$586 Million is the total value of VISTA CAPITAL PARTNERS, INC.'s 76 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JCTCF | Exit | Jewett Cameron Trading Ltd Com New | $0 | – | -16,720 | -100.0% | -0.02% | – |
| WEC | Exit | Wisconsin Egy Cp Hldg Co | $0 | – | -2,012 | -100.0% | -0.03% | – |
| PEP | Exit | Pepsico Inc | $0 | – | -1,248 | -100.0% | -0.03% | – |
| UNP | Exit | Union Pacific | $0 | – | -1,000 | -100.0% | -0.04% | – |
| IXN | Exit | Ishares Tr S&P Global | $0 | – | -4,698 | -100.0% | -0.04% | – |
| IEMG | Exit | iShares Core MSCI Emerging Markets ETFcore msci emkt | $0 | – | -4,415 | -100.0% | -0.04% | – |
| J | Exit | Jacobs Engineering Group Inc | $0 | – | -1,783 | -100.0% | -0.04% | – |
| GOOGL | Exit | Google Inc Class Acap stk cl a | $0 | – | -112 | -100.0% | -0.04% | – |
| IEFA | Exit | Ishares Core Msci Eafecore msci eafe | $0 | – | -16,085 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-08
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.