Vision Capital Management, Inc. Diversified Active

CIK: 0001417889 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 10, 2019

Total Value ($000): $317,235 (100.0% shares, 0.0% debt)

Holdings (76)

VEA VANGUARD FTSE DEVELOPED MARKET 12.2%
Value ($000) $38,663 Shares 1,042,125 Est. Cost $41.85 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 5.4%
Value ($000) $17,273 Shares 104,016 Est. Cost $156.62 Unrealized
IJR ISHARES TR S&P SMALLCAP 600 5.3%
Value ($000) $16,850 Shares 243,079 Est. Cost $87.79 Unrealized
IVV ISHARES TR CORE S&P500 ETF 4.8%
Value ($000) $15,084 Shares 59,950 Est. Cost $218.40 Unrealized
AAPL APPLE INC COM 4.1%
Value ($000) $12,881 Shares 81,660 Est. Cost $22.04 Unrealized +108.7%
VWO VANGUARD FTSE EMERGING MARKETS 4.0%
Value ($000) $12,606 Shares 330,871 Est. Cost $39.56 Unrealized
VNQ VANGUARD INDEX FDS REAL ESTATE 3.3%
Value ($000) $10,578 Shares 141,855 Est. Cost $81.65 Unrealized
AMZN AMAZON COM INC COM 3.0%
Value ($000) $9,482 Shares 6,313 Est. Cost $17.30 Unrealized +380.6%
GOOGL ALPHABET INC CAP STK CL A 3.0%
Value ($000) $9,442 Shares 9,036 Est. Cost $31.95 Unrealized +67.9%
V VISA INC COM CL A 2.2%
Value ($000) $6,949 Shares 52,665 Est. Cost $57.26 Unrealized +129.5%
SBUX STARBUCKS CORP COM 2.1%
Value ($000) $6,506 Shares 101,024 Est. Cost $36.83 Unrealized +45.6%
VOO VANGUARD S&P 500 INDEX ETF 2.0%
Value ($000) $6,439 Shares 28,020 Est. Cost $192.60 Unrealized
NEE NEXTERA ENERGY INC COM 2.0%
Value ($000) $6,222 Shares 35,796 Est. Cost $31.89 Unrealized +15.0%
SHW SHERWIN WILLIAMS CO COM 1.9%
Value ($000) $5,979 Shares 15,197 Est. Cost $79.90 Unrealized +58.4%
DIS DISNEY WALT CO COM DISNEY 1.8%
Value ($000) $5,698 Shares 51,969 Est. Cost $94.01 Unrealized +16.1%
MSFT MICROSOFT CORP COM 1.8%
Value ($000) $5,627 Shares 55,398 Est. Cost $63.30 Unrealized +58.0%
VZ VERIZON COMMUNICATIONS INC COM 1.6%
Value ($000) $5,124 Shares 91,140 Est. Cost $27.54 Unrealized +40.2%
HON HONEYWELL INTL INC COM 1.6%
Value ($000) $5,102 Shares 38,618 Est. Cost $62.72 Unrealized +87.7%
BR BROADRIDGE FINL SOLUTIONS INC 1.6%
Value ($000) $4,972 Shares 51,652 Est. Cost $53.90 Unrealized +77.7%
EL LAUDER ESTEE COS INC CL A 1.6%
Value ($000) $4,943 Shares 37,992 Est. Cost $62.85 Unrealized +97.4%
SYY SYSCO CORP COM 1.5%
Value ($000) $4,711 Shares 75,179 Est. Cost $39.78 Unrealized +40.1%
PYPL PAYPAL HLDGS INC COM 1.4%
Value ($000) $4,582 Shares 54,486 Est. Cost $35.76 Unrealized +132.4%
ABBV ABBVIE INC COM 1.4%
Value ($000) $4,505 Shares 48,863 Est. Cost $40.00 Unrealized +62.0%
CHRW C H ROBINSON WORLDWIDE INC COM 1.4%
Value ($000) $4,381 Shares 52,100 Est. Cost $57.84 Unrealized +30.3%
LQD ISHARES IBOXX $ INVEST GRADE C 1.4%
Value ($000) $4,285 Shares 37,980 Est. Cost $116.97 Unrealized
TD AMERITRADE HLDG CORP COM 1.3%
Value ($000) $4,281 Shares 87,440 Est. Cost $32.32 Unrealized
LMT LOCKHEED MARTIN CORP COM 1.3%
Value ($000) $4,205 Shares 16,058 Est. Cost $180.46 Unrealized +38.6%
ADBE ADOBE SYS INC COM 1.2%
Value ($000) $3,908 Shares 17,273 Est. Cost $187.10 Unrealized +29.0%
MAR MARRIOTT INTL INC NEW CL A 1.2%
Value ($000) $3,902 Shares 35,946 Est. Cost $65.81 Unrealized +64.9%
CVS CVS HEALTH CORP COM 1.2%
Value ($000) $3,884 Shares 59,275 Est. Cost $64.63 Unrealized -8.1%
COST COSTCO WHSL CORP NEW COM 1.2%
Value ($000) $3,795 Shares 18,630 Est. Cost $131.04 Unrealized +54.1%
ZTS ZOETIS INC CL A 1.2%
Value ($000) $3,664 Shares 42,837 Est. Cost $29.11 Unrealized +192.0%
NKE NIKE INC CL B 1.1%
Value ($000) $3,487 Shares 47,027 Est. Cost $51.29 Unrealized +32.9%
DISCOVER FINL SVCS COM 1.1%
Value ($000) $3,461 Shares 58,676 Est. Cost $56.23 Unrealized
IQV IQVIA HLDGS INC COM 1.0%
Value ($000) $3,243 Shares 27,919 Est. Cost $101.46 Unrealized +19.4%
NVR NVR INC COM 0.9%
Value ($000) $2,900 Shares 1,190 Est. Cost $1389.57 Unrealized +70.1%
UHAL AMERCO COM 0.9%
Value ($000) $2,874 Shares 8,760 Est. Cost $35.28 Unrealized -4.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.9%
Value ($000) $2,871 Shares 45,223 Est. Cost $54.17 Unrealized +15.6%
UNITED TECHNOLOGIES CORP COM 0.9%
Value ($000) $2,767 Shares 25,982 Est. Cost $97.96 Unrealized
HOLLYFRONTIER CORP COM 0.8%
Value ($000) $2,601 Shares 50,874 Est. Cost $27.29 Unrealized
FIREEYE INC COM 0.8%
Value ($000) $2,571 Shares 158,581 Est. Cost $32.72 Unrealized
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $2,561 Shares 19,843 Est. Cost $95.45 Unrealized +19.6%
EA ELECTRONIC ARTS INC COM 0.8%
Value ($000) $2,518 Shares 31,915 Est. Cost $78.14 Unrealized +14.1%
IEF ISHARES 7-10 Y TR BD ETF 0.8%
Value ($000) $2,513 Shares 24,115 Est. Cost $103.18 Unrealized
GILD GILEAD SCIENCES INC COM 0.8%
Value ($000) $2,489 Shares 39,790 Est. Cost $43.39 Unrealized +22.2%
KMX CARMAX INC COM 0.7%
Value ($000) $2,321 Shares 36,997 Est. Cost $64.28 Unrealized +2.7%
MIDD MIDDLEBY CORP COM 0.7%
Value ($000) $2,160 Shares 21,026 Est. Cost $123.50 Unrealized -7.8%
TFSL TFS FINL CORP COM 0.6%
Value ($000) $1,908 Shares 118,287 Est. Cost $8.73 Unrealized +4.2%
CSCO CISCO SYS INC COM 0.5%
Value ($000) $1,657 Shares 38,249 Est. Cost $23.71 Unrealized +55.7%
ALLERGAN PLC SHS 0.5%
Value ($000) $1,462 Shares 10,938 Est. Cost $267.11 Unrealized
VEU VANGUARD FTSE ALL WORLD EX-US 0.4%
Value ($000) $1,261 Shares 27,672 Est. Cost $45.57 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,034 Shares 5,064 Est. Cost $134.20 Unrealized +55.6%
CL COLGATE PALMOLIVE CO COM 0.3%
Value ($000) $982 Shares 16,495 Est. Cost $57.22 Unrealized -7.5%
WSM WILLIAMS SONOMA INC COM 0.3%
Value ($000) $948 Shares 18,783 Est. Cost $21.37 Unrealized +14.7%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.3%
Value ($000) $898 Shares 6,366 Est. Cost $119.95 Unrealized +19.1%
LOW LOWES COS INC COM 0.3%
Value ($000) $851 Shares 9,214 Est. Cost $84.62 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $810 Shares 6,996 Est. Cost $71.71 Unrealized +41.4%
VFC V F CORP COM 0.2%
Value ($000) $732 Shares 10,257 Est. Cost $65.54 Unrealized +16.7%
QCOM QUALCOMM INC COM 0.2%
Value ($000) $627 Shares 11,014 Est. Cost $45.03 Unrealized +12.9%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $624 Shares 6,394 Est. Cost $91.18 Unrealized -4.0%
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $608 Shares 13,305 Est. Cost $34.63 Unrealized +10.6%
BA BOEING CO COM 0.2%
Value ($000) $578 Shares 1,791 Est. Cost $192.79 Unrealized +73.7%
IWB ISHARES RUSSELL 1000 INDEX ETF 0.2%
Value ($000) $503 Shares 3,625 Est. Cost $115.94 Unrealized
WFC WELLS FARGO CO NEW COM 0.2%
Value ($000) $493 Shares 10,704 Est. Cost $38.83 Unrealized +8.2%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $468 Shares 4,306 Est. Cost $76.76 Unrealized +10.4%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $464 Shares 4,759 Est. Cost $77.65 Unrealized +5.7%
HVT HAVERTY FURNITURE COS 0.1%
Value ($000) $351 Shares 18,682 Est. Cost $23.50 Unrealized -12.5%
SPY SPDR S&P 500 ETF TR TR UNIT 0.1%
Value ($000) $292 Shares 1,169 Est. Cost $249.79 Unrealized
ILCG ISHARES MRNGSTR LARGE CAP GROW 0.1%
Value ($000) $292 Shares 1,840 Est. Cost $118.34 Unrealized
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $258 Shares 3,777 Est. Cost $57.18 Unrealized -1.4%
INTC INTEL CORP COM 0.1%
Value ($000) $237 Shares 5,041 Est. Cost $30.98 Unrealized +29.7%
SCHR SCHWAB INTERMEDIATE TERM US TR 0.1%
Value ($000) $224 Shares 4,237 Est. Cost $52.35 Unrealized
AWR AMERICAN STATES WATER CO 0.1%
Value ($000) $216 Shares 3,221 Est. Cost $56.14 Unrealized 0.0%
SCHF SCHWAB INTERNATIONAL EQUITY ET 0.1%
Value ($000) $215 Shares 7,596 Est. Cost $32.41 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $209 Shares 1,593 Est. Cost $106.26 Unrealized +35.4%
RETAIL PPTYS AMER INC CL A 0.1%
Value ($000) $173 Shares 15,942 Est. Cost $16.81 Unrealized