Vista Private Wealth Partners

Vista Private Wealth Partners as of March 31, 2021

Portfolio Holdings for Vista Private Wealth Partners

Vista Private Wealth Partners holds 74 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.5 $16M 141k 115.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.1 $12M 219k 55.48
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.1 $11M 334k 31.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.8 $10M 124k 80.63
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 5.0 $8.6M 390k 22.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.3 $7.3M 140k 52.19
Ishares U S Etf Tr Blackrock St Mat (NEAR) 4.3 $7.3M 146k 50.11
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 4.3 $7.3M 334k 21.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $5.8M 105k 55.30
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 3.1 $5.4M 99k 54.59
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.8 $4.8M 71k 68.32
Amplify Etf Tr Blackswan Grwt (SWAN) 2.8 $4.7M 149k 31.68
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 2.6 $4.5M 184k 24.53
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 2.6 $4.4M 193k 22.86
Ishares Tr Core S&p Us Vlu (IUSV) 2.3 $3.9M 72k 54.29
Wisdomtree Tr Yield Enhancd Us (AGGY) 2.1 $3.6M 67k 53.82
Ishares Tr National Mun Etf (MUB) 1.9 $3.2M 28k 115.92
Innovator Etfs Tr S&p 500 Pwr Bufr (PMAR) 1.8 $3.1M 111k 27.62
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $3.0M 112k 26.76
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $2.9M 42k 70.24
Ishares Tr Msci Eafe Etf (EFA) 1.6 $2.8M 44k 63.65
Innovator Etfs Tr Russell 2000 P (KJAN) 1.5 $2.5M 98k 25.93
Innovator Etfs Tr Msci Emgr Mkt (EJAN) 1.5 $2.5M 92k 27.09
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 1.4 $2.3M 78k 29.74
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 1.3 $2.2M 78k 28.46
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 1.1 $1.9M 33k 57.41
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.8M 5.5k 336.00
Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $1.8M 31k 57.40
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $1.3M 21k 63.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.2M 4.5k 277.89
salesforce (CRM) 0.7 $1.2M 4.9k 251.37
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.7 $1.2M 48k 24.58
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.0M 13k 79.66
Wisdomtree Tr Em Ex St-owned (XSOE) 0.6 $1.0M 30k 33.67
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.5 $889k 18k 50.53
Ishares Tr Rus 1000 Etf (IWB) 0.5 $881k 4.7k 187.09
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $837k 14k 59.01
Ishares Tr Msci Eafe Min Vl (EFAV) 0.5 $820k 12k 68.09
Apple (AAPL) 0.4 $737k 6.4k 115.83
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $658k 13k 51.58
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 0.4 $646k 30k 21.33
Pgim Etf Tr Ultra Short (PULS) 0.4 $624k 13k 49.94
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $621k 6.1k 101.95
Flexshares Tr Ready Acc Vari (RAVI) 0.4 $620k 8.1k 76.38
Oracle Corporation (ORCL) 0.4 $605k 10k 59.65
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $605k 14k 44.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $555k 2.6k 213.05
Wisdomtree Tr Us S Cap Qty Div (DGRS) 0.3 $544k 18k 30.69
Ishares Tr Russell 2000 Etf (IWM) 0.3 $538k 3.6k 149.78
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.3 $515k 24k 21.80
Microsoft Corporation (MSFT) 0.3 $499k 2.4k 210.37
Ishares Tr Core Msci Eafe (IEFA) 0.3 $481k 8.0k 60.24
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.3 $437k 7.4k 58.74
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $427k 19k 22.38
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $381k 5.3k 72.04
Fidelity Covington Trust Total Bd Etf (FBND) 0.2 $355k 6.5k 54.67
Amazon (AMZN) 0.2 $346k 110.00 3145.45
Wells Fargo & Company (WFC) 0.2 $330k 14k 23.53
Pfizer (PFE) 0.2 $310k 8.4k 36.72
Antero Midstream Corp antero midstream (AM) 0.2 $302k 56k 5.37
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.2 $291k 5.6k 51.87
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $289k 3.6k 79.92
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.2 $278k 9.0k 30.96
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (DJUL) 0.2 $278k 9.1k 30.68
Intel Corporation (INTC) 0.1 $244k 4.7k 51.80
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $240k 1.9k 128.82
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $239k 999.00 239.24
Charles Schwab Corporation (SCHW) 0.1 $224k 6.2k 36.23
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $214k 688.00 311.05
Spdr Gold Tr Gold Shs (GLD) 0.1 $213k 1.2k 176.76
Natural Health Trends Cor (NHTC) 0.1 $204k 36k 5.63
Kinder Morgan (KMI) 0.1 $193k 16k 12.33
Ambev Sa Sponsored Adr (ABEV) 0.0 $58k 26k 2.27
Antero Res (AR) 0.0 $55k 20k 2.73