The Analysis of VISTA CAPITAL PARTNERS, INC.'s Holdings
Currently, VISTA CAPITAL PARTNERS, INC. holds 145 types of securities in its portfolio with a total value $983.0M. In the most recent quarter, they have increased their positions in VNQ (+36.6K shares, valued at $3.3M), VXUS (+14.4K shares, valued at $1.1M), VTEI (+9.6K shares, valued at $960.0K); decreased their positions in VUG (-4.2K shares, valued at $2.0M), SCHB (-69.5K shares, valued at $1.8M), VTI (-3.5K shares, valued at $1.1M); initiated new positions in VXUS (+14.4K shares, valued at $1.1M), VTEI (+9.6K shares, valued at $960.0K), QDF (+11.8K shares, valued at $933.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI Vanguard Total U.S. Stock Market Index Fund1.1M shares-0.31%2025-09-302025-11-07
VTV Vanguard Value Index Fund780.3K shares-0.14%2025-09-302025-11-07 VNQ Vanguard REIT Index Fund1.3M shares2.89%2025-09-302025-11-07 VUG Vanguard Growth Index Fund202.8K shares-2.03%2025-09-302025-11-07 VB Vanguard Small Cap Index Fund265.2K shares-0.16%2025-09-302025-11-07 SCHB Schwab U.S. Broad Market Index Fund819.0K shares-7.82%2025-09-302025-11-07 MSFT Microsoft Corp29.9K shares5.25%2025-09-302025-11-07 AAPL Apple Inc47.0K shares2.35%2025-09-302025-11-07 SCHH Schwab U.S. REIT Fund336.9K shares-0.09%2025-09-302025-11-07 SYK Stryker Corp19.4K shares0.10%2025-09-302025-11-07 NVDA Nvidia Corp35.0K shares-1.96%2025-09-302025-11-07 VOO Vanguard S&P 500 ETF9.8K shares3.99%2025-09-302025-11-07 SPY SPDRs - S&P 500 Index Fund8.9K shares-2.41%2025-09-302025-11-07 DFIC DFA International Core Equity II ETF162.1K shares0.93%2025-09-302025-11-07 VNQI Vanguard Int'l REIT Index Fund97.1K shares-6.45%2025-09-302025-11-07 DFAC DFA U.S. Core Equity II Fund104.0K shares-20.29%2025-09-302025-11-07 DFEM DFA Emerging Markets Core Equity II ETF119.8K shares0.90%2025-09-302025-11-07 IWF iShares Russell 1000 Growth Index Fund7.6K shares-12.31%2025-09-302025-11-07 SBUX Starbucks35.3K shares0.19%2025-09-302025-11-07 AMZN Amazon.com12.9K shares16.72%2025-09-302025-11-07 BRK.A Berkshire Hathaway Cl B5.4K shares-0.73%2025-09-302025-11-07 COST Costco Wholesale2.9K shares2.20%2025-09-302025-11-07 DFIS DFA International Small Cap ETF75.2K shares1.23%2025-09-302025-11-07 DFSU DFA U.S. Sustainability ETF47.6K shares5.09%2025-09-302025-11-07 NKE Nike27.7K shares-0.50%2025-09-302025-11-07 SCHA Schwab U.S. Small Cap Fund64.3K shares-0.35%2025-09-302025-11-07 GOOGL Google Inc Class A7.2K shares71.44%2025-09-302025-11-07 VSGX Vanguard ESG International Stock Fund23.2K shares-7.53%2025-09-302025-11-07 IVV iShares Core S&P 5002.4K shares-2.96%2025-09-302025-11-07 IWD iShares Russell 1000 Value Index Fund7.8K shares-26.00%2025-09-302025-11-07 AVEE Avantis Emerging Markets Small Cap ETF24.8K shares-7.78%2025-09-302025-11-07 VV Vanguard Large Cap5.1K shares-5.86%2025-09-302025-11-07 IEFA iShares Core MSCI EAFE ETF17.0K shares73.94%2025-09-302025-11-07 IWV Ishares Tr Russell3.8K shares0.00%2025-09-302025-11-07 GOOG Google Inc Class C5.6K shares2.94%2025-09-302025-11-07 JPM J. P. Morgan Chase4.3K shares6.97%2025-09-302025-11-07 AVSU Avantis U.S. Responsible ETF18.2K shares-6.78%2025-09-302025-11-07 QQQ NASDAQ 100 Shares2.1K shares-8.24%2025-09-302025-11-07 IJR iShares Core S&P Small-Cap ETF9.6K shares64.41%2025-09-302025-11-07 VXUS Vanguard Total Intl Etf14.4K sharesnew addition2025-09-302025-11-07 JNJ Johnson & Johnson5.6K shares3.35%2025-09-302025-11-07 CVX Chevron6.3K shares36.32%2025-09-302025-11-07 VTEI Vanguard Int-Term Tax Exempt ETF9.6K sharesnew addition2025-09-302025-11-07 VT Vanguard Total World Stock Index6.8K shares-5.10%2025-09-302025-11-07 QDF FlexShares Quality Dividend ETF11.8K sharesnew addition2025-09-302025-11-07 IWM iShares Russell 2000 Index Fund3.8K shares0.00%2025-09-302025-11-07 IWB iShares Russell 1000 ETF2.4K shares0.00%2025-09-302025-11-07 META Meta Platforms Inc1.2K shares7.63%2025-09-302025-11-07 SO The Southern Company8.7K shares0.16%2025-09-302025-11-07 DVYE iShares Emerging Markets Dividend ETF27.0K sharesnew addition2025-09-302025-11-07 ONON On Holding AG Ord Class A18.3K shares0.00%2025-09-302025-11-07 IWC iShares Russell Microcap Index Fund5.0K shares0.00%2025-09-302025-11-07 DFUV DFA Tax-Managed US Marketwide Value II16.5K shares0.03%2025-09-302025-11-07 DFSV DFA U.S. Small Cap Value ETF23.0K shares-0.80%2025-09-302025-11-07 APD Air Prod & Chemicals Inc2.6K shares0.27%2025-09-302025-11-07 IWR iShares Russell Midcap ETF7.3K sharesnew addition2025-09-302025-11-07 USMV iShares MSCI USA Min7.4K shares0.00%2025-09-302025-11-07 BAC Bank Of America13.3K shares51.31%2025-09-302025-11-07 FI Fiserv Inc5.2K shares28.09%2025-09-302025-11-07 TSLA Tesla Motors Inc1.5K shares-9.99%2025-09-302025-11-07 IBM International Business Machines2.2K shares-6.93%2025-09-302025-11-07 LLY Lilly Eli & Company820 shares16.31%2025-09-302025-11-07 XOM Exxon Mobil5.5K shares5.93%2025-09-302025-11-07 CMI Cummins Inc1.4K shares13.44%2025-09-302025-11-07 ORCL Oracle2.0K sharesnew addition2025-09-302025-11-07 VEA Vanguard Developed Markets ETF9.5K shares0.00%2025-09-302025-11-07 VGIT Vanguard Int-Term Treasury Fund9.3K shares19.88%2025-09-302025-11-07 PH Parker-Hannifin726 shares91.05%2025-09-302025-11-07 CCJ Cameco Corp6.5K sharesnew addition2025-09-302025-11-07 DXUV DFA U.S. Vector Equity ETF9.3K shares63.21%2025-09-302025-11-07 IGOV iShares International Treasury Fund12.6K shares-1.96%2025-09-302025-11-07 POR Portland General Elec12.0K shares0.12%2025-09-302025-11-07 SCHF Schwab International Equity Fund22.3K shares-3.83%2025-09-302025-11-07 EFA iShares MSCI EAFE Index Fund5.5K shares-14.80%2025-09-302025-11-07 ITOT iShares Core S&P Total US Stock Mkt ETF3.5K shares-1.05%2025-09-302025-11-07 AVDE Avantis International Equity Fund6.4K shares-3.35%2025-09-302025-11-07 SCHP Schwab U.S. TIPS Fund18.6K shares16.12%2025-09-302025-11-07 INTC Intel Corp14.9K shares-35.37%2025-09-302025-11-07 ABBV Abbvie Inc2.1K shares-3.94%2025-09-302025-11-07 ENVX Enovix Corp49.2K shares0.00%2025-09-302025-11-07 IJS Ishares Trust S&p Smallcap 600/barra Value Index F4.3K shares0.00%2025-09-302025-11-07 IEMG iShares Core MSCI Emerging Markets ETF7.2K shares0.00%2025-09-302025-11-07 VWO Vanguard Emerging Markets Fund8.7K shares34.81%2025-09-302025-11-07 ALL Allstate2.2K shares36.23%2025-09-302025-11-07 V Visa Inc Cl A1.3K shares20.65%2025-09-302025-11-07 SCHV Schwab U.S. Large Cap Value Fund15.1K shares-1.28%2025-09-302025-11-07 IXN iShares Global Tech Fund3.8K shares0.00%2025-09-302025-11-07 BX Blackstone Inc2.3K shares0.26%2025-09-302025-11-07 AXP American Express1.2K sharesnew addition2025-09-302025-11-07 J Jacobs Engineering Group Inc2.5K shares-9.61%2025-09-302025-11-07 SCHG Schwab U.S. Large Cap Growth Fund11.8K shares-2.65%2025-09-302025-11-07 VIG Vanguard Div Apprciation1.7K shares-4.67%2025-09-302025-11-07 WFC Wells Fargo4.4K sharesnew addition2025-09-302025-11-07 IEI iShares Barclays 3-7 Yr TSY Bond Fund3.1K shares-0.42%2025-09-302025-11-07 VYM Vanguard Whitehall - High Div Yield ETF2.5K shares0.00%2025-09-302025-11-07 VBR Vanguard Small Cap Value Index Fund1.7K shares-8.42%2025-09-302025-11-07 IWP iShares Russell Midcap Growth2.5K shares-35.36%2025-09-302025-11-07 HD Home Depot853 shares1.43%2025-09-302025-11-07 WMT Wal-Mart Stores3.2K shares-0.69%2025-09-302025-11-07 NFLX Netflix Inc270 shares3.45%2025-09-302025-11-07 DIA Diamonds TRUST Series I684 shares0.15%2025-09-302025-11-07 XLK Technology Select Sector SPDR ETF1.1K shares0.00%2025-09-302025-11-07 SCHC Schwab International Small Cap Fund6.9K shares-7.94%2025-09-302025-11-07 PWR Quanta Services Inc720 shares-30.23%2025-09-302025-11-07 SDY SPDR S&P Dividend Fund2.1K shares0.00%2025-09-302025-11-07 IAU Ishares Tr Comex Gold4.0K sharesnew addition2025-09-302025-11-07 VXF Vanguard Extended Mkt1.4K shares0.00%2025-09-302025-11-07 AVEM Avantis Emerging Markets Fund3.8K shares-3.02%2025-09-302025-11-07 NOC Northrop Grumman448 shares3.23%2025-09-302025-11-07 AMGN Amgen932 shares20.41%2025-09-302025-11-07 TIP iShares Barclays TIP Bond Fund2.3K shares2.61%2025-09-302025-11-07 CAT Caterpillar532 sharesnew addition2025-09-302025-11-07 ETN Eaton Corporation677 shares-6.62%2025-09-302025-11-07 GLW Corning3.1K sharesnew addition2025-09-302025-11-07 ADBE Adobe Systems Inc704 shares12.82%2025-09-302025-11-07 RTX Raytheon Technologies Ord1.4K sharesnew addition2025-09-302025-11-07 PDP Powershs Exch Trad Fd Tr2.0K shares0.00%2025-09-302025-11-07 DIS Disney2.0K sharesnew addition2025-09-302025-11-07 PEP Pepsico Inc1.7K sharesnew addition2025-09-302025-11-07 ACWI iShares MSCI ACWI Fund1.7K shares-7.45%2025-09-302025-11-07 DKS Dicks Sporting Goods Inc1.0K shares0.68%2025-09-302025-11-07 HON Honeywell1.1K sharesnew addition2025-09-302025-11-07 NUE Nucor Corp1.7K shares0.60%2025-09-302025-11-07 KMI Kinder Morgan Inc7.9K shares-2.98%2025-09-302025-11-07 BA Boeing1.0K shares-2.89%2025-09-302025-11-07 TMUS T-Mobile US Inc932 sharesnew addition2025-09-302025-11-07 AVGE Avantis All Equity Markets Fund2.7K shares1.06%2025-09-302025-11-07 APH Amphenol Corp Cl A1.8K sharesnew addition2025-09-302025-11-07 IVE Ishares Trust S&p 500/barra Value Index Fund1.0K shares0.00%2025-09-302025-11-07 DES Wisdomtree Smallcap Div6.4K sharesnew addition2025-09-302025-11-07 AEP American Electric Power1.8K sharesnew addition2025-09-302025-11-07 ZS Zscaler Inc693 sharesnew addition2025-09-302025-11-07 RSP Guggenheim S&P 500 Equalweight ETF1.1K sharesnew addition2025-09-302025-11-07 GTLS Chart Industries Inc1.0K sharesnew addition2025-09-302025-11-07 COF Capital One Financial Cp948 shares-1.86%2025-09-302025-11-07 IJH iShares Core S&P Mid-Cap ETF3.1K sharesnew addition2025-09-302025-11-07 KVUE KENVUE ORD10.1K sharesnew addition2025-09-302025-11-07 ABSI Absi Corp43.3K shares0.00%2025-09-302025-11-07 TLRY Tilray Brands Inc24.1K shares0.00%2025-09-302025-11-07 RIG Transocean Sedco Forex13.2K sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available