Vista Capital Partners

Vista Capital Partners as of March 31, 2023

Portfolio Holdings for Vista Capital Partners

Vista Capital Partners holds 86 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total U.S. Stock Market Fund Total Stk Mkt (VTI) 37.0 $251M 1.2M 204.10
Vanguard Value Index Fund Value ETF (VTV) 18.3 $124M 898k 138.11
Vanguard REIT Index Fund Reit Etf (VNQ) 13.1 $89M 1.1M 83.04
Vanguard Growth Index Fund Growth ETF (VUG) 10.0 $68M 272k 249.44
Vanguard Small Cap Index Fund Small Cp ETF (VB) 8.5 $58M 305k 189.56
Schwab U.S. Broad Market Fund US Brd Mkt ETF (SCHB) 1.5 $10M 209k 47.85
Microsoft Corporation (MSFT) 1.1 $7.6M 27k 288.30
Apple (AAPL) 0.9 $6.4M 39k 164.90
SPDRs - S&P 500 Index Fund Tr Unit (SPY) 0.9 $5.8M 14k 409.39
DFA U.S. Core Equity 2 Fund US Core Equity 2 (DFAC) 0.7 $4.6M 179k 25.48
Starbucks Corporation (SBUX) 0.5 $3.5M 34k 104.13
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO) 0.5 $3.1M 8.3k 376.08
Schwab U.S. REIT Fund Us Reit Etf (SCHH) 0.4 $2.9M 148k 19.50
iShares Russell 1000 Growth Index Fund Russell1000GRW ETF (IWF) 0.3 $2.1M 8.6k 244.33
Nike (NKE) 0.3 $2.0M 16k 122.64
Vanguard Int'l REIT Index Fund Glb EX US ETF (VNQI) 0.3 $1.9M 47k 40.57
iShares Russell 1000 Value Index Fund Russell1000VAL (IWD) 0.2 $1.5M 9.6k 152.26
Vanguard ESG International Stock ETF Esg Intl Stk ETF (VSGX) 0.2 $1.5M 28k 52.36
iShares Core S&P 500 Core S&P 500 ETF (IVV) 0.2 $1.4M 3.5k 411.06
Vanguard Large Cap Large Cap ETF (VV) 0.2 $1.4M 7.4k 186.81
Berkshire Hathaway Cl B Class B (BRK.A) 0.2 $1.3M 4.1k 308.77
Costco Wholesale Corporation (COST) 0.2 $1.2M 2.5k 496.87
Avantis Responsible US Equity Fund Avantis Respon U (AVSU) 0.2 $1.2M 24k 48.30
Portland General Electric Company (POR) 0.2 $1.1M 22k 48.89
Stryker Corporation (SYK) 0.1 $955k 3.3k 285.47
Ishares Tr Russell Russell3000ETF (IWV) 0.1 $948k 4.0k 235.41
Johnson & Johnson (JNJ) 0.1 $922k 5.9k 155.00
Intel Corporation (INTC) 0.1 $845k 26k 32.67
Amazon (AMZN) 0.1 $842k 8.2k 103.29
iShares Russell 2000 Index Fund Russell2000ETF (IWM) 0.1 $786k 4.4k 178.39
iShares International Treasury Fund Intl Trea BD ETF (IGOV) 0.1 $780k 19k 40.21
Pacific West Bancorp (PWBK) 0.1 $775k 72k 10.80
Air Products & Chemicals (APD) 0.1 $744k 2.6k 287.21
Vanguard Tax-Exempt Bond ETF Total Int BD ETF (VTEB) 0.1 $741k 15k 50.66
Enovix Corp (ENVX) 0.1 $733k 49k 14.91
Schwab U.S. Large Cap Value Fund US Lcap VA ETF (SCHV) 0.1 $705k 11k 65.58
Schwab U.S. Small Cap Fund US Sml Capt ETF (SCHA) 0.1 $702k 17k 41.93
Schwab Int-Term U.S. TSY Fund Interm Trm Tres (SCHR) 0.1 $680k 14k 50.43
Southern Company (SO) 0.1 $630k 9.1k 69.58
Schwab U.S. TIPS Fund Us Tips Etf (SCHP) 0.1 $629k 12k 53.61
iShares Core S&P Total US Stock Mkt ETF Core S&P TTL STK (ITOT) 0.1 $596k 6.6k 90.55
iShares MSCI USA Min Msci Usa Min Vol (USMV) 0.1 $535k 7.4k 72.74
iShares Core S&P Small-Cap ETF Core S&P SCP ETF (IJR) 0.1 $530k 5.5k 96.70
iShares Russell Microcap Index Fund Rssl Mcrcp Idx (IWC) 0.1 $527k 5.0k 104.51
Vanguard Div Apprciation Div App ETF (VIG) 0.1 $519k 3.4k 154.01
DFA Tax-Managed US Marketwide Value II US Mktwide Value (DFUV) 0.1 $512k 15k 33.48
Invesco Qqq Trust Series 1 (QQQ) 0.1 $510k 1.6k 320.93
Tesla Motors (TSLA) 0.1 $504k 2.4k 207.46
Chevron Corporation (CVX) 0.1 $498k 3.1k 163.15
Google Inc Class C Cap Stk Cl C (GOOG) 0.1 $453k 4.4k 104.00
Fiserv (FI) 0.1 $452k 4.0k 113.03
Target Corporation (TGT) 0.1 $435k 2.6k 165.63
JPMorgan Chase & Co. (JPM) 0.1 $432k 3.3k 130.31
On Holding AG Ord Class A Namen Akt A (ONON) 0.1 $419k 14k 31.03
iShares Barclays 3-7 Yr TSY Bond Fund Barclys 3-7 YR (IEI) 0.1 $398k 3.4k 117.65
ZeroFox Holdings (ZFOX) 0.1 $388k 265k 1.46
SPDR S&P Dividend Fund S&P Divid ETF (SDY) 0.1 $378k 3.1k 123.71
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA) 0.1 $378k 5.3k 71.52
Ishares Trust S&p Smallcap 600/barra Value Index F Sp Smcp600vl Etf (IJS) 0.1 $373k 4.0k 93.59
United Parcel Service (UPS) 0.1 $373k 1.9k 193.99
Vanguard Whitehall - High Div Yield ETF High Div Yld (VYM) 0.0 $339k 3.2k 105.49
Avantis International Equity Fund Intl EQT ETF (AVDE) 0.0 $321k 5.6k 57.03
Google Inc Class A Cap Stk Cl A (GOOGL) 0.0 $320k 3.1k 103.73
Paragon 28 (FNA) 0.0 $316k 19k 17.07
Exxon Mobil Corporation (XOM) 0.0 $306k 2.8k 109.66
UnitedHealth (UNH) 0.0 $300k 635.00 472.59
First Trust Rising Dividend Achiev ETF Risng Divd Achiv (RDVY) 0.0 $296k 6.6k 44.87
Union Pacific Corporation (UNP) 0.0 $292k 1.5k 201.26
Schwab International Small Cap Fund Intl Sceqt ETF (SCHC) 0.0 $287k 8.5k 33.71
Bank of America Corporation (BAC) 0.0 $285k 10k 28.60
Pepsi (PEP) 0.0 $279k 1.5k 182.30
iShares Russell 1000 ETF S&p 1000 Etf (IWB) 0.0 $277k 1.2k 225.23
Vanguard Small Cap Value Fund Sm Cp Val ETF (VBR) 0.0 $277k 1.7k 158.79
International Business Machines (IBM) 0.0 $270k 2.1k 131.11
iShares Barclays TIP Bond Fund Barclys TIPS Bd (TIP) 0.0 $259k 2.4k 110.25
iShares Global Tech Fund Global Tech ETF (IXN) 0.0 $255k 4.7k 54.36
Northwest Natural Holdin (NWN) 0.0 $254k 5.3k 47.56
Schwab International Equity Fund Intl Eqty ETF (SCHF) 0.0 $252k 7.2k 34.80
Lowe's Companies (LOW) 0.0 $250k 1.3k 199.97
Nucor Corporation (NUE) 0.0 $247k 1.6k 154.47
iShares Global Glob Hlthcre ETF (IXJ) 0.0 $246k 3.0k 83.36
Vanguard Total World Stock Index TT Wrld St ETF (VT) 0.0 $230k 2.5k 92.10
iShares Russell Midcap Growth Rus Md Cp Gr ETF (IWP) 0.0 $211k 2.3k 91.05
Jacobs Engineering Group (J) 0.0 $210k 1.8k 117.50
Absci Corp (ABSI) 0.0 $154k 88k 1.75
ATI Physical Therapy Class A Ord Com Cl A 0.0 $4.7k 19k 0.25