$641 Million is the total value of VISTA CAPITAL PARTNERS, INC.'s 80 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BNDX | Exit | Vanguard Total Int'l Bond Indextotal int bd etf | $0 | – | -4,462 | -100.0% | -0.04% | – |
| MTUM | Exit | iShares MSCI USA Momentummsci usa mmentm | $0 | – | -1,698 | -100.0% | -0.04% | – |
| IWP | Exit | iShares Russell Midcap Growthrus mdcp gr etf | $0 | – | -2,852 | -100.0% | -0.04% | – |
| SIVB | Exit | Svb Financial Group | $0 | – | -672 | -100.0% | -0.04% | – |
| AMT | Exit | Amern Tower Corp Class A | $0 | – | -1,129 | -100.0% | -0.04% | – |
| KXI | Exit | Ishares Global Consumerglob cnsm stp etf | $0 | – | -5,690 | -100.0% | -0.05% | – |
| VGIT | Exit | Vanguard Int-Term Treasury Fundinter term treas | $0 | – | -9,589 | -100.0% | -0.10% | – |
| SCHD | Exit | Schwab US Div Equity ETFus dividend eq | $0 | – | -8,539 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
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.