Portfolio (Quarterly)
Guide ↗
VISTA CAPITAL PARTNERS, INC.
· CIK 0001486946| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AGG | iShares Barclays Agg. Bond Index Fund | — | 7,469 | $746K | 0.07% | SOLD |
| 2 | XOM | Exxon Mobil | Energy | 5,832 | $702K | 0.07% | SOLD |
| 3 | CCJ | Cameco Corp | Energy | 6,515 | $596K | 0.06% | SOLD |
| 4 | CORP | PIMCO Investment Grade Corporate Bd ETF | — | 2,965 | $290K | 0.03% | SOLD |
| 5 | GM | General Motors | Consumer Cyclical | 3,358 | $273K | 0.03% | SOLD |
| 6 | FISV | Fiserv Inc | Technology | 4,011 | $269K | 0.03% | SOLD |
| 7 | ADP | Automatic Data Processing | Industrials | 924 | $238K | 0.02% | SOLD |
| 8 | IJH | iShares Core S&P Mid-Cap ETF | — | 3,568 | $235K | 0.02% | SOLD |
| 9 | IVE | Ishares Trust S&p 500/barra Value Index Fund | — | 1,069 | $227K | 0.02% | SOLD |
| 10 | PLTR | Palantir Technologies Inc | Technology | 1,155 | $205K | 0.02% | SOLD |
| 11 | CRM | Salesforce Com | Technology | 765 | $203K | 0.02% | SOLD |
Sector Allocation
Technology
43.9%
Financial Services
15.3%
Healthcare
11.0%
Consumer Cyclical
9.9%
Industrials
5.6%
Communication Services
4.8%
Consumer Defensive
4.6%
Utilities
2.1%
Basic Materials
1.4%
Energy
1.3%