Vista Private Wealth Partners. LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
VP Vista Private Wealth Partners. LLC | Institutional Filer | ▼ 2.84% | $290.9M | 87 |
Current Portfolio Holdings
Showing all 87 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | — | 741K | $25.3M | 8.70% |
| 2 | SCHM | SCHWAB STRATEGIC TR | — | 509K | $17.7M | 6.08% |
| 3 | IBTH | ISHARES TR | — | 773K | $17.3M | 5.95% |
| 4 | SCHV | SCHWAB STRATEGIC TR | — | 522K | $17.0M | 5.86% |
| 5 | IBTG | ISHARES TR | — | 669K | $15.3M | 5.26% |
| 6 | HEFA | ISHARES TR | — | 333K | $14.9M | 5.11% |
| 7 | IBTI | ISHARES TR | — | 666K | $14.8M | 5.08% |
| 8 | IBTJ | ISHARES TR | — | 673K | $14.6M | 5.02% |
| 9 | SCHF | SCHWAB STRATEGIC TR | — | 511K | $14.0M | 4.81% |
| 10 | IBTK | ISHARES TR | — | 695K | $13.6M | 4.69% |
| 11 | TOTL | SSGA ACTIVE ETF TR | — | 323K | $12.8M | 4.40% |
| 12 | JAAA | JANUS DETROIT STR TR | — | 188K | $9.5M | 3.27% |
| 13 | SMLF | ISHARES TR | — | 104K | $8.7M | 2.99% |
| 14 | IJK | ISHARES TR | — | 65K | $7.4M | 2.53% |
| 15 | VOO | VANGUARD INDEX FDS | — | 10K | $7.0M | 2.42% |
Showing 1 to 15 of 87 holdings