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 December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab U S Large Cap Growth ETF (SCHG) 8.95 164473 -6% 94.15
Sch Us Mid-cap Etf etf 8.40 240836 +2% 60.31
Schwab Strategic Tr us lrg cap etf 6.62 147729 -3% 77.51
Schwab Strategic Tr cmn 6.58 188217 -3% 60.44
Schwab International Equity ETF (SCHF) 6.42 327772 +4% 33.90
Invesco Bulletshares 2020 Corp 4.33 352022 +4% 21.29
Schwab Strategic Tr sht tm us tres 4.31 147784 +9% 50.48
Vaneck Vectors Etf Tr morningstar wide 3.95 123574 55.28
Schwab Strategic Tr us dividend eq 3.89 115994 58.07
Bscm etf 3.46 278171 +4% 21.52
Ishares Tr usa min vo 3.38 89209 65.62
Schwab U S Small Cap ETF (SCHA) 2.83 64546 +5% 75.74
Vaneck Vectors Etf Tr real asset 2.31 155340 +4% 25.76
iShares MSCI EAFE Index Fund (EFA) 1.93 47611 70.13
iShares S&P; SmallCap 600 Index (IJR) 1.83 37725 83.92
Schwab Emerging Markets Equity ETF (SCHE) 1.78 110174 +3% 28.01
Wisdomtree Tr brclys us aggr 1.69 55798 +4% 52.35
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) 1.55 80474 33.22
Invesco Bulletshs 2020 Hi Yld Corp Bd Etf 1.55 111898 +4% 23.93
Vaneck Vectors Etf Tr morningstar intl 1.46 77649 +6% 32.53
iShares Lehman 1-3 Year Treas.Bond (SHY) 1.43 29246 -5% 84.66
Powershares S&p Intl Dev Low Volatil Etf etf 1.34 67647 +4% 34.22
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 1.34 94527 +4% 24.47
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.30 19663 +6% 114.02
Innovator Etfs Tr s&p 500 ultra 1.14 70500 +48% 27.99
iShares S&P; 500 Index (IVV) 1.12 5947 -9% 326.38
Sch Fnd Intl Lg Etf 1.05 62287 -4% 29.20
Invesco Exch Trd Slf Idx Fd bulshs 2021 hy 0.97 67672 NEW 24.69
Innovator Etfs Tr s&p 500 power 0.95 57582 NEW 28.50
Schwab U S Broad Market ETF (SCHB) 0.67 15049 -13% 77.55
salesforce (CRM) 0.65 6707 166.99
Invesco Qqq Trust Series 1 0.62 4961 -3% 216.09
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.61 18456 +20% 57.27
iShares Russell 1000 Index (IWB) 0.52 4977 180.03
ISHARES TR MSCI Small Cap msci small cap 0.48 13279 62.81
Ishares Tr eafe min volat 0.45 10413 +11% 74.81
Ishares Tr faln angls usd 0.44 27942 27.20
Invesco Bulletshares 2021 Corp 0.43 34662 +7% 21.26
Wisdomtree Us Smallcap Dividen mf 0.42 19382 +11% 37.66
Wisdomtree Tr cmn 0.42 23028 +9% 31.79
Ishares Tr ibonds dec 22 0.39 25477 26.18
Ishares 2020 Amt-free Muni Bond Etf 0.38 26041 -5% 25.54
Oracle Corporation (ORCL) 0.37 11793 53.93
Wells Fargo & Company (WFC) 0.36 11561 -17% 53.72
iShares Russell 2000 Index (IWM) 0.35 3618 165.84
Invesco S&p 500 Equal Weight Etf 0.30 4404 116.03
Berkshire Hathaway (BRK.B) 0.29 2163 228.39
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.25 20246 +13% 21.34
Ishares Tr core strm usbd 0.23 7785 +40% 50.48
Antero Midstream Corp antero midstream 0.23 56257 7.09
Microsoft Corporation (MSFT) 0.22 2380 160.50
Apple (AAPL) 0.21 1221 300.57
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 0.21 7244 50.66
Ishares Tr ibonds dec 21 0.20 13709 25.75
Pfizer (PFE) 0.18 7992 39.16
Amgen (AMGN) 0.18 1262 240.10
Ssga Active Etf Tr blkstn gsosrln 0.18 6659 +12% 46.70
Aberdeen Income Cred Strat Fd 0.18 26314 +1262% 11.55
Intel Corporation (INTC) 0.15 4269 60.90
Schwab Strategic Tr intrm trm 0.15 4851 +3% 55.04
Invesco Exchange Traded Fd T s&p500 eql ind 0.15 1854 NEW 137.54
iShares S&P; MidCap 400 Growth (IJK) 0.14 992 238.91
SPDR DJ Wilshire Small Cap Value (SLYV) 0.14 3749 -9% 65.62
Schwab Strategic Tr 0 0.14 4198 56.93
Nuveen Barclays Shrt Term Muni bdfund 0.14 4945 49.14
Invesco Etf s&p500 eql stp 0.14 1711 -9% 144.36
Powershares Global Etf invesco equal wgt. utilities - etf 0.14 2372 -5% 104.55
NIKE (NKE) 0.13 2167 101.98
Bsco etf 0.13 10804 21.47
Rivernorth Doubleline Strate 0.11 11100 NEW 16.40
Ambev Sa- 0.04 15457 -2% 4.72
Antero Res 0.03 20129 2.58
Extraction Oil And Gas Inc Com Added 0.02 14295 2.10

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

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