Vista Private Wealth Partners

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

Companies in the Vista Private Wealth Partners portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab U S Large Cap Growth ETF (SCHG) 9.58 179684 83.63
Sch Us Mid-cap Etf etf 8.28 234095 +2% 55.47
Schwab Strategic Tr us lrg cap etf 6.89 155352 +2% 69.61
Schwab International Equity ETF (SCHF) 6.79 349653 30.48
Schwab Strategic Tr cmn 6.76 193589 54.75
Invesco Bulletshares 2020 Corp 4.54 334181 +8% 21.30
Schwab Strategic Tr sht tm us tres 4.19 129509 +69% 50.75
Schwab Strategic Tr us dividend eq 3.82 113800 +8% 52.59
Vaneck Vectors Etf Tr morningstar wide 3.76 122670 +8% 48.08
Bscm etf 3.64 265816 +7% 21.48
Ishares Tr usa min vo 3.40 84342 63.30
Schwab U S Small Cap ETF (SCHA) 2.69 60984 +2% 69.10
Vaneck Vectors Etf Tr real asset 2.36 148004 +13% 25.05
iShares MSCI EAFE Index Fund (EFA) 1.94 48809 62.49
iShares S&P; SmallCap 600 Index (IJR) 1.79 37096 +1238% 75.83
iShares Lehman 1-3 Year Treas.Bond (SHY) 1.69 31094 +8% 85.06
Wisdomtree Tr brclys us aggr 1.69 50341 +10% 52.56
Schwab Emerging Markets Equity ETF (SCHE) 1.67 106611 24.61
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) 1.66 82075 +19% 31.82
Invesco Bulletshs 2020 Hi Yld Corp Bd Etf 1.64 107713 +2% 23.89
Powershares S&p Intl Dev Low Volatil Etf etf 1.40 65653 +11% 33.49
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 1.39 90154 +2% 24.25
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.37 18677 +3% 115.28
Vaneck Vectors Etf Tr morningstar intl 1.35 72783 +12% 29.20
iShares S&P; 500 Index (IVV) 1.23 6578 292.64
Sch Fnd Intl Lg Etf 1.14 68490 -6% 26.09
Innovator Etfs Tr S&p 500 Pwr Bu 0.90 54736 NEW 25.71
Innovator Etfs Tr s&p 500 ultra 0.81 46613 NEW 27.10
Schwab U S Broad Market ETF (SCHB) 0.77 17404 69.75
Invesco Qqq Trust Series 1 0.63 5236 187.55
salesforce (CRM) 0.62 6707 NEW 146.12
iShares Russell 1000 Index (IWB) 0.51 4932 161.60
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.51 14966 +13% 53.25
ISHARES TR MSCI Small Cap msci small cap 0.46 13076 54.83
Ishares 2020 Amt-free Muni Bond Etf 0.45 27452 25.61
Ishares Tr faln angls usd 0.45 26501 +20% 26.45
Ishares Tr ibonds dec 22 0.42 25323 +8% 26.30
Invesco Bulletshares 2021 Corp 0.41 30543 +10% 21.25
Wells Fargo & Company (WFC) 0.40 14061 -9% 44.80
Oracle Corporation (ORCL) 0.40 11741 53.15
iShares Russell 2000 Index (IWM) 0.35 3657 149.03
Wisdomtree Tr cmn 0.35 20388 +27% 27.17
Ishares Tr eafe min volat 0.33 7237 +7% 71.71
Wisdomtree Us Smallcap Dividen mf 0.32 14760 +6% 33.54
Invesco S&p 500 Equal Weight Etf 0.29 4314 -3% 104.78
Antero Midstream Corp antero midstream 0.27 56257 +2% 7.66
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.24 7243 +25% 51.36
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.24 17937 -16% 21.30
Microsoft Corporation (MSFT) 0.22 2464 -3% 137.99
Ishares Tr ibonds dec 21 0.22 13627 25.90
SPDR S&P; 500 ETF (SPY) 0.18 957 -6% 291.54
I Shares 2019 Etf 0.18 11208 25.43
Pfizer (PFE) 0.17 7584 34.81
Amgen (AMGN) 0.17 1303 +8% 203.38
Apple (AAPL) 0.17 1268 -35% 211.36
Schwab Strategic Tr intrm trm 0.17 4768 +3% 56.00
Ssga Active Etf Tr blkstn gsosrln 0.17 5955 +3% 45.84
Invesco Etf s&p500 eql stp 0.17 1945 NEW 136.76
Powershares Global Etf invesco equal wgt. utilities - etf 0.17 2676 +3% 101.64
SPDR DJ Wilshire Small Cap Value (SLYV) 0.16 4417 +11% 58.18
Ishares Tr core strm usbd 0.16 5088 NEW 50.51
Invesco Exchange Traded Fd T s&p500 eql tec 0.16 1446 NEW 174.97
Schwab Strategic Tr 0 0.15 4127 NEW 57.18
Nuveen Barclays Shrt Term Muni bdfund 0.15 4908 NEW 49.31
Bsco etf 0.15 10671 -18% 21.46
iShares S&P; MidCap 400 Growth (IJK) 0.14 986 222.11
Ambev Sa- 0.05 15383 NEW 4.68
Antero Res 0.05 20129 3.58
Extraction Oil And Gas Inc Com Added 0.04 14295 4.13

Past 13F-HR SEC Filings by Vista Private Wealth Partners

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