Vista Capital Partners as of March 31, 2011
Portfolio Holdings for Vista Capital Partners
Vista Capital Partners holds 14 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
McDonald's Corporation (MCD) | 11.7 | $581k | 8.00 | 72625.00 | |
Pepsi (PEP) | 11.6 | $578k | 9.00 | 64222.22 | |
iShares Russell Microcap Index (IWC) | 9.9 | $493k | 9.00 | 54777.78 | |
International Business Machines (IBM) | 8.9 | $446k | 3.00 | 148666.67 | |
iShares Lehman Aggregate Bond (AGG) | 8.4 | $418k | 4.00 | 104500.00 | |
iShares Russell 1000 Value Index (IWD) | 7.9 | $396k | 6.00 | 66000.00 | |
Exxon Mobil Corporation (XOM) | 7.3 | $363k | 4.00 | 90750.00 | |
Vanguard Total Stock Market ETF (VTI) | 7.1 | $356k | 5.00 | 71200.00 | |
Energizer Holdings | 5.5 | $273k | 4.00 | 68250.00 | |
Schwab Strategic Tr 0 (SCHP) | 4.8 | $239k | 5.00 | 47800.00 | |
Berkshire Hathaway (BRK.A) | 4.5 | $225k | 3.00 | 75000.00 | |
iShares Russell 2000 Index (IWM) | 4.2 | $210k | 2.00 | 105000.00 | |
G&K Services | 4.1 | $204k | 6.00 | 34000.00 | |
iShares Russell 1000 Growth Index (IWF) | 4.1 | $204k | 3.00 | 68000.00 |