| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | KENVUE INC | $0 | – | -17,024 | -100.0% | -0.06% | – | |
| SHM | Exit | SPDR SER TRnuveen blmbrg sh | $0 | – | -10,655 | -100.0% | -0.09% | – |
| VFC | Exit | V F CORP | $0 | – | -36,907 | -100.0% | -0.12% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -24,068 | -100.0% | -0.13% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -10,846 | -100.0% | -0.15% | – |
| SUSC | Exit | ISHARES TResg awre usd etf | $0 | – | -43,226 | -100.0% | -0.17% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -19,474 | -100.0% | -0.24% | – |
| UHAL | Exit | U HAUL HOLDING COMPANY | $0 | – | -24,941 | -100.0% | -0.25% | – |
| TFSL | Exit | TFS FINL CORP | $0 | – | -119,206 | -100.0% | -0.26% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -16,476 | -100.0% | -0.26% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -29,370 | -100.0% | -0.27% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -23,143 | -100.0% | -0.29% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -58,356 | -100.0% | -0.29% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -10,282 | -100.0% | -0.29% | – |
| ESML | Exit | ISHARES TResg aware msci | $0 | – | -49,055 | -100.0% | -0.30% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -28,636 | -100.0% | -0.31% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -20,194 | -100.0% | -0.35% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -62,569 | -100.0% | -0.38% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -6,979 | -100.0% | -0.39% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -40,577 | -100.0% | -0.40% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -31,644 | -100.0% | -0.40% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -86,395 | -100.0% | -0.43% | – |
| IEF | Exit | ISHARES TR7-10 yr trsy bd | $0 | – | -25,685 | -100.0% | -0.43% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -13,784 | -100.0% | -0.45% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -59,588 | -100.0% | -0.45% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -38,468 | -100.0% | -0.48% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -19,180 | -100.0% | -0.48% | – |
| NVR | Exit | NVR INC | $0 | – | -457 | -100.0% | -0.50% | – |
| FFIV | Exit | F5 INC | $0 | – | -17,085 | -100.0% | -0.51% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -30,890 | -100.0% | -0.52% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -26,135 | -100.0% | -0.53% | – |
| KMX | Exit | CARMAX INC | $0 | – | -44,676 | -100.0% | -0.58% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -21,959 | -100.0% | -0.58% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -6,684 | -100.0% | -0.66% | – |
| Exit | HF SINCLAIR CORP | $0 | – | -65,751 | -100.0% | -0.69% | – | |
| LOW | Exit | LOWES COS INC | $0 | – | -21,018 | -100.0% | -0.80% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -22,608 | -100.0% | -0.84% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -30,008 | -100.0% | -0.86% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -58,092 | -100.0% | -0.87% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -141,703 | -100.0% | -0.88% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -88,114 | -100.0% | -0.93% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -11,733 | -100.0% | -0.94% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -14,828 | -100.0% | -1.07% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -31,062 | -100.0% | -1.12% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -36,749 | -100.0% | -1.18% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -93,729 | -100.0% | -1.20% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -13,179 | -100.0% | -1.24% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -79,687 | -100.0% | -1.27% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -12,412 | -100.0% | -1.29% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -121,041 | -100.0% | -1.30% | – |
| WSO | Exit | WATSCO INC | $0 | – | -19,511 | -100.0% | -1.36% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -41,240 | -100.0% | -1.40% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -50,671 | -100.0% | -1.45% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -83,241 | -100.0% | -1.46% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -239,751 | -100.0% | -1.50% | – |
| BR | Exit | BROADRIDGE FINL SOLUTIONS IN | $0 | – | -49,077 | -100.0% | -1.62% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -96,457 | -100.0% | -1.62% | – |
| V | Exit | VISA INC | $0 | – | -39,772 | -100.0% | -1.68% | – |
| Exit | U HAUL HOLDING COMPANY | $0 | – | -184,649 | -100.0% | -1.78% | – | |
| AMGN | Exit | AMGEN INC | $0 | – | -36,440 | -100.0% | -1.80% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -40,874 | -100.0% | -1.88% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -41,435 | -100.0% | -1.94% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -125,510 | -100.0% | -2.36% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -366,473 | -100.0% | -2.36% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -103,489 | -100.0% | -2.42% | – |
| IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -255,606 | -100.0% | -2.74% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -75,015 | -100.0% | -2.96% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -126,956 | -100.0% | -3.06% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -458,029 | -100.0% | -3.30% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -210,264 | -100.0% | -3.65% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -69,236 | -100.0% | -4.02% | – |
| AAPL | Exit | APPLE INC | $0 | – | -229,550 | -100.0% | -7.23% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -1,037,563 | -100.0% | -8.35% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -120,610 | -100.0% | -9.53% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 7.8% |
| AMAZON COM INC COM | 42 | Q3 2023 | 4.1% |
| VISA INC COM CL A STK | 42 | Q3 2023 | 2.9% |
| STARBUCKS CORP COM | 42 | Q3 2023 | 3.6% |
| The Estee Lauder Companies Inc Class A | 42 | Q3 2023 | 2.6% |
| ZOETIS INC CL A | 42 | Q3 2023 | 2.7% |
| GILEAD SCIENCES INC COM | 42 | Q3 2023 | 3.5% |
| CHEVRON CORP NEW COM | 41 | Q2 2023 | 0.2% |
| HONEYWELL INTL INC COM | 40 | Q3 2023 | 2.8% |
| ISHARES TR RUS 1000 ETF | 40 | Q2 2023 | 0.2% |
View Vision Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-24 |
View Vision Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.