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VISTA CAPITAL PARTNERS, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

VISTA CAPITAL PARTNERS, INC.

报告期 2026-03-31 · CIK 0001486946

持仓数

156

前50大市值合计

$947.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTI Vanguard Total U.S. Stock Market Index Fund

Total Stk Mkt

$358.7M

1,117,965

37.9%

VTV Vanguard Value Index Fund

Value ETF

$149.7M

763,114

15.8%

VNQ Vanguard REIT Index Fund

REIT ETF

$128.5M

1,448,406

13.6%

VUG Vanguard Growth Index Fund

Growth ETF

$83.5M

191,279

8.8%

VB Vanguard Small Cap Index Fund

Small Cp ETF

$68.1M

260,102

7.2%

SCHB Schwab U.S. Broad Market Index Fund

US Brd Mkt ETF

$20.1M

799,554

2.1%

AAPL Apple Inc

COM

$12.8M

50,614

1.4%

MSFT Microsoft Corp

COM

$12.0M

32,480

1.3%

VOO Vanguard S&P 500 ETF

S&P 500 ETF SHS

$7.8M

13,035

0.8%

SCHH Schwab U.S. REIT Fund

US REIT ETF

$7.4M

345,641

0.8%

DFIC DFA International Core Equity II ETF

Intl Core Equity

$6.5M

181,694

0.7%

SYK Stryker Corp

COM

$6.4M

19,409

0.7%

NVDA Nvidia Corp

COM

$6.0M

34,651

0.6%

SPY SPDRs - S&P 500 Index Fund

TR UNIT

$6.0M

9,254

0.6%

IWF iShares Russell 1000 Growth Index Fund

Rus 1000 Grw ETF

$4.9M

11,562

0.5%

VNQI Vanguard Int'l REIT Index Fund

Glb EX US ETF

$4.2M

95,253

0.4%

DFEM DFA Emerging Markets Core Equity II ETF

Emerging Mkts Co

$4.0M

115,934

0.4%

DFAC DFA U.S. Core Equity II Fund

US Core Equity 2

$3.8M

98,397

0.4%

AMZN Amazon.com

COM

$3.5M

16,761

0.4%

GOOGL Google Inc Class A

Cap Stk Cl A

$3.2M

10,974

0.3%

SBUX Starbucks

COM

$3.0M

33,127

0.3%

COST Costco Wholesale

COM

$3.0M

2,965

0.3%

BRK/A Berkshire Hathaway Cl B

Class B

$2.7M

5,676

0.3%

JPM J. P. Morgan Chase

COM

$2.2M

7,537

0.2%

DFIS DFA International Small Cap ETF

Intl Small Cap V

$2.2M

65,333

0.2%

IWB iShares Russell 1000 ETF

S&P 1000 ETF

$2.1M

5,779

0.2%

IWD iShares Russell 1000 Value Index Fund

Russell1000VAL

$2.0M

9,479

0.2%

DFSU DFA U.S. Sustainability ETF

US Sustainabilty

$2.0M

49,004

0.2%

GOOG Google Inc Class C

CAP STK CL C

$1.9M

6,534

0.2%

SCHA Schwab U.S. Small Cap Fund

US Sml Capt ETF

$1.9M

63,804

0.2%

IEFA iShares Core MSCI EAFE ETF

Core MSCI EAFE

$1.7M

18,816

0.2%

QQQ NASDAQ 100 Shares

UNIT SER 1

$1.7M

2,882

0.2%

VSGX Vanguard ESG International Stock Fund

Esg Intl Stk ETF

$1.6M

22,258

0.2%

IVV iShares Core S&P 500

Core S&P 500 ETF

$1.5M

2,368

0.2%

NKE Nike

COM

$1.5M

28,948

0.2%

VEA Vanguard Developed Markets ETF

Van FTSE DEV Mkt

$1.5M

23,741

0.2%

CVX Chevron

COM

$1.5M

7,114

0.2%

JNJ Johnson & Johnson

COM

$1.5M

5,964

0.2%

VV Vanguard Large Cap

Large Cap ETF

$1.4M

4,765

0.2%

IWV Ishares Tr Russell

Russell3000ETF

$1.4M

3,690

0.1%

AVSU Avantis U.S. Responsible ETF

Avantis Respon U

$1.3M

18,216

0.1%

AVEE Avantis Emerging Markets Small Cap ETF

Avantis Emerging

$1.3M

20,068

0.1%

— Exxon Mobil

COM

$1.2M

7,210

0.1%

AVGO Broadcom Inc.

COM

$1.2M

3,834

0.1%

MU Micron Technology Inc

COM

$1.2M

3,490

0.1%

SBKO Summit Bank Group Inc

COM

$1.2M

60,579

0.1%

IJR iShares Core S&P Small-Cap ETF

Core S&P SCP ETF

$1.1M

9,150

0.1%

VT Vanguard Total World Stock Index

TT Wrld St ETF

$1.1M

7,888

0.1%

IWM iShares Russell 2000 Index Fund

Russell2000ETF

$1.1M

4,340

0.1%

DXUV DFA U.S. Vector Equity ETF

Dimensional US

$1.0M

17,363

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

85%前 6 大占比

VTI37.9%VTV15.8%VNQ13.6%VUG8.8%VB7.2%SCHB2.1%