Vista Capital Partners

Latest statistics and disclosures from Vista Capital Partners's latest quarterly 13F-HR filing:

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Positions held by Vista Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vista Capital Partners

Companies in the Vista Capital Partners portfolio as of the June 2021 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) 35.6 $246M 1.1M 222.82
Vanguard Value Index Fund Value ETF (VTV) 19.4 $134M -2% 975k 137.46
Vanguard REIT Index Fund Reit Etf (VNQ) 14.0 $97M 949k 101.79
Vanguard Growth Index Fund Growth ETF (VUG) 11.9 $82M -2% 287k 286.81
Vanguard Small Cap Index Fund Small Cp ETF (VB) 10.0 $69M -2% 308k 225.28
Microsoft Corporation (MSFT) 1.1 $7.4M 27k 270.92
SPDRs - S&P 500 Index Fund Tr Unit (SPY) 0.7 $4.7M -10% 11k 428.04
Schwab U.S. Broad Market Fund US Brd Mkt ETF (SCHB) 0.5 $3.7M 36k 104.27
Starbucks Corporation (SBUX) 0.5 $3.4M 30k 111.82
Nike (NKE) 0.3 $2.3M -5% 15k 154.49
Apple (AAPL) 0.3 $2.0M -17% 14k 136.97
Vanguard Large Cap Large Cap ETF (VV) 0.3 $1.8M -6% 8.8k 200.73
Schwab U.S. REIT Fund Us Reit Etf (SCHH) 0.2 $1.7M -3% 38k 45.79
iShares Russell 1000 Growth Index Fund Russell1000GRW ETF (IWF) 0.2 $1.6M 5.8k 271.46
Intel Corporation (INTC) 0.2 $1.6M +17% 28k 56.15
Amazon (AMZN) 0.2 $1.4M 407.00 3439.80
Berkshire Hathaway Cl B Class B (BRK.A) 0.2 $1.2M -3% 4.4k 277.97
iShares Core S&P 500 Core S&P 500 ETF (IVV) 0.2 $1.2M 2.7k 430.04
Wec Energy Group (WEC) 0.2 $1.1M NEW 13k 88.92
Ishares Tr Russell Russell 3000 Etf (IWV) 0.1 $1.0M 4.0k 255.84
iShares Core S&P Total US Stock Mkt ETF Core S&P TTL STK (ITOT) 0.1 $1.0M 10k 98.75
Vanguard Int'l REIT Index Fund Glb EX US ETF (VNQI) 0.1 $1.0M 17k 58.34
Pacific West Bank (PWBO) 0.1 $1.0M 72k 14.00
Portland General Electric Company (POR) 0.1 $997k 22k 46.07
Teladoc (TDOC) 0.1 $966k 5.8k 166.27
Air Products & Chemicals (APD) 0.1 $936k 3.3k 287.56
iShares Core S&P Mid-Cap ETF Core S&P MCP ETF (IJH) 0.1 $906k 3.4k 268.60
Stryker Corporation (SYK) 0.1 $870k 3.3k 259.86
Costco Wholesale Corporation (COST) 0.1 $843k 2.1k 395.59
iShares Barclays TIP Bond Fund Barclys TIPS Bd (TIP) 0.1 $827k 6.5k 128.04
iShares Russell Microcap Index Fund Rssl Mcrcp Idx (IWC) 0.1 $769k 5.0k 152.64
iShares Russell 1000 Value Index Fund Russell1000VAL (IWD) 0.1 $751k 4.7k 158.57
Schwab International Equity Fund Intl Eqty ETF (SCHF) 0.1 $685k 17k 39.47
Schwab Int-Term U.S. TSY Fund Interm Trm Tres (SCHR) 0.1 $635k 11k 56.88
Vanguard Div Apprciation Div App ETF (VIG) 0.1 $635k NEW 4.1k 154.80
iShares Barclays 3-7 Yr TSY Bond Fund Barclys 3-7 YR (IEI) 0.1 $620k 4.8k 130.53
iShares Core S&P Small-Cap ETF Core S&P SCP ETF (IJR) 0.1 $592k 5.2k 113.06
Schwab U.S. TIPS Fund Us Tips Etf (SCHP) 0.1 $577k -2% 9.2k 62.47
Vanguard Interm Term Gov Bond Short Term Treas (VGIT) 0.1 $562k +4% 8.3k 67.85
Northwest Natural Holdin (NWN) 0.1 $561k 11k 52.50
Vanguard Small Cap Value Sm Cp Val ETF (VBR) 0.1 $534k +5% 3.1k 173.77
DFA Tax Managed US Target US Targeted Vlu (DFAT) 0.1 $528k NEW 12k 44.83
Schwab U.S. Small Cap Fund US Sml Capt ETF (SCHA) 0.1 $510k 4.9k 104.21
Target Corporation (TGT) 0.1 $478k 2.0k 241.90
Schwab U.S. Large Cap Value Fund US Lcap VA ETF (SCHV) 0.1 $444k +9% 6.5k 68.41
Spdr S&P Dividend Etf S&P Divid ETF (SDY) 0.1 $437k NEW 3.6k 122.17
Fiserv (FISV) 0.1 $428k 4.0k 106.81
United Parcel Service (UPS) 0.1 $422k 2.0k 207.98
Ishares Trust S&p Smallcap 600/barra Value Index F Sp Smcp600vl Etf (IJS) 0.1 $420k 4.0k 105.53
NASDAQ 100 Shares Unit Ser 1 (QQQ) 0.1 $415k -7% 1.2k 354.40
iShares MSCI EAFE Index Fund Msci Eafe Etf (EFA) 0.1 $389k 4.9k 78.89
JPMorgan Chase & Co. (JPM) 0.1 $384k +5% 2.5k 155.65
Schwab International Small Cap Fund Intl Sceqt ETF (SCHC) 0.1 $378k 9.1k 41.62
SVB Financial (SIVB) 0.1 $374k 672.00 556.55
Vanguard Whitehall - High Div Yield ETF High Div Yield (VYM) 0.1 $374k NEW 3.6k 104.85
iShares Russell Midcap Growth Rus Mdcp Gr Etf (IWP) 0.0 $323k 2.9k 113.25
Facebook Inc Class A Class A (FB) 0.0 $316k +33% 910.00 347.25
Jewett-Cameron Trading (JCTCF) 0.0 $308k 32k 9.71
Schwab Emerging Market Equity Fund Emrg Mkteq ETF (SCHE) 0.0 $308k -3% 9.4k 32.93
iShares Russell 2000 Index Fund Russell2000ETF (IWM) 0.0 $301k +13% 1.3k 229.60
iShares Russell 1000 ETF S&p 1000 Etf (IWB) 0.0 $286k 1.2k 241.96
Google Inc Class C Cap Stk Cl C (GOOG) 0.0 $281k +8% 112.00 2508.93
Johnson & Johnson (JNJ) 0.0 $263k +8% 1.6k 164.58
International Business Machines (IBM) 0.0 $246k 1.7k 146.43
Chevron Corporation (CVX) 0.0 $230k +5% 2.2k 104.59
DFA Tax-Mng US Equity PO US Equity ETF (DFUS) 0.0 $222k NEW 4.7k 47.18
Union Pacific Corporation (UNP) 0.0 $216k -5% 982.00 219.96
DFA Tax-Mg US Small Cap Fund US Small Cap ETF (DFAS) 0.0 $215k NEW 3.7k 58.42
iShares MSCI ACWI Fund Msci ACWI ETF (ACWI) 0.0 $210k NEW 2.1k 101.11
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) 0.0 $208k NEW 3.1k 67.10
Vanguard S&P 500 ETF S&p 500 Eft (VOO) 0.0 $206k -12% 524.00 393.13
Ishares Trust S&p 500/barra Value Index Fund S&P 500 Val ETF (IVE) 0.0 $204k NEW 1.4k 147.40
Bank of America Corporation (BAC) 0.0 $200k NEW 4.9k 41.16

Past Filings by Vista Capital Partners

SEC 13F filings are viewable for Vista Capital Partners going back to 2010

View all past filings