Vista Capital Partners portfolio

What changed this quarter

128 positions with a change (19 new, 52 added to, 52 trimmed, 5 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• Vanguard Index Funds+2.0%more sharesIncreased
  36.1% → 36.9%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard Index FundsVTI36.9%
• Vanguard Mrngstr Val ETF-aui ETFVTV14.4%
• Vanguard Real Estate ETFVNQ12.7%
• Vanguard Mrngstar GR ETF-sui ETFVUG8.4%
• Vanguard Most Sm-cap ETF-usd ETFVB6.8%
• Schwab US Broad Market ETFSCHB1.9%
• AppleAAPL1.3%
• MicrosoftMSFT1.2%
• Vanguard S&P 500 ETFVOO0.7%
• Schwab US Reit ETFSCHH0.7%
• Dimensional ETF TrustDFIC0.7%
• State Str Spdr S&P 500 ETF TSPY0.6%
• NVIDIANVDA0.6%
• AlphabetGOOGL · GOOG0.6%
• StrykerSYK0.5%
• iShares Russell 1000 Growth ETFIWF0.5%
• Dimensional ETF TrustDFEM0.4%
• Dimensional ETF TrustDFAC0.4%
• Vanguard International Equity Index FVNQI0.4%
• Amazon.comAMZN0.4%
• Berkshire HathawayBRK/B0.3%
• StarbucksSBUX0.3%
• Micron TechnologyMU0.2%
• Costco WholesaleCOST0.2%
• JPMorgan ChaseJPM0.2%
• iShares Russell 1000 ETFIWB0.2%
• Schwab US Small-cap ETFSCHA0.2%
• Dimensional ETF TrustDFIS0.2%
• iShares Russell 1000 Value E ETFIWD0.2%
• Dimensional ETF TrustDFSU0.2%
• IntelINTC0.2%
• Invesco QQQ Trust Series 1 ETFQQQ0.2%
• Schwab US Large-cap Growth ETFSCHG0.2%
• iShares Core Msci Eafe ETFIEFA0.2%
• Vanguard ESG International Stock ETFVSGX0.2%
• BroadcomAVGO0.1%
• American Centy ETF TrAVSU0.1%
• iShares Core S&P 500 ETFIVV0.1%
• Vanguard Ftse Developed ETFVEA0.1%
• iShares Russell 3000 ETFIWV0.1%
• Johnson & JohnsonJNJ0.1%
• Dimensional ETF Trust0.1%
• American Centy ETF TrAVEE0.1%
• Vanguard International Equity Index FVT0.1%
• Vanguard Index FundsVV0.1%
• Summit Bank GroupSBKO0.1%
• iShares Russell 2000 ETFIWM0.1%
• iShares Core S&P Small-cap E ETFIJR0.1%
• NikeNKE0.1%
• Eli LillyLLY0.1%
• International Business MachinesIBM0.1%
• iShares Russell Mid-cap ETFIWR0.1%
• Flexshares TrQDF0.1%
• iShares Micro-cap ETFIWC0.1%
• Meta PlatformsMETA0.1%
• Dimensional ETF TrustDFUV0.1%
• Vanguard Int Tax-exempt Bond ETFVTEI0.1%
• CumminsCMI0.1%
• ChevronCVX0.1%
• TeslaTSLA0.1%
• Exxon MobilXOM0.1%
• Pacific West Bancorp0.1%
• CorningGLW0.1%
• Dimensional ETF Trust0.1%
• Air Products and ChemicalsAPD0.1%
• Vanguard Intermediate-term T ETFVGIT0.1%
• iShares 0-1 Year Treasury BO ETFSHV0.1%
• IsharesDVYE0.1%
• SouthernSO0.1%
• CaterpillarCAT0.1%
• IsharesIEMG0.1%
• VisaV0.1%
• On HoldingONON0.1%
• Schwab U.s. Tips ETFSCHP0.1%
• Schwab International Equity ETFSCHF0.1%
• iShares S&P Small-cap 600 VA ETFIJS0.1%
• WalmartWMT0.1%
• Parker-hannifinPH0.1%
• Bank of AmericaBAC0.1%
• Thermo Fisher ScientificTMO0.1%
• Vanguard International Equity Index FVWO0.1%
• Portland General ElectricPOR0.1%
• AbbVieABBV0.1%
• EnovixENVX0.1%
• AmphenolAPH0.1%
• Quanta ServicesPWRunder 0.1%
• Capital One FinancialCOFunder 0.1%
• iShares Global Tech ETFIXNunder 0.1%
• iShares Msci USA Min Vol FAC ETFUSMVunder 0.1%
• Colgate-palmoliveCLunder 0.1%
• AllstateALLunder 0.1%
• Schwab US Large-cap Value ETFSCHVunder 0.1%
• Cisco SystemsCSCOunder 0.1%
• Public Service Enterprise GroupPEGunder 0.1%
• Wells FargoWFCunder 0.1%
• iShares International Treasu ETFIGOVunder 0.1%
• Advanced Micro DevicesAMDunder 0.1%
• Seagate Technology HoldingsSTXunder 0.1%
• American Centy ETF TrAVDEunder 0.1%