Vista Capital Partners, Inc. Top Holdings and 13F Report (2024) → He called Apple at $1.49 and now he says: “Buy these 6 AI stocks.” (From InvestorPlace) (Ad) About Vista Capital Partners, Inc.Investment ActivityVista Capital Partners, Inc. has $799.71 million in total holdings as of March 31, 2024.Vista Capital Partners, Inc. owns shares of 95 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 0.93% of the portfolio was purchased this quarter.About 1.57% of the portfolio was sold this quarter.This quarter, Vista Capital Partners, Inc. has purchased 88 new stocks and bought additional shares in 19 stocks.Vista Capital Partners, Inc. sold shares of 34 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $305,332,164Vanguard Value ETF $136,904,116Vanguard Real Estate ETF $100,987,660Vanguard Growth ETF $81,731,679Vanguard Small-Cap ETF $65,443,856 Largest New Holdings this Quarter Dimensional World Equity ETF $472,271 HoldingNVIDIA $419,253 HoldingDeckers Outdoor $235,315 HoldingCopart $231,680 HoldingHome Depot $227,475 Holding Largest Purchases this Quarter Vanguard Real Estate ETF 31,023 shares (about $2.68M)Vanguard Total Stock Market ETF 2,158 shares (about $560.86K)Berkshire Hathaway 1,274 shares (about $535.74K)Dimensional World Equity ETF 7,987 shares (about $472.27K)NVIDIA 464 shares (about $419.25K) Largest Sales this Quarter Vanguard Growth ETF 11,239 shares (about $3.87M)Vanguard Value ETF 14,976 shares (about $2.44M)Microsoft 2,810 shares (about $1.18M)Vanguard Small-Cap ETF 5,149 shares (about $1.18M)Schwab U.S. Large-Cap Value ETF 4,352 shares (about $330.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVista Capital Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$305,332,164$560,864 ▲0.2%1,174,80638.2%ETFVTVVanguard Value ETF$136,904,116$2,438,990 ▼-1.8%840,62517.1%ETFVNQVanguard Real Estate ETF$100,987,660$2,682,870 ▲2.7%1,167,75712.6%ETFVUGVanguard Growth ETF$81,731,679$3,868,464 ▼-4.5%237,45410.2%ETFVBVanguard Small-Cap ETF$65,443,856$1,177,008 ▼-1.8%286,2948.2%ETFMSFTMicrosoft$12,079,288$1,182,223 ▼-8.9%28,7111.5%Computer and TechnologySCHBSchwab US Broad Market ETF$11,963,621$129,548 ▼-1.1%195,9641.5%ETFSYKStryker$6,920,132$6,084 ▲0.1%19,3370.9%MedicalAAPLApple$6,147,306$44,413 ▲0.7%35,8490.8%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$5,740,776$26,519 ▲0.5%179,6800.7%ETFSPYSPDR S&P 500 ETF Trust$5,377,122$161,104 ▼-2.9%10,2800.7%FinanceVOOVanguard S&P 500 ETF$4,416,884$185,078 ▲4.4%9,1880.6%ETFSCHHSchwab U.S. REIT ETF$3,898,376$111,447 ▼-2.8%192,0380.5%ETFSBUXStarbucks$3,018,931$3,656 ▼-0.1%33,0330.4%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$2,598,318$42,468 ▼-1.6%7,7090.3%ETFBRK.ABerkshire Hathaway$2,324,635$535,743 ▲29.9%5,5280.3%FinanceVNQIVanguard Global ex-U.S. Real Estate ETF$2,318,767$32,912 ▲1.4%55,0250.3%ETFCOSTCostco Wholesale$1,834,407$282,780 ▼-13.4%2,5040.2%Retail/WholesaleIVViShares Core S&P 500 ETF$1,800,1000.0%3,4240.2%ETFAMZNAmazon.com$1,794,420$59,525 ▲3.4%9,9480.2%Retail/WholesaleVVVanguard Large-Cap ETF$1,710,957$11,029 ▼-0.6%7,1360.2%ETFVSGXVanguard ESG International Stock ETF$1,594,218$632 ▲0.0%27,7400.2%ETFNKENIKE$1,432,823$97,458 ▼-6.4%15,2460.2%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$1,362,4900.0%7,6070.2%ETFAVSUAvantis Responsible U.S. Equity ETF$1,323,661$614 ▼0.0%21,5490.2%ETFIWViShares Russell 3000 ETF$1,208,1220.0%4,0260.2%ETFINTCIntel$965,0190.0%21,8480.1%Computer and TechnologyPORPortland General Electric$908,9220.0%21,6410.1%UtilitiesJNJJohnson & Johnson$868,463$253,104 ▼-22.6%5,4900.1%MedicalLLYEli Lilly and Company$786,5180.0%1,0110.1%MedicalGOOGAlphabet$725,823$40,806 ▼-5.3%4,7670.1%Computer and TechnologyQQQInvesco QQQ$718,841$444 ▲0.1%1,6190.1%FinanceIWMiShares Russell 2000 ETF$656,2920.0%3,1210.1%FinanceFIFiserv$639,2800.0%4,0000.1%Business ServicesONONON$636,840$26,535 ▲4.3%18,0000.1%Consumer DiscretionaryAPDAir Products and Chemicals$627,2370.0%2,5890.1%Basic MaterialsDFUVDimensional US Marketwide Value ETF$624,8290.0%15,2770.1%ETFSOSouthern$618,758$177,700 ▼-22.3%8,6250.1%UtilitiesUSMViShares MSCI USA Min Vol Factor ETF$616,5480.0%7,3770.1%ETFJPMJPMorgan Chase & Co.$611,316$162,043 ▼-21.0%3,0520.1%FinanceIWCiShares Micro-Cap ETF$610,5550.0%5,0380.1%ETFIJRiShares Core S&P Small-Cap ETF$569,5100.0%5,1530.1%ETFPacific West Bancorp Ord$538,3350.0%71,7780.1%COMAVDEAvantis International Equity ETF$536,000$47,997 ▲9.8%8,4090.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$521,153$14,067 ▼-2.6%4,5200.1%ETFVTVanguard Total World Stock ETF$518,365$68,511 ▲15.2%4,6910.1%ETFDimensional World Equity ETF$472,271$472,271 ▲New Holding7,9870.1%World Equity ETFVIGVanguard Dividend Appreciation ETF$465,6720.0%2,5500.1%ETFVBRVanguard Small-Cap Value ETF$464,549$384 ▲0.1%2,4210.1%ETFSCHASchwab US Small-Cap ETF$444,058$323,565 ▼-42.2%9,0180.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$425,696$330,649 ▼-43.7%5,6030.1%ETFNVDANVIDIA$419,253$419,253 ▲New Holding4640.1%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$412,051$57,995 ▲16.4%11,5100.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$408,9850.0%3,9800.1%ETFCVXChevron$408,268$41,647 ▼-9.3%2,5880.1%Oils/EnergyJJacobs Solutions$399,636$4,919 ▼-1.2%2,6000.0%Business ServicesENVXEnovix$393,8680.0%49,1720.0%Oils/EnergyEFAiShares MSCI EAFE ETF$393,8100.0%4,9310.0%FinanceTSLATesla$392,539$15,118 ▼-3.7%2,2330.0%Auto/Tires/TrucksIEIiShares 3-7 Year Treasury Bond ETF$387,848$4,864 ▼-1.2%3,3490.0%ETFIBMInternational Business Machines$386,662$206,220 ▼-34.8%2,0250.0%Computer and TechnologyABSIAbsci$368,161$119,280 ▼-24.5%64,8170.0%MedicalIXNiShares Global Tech ETF$351,4570.0%4,6980.0%ETFGOOGLAlphabet$348,648$10,565 ▲3.1%2,3100.0%Computer and TechnologyTGTTarget$346,4460.0%1,9550.0%Retail/WholesaleIWBiShares Russell 1000 ETF$340,4510.0%1,1820.0%ETFVYMVanguard High Dividend Yield ETF$334,388$31,455 ▼-8.6%2,7640.0%ETFXOMExxon Mobil$324,310$7,439 ▼-2.2%2,7900.0%Oils/EnergyNUENucor$316,6400.0%1,6000.0%Basic MaterialsSCHFSchwab International Equity ETF$307,782$36,210 ▲13.3%7,8880.0%ETFUNHUnitedHealth Group$300,283$10,389 ▼-3.3%6070.0%MedicalBXBlackstone$299,2670.0%2,2780.0%FinanceBACBank of America$299,0370.0%7,8860.0%FinanceSDYSPDR S&P Dividend ETF$290,114$36,609 ▼-11.2%2,2110.0%ETFIWPiShares Russell Mid-Cap Growth ETF$277,8170.0%2,4340.0%ETFIXJiShares Global Healthcare ETF$275,3510.0%2,9560.0%ETFVXFVanguard Extended Market ETF$269,2150.0%1,5360.0%ETFSCHPSchwab U.S. TIPS ETF$261,195$4,903 ▼-1.8%5,0080.0%ETFALLAllstate$259,5150.0%1,5000.0%FinanceAVEMAvantis Emerging Markets Equity ETF$259,347$44,335 ▲20.6%4,4750.0%ETFTIPiShares TIPS Bond ETF$250,802$25,671 ▼-9.3%2,3350.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$237,641$15,113 ▼-6.0%2,5630.0%ETFDECKDeckers Outdoor$235,315$235,315 ▲New Holding2500.0%Retail/WholesaleCPRTCopart$231,680$231,680 ▲New Holding4,0000.0%Business ServicesACWIiShares MSCI ACWI ETF$228,7760.0%2,0770.0%ManufacturingHDHome Depot$227,475$227,475 ▲New Holding5930.0%Retail/WholesaleDKSDICK'S Sporting Goods$224,860$224,860 ▲New Holding1,0000.0%Retail/WholesaleMETAMeta Platforms$213,276$213,276 ▲New Holding4390.0%Computer and TechnologyIGOViShares International Treasury Bond ETF$208,934$208,934 ▲New Holding5,2720.0%ETFPHParker-Hannifin$208,421$208,421 ▲New Holding3750.0%Industrial ProductsRXIiShares Global Consumer Discretionary ETF$203,806$203,806 ▲New Holding1,2140.0%ETFNOCNorthrop Grumman$201,037$201,037 ▲New Holding4200.0%AerospaceABBVAbbVie$200,128$200,128 ▲New Holding1,0990.0%MedicalZFOXZeroFox$156,800$12,759 ▼-7.5%140,0000.0%Computer and TechnologyNGTFNightfood$8,4000.0%700,0000.0%Consumer DefensiveMRKMerck & Co., Inc.$0$290,756 ▼-100.0%00.0%MedicalPEPPepsiCo$0$271,239 ▼-100.0%00.0%Consumer StaplesFNAParagon 28$0$230,129 ▼-100.0%00.0%MedicalELVElevance Health$0$212,202 ▼-100.0%00.0%MedicalAEPAmerican Electric Power$0$204,431 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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