StockDriftsStockDriftsTop 50 Vista Capital Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total U.S. Stock Market Index Fund | 36.08% | 1.12M | $358.7M | +0.83%(+9.23K) | $127.21(+189.88%) | 2026-03-31 | |
| VTV | Vanguard Value Index Fund | 15.06% | 763.1K | $149.7M | -1.39%(-10.73K) | $112.24(+95.27%) | 2026-03-31 | |
| VNQ | Vanguard REIT Index Fund | 12.92% | 1.45M | $128.5M | +3.37%(+47.25K) | $90.27(+8.59%) | 2026-03-31 | |
| VUG | Vanguard Growth Index Fund | 8.4% | 191.3K | $83.5M | -1.51%(-2.94K) | $21.30(+301.32%) | 2026-03-31 | |
| VB | Vanguard Small Cap Index Fund | 6.85% | 260.1K | $68.1M | -1.13%(-2.98K) | $144.82(+107.39%) | 2026-03-31 | |
| SCHB | Schwab U.S. Broad Market Index Fund | 2.02% | 799.6K | $20.1M | -0.68%(-5.43K) | $17.66(+63.47%) | 2026-03-31 | |
| AAPL | Apple Inc | 1.29% | 50.6K | $12.8M | +6.62%(+3.14K) | $151.22(+104.09%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 1.21% | 32.5K | $12.0M | +3.74%(+1.17K) | $258.72(+50.93%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 0.78% | 13.0K | $7.8M | +22.56%(+2.40K) | $442.10(+54.91%) | 2026-03-31 | |
| SCHH | Schwab U.S. REIT Fund | 0.75% | 345.6K | $7.4M | -1.28%(-4.47K) | $20.55(+17.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.22% | +45.14% |
| Top 20 Holdings Unweighted | +12.53% | +42.49% |
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