Vista Wealth Management Group
Latest statistics and disclosures from Adero Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DUHP, DIHP, AVUS, AVDE, DFAC, and represent 46.83% of Adero Partners's stock portfolio.
- Added to shares of these 10 stocks: VGSR (+$13M), AVUS (+$6.3M), AVDE, DUHP, AVEM, DIHP, DFAS, SNOW, BABA, SPY.
- Started 19 new stock positions in VGSR, AEG, PANW, SBUX, WCC, SBSW, SPGI, PDM, STLA, ASML. KLAC, SCHW, AMGN, COST, TGT, UMC, SYK, FLRN, PRF.
- Reduced shares in these 10 stocks: CCCS (-$22M), FTCHF, VMware, WFC, SCTXX, VTWO, DFAI, RLX, DFAR, PATH.
- Sold out of its positions in Aegon, FTCHF, FINV, GME, LYG, NOK, OKTA, VMware, WIT.
- Adero Partners was a net buyer of stock by $21M.
- Adero Partners has $1.2B in assets under management (AUM), dropping by 13.56%.
- Central Index Key (CIK): 0001800593
Tip: Access up to 7 years of quarterly data
Positions held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Adero Partners
Adero Partners holds 192 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us High Profitab (DUHP) | 16.3 | $192M | 6.7M | 28.61 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 12.7 | $149M | +2% | 5.8M | 25.66 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 8.6 | $102M | +6% | 1.2M | 81.55 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.7 | $55M | +9% | 913k | 60.43 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 4.6 | $54M | 1.8M | 29.23 |
|
|
| Snowflake Cl A (SNOW) | 3.9 | $46M | +5% | 232k | 199.00 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 3.6 | $43M | 5.1M | 8.33 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.6 | $43M | +7% | 754k | 56.39 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.3 | $39M | +7% | 658k | 59.62 |
|
| Ccc Intelligent Solutions Holdings (CCCS) | 2.9 | $34M | -39% | 3.0M | 11.39 |
|
| Datadog Cl A Com (DDOG) | 2.8 | $33M | 272k | 121.38 |
|
|
| Doordash Cl A (DASH) | 2.5 | $29M | 293k | 98.89 |
|
|
| Apple (AAPL) | 1.6 | $19M | +2% | 100k | 192.53 |
|
| Procore Technologies (PCOR) | 1.4 | $16M | 236k | 69.22 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.4 | $16M | 308k | 52.33 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.2 | $15M | 281k | 51.83 |
|
|
| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 1.1 | $13M | NEW | 1.3M | 9.96 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 1.0 | $12M | +3% | 392k | 31.13 |
|
| Dimensional Etf Trust International (DFSI) | 1.0 | $12M | +3% | 379k | 32.03 |
|
| Uber Technologies (UBER) | 1.0 | $12M | +10% | 192k | 61.57 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $12M | 23k | 495.22 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $11M | 26k | 436.80 |
|
|
| Dynatrace Com New (DT) | 0.9 | $10M | 190k | 54.69 |
|
|
| Microsoft Corporation (MSFT) | 0.7 | $7.7M | +6% | 21k | 376.03 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.6 | $7.6M | -6% | 267k | 28.64 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $7.5M | 200k | 37.56 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $6.9M | -3% | 49k | 140.93 |
|
| Meta Platforms Cl A (META) | 0.6 | $6.7M | 19k | 353.96 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $6.3M | +25% | 13k | 475.32 |
|
| Ceridian Hcm Hldg (DAY) | 0.5 | $5.6M | 84k | 67.12 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $4.8M | +7% | 22k | 218.15 |
|
| Rlx Technology Sponsored Ads (RLX) | 0.4 | $4.3M | -9% | 2.2M | 2.00 |
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.4 | $4.2M | +15% | 134k | 31.62 |
|
| Airbnb Com Cl A (ABNB) | 0.3 | $3.9M | 29k | 136.14 |
|
|
| Tesla Motors (TSLA) | 0.3 | $3.9M | 16k | 248.49 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.3 | $3.9M | -9% | 169k | 22.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.8M | -4% | 27k | 139.69 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $3.8M | -2% | 26k | 147.14 |
|
| Amazon (AMZN) | 0.3 | $3.5M | +5% | 23k | 151.94 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $3.4M | -13% | 42k | 81.10 |
|
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.3 | $3.3M | 158k | 20.99 |
|
|
| Twilio Cl A (TWLO) | 0.3 | $3.3M | 44k | 75.87 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $3.3M | +94% | 42k | 77.51 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $3.3M | 56k | 57.96 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $3.1M | 15k | 200.71 |
|
|
| Mongodb Cl A (MDB) | 0.3 | $3.0M | 7.3k | 408.87 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.9M | 33k | 88.36 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.8M | +2% | 17k | 170.10 |
|
| Roblox Corp Cl A (RBLX) | 0.2 | $2.8M | 61k | 45.72 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.6M | 10k | 255.33 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $2.6M | 69k | 37.22 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $2.5M | 74k | 34.36 |
|
|
| Servicenow (NOW) | 0.2 | $2.4M | 3.5k | 706.53 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $2.4M | +15% | 24k | 102.88 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.4M | +8% | 6.8k | 356.66 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.4M | 39k | 62.66 |
|
|
| Lyft Cl A Com (LYFT) | 0.2 | $2.3M | 154k | 14.99 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $2.3M | -4% | 30k | 76.38 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $2.2M | 91k | 24.11 |
|
|
| Intuit (INTU) | 0.2 | $2.0M | 3.1k | 625.02 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.9M | -2% | 8.3k | 232.64 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.7M | +6% | 7.3k | 237.22 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.6M | 9.4k | 165.25 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.5M | -5% | 20k | 77.02 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.5M | 13k | 117.22 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | +43% | 3.6k | 409.55 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.3M | 8.5k | 156.74 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.3M | 5.0k | 262.24 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.3M | +2% | 23k | 56.40 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.3M | -7% | 8.5k | 147.40 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | +3% | 5.7k | 213.33 |
|
| salesforce (CRM) | 0.1 | $1.2M | +39% | 4.5k | 263.12 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | -38% | 23k | 49.22 |
|
| Weave Communications (WEAV) | 0.1 | $1.1M | 98k | 11.47 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | 22k | 47.90 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $983k | 2.1k | 477.63 |
|
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $967k | -4% | 16k | 61.90 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $946k | +7% | 3.1k | 303.17 |
|
| Snap Cl A (SNAP) | 0.1 | $911k | 54k | 16.93 |
|
|
| Visa Com Cl A (V) | 0.1 | $904k | 3.5k | 260.37 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $880k | +6% | 1.7k | 507.38 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $859k | 6.9k | 124.97 |
|
|
| Nike CL B (NKE) | 0.1 | $825k | -7% | 7.6k | 108.57 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $811k | 12k | 70.35 |
|
|
| Home Depot (HD) | 0.1 | $798k | 2.3k | 346.52 |
|
|
| American Express Company (AXP) | 0.1 | $790k | -2% | 4.2k | 187.34 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $773k | -11% | 1.8k | 426.59 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $764k | 4.6k | 164.42 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $721k | +2% | 4.9k | 146.54 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $680k | 26k | 25.98 |
|
|
| Chevron Corporation (CVX) | 0.1 | $674k | 4.5k | 149.15 |
|
|
| Boeing Company (BA) | 0.1 | $673k | +25% | 2.6k | 260.61 |
|
| UnitedHealth (UNH) | 0.1 | $669k | +25% | 1.3k | 526.66 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $659k | +2% | 16k | 41.10 |
|
| Merck & Co (MRK) | 0.1 | $648k | 5.9k | 109.02 |
|
|
| Netflix (NFLX) | 0.1 | $624k | +73% | 1.3k | 486.70 |
|
| Intel Corporation (INTC) | 0.1 | $617k | -5% | 12k | 50.25 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $592k | -5% | 7.1k | 82.96 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $573k | -2% | 3.4k | 170.44 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $567k | 3.0k | 187.91 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $535k | 2.1k | 259.51 |
|
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $518k | 7.2k | 71.91 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $518k | +5% | 1.3k | 406.88 |
|
| Workday Cl A (WDAY) | 0.0 | $515k | 1.9k | 276.08 |
|
|
| Applied Materials (AMAT) | 0.0 | $514k | -6% | 3.2k | 162.08 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $511k | 4.9k | 105.23 |
|
|
| Samsara Com Cl A (IOT) | 0.0 | $511k | -24% | 15k | 33.38 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $497k | 8.6k | 57.94 |
|
|
| Pepsi (PEP) | 0.0 | $496k | +44% | 2.9k | 169.81 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $495k | +4% | 5.9k | 84.13 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $491k | 12k | 40.91 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $486k | +2% | 834.00 | 582.92 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $475k | -32% | 4.4k | 108.41 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $470k | +18% | 4.3k | 108.25 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $463k | 957.00 | 484.05 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $460k | +18% | 484.00 | 949.86 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $459k | 5.9k | 77.73 |
|
|
| Abbvie (ABBV) | 0.0 | $455k | -14% | 2.9k | 154.96 |
|
| McKesson Corporation (MCK) | 0.0 | $455k | 982.00 | 462.95 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $451k | -12% | 5.5k | 82.50 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $437k | -4% | 1.2k | 350.78 |
|
| Pinterest Cl A (PINS) | 0.0 | $437k | -6% | 12k | 37.04 |
|
| Cisco Systems (CSCO) | 0.0 | $427k | 8.5k | 50.52 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $418k | 4.0k | 104.46 |
|
|
| Builders FirstSource (BLDR) | 0.0 | $411k | -2% | 2.5k | 166.94 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $410k | -19% | 24k | 17.34 |
|
| Coca-Cola Company (KO) | 0.0 | $390k | -5% | 6.6k | 58.93 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $389k | -4% | 652.00 | 596.35 |
|
| Rockwell Automation (ROK) | 0.0 | $388k | -9% | 1.2k | 310.43 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $382k | 3.7k | 103.45 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $373k | 4.9k | 75.54 |
|
|
| Uipath Cl A (PATH) | 0.0 | $370k | -48% | 15k | 24.84 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $357k | 1.7k | 205.75 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $353k | 8.8k | 40.21 |
|
|
| Danaher Corporation (DHR) | 0.0 | $349k | -16% | 1.5k | 231.33 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $348k | 8.9k | 39.10 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $347k | +19% | 3.3k | 104.00 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $344k | 2.0k | 170.40 |
|
|
| Msa Safety Inc equity (MSA) | 0.0 | $342k | 2.0k | 168.83 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $341k | -20% | 1.1k | 310.88 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $331k | 6.0k | 55.35 |
|
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $328k | NEW | 11k | 30.59 |
|
| Fiserv (FI) | 0.0 | $327k | 2.5k | 132.84 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $316k | +7% | 2.9k | 110.07 |
|
| Broadcom (AVGO) | 0.0 | $315k | -33% | 282.00 | 1116.41 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $309k | +4% | 3.1k | 99.97 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $303k | 7.2k | 42.18 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $301k | NEW | 457.00 | 659.61 |
|
| TJX Companies (TJX) | 0.0 | $295k | -4% | 3.1k | 93.81 |
|
| W.W. Grainger (GWW) | 0.0 | $292k | -6% | 352.00 | 828.69 |
|
| Anthem (ELV) | 0.0 | $280k | +17% | 594.00 | 471.20 |
|
| S&p Global (SPGI) | 0.0 | $273k | NEW | 620.00 | 440.77 |
|
| Target Corporation (TGT) | 0.0 | $269k | NEW | 1.9k | 142.41 |
|
| Prologis (PLD) | 0.0 | $266k | -5% | 2.0k | 133.28 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $264k | 1.6k | 160.95 |
|
|
| Paychex (PAYX) | 0.0 | $263k | 2.2k | 119.11 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $260k | 1.6k | 157.69 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $258k | 7.0k | 36.96 |
|
|
| Cigna Corp (CI) | 0.0 | $253k | -16% | 845.00 | 299.35 |
|
| McDonald's Corporation (MCD) | 0.0 | $252k | -2% | 851.00 | 296.52 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $252k | 15k | 17.17 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $249k | 2.4k | 104.10 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $249k | NEW | 329.00 | 756.92 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $245k | 1.3k | 189.46 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $242k | 874.00 | 277.15 |
|
|
| Stellantis SHS (STLA) | 0.0 | $242k | NEW | 10k | 23.32 |
|
| Palo Alto Networks (PANW) | 0.0 | $238k | NEW | 807.00 | 294.86 |
|
| Starbucks Corporation (SBUX) | 0.0 | $233k | NEW | 2.4k | 96.00 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $231k | 4.9k | 47.24 |
|
|
| Stryker Corporation (SYK) | 0.0 | $230k | NEW | 767.00 | 299.43 |
|
| Banco Santander Adr (SAN) | 0.0 | $228k | +55% | 55k | 4.14 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $227k | 1.4k | 157.80 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $226k | NEW | 389.00 | 581.99 |
|
| Amgen (AMGN) | 0.0 | $222k | NEW | 770.00 | 287.93 |
|
| Nerdwallet Com Cl A (NRDS) | 0.0 | $221k | -3% | 15k | 14.72 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $218k | -21% | 2.2k | 99.25 |
|
| Public Service Enterprise (PEG) | 0.0 | $210k | -13% | 3.4k | 61.15 |
|
| WESCO International (WCC) | 0.0 | $207k | NEW | 1.2k | 173.88 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $201k | NEW | 2.9k | 68.80 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $201k | NEW | 5.7k | 35.20 |
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.0 | $134k | -83% | 134k | 1.00 |
|
| Skillz Com Cl A (SKLZ) | 0.0 | $117k | 19k | 6.24 |
|
|
| Health Catalyst (HCAT) | 0.0 | $116k | 13k | 9.26 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $102k | 12k | 8.70 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $94k | NEW | 11k | 8.46 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $87k | NEW | 15k | 5.76 |
|
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $77k | NEW | 14k | 5.43 |
|
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $72k | NEW | 10k | 7.11 |
|
| Paramount Group Inc reit (PGRE) | 0.0 | $58k | -13% | 11k | 5.17 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $56k | +48% | 17k | 3.24 |
|
| Lyell Immunopharma (LYEL) | 0.0 | $41k | 21k | 1.94 |
|
|
| Nektar Therapeutics (NKTR) | 0.0 | $29k | 52k | 0.56 |
|
Past Filings by Adero Partners
SEC 13F filings are viewable for Adero Partners going back to 2019
- Adero Partners 2023 Q4 filed Feb. 12, 2024
- Adero Partners 2023 Q3 filed Nov. 14, 2023
- Adero Partners 2023 Q2 filed Aug. 2, 2023
- Vista Wealth Management Group 2023 Q1 filed May 4, 2023
- Vista Wealth Management Group 2022 Q4 filed Feb. 7, 2023
- Vista Wealth Management Group 2022 Q3 filed Oct. 25, 2022
- Vista Wealth Management Group 2022 Q2 filed July 14, 2022
- Vista Wealth Management Group 2022 Q1 filed May 4, 2022
- Vista Wealth Management Group 2021 Q4 filed Jan. 19, 2022
- Vista Wealth Management Group 2021 Q3 filed Nov. 2, 2021
- Vista Wealth Management Group 2021 Q2 filed July 27, 2021
- Vista Wealth Management Group 2021 Q1 filed April 26, 2021
- Vista Wealth Management Group 2020 Q4 filed Jan. 25, 2021
- Vista Wealth Management Group 2020 Q3 filed Oct. 26, 2020
- Vista Wealth Management Group 2020 Q2 filed July 14, 2020
- Vista Wealth Management Group 2020 Q1 filed May 1, 2020