Vista Wealth Management Group

Vista Wealth Management Group as of March 31, 2020

Portfolio Holdings for Vista Wealth Management Group

Vista Wealth Management Group holds 69 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Invesco S&p 500 Low Volatility Etf (SPLV) 16.1 $9.7M 208k 46.92
Vanguard REIT ETF (VNQ) 11.3 $6.8M 98k 69.85
Snap Inc cl a (SNAP) 6.1 $3.7M 311k 11.89
Schwab Strategic Tr us aggregate b (SCHZ) 3.8 $2.3M 42k 54.27
Lyft (LYFT) 3.6 $2.2M 81k 26.85
iShares Russell 2000 Index (IWM) 3.5 $2.1M 19k 114.47
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 2.9 $1.7M 55k 31.33
Apple (AAPL) 2.4 $1.5M 5.8k 254.22
Uber Technologies (UBER) 2.3 $1.4M 50k 27.93
Slack Technologies 2.2 $1.3M 50k 26.83
Schwab U S Large Cap Growth ETF (SCHG) 2.2 $1.3M 17k 79.62
Sch Fnd Intl Lg Etf (FNDF) 2.0 $1.2M 59k 21.03
Spdr S&p 500 Etf (SPY) 1.9 $1.2M 4.5k 257.74
iShares Russell 1000 Value Index (IWD) 1.7 $1.0M 11k 99.23
iShares Dow Jones Select Dividend (DVY) 1.6 $976k 13k 73.56
iShares Russell 1000 Index (IWB) 1.5 $935k 6.6k 141.60
Microsoft Corporation (MSFT) 1.5 $931k 5.9k 157.74
Upwork (UPWK) 1.5 $901k 140k 6.45
Facebook Inc cl a (META) 1.5 $890k 5.3k 166.73
Telaria 1.5 $882k 147k 6.00
Vanguard Total World Stock Idx (VT) 1.3 $794k 13k 62.77
Schwab Strategic Tr us lrg cap etf (SCHX) 1.2 $736k 12k 61.22
ISHARES TR MSCI Small Cap msci small cap (SCZ) 1.2 $730k 16k 44.81
Amazon (AMZN) 1.2 $698k 358.00 1949.72
Vanguard Short-Term Bond ETF (BSV) 1.1 $680k 8.3k 82.19
Schwab Strategic Tr schwb fdt int sc (FNDC) 1.1 $646k 28k 23.48
Intel Corporation (INTC) 1.0 $604k 11k 54.08
Alphabet Inc Class C cs (GOOG) 0.9 $564k 485.00 1162.89
SPDR S&P Dividend (SDY) 0.9 $549k 6.9k 79.85
Vanguard Intermediate-Term Bond ETF (BIV) 0.9 $540k 6.0k 89.36
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.8 $496k 19k 25.87
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.8 $487k 9.2k 52.86
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 0.8 $454k 22k 20.57
SPDR S&P MidCap 400 ETF (MDY) 0.7 $441k 1.7k 262.66
iShares Russell 1000 Growth Index (IWF) 0.7 $428k 2.8k 150.60
Johnson & Johnson (JNJ) 0.7 $401k 3.1k 131.30
World Gold Tr spdr gld minis 0.6 $377k 24k 15.71
iShares S&P 500 Index (IVV) 0.6 $351k 1.4k 258.28
Livongo Health 0.6 $348k 12k 28.49
Advanced Micro Devices (AMD) 0.6 $341k 7.5k 45.44
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.6 $340k 3.0k 112.88
Texas Instruments Incorporated (TXN) 0.5 $327k 3.3k 100.03
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.5 $319k 5.7k 56.28
Novartis (NVS) 0.5 $317k 3.8k 82.47
iShares MSCI Emerging Markets Indx (EEM) 0.5 $299k 8.8k 34.11
Schwab Strategic Tr us reit etf (SCHH) 0.5 $295k 9.0k 32.77
Alphabet Inc Class A cs (GOOGL) 0.5 $290k 250.00 1160.00
Ishares Inc etp (EWM) 0.5 $290k 13k 23.20
Vanguard Extended Market ETF (VXF) 0.5 $276k 3.0k 90.58
salesforce (CRM) 0.4 $269k 1.9k 143.85
Tesla Motors (TSLA) 0.4 $261k 499.00 523.05
Zynga 0.4 $260k 38k 6.85
Bristol Myers Squibb (BMY) 0.4 $259k 4.6k 55.78
Cisco Systems (CSCO) 0.4 $253k 6.4k 39.38
Verizon Communications (VZ) 0.4 $249k 4.6k 53.66
iShares Russell Midcap Index Fund (IWR) 0.4 $248k 5.7k 43.21
iShares S&P SmallCap 600 Index (IJR) 0.4 $248k 4.4k 56.01
iShares Russell Midcap Growth Idx. (IWP) 0.4 $243k 2.0k 121.50
Schwab U S Small Cap ETF (SCHA) 0.4 $237k 4.6k 51.61
Chevron Corporation (CVX) 0.4 $232k 3.2k 72.41
Adobe Systems Incorporated (ADBE) 0.4 $222k 699.00 317.60
JPMorgan Chase & Co. (JPM) 0.4 $214k 2.4k 90.11
Nike (NKE) 0.3 $206k 2.5k 82.70
Pinterest Inc Cl A (PINS) 0.3 $174k 11k 15.40
Energy Transfer Equity (ET) 0.2 $141k 31k 4.58
At&t (T) 0.2 $105k 3.6k 29.11
Swiss Helvetia Fund (SWZ) 0.1 $86k 12k 6.93
Banco Santander (SAN) 0.1 $48k 21k 2.34
New York Mortgage Trust 0.0 $17k 11k 1.57