$439 Million is the total value of VISTA CAPITAL PARTNERS, INC.'s 51 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Vanguard Index Fdslarge cap etf | $1,289,000 | -1.1% | 10,632 | 0.0% | 0.29% | -0.3% | |
| POR | Portland Gen Elec Co | $674,000 | -11.1% | 16,638 | 0.0% | 0.15% | -10.5% | |
| IWF | iShares Trrussell1000grw | $657,000 | +1.1% | 4,825 | 0.0% | 0.15% | +2.0% | |
| IWV | iShares Trrussell 3000 etf | $643,000 | -1.2% | 4,116 | 0.0% | 0.15% | -0.7% | |
| IWD | iShares Trrussell1000val | $464,000 | -3.5% | 3,865 | 0.0% | 0.11% | -2.8% | |
| IJS | iShares Trsp smcp600vl etf | $300,000 | -2.0% | 1,990 | 0.0% | 0.07% | -1.4% | |
| ORCL | Oracle Corp | $237,000 | -3.3% | 5,174 | 0.0% | 0.05% | -3.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard Total U.S. Stock Market Fund | 42 | Q3 2023 | 37.8% |
| Vanguard Value Index Fund | 42 | Q3 2023 | 34.5% |
| Vanguard Index Fds | 42 | Q3 2023 | 19.4% |
| Vanguard REIT Index Fund | 42 | Q3 2023 | 14.6% |
| Vanguard Small Cap Index Fund | 42 | Q3 2023 | 14.9% |
| Microsoft Corp | 42 | Q3 2023 | 1.3% |
| Starbucks | 42 | Q3 2023 | 1.0% |
| Vanguard Intl REIT Index Fund | 42 | Q3 2023 | 3.0% |
| iShares Tr | 42 | Q3 2023 | 1.0% |
| Vanguard Large Cap | 42 | Q3 2023 | 0.3% |
View VISTA CAPITAL PARTNERS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-07 |
View VISTA CAPITAL PARTNERS, 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.