$691 Million is the total value of VISTA CAPITAL PARTNERS, INC.'s 73 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | Ishares Tr Russellrussell 3000 etf | $1,030,000 | +7.9% | 4,026 | 0.0% | 0.15% | +0.7% | |
| ITOT | iShares Core S&P Total US Stock Mkt ETFcore s&p ttl stk | $1,020,000 | +7.8% | 10,329 | 0.0% | 0.15% | +0.7% | |
| Pacific West Bank West Linn Oregon | $1,005,000 | +6.9% | 71,778 | 0.0% | 0.14% | -0.7% | ||
| TDOC | Teladoc Health Inc | $966,000 | -8.5% | 5,810 | 0.0% | 0.14% | -14.6% | |
| IJH | iShares Core S&P Mid-Cap ETFcore s&p mcp etf | $906,000 | +3.2% | 3,373 | 0.0% | 0.13% | -3.7% | |
| IWD | iShares Russell 1000 Value Index Fundrussell1000val | $751,000 | +4.6% | 4,736 | 0.0% | 0.11% | -1.8% | |
| UPS | United Parcel Service | $422,000 | +22.3% | 2,029 | 0.0% | 0.06% | +15.1% | |
| IJS | Ishares Trust S&p Smallcap 600/barra Value Index Fsp smcp600vl etf | $420,000 | +4.7% | 3,980 | 0.0% | 0.06% | -1.6% | |
| EFA | iShares MSCI EAFE Index Fundmsci eafe etf | $389,000 | +4.0% | 4,931 | 0.0% | 0.06% | -3.4% | |
| SIVB | Svb Financial Group | $374,000 | +12.7% | 672 | 0.0% | 0.05% | +5.9% | |
| IWP | iShares Russell Midcap Growthrus mdcp gr etf | $323,000 | +11.0% | 2,852 | 0.0% | 0.05% | +4.4% | |
| JCTCF | Jewett Cameron Trading Ltd Com New | $308,000 | -6.1% | 31,720 | 0.0% | 0.04% | -11.8% | |
| IWB | iShares Russell 1000 ETFs&p 1000 etf | $286,000 | +7.9% | 1,182 | 0.0% | 0.04% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-09
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.