Titelia

Holdings of Shared Vision Wealth Group LLC

86 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 59.8 % of the equity sleeve

Sector breakdown

  • Funds 26.9 %
  • Technology 21.2 %
  • Consumer staples 0.5 %
  • Health care 0.4 %
  • Financials 0.3 %
  • Consumer discretionary 0.2 %
  • Communication 0.2 %
  • Energy 0.1 %
  • Industrials 0.1 %
  • Unattributed 50.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US86232.6M $100.00 %

Positions

RankCompanySharesValueWeight
1Apple Inc 174,27644.2M $
2iShares Core S&P 500 ETF 34,52722.6M $
3iShares Trust 396,22718.3M $
4State Street SPDR S&P 500 ETF Trust 17,87011.6M $
5iShares Trust 344,5177.9M $
6iShares Trust 35,4917.5M $
7BlackRock ETF Trust 123,0217.2M $
8iShares Trust 58,8826.7M $
9iShares Trust 88,8126.6M $
10iShares MBS ETF 68,0096.5M $
11iShares Core MSCI Emerging Markets ETF 82,9625.8M $
12iShares Trust 55,5025.6M $
13BlackRock ETF Trust II 102,0235.3M $
14Schwab International Equity ETF 189,1074.7M $
15iShares Trust 21,9114.2M $
16Broadcom Inc 13,0774M $
17iShares MSCI EAFE Growth ETF 33,7813.8M $
18iShares Trust 66,4833.3M $
19Vanguard Tax-Exempt Bond Index ETF 63,4023.2M $
20BlackRock ETF Trust 78,0932.8M $
21iShares MSCI USA Momentum Factor ETF 11,0902.7M $
22Vanguard Index Funds 11,2542.4M $
23Ishares S&p 100 Etf 7,4702.4M $
24iShares Investment Grade Systematic Bond ETF 47,6662.1M $
25BlackRock ETF Trust 48,6312M $
26iShares Defense Industrials Ac 59,3721.9M $
27VanEck High Yield Muni ETF 35,8231.8M $
28Ishares Gold Trust 18,0891.6M $
29iShares Core MSCI Total International Stock ETF 18,1311.6M $
30Schwab Municipal Bond ETF 57,2911.5M $
31iShares ESG Aware MSCI USA ETF 9,7841.4M $
32iShares Trust 15,0001.3M $
33Schwab U.S. Aggregate Bond ETF 53,8111.2M $
34iShares National Muni Bond ETF 11,5941.2M $
35Costco Wholesale Corp 1,0771.1M $
36iShares U.S. Technology ETF 5,8391.1M $
37iShares MSCI International Value Factor ETF 25,7291M $
38ISHARES TRUST 12,737865.4K $
39Vanguard Growth ETF 1,978864.1K $
40Vanguard Total Stock Market ETF 2,683860.7K $
41iShares Trust 9,103847.9K $
42Invesco California AMT-Free Municipal Bond ETF 35,309842.8K $
43Berkshire Hathaway Inc 1,598765.9K $
44Vanguard Mid-Cap ETF 2,488714.5K $
45SCHWAB STRATEGIC TRUST 17,731678.4K $
46iShares 0-1 Year Treasury Bond ETF 6,006663K $
47Johnson & Johnson 2,665651.5K $
48iShares Russell 2000 ETF 2,507621.7K $
49NVIDIA Corp 3,388590.8K $
50iShares Trust 6,753585.4K $
51Amazon.com Inc 2,714565.3K $
52iShares MSCI EAFE ETF 5,659549.6K $
53Microsoft Corp 1,422526.3K $
54iShares Trust 4,479508.8K $
55Invesco QQQ Trust Series 1 860496.4K $
56Dimensional ETF Trust 6,633470.3K $
57iShares Convertible Bond ETF 4,534461.5K $
58State Street Spdr Dow Jones Industrial Average Etf Trust 971450K $
59iShares MSCI Emerging Markets ETF 7,922449.9K $
60iShares Core MSCI EAFE ETF 4,932446.5K $
61Vanguard Malvern Funds 8,885443.8K $
62iShares Core S&P Small-Cap ETF 3,568443.6K $
63iShares Trust 1,182421.5K $
64Vanguard S&P 500 ETF 693414.1K $
65iShares MSCI USA Value Factor ETF 2,897411.9K $
66Alphabet Inc 1,373393.9K $
67SELECT SECTOR SPDR TRUST (THE) 2,863380.5K $
68iShares Future AI & Tech ETF 8,104377.1K $
69iShares U.S. Financials ETF 3,159371.7K $
70Ishares Inc 4,600361.8K $
71State Street SPDR S&P Dividend ETF 2,351343.1K $
72J.P. MORGAN EXCHANGE-TRADED FUND TRUST 2,897339.4K $
73Fidelity Covington Trust 5,752317.7K $
74Vanguard Small-Cap ETF 1,141299K $
75Exxon Mobil Corp 1,547262.5K $
76iShares Trust 2,648257.4K $
77iShares GNMA Bond ETF 5,606248.5K $
78Union Pacific Corp 986239.2K $
79FLEXSHARES IBOXX 5-YEAR T 9,711234.1K $
80State Street Utilities Select Sector SPDR ETF 5,000229.5K $
81Eli Lilly & Co 248228.1K $
82J P Morgan Exchange Traded Fund Trust 4,200225.8K $
83VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 2,802222.1K $
84iShares Core High Dividend ETF 1,637222.1K $
85Vanguard Charlotte Funds 4,451213.9K $
86ISHARES U S ETF TR 4,047205.7K $