The Analysis of VISTA CAPITAL PARTNERS, INC.'s Holdings
Currently, VISTA CAPITAL PARTNERS, INC. holds 152 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in VNQ (+97.1K shares, valued at $8.6M), IWF (+4.0K shares, valued at $1.9M), IWB (+3.6K shares, valued at $1.3M); decreased their positions in VUG (-8.5K shares, valued at $4.2M), VTV (-6.5K shares, valued at $1.2M), VXUS (-10.7K shares, valued at $806.7K); initiated new positions in N/A (+2.8K shares, valued at $985.0K), MU (+3.3K shares, valued at $942.4K), TMO (+1.4K shares, valued at $809.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI Vanguard Total U.S. Stock Market Index Fund1.1M shares-0.18%2025-12-312026-02-02
VTV Vanguard Value Index Fund773.8K shares-0.83%2025-12-312026-02-02 VNQ Vanguard REIT Index Fund1.4M shares7.45%2025-12-312026-02-02 VUG Vanguard Growth Index Fund194.2K shares-4.21%2025-12-312026-02-02 VB Vanguard Small Cap Index Fund263.1K shares-0.80%2025-12-312026-02-02 SCHB Schwab U.S. Broad Market Index Fund805.0K shares-1.71%2025-12-312026-02-02 MSFT Microsoft Corp31.3K shares4.75%2025-12-312026-02-02 AAPL Apple Inc47.5K shares0.97%2025-12-312026-02-02 SCHH Schwab U.S. REIT Fund350.1K shares3.93%2025-12-312026-02-02 SYK Stryker Corp19.4K shares0.08%2025-12-312026-02-02 SPY SPDRs - S&P 500 Index Fund9.3K shares5.21%2025-12-312026-02-02 NVDA Nvidia Corp32.1K shares-8.11%2025-12-312026-02-02 DFIC DFA International Core Equity II ETF164.3K shares1.35%2025-12-312026-02-02 IWF iShares Russell 1000 Growth Index Fund11.7K shares52.90%2025-12-312026-02-02 VNQI Vanguard Int'l REIT Index Fund95.5K shares-1.59%2025-12-312026-02-02 DFEM DFA Emerging Markets Core Equity II ETF113.9K shares-4.93%2025-12-312026-02-02 DFAC DFA U.S. Core Equity II Fund95.0K shares-8.72%2025-12-312026-02-02 AMZN Amazon.com13.8K shares6.70%2025-12-312026-02-02 SBUX Starbucks34.5K shares-2.39%2025-12-312026-02-02 BRK.A Berkshire Hathaway Cl B5.6K shares3.57%2025-12-312026-02-02 DFIS DFA International Small Cap ETF75.5K shares0.37%2025-12-312026-02-02 COST Costco Wholesale2.8K shares-4.96%2025-12-312026-02-02 IWB iShares Russell 1000 ETF6.0K shares149.01%2025-12-312026-02-02 DFSU DFA U.S. Sustainability ETF48.2K shares1.26%2025-12-312026-02-02 JPM J. P. Morgan Chase6.4K shares47.32%2025-12-312026-02-02 IWD iShares Russell 1000 Value Index Fund9.5K shares20.80%2025-12-312026-02-02 SCHA Schwab U.S. Small Cap Fund66.1K shares2.75%2025-12-312026-02-02 NKE Nike28.4K shares2.71%2025-12-312026-02-02 IEFA iShares Core MSCI EAFE ETF19.9K shares17.33%2025-12-312026-02-02 IVV iShares Core S&P 5002.5K shares4.90%2025-12-312026-02-02 VSGX Vanguard ESG International Stock Fund22.6K shares-2.52%2025-12-312026-02-02 VV Vanguard Large Cap4.8K shares-6.09%2025-12-312026-02-02 IWV Ishares Tr Russell3.8K shares0.00%2025-12-312026-02-02 AVEE Avantis Emerging Markets Small Cap ETF22.9K shares-7.30%2025-12-312026-02-02 AVSU Avantis U.S. Responsible ETF18.2K shares0.00%2025-12-312026-02-02 JNJ Johnson & Johnson6.0K shares7.22%2025-12-312026-02-02 IJR iShares Core S&P Small-Cap ETF9.6K shares-0.76%2025-12-312026-02-02 VEA Vanguard Developed Markets ETF17.2K shares81.88%2025-12-312026-02-02 IBM International Business Machines3.5K shares56.25%2025-12-312026-02-02 LLY Lilly Eli & Company958 shares16.83%2025-12-312026-02-02 SCHF Schwab International Equity Fund41.7K shares86.47%2025-12-312026-02-02 VT Vanguard Total World Stock Index7.1K shares3.88%2025-12-312026-02-02 Broadcom Inc. Broadcom Inc.2.8K sharesnew addition2025-12-312026-02-02 IWM iShares Russell 2000 Index Fund3.9K shares4.05%2025-12-312026-02-02 VTEI Vanguard Int-Term Tax Exempt ETF9.6K shares0.00%2025-12-312026-02-02 IWR iShares Russell Midcap ETF9.9K shares36.01%2025-12-312026-02-02 QDF FlexShares Quality Dividend ETF11.8K shares0.00%2025-12-312026-02-02 MU Micron Technology Inc3.3K sharesnew addition2025-12-312026-02-02 ONON On Holding AG Ord Class A19.9K shares8.61%2025-12-312026-02-02 CVX Chevron5.5K shares-12.04%2025-12-312026-02-02 DVYE iShares Emerging Markets Dividend ETF27.0K shares0.00%2025-12-312026-02-02 TSLA Tesla Motors Inc1.8K shares24.14%2025-12-312026-02-02 META Meta Platforms Inc1.3K shares8.64%2025-12-312026-02-02 TMO Thermo Fisher Scientific Inc1.4K sharesnew addition2025-12-312026-02-02 IWC iShares Russell Microcap Index Fund5.0K shares0.00%2025-12-312026-02-02 DFUV DFA Tax-Managed US Marketwide Value II16.5K shares0.02%2025-12-312026-02-02 SO The Southern Company8.7K shares0.08%2025-12-312026-02-02 DFSV DFA U.S. Small Cap Value ETF23.1K shares0.43%2025-12-312026-02-02 DXUV DFA U.S. Vector Equity ETF12.6K shares36.46%2025-12-312026-02-02 AGG iShares Barclays Agg. Bond Index Fund7.5K sharesnew addition2025-12-312026-02-02 XOM Exxon Mobil5.8K shares6.27%2025-12-312026-02-02 VWO Vanguard Emerging Markets Fund12.9K shares48.26%2025-12-312026-02-02 USMV iShares MSCI USA Min7.1K shares-3.29%2025-12-312026-02-02 IEMG iShares Core MSCI Emerging Markets ETF9.8K shares36.16%2025-12-312026-02-02 BAC Bank Of America11.9K shares-10.63%2025-12-312026-02-02 APD Air Prod & Chemicals Inc2.6K shares0.38%2025-12-312026-02-02 COF Capital One Financial Cp2.7K shares183.02%2025-12-312026-02-02 ADBE Adobe Systems Inc1.8K shares160.23%2025-12-312026-02-02 CMI Cummins Inc1.3K shares-9.98%2025-12-312026-02-02 IJS Ishares Trust S&p Smallcap 600/barra Value Index F5.4K shares27.01%2025-12-312026-02-02 CCJ Cameco Corp6.5K shares0.00%2025-12-312026-02-02 ITOT iShares Core S&P Total US Stock Mkt ETF4.0K shares14.69%2025-12-312026-02-02 VGIT Vanguard Int-Term Treasury Fund9.9K shares6.07%2025-12-312026-02-02 POR Portland General Elec12.1K shares1.15%2025-12-312026-02-02 INTC Intel Corp14.8K shares-0.49%2025-12-312026-02-02 CAT Caterpillar951 shares78.76%2025-12-312026-02-02 SLV Ishares Silver TRUST8.2K sharesnew addition2025-12-312026-02-02 AVDE Avantis International Equity Fund6.3K shares-0.56%2025-12-312026-02-02 EFA iShares MSCI EAFE Index Fund5.4K shares-1.18%2025-12-312026-02-02 IGOV iShares International Treasury Fund12.4K shares-2.07%2025-12-312026-02-02 PH Parker-Hannifin582 shares-19.83%2025-12-312026-02-02 SCHP Schwab U.S. TIPS Fund19.1K shares2.81%2025-12-312026-02-02 PEG Public Service Enterprise Group Inc6.2K sharesnew addition2025-12-312026-02-02 DIA Diamonds TRUST Series I1.0K shares52.05%2025-12-312026-02-02 ORCL Oracle2.6K shares25.66%2025-12-312026-02-02 WFC Wells Fargo5.3K shares20.01%2025-12-312026-02-02 ABBV Abbvie Inc2.1K shares0.05%2025-12-312026-02-02 SCHV Schwab U.S. Large Cap Value Fund16.6K shares9.63%2025-12-312026-02-02 V Visa Inc Cl A1.3K shares0.45%2025-12-312026-02-02 XLK Technology Select Sector SPDR ETF3.2K shares186.07%2025-12-312026-02-02 WMT Wal-Mart Stores4.1K shares29.90%2025-12-312026-02-02 ALL Allstate2.1K shares-2.46%2025-12-312026-02-02 CL Colgate-Palmolive5.5K sharesnew addition2025-12-312026-02-02 APH Amphenol Corp Cl A3.2K shares78.52%2025-12-312026-02-02 AXP American Express1.2K shares-2.29%2025-12-312026-02-02 SCHC Schwab International Small Cap Fund9.3K shares35.53%2025-12-312026-02-02 IXN iShares Global Tech Fund3.8K shares0.00%2025-12-312026-02-02 SCHG Schwab U.S. Large Cap Growth Fund11.8K shares-0.01%2025-12-312026-02-02 VIG Vanguard Div Apprciation1.7K shares0.00%2025-12-312026-02-02 KO Coca-Cola5.4K sharesnew addition2025-12-312026-02-02 VBR Vanguard Small Cap Value Index Fund1.7K shares1.17%2025-12-312026-02-02 VYM Vanguard Whitehall - High Div Yield ETF2.5K shares0.00%2025-12-312026-02-02 ENVX Enovix Corp49.2K shares0.00%2025-12-312026-02-02 IEI iShares Barclays 3-7 Yr TSY Bond Fund3.0K shares-2.52%2025-12-312026-02-02 IWP iShares Russell Midcap Growth2.6K shares4.38%2025-12-312026-02-02 PWR Quanta Services Inc742 shares3.06%2025-12-312026-02-02 J Jacobs Engineering Group Inc2.2K shares-13.45%2025-12-312026-02-02 CORP PIMCO Investment Grade Corporate Bd ETF3.0K sharesnew addition2025-12-312026-02-02 AMGN Amgen885 shares-5.04%2025-12-312026-02-02 Cigna Corp Cigna Corp1.1K sharesnew addition2025-12-312026-02-02 AVEM Avantis Emerging Markets Fund3.8K shares-0.19%2025-12-312026-02-02 VXF Vanguard Extended Mkt1.4K shares0.00%2025-12-312026-02-02 NSC Norfolk Southern987 sharesnew addition2025-12-312026-02-02 VXUS Vanguard Total Intl Etf3.7K shares-74.13%2025-12-312026-02-02 GLW Corning3.2K shares4.76%2025-12-312026-02-02 EFX Equifax Inc1.3K sharesnew addition2025-12-312026-02-02 NUE Nucor Corp1.7K shares1.85%2025-12-312026-02-02 SDY SPDR S&P Dividend Fund2.0K shares-3.61%2025-12-312026-02-02 GM General Motors3.4K sharesnew addition2025-12-312026-02-02 FI Fiserv Inc4.0K shares-22.22%2025-12-312026-02-02 NOC Northrop Grumman456 shares1.79%2025-12-312026-02-02 HD Home Depot724 shares-15.12%2025-12-312026-02-02 CSCO Cisco Systems3.2K sharesnew addition2025-12-312026-02-02 TIP iShares Barclays TIP Bond Fund2.2K shares-3.58%2025-12-312026-02-02 RTX Raytheon Technologies Ord1.3K shares-8.28%2025-12-312026-02-02 ADP Automatic Data Processing924 sharesnew addition2025-12-312026-02-02 IJH iShares Core S&P Mid-Cap ETF3.6K shares15.92%2025-12-312026-02-02 PDP Powershs Exch Trad Fd Tr2.0K shares0.00%2025-12-312026-02-02 AVGE Avantis All Equity Markets Fund2.7K shares0.97%2025-12-312026-02-02 IVE Ishares Trust S&p 500/barra Value Index Fund1.1K shares2.10%2025-12-312026-02-02 ACWI iShares MSCI ACWI Fund1.6K shares-4.83%2025-12-312026-02-02 AEP American Electric Power1.9K shares2.55%2025-12-312026-02-02 DE Deere & Co453 sharesnew addition2025-12-312026-02-02 IXJ iShares Global Healthcare Fund2.2K sharesnew addition2025-12-312026-02-02 TGT Target Corp2.1K sharesnew addition2025-12-312026-02-02 DKS Dicks Sporting Goods Inc1.0K shares-0.38%2025-12-312026-02-02 BNDX Vanguard Total Int'l Bond Index4.3K sharesnew addition2025-12-312026-02-02 PLTR Palantir Technologies Inc1.2K sharesnew addition2025-12-312026-02-02 PEP Pepsico Inc1.4K shares-14.63%2025-12-312026-02-02 KMI Kinder Morgan Inc7.4K shares-6.98%2025-12-312026-02-02 CRM Salesforce Com765 sharesnew addition2025-12-312026-02-02 ABSI Absi Corp39.3K shares-9.23%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available