35.5K | $7.5M | +3.18%(+1.09K) | $191.88(+19.97%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.92% | 123.0K | $7.2M | -8.99%(-12.16K) | $44.28(+51.60%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.72% | 58.9K | $6.7M | +4.38%(+2.47K) | $82.66(+63.81%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.69% | 88.8K | $6.6M | -4.44%(-4.13K) | $53.95(+44.29%) | 2026-03-31 | |
| MBB | ISHARES TR | 2.63% | 68.0K | $6.5M | -3.98%(-2.82K) | $92.11(+2.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.23% | +37.63% |
| Top 20 Holdings Unweighted | +12.52% | +42.47% |
Sign up free to track Shared Vision Wealth Group LLC, compare funds side by side, and get alerts the moment positions change.