Shared Vision Wealth Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $44.53M | 18.0% |
| ISHARES TR | $25.18M | 10.2% |
| ISHARES TR | $18.46M | 7.5% |
| SPDR S&P 500 ETF TR | $9.41M | 3.8% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $8.28M | 3.4% |
| ISHARES TR | $7.47M | 3.0% |
| ISHARES TR | $7.01M | 2.8% |
| ISHARES TR | $6.90M | 2.8% |
| ISHARES TR | $6.78M | 2.7% |
| ISHARES TR | $6.70M | 2.7% |
| BLACKROCK ETF TRUST II | $6.41M | 2.6% |
| ISHARES INC | $6.26M | 2.5% |
| ISHARES TR | $5.76M | 2.3% |
| iShares MSCI UAE ETF | $5.07M | 2.1% |
| VANGUARD CALIF TAX FREE FDS | $4.48M | 1.8% |
| Broadcom Inc. | $4.42M | 1.8% |
| iShares MSCI UAE ETF | $3.66M | 1.5% |
| ISHARES GOLD TR | $3.53M | 1.4% |
| SCHWAB STRATEGIC TR | $3.26M | 1.3% |
| VANGUARD MUN BD FDS | $3.21M | 1.3% |
| iShares MSCI UAE ETF | $2.91M | 1.2% |
| BLACKROCK ETF TRUST | $2.80M | 1.1% |
| ISHARES TR | $2.75M | 1.1% |
| ISHARES TR | $2.71M | 1.1% |
| BLACKROCK ETF TRUST | $2.61M | 1.1% |
| iShares MSCI UAE ETF | $2.51M | 1.0% |
| VANGUARD INDEX FDS | $1.91M | 0.8% |
| ISHARES TR | $1.71M | 0.7% |
| ISHARES TR | $1.50M | 0.6% |
| VANECK ETF TRUST | $1.48M | 0.6% |
| ISHARES TR | $1.39M | 0.6% |
| ISHARES TR | $1.35M | 0.5% |
| SCHWAB STRATEGIC TR | $1.27M | 0.5% |
| ISHARES TR | $1.19M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $1.05M | 0.4% |
| ISHARES TR | $1.05M | 0.4% |
| iShares MSCI UAE ETF | $1.03M | 0.4% |
| VANGUARD INDEX FDS | $963.0K | 0.4% |
| VANGUARD INDEX FDS | $917.6K | 0.4% |
| ISHARES TR | $911.4K | 0.4% |
| FIDELITY COMWLTH TR | $898.5K | 0.4% |
| ISHARES TR | $873.5K | 0.4% |
| ISHARES TR | $853.6K | 0.3% |
| INVESCO EXCH TRADED FD TR II | $852.7K | 0.3% |
| iShares MSCI UAE ETF | $841.0K | 0.3% |
| SCHWAB STRATEGIC TR | $828.5K | 0.3% |
| Warren E. Buffett | $772.7K | 0.3% |
| ISHARES TR | $745.5K | 0.3% |
| MICROSOFT CORP | $716.9K | 0.3% |
| BLACKROCK ETF TRUST II | $697.9K | 0.3% |