Vista Private Wealth Partners

Vista Private Wealth Partners as of Dec. 31, 2019

Portfolio Holdings for Vista Private Wealth Partners

Vista Private Wealth Partners holds 73 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Large Cap Growth ETF (SCHG) 8.9 $16M 165k 94.15
Sch Us Mid-cap Etf etf (SCHM) 8.4 $15M 241k 60.31
Schwab Strategic Tr us lrg cap etf (SCHX) 6.6 $12M 148k 77.51
Schwab Strategic Tr cmn (SCHV) 6.6 $11M 188k 60.44
Schwab International Equity ETF (SCHF) 6.4 $11M 328k 33.90
Invesco Bulletshares 2020 Corp 4.3 $7.5M 352k 21.29
Schwab Strategic Tr sht tm us tres (SCHO) 4.3 $7.5M 148k 50.48
Vaneck Vectors Etf Tr morningstar wide (MOAT) 4.0 $6.8M 124k 55.28
Schwab Strategic Tr us dividend eq (SCHD) 3.9 $6.7M 116k 58.07
Bscm etf 3.5 $6.0M 278k 21.52
Ishares Tr usa min vo (USMV) 3.4 $5.9M 89k 65.62
Schwab U S Small Cap ETF (SCHA) 2.8 $4.9M 65k 75.74
Vaneck Vectors Etf Tr real asset (RAAX) 2.3 $4.0M 155k 25.76
iShares MSCI EAFE Index Fund (EFA) 1.9 $3.3M 48k 70.13
iShares S&P SmallCap 600 Index (IJR) 1.8 $3.2M 38k 83.92
Schwab Emerging Markets Equity ETF (SCHE) 1.8 $3.1M 110k 28.01
Wisdomtree Tr brclys us aggr (AGGY) 1.7 $2.9M 56k 52.35
IndexIQ IQ ARB Merger Arbitrage ETF (MNA) 1.6 $2.7M 81k 33.22
Invesco Bulletshs 2020 Hi Yld Corp Bd Etf 1.6 $2.7M 112k 23.93
Vaneck Vectors Etf Tr morningstar intl (MOTI) 1.5 $2.5M 78k 32.53
iShares Lehman 1-3 Year Treas.Bond (SHY) 1.4 $2.5M 29k 84.66
Powershares S&p Intl Dev Low Volatil Etf etf (IDLV) 1.3 $2.3M 68k 34.22
Invesco Exch Trd Slf Idx Fd bulshs 2022 hy 1.3 $2.3M 95k 24.47
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.3 $2.2M 20k 114.02
Innovator Etfs Tr s&p 500 ultra (UJAN) 1.1 $2.0M 71k 27.99
iShares S&P 500 Index (IVV) 1.1 $1.9M 5.9k 326.38
Sch Fnd Intl Lg Etf (FNDF) 1.1 $1.8M 62k 29.20
Invesco Exch Trd Slf Idx Fd bulshs 2021 hy 1.0 $1.7M 68k 24.69
Innovator Etfs Tr s&p 500 power (PJAN) 0.9 $1.6M 58k 28.50
Schwab U S Broad Market ETF (SCHB) 0.7 $1.2M 15k 77.55
salesforce (CRM) 0.7 $1.1M 6.7k 166.99
Invesco Qqq Trust Series 1 (QQQ) 0.6 $1.1M 5.0k 216.09
SPDR DJ Wilshire Mid Cap Growth (MDYG) 0.6 $1.1M 19k 57.27
iShares Russell 1000 Index (IWB) 0.5 $896k 5.0k 180.03
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.5 $834k 13k 62.81
Ishares Tr eafe min volat (EFAV) 0.5 $779k 10k 74.81
Ishares Tr faln angls usd (FALN) 0.4 $760k 28k 27.20
Invesco Bulletshares 2021 Corp 0.4 $737k 35k 21.26
Wisdomtree Us Smallcap Dividen mf (DGRS) 0.4 $730k 19k 37.66
Wisdomtree Tr cmn (XSOE) 0.4 $732k 23k 31.79
Ishares Tr ibonds dec 22 0.4 $667k 26k 26.18
Ishares 2020 Amt-free Muni Bond Etf 0.4 $665k 26k 25.54
Oracle Corporation (ORCL) 0.4 $636k 12k 53.93
Wells Fargo & Company (WFC) 0.4 $621k 12k 53.72
iShares Russell 2000 Index (IWM) 0.3 $600k 3.6k 165.84
Invesco S&p 500 Equal Weight Etf (RSP) 0.3 $511k 4.4k 116.03
Berkshire Hathaway (BRK.B) 0.3 $494k 2.2k 228.39
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.2 $432k 20k 21.34
Ishares Tr core strm usbd (ISTB) 0.2 $393k 7.8k 50.48
Antero Midstream Corp antero midstream (AM) 0.2 $399k 56k 7.09
Microsoft Corporation (MSFT) 0.2 $382k 2.4k 160.50
Apple (AAPL) 0.2 $367k 1.2k 300.57
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.2 $367k 7.2k 50.66
Ishares Tr ibonds dec 21 0.2 $353k 14k 25.75
Pfizer (PFE) 0.2 $313k 8.0k 39.16
Amgen (AMGN) 0.2 $303k 1.3k 240.10
Ssga Active Etf Tr blkstn gsosrln (SRLN) 0.2 $311k 6.7k 46.70
Aberdeen Income Cred Strat (ACP) 0.2 $304k 26k 11.55
Intel Corporation (INTC) 0.1 $260k 4.3k 60.90
Schwab Strategic Tr intrm trm (SCHR) 0.1 $267k 4.9k 55.04
Invesco Exchange Traded Fd T s&p500 eql ind (RSPN) 0.1 $255k 1.9k 137.54
iShares S&P MidCap 400 Growth (IJK) 0.1 $237k 992.00 238.91
SPDR DJ Wilshire Small Cap Value (SLYV) 0.1 $246k 3.7k 65.62
Schwab Strategic Tr 0 (SCHP) 0.1 $239k 4.2k 56.93
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.1 $243k 4.9k 49.14
Invesco Etf s&p500 eql stp (RSPS) 0.1 $247k 1.7k 144.36
Powershares Global Etf invesco equal wgt. utilities - etf (RSPU) 0.1 $248k 2.4k 104.55
Nike (NKE) 0.1 $221k 2.2k 101.98
Bsco etf (BSCO) 0.1 $232k 11k 21.47
Rivernorth Doubleline Strate (OPP) 0.1 $182k 11k 16.40
Ambev Sa- (ABEV) 0.0 $73k 16k 4.72
Antero Res (AR) 0.0 $52k 20k 2.58
Extraction Oil And Gas 0.0 $30k 14k 2.10