Vision Capital Management, Inc. Diversified Active

CIK: 0001417889 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 21, 2020

Total Value ($000): $476,294 (100.0% shares, 0.0% debt)

Holdings (102)

VEA Vanguard FTSE Developed Markets ETF 8.7%
Value ($000) $41,550 Shares 1,015,900 Est. Cost $40.64 Unrealized
AAPL Apple Inc 6.9%
Value ($000) $32,694 Shares 282,303 Est. Cost $85.10 Unrealized +24.5%
IVV iShares Core S&P 500 6.6%
Value ($000) $31,580 Shares 93,972 Est. Cost $237.68 Unrealized
IJH iShares Core S&P Mid-Cap 5.3%
Value ($000) $25,264 Shares 136,335 Est. Cost $162.98 Unrealized
IJR iShares Core S&P Small-Cap 3.8%
Value ($000) $18,220 Shares 259,437 Est. Cost $82.18 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 3.6%
Value ($000) $16,974 Shares 392,555 Est. Cost $38.68 Unrealized
AMZN Amazon.com Inc 3.5%
Value ($000) $16,776 Shares 5,328 Est. Cost $18.07 Unrealized +772.7%
MSFT Microsoft Corp 3.0%
Value ($000) $14,241 Shares 67,706 Est. Cost $80.23 Unrealized +150.2%
GOOGL Alphabet Inc A 2.5%
Value ($000) $11,999 Shares 8,187 Est. Cost $32.83 Unrealized +130.4%
NEE NextEra Energy Inc 2.1%
Value ($000) $10,084 Shares 36,331 Est. Cost $33.21 Unrealized +81.5%
SHW Sherwin-Williams Co 2.1%
Value ($000) $10,056 Shares 14,433 Est. Cost $84.61 Unrealized +146.1%
PYPL PayPal Holdings Inc 2.1%
Value ($000) $9,820 Shares 49,839 Est. Cost $38.04 Unrealized +394.0%
SCHF Schwab International Equity ETF 1.8%
Value ($000) $8,750 Shares 278,662 Est. Cost $29.82 Unrealized
V Visa Inc Class A 1.8%
Value ($000) $8,742 Shares 43,718 Est. Cost $60.52 Unrealized +217.6%
IDEV iShares Core MSCI Intl Developed Mkts ETF 1.8%
Value ($000) $8,643 Shares 160,180 Est. Cost $51.11 Unrealized
iShares Gold Trust 1.8%
Value ($000) $8,640 Shares 480,268 Est. Cost $17.99 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ET 1.8%
Value ($000) $8,569 Shares 63,612 Est. Cost $121.15 Unrealized
EL The Estee Lauder Companies Inc Class A 1.7%
Value ($000) $8,004 Shares 36,675 Est. Cost $69.94 Unrealized +172.9%
AMGN Amgen Inc 1.6%
Value ($000) $7,659 Shares 30,134 Est. Cost $155.93 Unrealized +34.4%
ADBE Adobe Systems Inc 1.6%
Value ($000) $7,604 Shares 15,504 Est. Cost $190.81 Unrealized +143.8%
NKE Nike Inc B 1.6%
Value ($000) $7,556 Shares 60,186 Est. Cost $61.21 Unrealized +62.8%
SBUX Starbucks Corp 1.6%
Value ($000) $7,427 Shares 86,447 Est. Cost $38.24 Unrealized +85.1%
BR Broadridge Financial Solutions Inc 1.4%
Value ($000) $6,790 Shares 51,441 Est. Cost $56.60 Unrealized +115.7%
COST Costco Wholesale Corp 1.4%
Value ($000) $6,454 Shares 18,180 Est. Cost $137.40 Unrealized +124.9%
ZTS Zoetis Inc 1.3%
Value ($000) $6,330 Shares 38,279 Est. Cost $32.35 Unrealized +353.5%
DIS Walt Disney Co 1.3%
Value ($000) $6,246 Shares 50,338 Est. Cost $95.91 Unrealized +27.3%
LMT Lockheed Martin Corp 1.3%
Value ($000) $6,237 Shares 16,274 Est. Cost $190.10 Unrealized +73.1%
HON Honeywell International Inc 1.3%
Value ($000) $6,173 Shares 37,502 Est. Cost $66.35 Unrealized +100.8%
UPS United Parcel Service Inc Class B 1.3%
Value ($000) $6,086 Shares 36,526 Est. Cost $81.40 Unrealized +44.2%
VOO Vanguard 500 ETF 1.3%
Value ($000) $6,035 Shares 19,616 Est. Cost $192.60 Unrealized
VZ Verizon Communications Inc 1.2%
Value ($000) $5,586 Shares 93,902 Est. Cost $28.26 Unrealized +50.7%
IQV Iqvia Hldgs Inc 0.9%
Value ($000) $4,498 Shares 28,535 Est. Cost $105.56 Unrealized +48.5%
LOW Lowe s Companies Inc 0.9%
Value ($000) $4,369 Shares 26,339 Est. Cost $94.03 Unrealized +48.7%
JNJ Johnson & Johnson 0.8%
Value ($000) $3,856 Shares 25,898 Est. Cost $100.41 Unrealized +26.5%
UHAL Amerco Inc 0.7%
Value ($000) $3,554 Shares 9,984 Est. Cost $35.56 Unrealized -4.2%
SPEM SPDR S&P Emerging Markets ETF 0.7%
Value ($000) $3,541 Shares 96,865 Est. Cost $33.46 Unrealized
WSO Watsco Inc 0.7%
Value ($000) $3,401 Shares 14,604 Est. Cost $159.38 Unrealized +41.3%
Discover Financial Services 0.7%
Value ($000) $3,289 Shares 56,925 Est. Cost $55.06 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.7%
Value ($000) $3,267 Shares 18,899 Est. Cost $158.11 Unrealized
MAR Marriott International Inc 0.7%
Value ($000) $3,180 Shares 34,347 Est. Cost $67.49 Unrealized +34.8%
CVS CVS Health Corp 0.7%
Value ($000) $3,149 Shares 53,915 Est. Cost $62.85 Unrealized -16.7%
ILMN Illumina Inc 0.6%
Value ($000) $3,095 Shares 10,015 Est. Cost $287.11 Unrealized +20.0%
KMX CarMax Inc 0.6%
Value ($000) $3,082 Shares 33,537 Est. Cost $64.77 Unrealized +54.2%
EA Electronic Arts Inc 0.6%
Value ($000) $2,987 Shares 22,901 Est. Cost $78.14 Unrealized +69.6%
CTSH Cognizant Technology Solutions Corp A 0.6%
Value ($000) $2,738 Shares 39,434 Est. Cost $54.17 Unrealized +10.7%
NVR NVR Inc 0.5%
Value ($000) $2,450 Shares 600 Est. Cost $1438.70 Unrealized +168.3%
SCHA Schwab US Small-Cap ETF 0.5%
Value ($000) $2,403 Shares 35,178 Est. Cost $65.35 Unrealized
TFSL TFS Financial Corp 0.5%
Value ($000) $2,401 Shares 163,437 Est. Cost $9.45 Unrealized +1.3%
SYY Sysco Corp 0.5%
Value ($000) $2,343 Shares 37,650 Est. Cost $40.75 Unrealized +23.7%
IWM iShares Russell 2000 0.5%
Value ($000) $2,304 Shares 15,382 Est. Cost $143.15 Unrealized
IEF iShares 7-10 Year Treasury Bond ETF 0.4%
Value ($000) $2,087 Shares 17,131 Est. Cost $106.28 Unrealized
CHRW C.H. Robinson Worldwide Inc 0.4%
Value ($000) $2,020 Shares 19,769 Est. Cost $57.84 Unrealized +42.9%
FFIV F5 Networks Inc 0.4%
Value ($000) $1,954 Shares 15,916 Est. Cost $146.70 Unrealized -8.3%
SCHM Schwab US Mid-Cap ETF 0.4%
Value ($000) $1,878 Shares 33,842 Est. Cost $52.63 Unrealized
BFAM Bright Horizons Family Solutions Inc 0.4%
Value ($000) $1,834 Shares 12,062 Est. Cost $142.44 Unrealized -11.7%
WSM Williams-Sonoma Inc 0.4%
Value ($000) $1,777 Shares 19,652 Est. Cost $22.21 Unrealized +80.7%
FireEye Inc 0.4%
Value ($000) $1,749 Shares 141,640 Est. Cost $32.46 Unrealized
CSCO Cisco Systems Inc 0.4%
Value ($000) $1,673 Shares 42,475 Est. Cost $25.71 Unrealized +44.1%
ACN Accenture PLC A 0.3%
Value ($000) $1,546 Shares 6,839 Est. Cost $125.02 Unrealized +69.8%
QCOM QUALCOMM Inc 0.3%
Value ($000) $1,509 Shares 12,825 Est. Cost $52.01 Unrealized +82.9%
CL Colgate-Palmolive Co 0.3%
Value ($000) $1,477 Shares 19,139 Est. Cost $57.76 Unrealized +16.6%
Alexion Pharmaceuticals Inc 0.3%
Value ($000) $1,473 Shares 12,874 Est. Cost $114.58 Unrealized
BRK/B Berkshire Hathaway Inc B 0.3%
Value ($000) $1,281 Shares 6,014 Est. Cost $147.47 Unrealized +38.7%
ESGU iShares ESG MSCI USA ETF 0.3%
Value ($000) $1,280 Shares 16,792 Est. Cost $65.81 Unrealized
HollyFrontier Corp 0.2%
Value ($000) $1,099 Shares 55,734 Est. Cost $27.97 Unrealized
LLY Eli Lilly and Co 0.2%
Value ($000) $1,010 Shares 6,826 Est. Cost $73.83 Unrealized +97.5%
IWB iShares Russell 1000 0.2%
Value ($000) $973 Shares 5,201 Est. Cost $132.56 Unrealized
ESGD iShares MSCI EAFE ESG Optimized ETF 0.2%
Value ($000) $901 Shares 14,193 Est. Cost $60.93 Unrealized
VFC VF Corp 0.2%
Value ($000) $865 Shares 12,309 Est. Cost $68.33 Unrealized -5.5%
SCHX Schwab US Large-Cap ETF 0.2%
Value ($000) $808 Shares 10,026 Est. Cost $65.31 Unrealized
JPM JPMorgan Chase & Co 0.1%
Value ($000) $630 Shares 6,546 Est. Cost $91.71 Unrealized -6.8%
CVX Chevron Corp 0.1%
Value ($000) $518 Shares 7,191 Est. Cost $83.32 Unrealized -20.2%
SUSC iShares ESG USD Corporate Bond ETF 0.1%
Value ($000) $476 Shares 17,167 Est. Cost $25.83 Unrealized
ESML iShares MSCI USA Sml-Cp ESG Optmzd ETF 0.1%
Value ($000) $466 Shares 17,568 Est. Cost $19.94 Unrealized
USB US Bancorp 0.1%
Value ($000) $465 Shares 12,969 Est. Cost $34.63 Unrealized -16.4%
META Facebook Inc A 0.1%
Value ($000) $435 Shares 1,662 Est. Cost $141.86 Unrealized +80.5%
SCHR Schwab Intermediate-Term US Trs ETF 0.1%
Value ($000) $424 Shares 7,227 Est. Cost $54.27 Unrealized
HD The Home Depot Inc 0.1%
Value ($000) $406 Shares 1,463 Est. Cost $177.64 Unrealized +33.8%
GILD Gilead Sciences Inc 0.1%
Value ($000) $403 Shares 6,371 Est. Cost $46.70 Unrealized +20.2%
New Relic Inc 0.1%
Value ($000) $380 Shares 6,744 Est. Cost $85.20 Unrealized
ESGE iShares ESG MSCI EM ETF 0.1%
Value ($000) $372 Shares 10,437 Est. Cost $27.34 Unrealized
ILCG iShares Morningstar Large-Cap Growth ETF 0.1%
Value ($000) $372 Shares 1,391 Est. Cost $118.34 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $344 Shares 1,510 Est. Cost $156.78 Unrealized
VCIT Vanguard Intermediate-Term Corp Bd ETF 0.1%
Value ($000) $324 Shares 3,377 Est. Cost $86.98 Unrealized
Berkshire Hat A 100th 0.1%
Value ($000) $320 Shares 100 Est. Cost $3400.00 Unrealized
PEP PepsiCo Inc 0.1%
Value ($000) $296 Shares 2,135 Est. Cost $112.78 Unrealized +2.1%
INTC Intel Corp 0.1%
Value ($000) $295 Shares 5,692 Est. Cost $33.98 Unrealized +36.9%
KO Coca-Cola Co 0.1%
Value ($000) $293 Shares 5,936 Est. Cost $44.51 Unrealized -8.3%
VEU Vanguard FTSE All World Ex-US ETF 0.1%
Value ($000) $291 Shares 5,765 Est. Cost $40.94 Unrealized
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $284 Shares 1,847 Est. Cost $115.24 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $275 Shares 822 Est. Cost $312.47 Unrealized
BA Boeing Co 0.1%
Value ($000) $252 Shares 1,528 Est. Cost $211.11 Unrealized -19.3%
AWR American States Water Co 0.1%
Value ($000) $241 Shares 3,221 Est. Cost $56.14 Unrealized +22.8%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $224 Shares 4,843 Est. Cost $37.62 Unrealized 0.0%
CLX Clorox Co 0.0%
Value ($000) $222 Shares 1,056 Est. Cost $168.73 Unrealized +12.0%
PG Procter & Gamble Co 0.0%
Value ($000) $220 Shares 1,582 Est. Cost $116.35 Unrealized 0.0%
UNP Union Pacific Corp 0.0%
Value ($000) $220 Shares 1,118 Est. Cost $164.87 Unrealized 0.0%
TSLA Tesla Motors Inc 0.0%
Value ($000) $215 Shares 500 Est. Cost $118.07 Unrealized 0.0%
DHR Danaher Corp Del Com 0.0%
Value ($000) $215 Shares 1,000 Est. Cost $173.71 Unrealized 0.0%
HVT Haverty Furniture Companies Inc 0.0%
Value ($000) $209 Shares 9,985 Est. Cost $23.50 Unrealized -22.9%
SHOP Shopify Inc 0.0%
Value ($000) $205 Shares 200 Est. Cost $99.42 Unrealized 0.0%
Retail Properties of America Inc 0.0%
Value ($000) $112 Shares 19,242 Est. Cost $16.23 Unrealized