VISTA CAPITAL PARTNERS, INC. 13F Portfolio
VISTA CAPITAL PARTNERS, INC. runs VISTA CAPITAL PARTNERS, INC. and currently holds 170 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.14B. Their top holdings are VTI, VTV, VNQ, VUG, VB. The top five represent 79.1% of reported portfolio weight. VISTA CAPITAL PARTNERS, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, VISTA CAPITAL PARTNERS, INC. initiated 3 new positions. They added to 44 existing positions. They trimmed 42 positions. Their current best-performing preview position is BRK-A with returns of +6,408.60%.
Portfolio Value
$1.14B
Alpha Score
197.2
#0 of 1000
Holdings
170
VISTA CAPITAL PARTNERS, INC. Current 13F Holdings
Reported holdings from VISTA CAPITAL PARTNERS, INC.'s latest SEC 13F filing, ranked by portfolio weight.
170 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI Vanguard Total U.S. Stock Market Index Fund | 36.89% | $137.60 | $381.92 | +177.56% | Added +1.97% |
 VTV Vanguard Value Index Fund | 14.35% | $68.70 | $220.54 | +221.02% | Trimmed -1.32% |
 VNQ Vanguard REIT Index Fund | 12.71% | $81.57 | $90.65 | +11.13% | Added +4.04% |
 VUG Vanguard Growth Index Fund | 8.43% | $13.36 | $91.99 | +588.55% | Added +484.95% |
 VB Vanguard Small Cap Index Fund | 6.77% | $100.53 | $289.48 | +187.95% | Trimmed -1.81% |
 SCHB Schwab U.S. Broad Market Index Fund | 1.94% | $18.04 | $29.91 | +65.80% | Trimmed -4.27% |
 AAPL Apple Inc | 1.27% | $153.58 | $336.68 | +119.22% | Trimmed -0.79% |
 MSFT Microsoft Corp | 1.20% | $279.08 | $535.07 | +91.73% | Added +13.21% |
 VOO Vanguard S&P 500 ETF | 0.74% | $449.51 | $715.51 | +59.18% | Trimmed -5.32% |
 SCHH Schwab U.S. REIT Fund | 0.72% | $20.21 | $22.23 | +9.97% | Added +1.12% |
Showing 1-10 of 170