Dark
Light
System
Institutional Investment Manager
VISTA CAPITAL PARTNERS, INC.
VISTA CAPITAL PARTNERS, INC. (CIK: 0001486946) incorporated in Oregon, located at 9755 Sw Barnes Rd, Ste 595, Portland, OR. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q3)
Original 13F HR (0001486946-14-000004) filed in 2014.10.16
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 1,226,990 99,632 33.04% SH
2 VANGUARD INDEX FDS 552,753 55,093 18.27% SH
3 VANGUARD INDEX FDS 488,735 49,480 16.41% SH
4 VANGUARD INDEX FDS 356,079 39,393 13.06% SH
5 VANGUARD INDEX FDS 487,533 35,029 11.62% SH
6 SUNPOWER CORP 58,177 1,971 0.65% SH
7 ISHARES TR 15,478 1,878 0.62% SH
8 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 34,902 1,847 0.61% SH
9 VANGUARD INTL EQUITY INDEX F 32,221 1,754 0.58% SH
10 ISHARES TR 12,685 1,422 0.47% SH
11 SCHWAB US TIPS ETF 20,746 1,124 0.37% SH
12 VANGUARD INDEX FDS 11,401 1,031 0.34% SH
13 INTEL CORP 25,821 899 0.30% SH
14 STARBUCKS CORP 11,756 887 0.29% SH
15 PEPSICO INC 8,645 805 0.27% SH
16 MICROSOFT CORP 14,196 658 0.22% SH
17 SCHWAB INTERNATIONAL EQUITY ETF 20,745 643 0.21% SH
18 INTERNATIONAL BUSINESS MACHS 2,610 495 0.16% SH
19 SCHWAB EMERGING MARKETS EQUITY ETF 18,981 482 0.16% SH
20 BERKSHIRE HATHAWAY INC DEL 3,175 439 0.15% SH
21 ISHARES TR 6,280 437 0.14% SH
22 ISHARES TR 4,680 429 0.14% SH
23 EXXON MOBIL CORP 4,464 420 0.14% SH
24 ISHARES TR 3,865 387 0.13% SH
25 SCHWAB U.S. SMALL-CAP ETF 7,439 382 0.13% SH
26 PORTLAND GEN ELEC CO 11,814 379 0.13% SH
27 ANALOG DEVICES INC 7,335 363 0.12% SH
28 NORTHWEST NAT GAS CO 8,557 362 0.12% SH
29 ISHARES TR 5,563 357 0.12% SH
30 SPDR INDEX SHS FDS 7,935 329 0.11% SH
31 UNITED PARCEL SERVICE INC 2,981 293 0.10% SH
32 ENERGIZER HOLDINGS INC. 2,360 291 0.10% SH
33 SCHWAB U.S. LARGE-CAP VALUE ETF 6,542 279 0.09% SH
34 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 8,219 258 0.09% SH
35 AT&T Inc New 7,322 258 0.09%
36 AMGEN INC 1,789 251 0.08% SH
37 YUM BRANDS INC 3,456 249 0.08% SH
38 JOHNSON & JOHNSON 2,198 234 0.08%
39 ORACLE CORP 6,113 234 0.08% SH
40 VANGUARD INDEX FDS 2,179 217 0.07%
41 SCHWAB U.S. BROAD MARKET ETF 4,482 213 0.07%