Vision Capital Management, Inc. Diversified Active

CIK: 0001417889 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 24, 2020

Total Value ($000): $436,012 (100.0% shares, 0.0% debt)

Holdings (98)

VEA Vanguard FTSE Developed Markets ETF 9.1%
Value ($000) $39,845 Shares 1,027,195 Est. Cost $40.64 Unrealized
IVV iShares Core S&P 500 6.6%
Value ($000) $28,837 Shares 93,116 Est. Cost $237.68 Unrealized
AAPL Apple Inc 5.9%
Value ($000) $25,752 Shares 70,592 Est. Cost $22.53 Unrealized +233.3%
IJH iShares Core S&P Mid-Cap 4.6%
Value ($000) $20,107 Shares 113,073 Est. Cost $158.38 Unrealized
IJR iShares Core S&P Small-Cap 3.9%
Value ($000) $16,902 Shares 247,506 Est. Cost $82.75 Unrealized
AMZN Amazon.com Inc 3.4%
Value ($000) $14,856 Shares 5,385 Est. Cost $18.07 Unrealized +568.6%
VWO Vanguard FTSE Emerging Markets ETF 3.4%
Value ($000) $14,643 Shares 369,685 Est. Cost $38.39 Unrealized
MSFT Microsoft Corp 3.2%
Value ($000) $13,792 Shares 67,772 Est. Cost $80.23 Unrealized +115.7%
VNQ Vanguard REIT ETF 2.7%
Value ($000) $11,677 Shares 148,698 Est. Cost $80.89 Unrealized
GOOGL Alphabet Inc A 2.7%
Value ($000) $11,652 Shares 8,217 Est. Cost $32.83 Unrealized +103.9%
NEE NextEra Energy Inc 2.0%
Value ($000) $8,818 Shares 36,716 Est. Cost $33.21 Unrealized +56.5%
PYPL PayPal Holdings Inc 2.0%
Value ($000) $8,731 Shares 50,110 Est. Cost $38.04 Unrealized +262.5%
IDEV iShares Core MSCI Intl Developed Mkts ETF 2.0%
Value ($000) $8,679 Shares 169,811 Est. Cost $51.11 Unrealized
V Visa Inc Class A 2.0%
Value ($000) $8,676 Shares 44,912 Est. Cost $60.52 Unrealized +190.0%
SCHF Schwab International Equity ETF 2.0%
Value ($000) $8,540 Shares 287,071 Est. Cost $29.82 Unrealized
SHW Sherwin-Williams Co 2.0%
Value ($000) $8,504 Shares 14,717 Est. Cost $84.61 Unrealized +102.8%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 1.9%
Value ($000) $8,332 Shares 61,950 Est. Cost $120.79 Unrealized
AMGN Amgen Inc 1.6%
Value ($000) $7,121 Shares 30,190 Est. Cost $155.93 Unrealized +22.9%
EL The Estee Lauder Companies Inc Class A 1.6%
Value ($000) $7,050 Shares 37,367 Est. Cost $69.94 Unrealized +136.8%
ADBE Adobe Systems Inc 1.6%
Value ($000) $6,970 Shares 16,011 Est. Cost $190.81 Unrealized +94.2%
BR Broadridge Financial Solutions Inc 1.5%
Value ($000) $6,590 Shares 52,221 Est. Cost $56.60 Unrealized +86.1%
SBUX Starbucks Corp 1.5%
Value ($000) $6,461 Shares 87,801 Est. Cost $38.24 Unrealized +73.5%
LMT Lockheed Martin Corp 1.4%
Value ($000) $5,972 Shares 16,366 Est. Cost $190.10 Unrealized +70.3%
NKE Nike Inc B 1.3%
Value ($000) $5,827 Shares 59,425 Est. Cost $60.72 Unrealized +40.8%
DIS Walt Disney Co 1.3%
Value ($000) $5,740 Shares 51,473 Est. Cost $95.91 Unrealized +12.5%
VOO Vanguard 500 ETF 1.3%
Value ($000) $5,642 Shares 19,905 Est. Cost $192.60 Unrealized
COST Costco Wholesale Corp 1.3%
Value ($000) $5,532 Shares 18,244 Est. Cost $137.40 Unrealized +103.2%
HON Honeywell International Inc 1.3%
Value ($000) $5,470 Shares 37,833 Est. Cost $66.35 Unrealized +77.6%
ZTS Zoetis Inc 1.2%
Value ($000) $5,388 Shares 39,317 Est. Cost $32.35 Unrealized +284.7%
VZ Verizon Communications Inc 1.2%
Value ($000) $5,214 Shares 94,574 Est. Cost $28.26 Unrealized +44.2%
IQV Iqvia Hldgs Inc 1.0%
Value ($000) $4,167 Shares 29,370 Est. Cost $105.56 Unrealized +28.4%
UPS United Parcel Service Inc Class B 0.9%
Value ($000) $4,056 Shares 36,485 Est. Cost $81.40 Unrealized -2.0%
ILMN Illumina Inc 0.9%
Value ($000) $3,806 Shares 10,278 Est. Cost $287.11 Unrealized +12.1%
JNJ Johnson & Johnson 0.8%
Value ($000) $3,648 Shares 25,940 Est. Cost $100.41 Unrealized +23.7%
LOW Lowes Companies Inc 0.8%
Value ($000) $3,555 Shares 26,307 Est. Cost $94.03 Unrealized +9.9%
CVS CVS Health Corp 0.8%
Value ($000) $3,508 Shares 53,994 Est. Cost $62.85 Unrealized -16.3%
SPEM SPDR S&P Emerging Markets ETF 0.8%
Value ($000) $3,271 Shares 97,769 Est. Cost $33.46 Unrealized
UHAL Amerco Inc 0.7%
Value ($000) $3,134 Shares 10,372 Est. Cost $35.56 Unrealized -17.6%
EA Electronic Arts Inc 0.7%
Value ($000) $3,129 Shares 23,696 Est. Cost $78.14 Unrealized +47.0%
KMX CarMax Inc 0.7%
Value ($000) $3,076 Shares 34,346 Est. Cost $64.77 Unrealized +21.0%
IWP iShares Russell Mid-Cap Growth ETF 0.7%
Value ($000) $3,041 Shares 19,233 Est. Cost $158.11 Unrealized
MAR Marriott International Inc 0.7%
Value ($000) $2,956 Shares 34,477 Est. Cost $67.49 Unrealized +24.1%
Discover Financial Services 0.7%
Value ($000) $2,911 Shares 58,114 Est. Cost $55.06 Unrealized
WSO Watsco Inc 0.6%
Value ($000) $2,637 Shares 14,838 Est. Cost $159.38 Unrealized +3.8%
SCHA Schwab US Small-Cap ETF 0.5%
Value ($000) $2,361 Shares 36,129 Est. Cost $65.35 Unrealized
TFSL TFS Financial Corp 0.5%
Value ($000) $2,331 Shares 162,884 Est. Cost $9.45 Unrealized -1.5%
CTSH Cognizant Technology Solutions Corp A 0.5%
Value ($000) $2,303 Shares 40,533 Est. Cost $54.17 Unrealized -9.0%
FFIV F5 Networks Inc 0.5%
Value ($000) $2,277 Shares 16,327 Est. Cost $146.70 Unrealized -8.2%
IWM iShares Russell 2000 0.5%
Value ($000) $2,202 Shares 15,382 Est. Cost $143.15 Unrealized
SYY Sysco Corp 0.5%
Value ($000) $2,075 Shares 37,969 Est. Cost $40.75 Unrealized +10.9%
NVR NVR Inc 0.5%
Value ($000) $2,004 Shares 615 Est. Cost $1438.70 Unrealized +113.1%
CSCO Cisco Systems Inc 0.5%
Value ($000) $1,984 Shares 42,531 Est. Cost $25.71 Unrealized +43.9%
IEF iShares 7-10 Year Treasury Bond ETF 0.4%
Value ($000) $1,927 Shares 15,812 Est. Cost $104.99 Unrealized
SCHM Schwab US Mid-Cap ETF 0.4%
Value ($000) $1,849 Shares 35,130 Est. Cost $52.63 Unrealized
FireEye Inc 0.4%
Value ($000) $1,774 Shares 145,668 Est. Cost $32.46 Unrealized
HollyFrontier Corp 0.4%
Value ($000) $1,626 Shares 55,684 Est. Cost $27.97 Unrealized
WSM Williams-Sonoma Inc 0.4%
Value ($000) $1,605 Shares 19,577 Est. Cost $22.21 Unrealized +37.5%
CHRW C.H. Robinson Worldwide Inc 0.4%
Value ($000) $1,559 Shares 19,716 Est. Cost $57.84 Unrealized +14.2%
ACN Accenture PLC A 0.3%
Value ($000) $1,465 Shares 6,823 Est. Cost $125.02 Unrealized +39.7%
Alexion Pharmaceuticals Inc 0.3%
Value ($000) $1,452 Shares 12,941 Est. Cost $114.58 Unrealized
BFAM Bright Horizons Family Solutions Inc 0.3%
Value ($000) $1,442 Shares 12,305 Est. Cost $142.44 Unrealized -19.9%
CL Colgate-Palmolive Co 0.3%
Value ($000) $1,402 Shares 19,144 Est. Cost $57.76 Unrealized +8.0%
ESGU iShares ESG MSCI USA ETF 0.3%
Value ($000) $1,175 Shares 16,781 Est. Cost $65.81 Unrealized
QCOM QUALCOMM Inc 0.3%
Value ($000) $1,149 Shares 12,601 Est. Cost $51.24 Unrealized +38.5%
LLY Eli Lilly and Co 0.3%
Value ($000) $1,121 Shares 6,826 Est. Cost $73.83 Unrealized +94.9%
BRK/B Berkshire Hathaway Inc B 0.2%
Value ($000) $1,074 Shares 6,014 Est. Cost $147.47 Unrealized +23.8%
IWB iShares Russell 1000 0.2%
Value ($000) $893 Shares 5,201 Est. Cost $132.56 Unrealized
ESGD iShares MSCI EAFE ESG Optimized ETF 0.2%
Value ($000) $859 Shares 14,173 Est. Cost $60.93 Unrealized
New Relic Inc 0.2%
Value ($000) $762 Shares 11,058 Est. Cost $85.20 Unrealized
SCHX Schwab US Large-Cap ETF 0.2%
Value ($000) $760 Shares 10,250 Est. Cost $65.31 Unrealized
VFC VF Corp 0.2%
Value ($000) $749 Shares 12,292 Est. Cost $68.33 Unrealized -14.8%
CVX Chevron Corp 0.1%
Value ($000) $642 Shares 7,191 Est. Cost $83.32 Unrealized -16.2%
JPM JPMorgan Chase & Co 0.1%
Value ($000) $616 Shares 6,546 Est. Cost $91.71 Unrealized -10.9%
SCHH Schwab US REIT ETF 0.1%
Value ($000) $560 Shares 15,905 Est. Cost $35.21 Unrealized
SCHR Schwab Intermediate-Term US Trs ETF 0.1%
Value ($000) $521 Shares 8,862 Est. Cost $54.27 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $484 Shares 6,294 Est. Cost $46.58 Unrealized +32.0%
USB US Bancorp 0.1%
Value ($000) $478 Shares 12,969 Est. Cost $34.63 Unrealized -19.6%
SUSC iShares ESG USD Corporate Bond ETF 0.1%
Value ($000) $441 Shares 15,949 Est. Cost $25.68 Unrealized
ESML iShares MSCI USA Sml-Cp ESG Optmzd ETF 0.1%
Value ($000) $440 Shares 17,537 Est. Cost $19.94 Unrealized
INTC Intel Corp 0.1%
Value ($000) $375 Shares 6,267 Est. Cost $33.98 Unrealized +56.5%
HD The Home Depot Inc 0.1%
Value ($000) $366 Shares 1,463 Est. Cost $177.64 Unrealized +12.4%
VCIT Vanguard Intermediate-Term Corp Bd ETF 0.1%
Value ($000) $346 Shares 3,639 Est. Cost $86.98 Unrealized
ILCG iShares Morningstar Large-Cap Growth ETF 0.1%
Value ($000) $343 Shares 1,464 Est. Cost $118.34 Unrealized
ESGE iShares ESG MSCI EM ETF 0.1%
Value ($000) $334 Shares 10,420 Est. Cost $27.34 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $305 Shares 1,510 Est. Cost $156.78 Unrealized
ICF Ishares Cohen & Steers REIT ETF 0.1%
Value ($000) $305 Shares 3,027 Est. Cost $100.76 Unrealized
META Facebook Inc A 0.1%
Value ($000) $299 Shares 1,318 Est. Cost $112.05 Unrealized +85.0%
PEP PepsiCo Inc 0.1%
Value ($000) $282 Shares 2,135 Est. Cost $112.78 Unrealized -1.8%
BA Boeing Co 0.1%
Value ($000) $280 Shares 1,528 Est. Cost $211.11 Unrealized -27.2%
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $274 Shares 1,883 Est. Cost $115.24 Unrealized
VEU Vanguard FTSE All World Ex-US ETF 0.1%
Value ($000) $274 Shares 5,765 Est. Cost $40.94 Unrealized
Berkshire Hat A 100th 0.1%
Value ($000) $267 Shares 100 Est. Cost $3400.00 Unrealized
KO Coca-Cola Co 0.1%
Value ($000) $265 Shares 5,936 Est. Cost $44.51 Unrealized -13.0%
AWR American States Water Co 0.1%
Value ($000) $253 Shares 3,221 Est. Cost $56.14 Unrealized +27.0%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $253 Shares 822 Est. Cost $312.47 Unrealized
HVT Haverty Furniture Companies Inc 0.1%
Value ($000) $241 Shares 15,082 Est. Cost $23.50 Unrealized -37.9%
CLX Clorox Co 0.1%
Value ($000) $232 Shares 1,056 Est. Cost $168.73 Unrealized 0.0%
Retail Properties of America Inc 0.0%
Value ($000) $141 Shares 19,242 Est. Cost $16.23 Unrealized