Vision Capital Management, Inc. Diversified Active

CIK: 0001417889 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 24, 2022

Total Value ($000): $669,949 (100.0% shares, 0.0% debt)

Holdings (111)

VEA Vanguard FTSE Developed Markets ETF 8.8%
Value ($000) $59,160 Shares 1,158,644 Est. Cost $42.20 Unrealized
IVV iShares Core S&P 500 7.7%
Value ($000) $51,480 Shares 107,927 Est. Cost $262.24 Unrealized
AAPL Apple Inc 6.8%
Value ($000) $45,840 Shares 258,154 Est. Cost $85.10 Unrealized +81.8%
IJR iShares Core S&P Small-Cap 5.0%
Value ($000) $33,322 Shares 290,992 Est. Cost $85.59 Unrealized
IJH iShares Core S&P Mid-Cap 3.8%
Value ($000) $25,356 Shares 89,573 Est. Cost $164.35 Unrealized
MSFT Microsoft Corp 3.6%
Value ($000) $23,874 Shares 70,986 Est. Cost $88.72 Unrealized +253.2%
GOOGL Alphabet Inc A 3.4%
Value ($000) $23,095 Shares 7,972 Est. Cost $32.83 Unrealized +335.5%
VWO Vanguard FTSE Emerging Markets ETF 3.2%
Value ($000) $21,414 Shares 432,963 Est. Cost $40.46 Unrealized
AMZN Amazon.com Inc 2.6%
Value ($000) $17,249 Shares 5,173 Est. Cost $18.07 Unrealized +847.4%
SHW Sherwin-Williams Co 2.3%
Value ($000) $15,157 Shares 43,040 Est. Cost $203.05 Unrealized +53.3%
IGSB Ishares Short Term Corporate Bond ETF 2.0%
Value ($000) $13,343 Shares 247,639 Est. Cost $54.63 Unrealized
IAU iShares Gold Trust 1.9%
Value ($000) $12,407 Shares 356,431 Est. Cost $33.73 Unrealized
EL The Estee Lauder Companies Inc Class A 1.7%
Value ($000) $11,183 Shares 30,207 Est. Cost $69.94 Unrealized +354.3%
NKE Nike Inc B 1.6%
Value ($000) $10,975 Shares 65,847 Est. Cost $70.19 Unrealized +120.2%
IDEV iShares Core MSCI Intl Developed Mkts ETF 1.6%
Value ($000) $10,714 Shares 158,582 Est. Cost $51.11 Unrealized
BR Broadridge Financial Solutions Inc 1.6%
Value ($000) $10,513 Shares 57,507 Est. Cost $66.29 Unrealized +146.9%
SCHF Schwab International Equity ETF 1.5%
Value ($000) $10,339 Shares 265,996 Est. Cost $29.82 Unrealized
NEE NextEra Energy Inc 1.5%
Value ($000) $10,027 Shares 107,398 Est. Cost $56.22 Unrealized +37.6%
SBUX Starbucks Corp 1.5%
Value ($000) $9,963 Shares 85,172 Est. Cost $39.07 Unrealized +161.6%
Discover Financial Services 1.5%
Value ($000) $9,962 Shares 86,203 Est. Cost $67.98 Unrealized
COST Costco Wholesale Corp 1.5%
Value ($000) $9,788 Shares 17,242 Est. Cost $137.40 Unrealized +255.2%
PYPL PayPal Holdings Inc 1.4%
Value ($000) $9,711 Shares 51,493 Est. Cost $50.61 Unrealized +326.6%
IQV Iqvia Hldgs Inc 1.4%
Value ($000) $9,628 Shares 34,126 Est. Cost $119.56 Unrealized +117.0%
ZTS Zoetis Inc 1.4%
Value ($000) $9,188 Shares 37,651 Est. Cost $37.40 Unrealized +462.8%
AMGN Amgen Inc 1.3%
Value ($000) $8,891 Shares 39,521 Est. Cost $163.76 Unrealized +13.1%
ADBE Adobe Systems Inc 1.3%
Value ($000) $8,654 Shares 15,262 Est. Cost $201.06 Unrealized +210.9%
DIS Walt Disney Co 1.3%
Value ($000) $8,553 Shares 55,219 Est. Cost $103.72 Unrealized +52.1%
V Visa Inc Class A 1.2%
Value ($000) $8,299 Shares 38,295 Est. Cost $62.92 Unrealized +230.8%
CVS CVS Health Corp 1.2%
Value ($000) $8,292 Shares 80,379 Est. Cost $61.39 Unrealized +31.1%
UPS United Parcel Service Inc Class B 1.2%
Value ($000) $7,898 Shares 36,846 Est. Cost $83.65 Unrealized +101.5%
HON Honeywell International Inc 1.1%
Value ($000) $7,641 Shares 36,646 Est. Cost $68.27 Unrealized +171.1%
VOO Vanguard 500 ETF 1.1%
Value ($000) $7,102 Shares 16,268 Est. Cost $192.60 Unrealized
KMX CarMax Inc 1.0%
Value ($000) $6,833 Shares 52,466 Est. Cost $82.04 Unrealized +70.7%
UHAL Amerco Inc 1.0%
Value ($000) $6,832 Shares 9,408 Est. Cost $36.40 Unrealized +97.8%
LOW Lowe s Companies Inc 1.0%
Value ($000) $6,411 Shares 24,802 Est. Cost $96.03 Unrealized +128.9%
ILMN Illumina Inc 0.9%
Value ($000) $5,799 Shares 15,243 Est. Cost $342.22 Unrealized +10.7%
JNJ Johnson & Johnson 0.8%
Value ($000) $5,079 Shares 29,690 Est. Cost $105.52 Unrealized +37.5%
WSO Watsco Inc 0.7%
Value ($000) $4,366 Shares 13,954 Est. Cost $159.38 Unrealized +85.9%
IWP iShares Russell Mid-Cap Growth ETF 0.6%
Value ($000) $4,272 Shares 37,077 Est. Cost $130.47 Unrealized
MAR Marriott International Inc 0.6%
Value ($000) $4,219 Shares 25,535 Est. Cost $68.36 Unrealized +121.9%
FFIV F5 Networks Inc 0.6%
Value ($000) $3,982 Shares 16,271 Est. Cost $149.40 Unrealized +48.6%
SPEM SPDR S&P Emerging Markets ETF 0.6%
Value ($000) $3,972 Shares 95,744 Est. Cost $33.46 Unrealized
SCHA Schwab US Small-Cap ETF 0.5%
Value ($000) $3,559 Shares 34,756 Est. Cost $65.35 Unrealized
NVR NVR Inc 0.5%
Value ($000) $3,498 Shares 592 Est. Cost $1531.57 Unrealized +244.6%
IWM iShares Russell 2000 0.5%
Value ($000) $3,440 Shares 15,465 Est. Cost $143.15 Unrealized
CTSH Cognizant Technology Solutions Corp A 0.5%
Value ($000) $3,339 Shares 37,639 Est. Cost $54.73 Unrealized +37.5%
EA Electronic Arts Inc 0.4%
Value ($000) $2,918 Shares 22,126 Est. Cost $79.49 Unrealized +65.4%
TFSL TFS Financial Corp 0.4%
Value ($000) $2,762 Shares 154,571 Est. Cost $9.52 Unrealized +41.9%
ACN Accenture PLC A 0.4%
Value ($000) $2,750 Shares 6,633 Est. Cost $129.34 Unrealized +165.4%
CSCO Cisco Systems Inc 0.4%
Value ($000) $2,678 Shares 42,263 Est. Cost $25.88 Unrealized +95.0%
BAC Bank of America Corporation 0.4%
Value ($000) $2,573 Shares 57,833 Est. Cost $23.97 Unrealized +71.1%
IEI iShares 3-7 Year Trsy Bond ETF 0.4%
Value ($000) $2,439 Shares 18,956 Est. Cost $130.08 Unrealized
QCOM QUALCOMM Inc 0.4%
Value ($000) $2,424 Shares 13,256 Est. Cost $66.38 Unrealized +120.0%
ESGU iShares ESG MSCI USA ETF 0.4%
Value ($000) $2,402 Shares 22,264 Est. Cost $81.70 Unrealized
Mandiant Inc 0.4%
Value ($000) $2,391 Shares 136,292 Est. Cost $17.54 Unrealized
CRM Salesforce.com Inc 0.4%
Value ($000) $2,351 Shares 9,251 Est. Cost $230.25 Unrealized +20.6%
SCHM Schwab US Mid-Cap ETF 0.3%
Value ($000) $2,229 Shares 27,708 Est. Cost $52.63 Unrealized
ESGD iShares MSCI EAFE ESG Optimized ETF 0.3%
Value ($000) $2,141 Shares 26,939 Est. Cost $69.27 Unrealized
PINS Pinterest Inc 0.3%
Value ($000) $2,114 Shares 58,168 Est. Cost $44.44 Unrealized 0.0%
HollyFrontier Corp 0.3%
Value ($000) $2,063 Shares 62,935 Est. Cost $29.08 Unrealized
BFAM Bright Horizons Family Solutions Inc 0.3%
Value ($000) $2,050 Shares 16,286 Est. Cost $148.40 Unrealized -6.4%
CHRW C.H. Robinson Worldwide Inc 0.3%
Value ($000) $2,004 Shares 18,616 Est. Cost $57.84 Unrealized +51.8%
LLY Eli Lilly and Co 0.3%
Value ($000) $1,943 Shares 7,036 Est. Cost $77.30 Unrealized +215.4%
SLB Schlumberger Ltd 0.3%
Value ($000) $1,912 Shares 63,825 Est. Cost $28.71 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc B 0.3%
Value ($000) $1,810 Shares 6,052 Est. Cost $153.02 Unrealized +87.2%
WSM Williams-Sonoma Inc 0.3%
Value ($000) $1,679 Shares 9,926 Est. Cost $24.48 Unrealized +250.9%
VZ Verizon Communications Inc 0.3%
Value ($000) $1,677 Shares 32,277 Est. Cost $28.26 Unrealized +42.9%
CL Colgate-Palmolive Co 0.2%
Value ($000) $1,559 Shares 18,270 Est. Cost $57.76 Unrealized +22.8%
SYY Sysco Corp 0.2%
Value ($000) $1,535 Shares 19,543 Est. Cost $40.75 Unrealized +68.8%
VFC VF Corp 0.2%
Value ($000) $1,517 Shares 20,716 Est. Cost $72.91 Unrealized +0.2%
IWB iShares Russell 1000 0.2%
Value ($000) $1,342 Shares 5,074 Est. Cost $132.56 Unrealized
TSLA Tesla Motors Inc 0.2%
Value ($000) $1,339 Shares 1,267 Est. Cost $160.55 Unrealized +108.9%
SCHX Schwab US Large-Cap ETF 0.2%
Value ($000) $1,306 Shares 11,473 Est. Cost $69.80 Unrealized
GILD Gilead Sciences Inc 0.2%
Value ($000) $1,291 Shares 17,775 Est. Cost $49.97 Unrealized +17.7%
ESML iShares MSCI USA Sml-Cp ESG Optmzd ETF 0.2%
Value ($000) $1,276 Shares 31,643 Est. Cost $28.69 Unrealized
SUSB iShares ESG 1-5 Year USD Corp Bd ETF 0.2%
Value ($000) $1,240 Shares 48,355 Est. Cost $25.94 Unrealized
TXN Texas Instruments Inc 0.2%
Value ($000) $1,142 Shares 6,061 Est. Cost $134.60 Unrealized +26.4%
LMT Lockheed Martin Corp 0.2%
Value ($000) $1,096 Shares 3,085 Est. Cost $190.10 Unrealized +62.5%
JPM JPMorgan Chase & Co 0.1%
Value ($000) $1,002 Shares 6,330 Est. Cost $91.71 Unrealized +61.2%
USB US Bancorp 0.1%
Value ($000) $721 Shares 12,831 Est. Cost $34.61 Unrealized +41.1%
New Relic Inc 0.1%
Value ($000) $698 Shares 6,349 Est. Cost $84.71 Unrealized
ESGE iShares ESG MSCI EM ETF 0.1%
Value ($000) $656 Shares 16,505 Est. Cost $33.78 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $639 Shares 5,446 Est. Cost $83.32 Unrealized +15.3%
HD The Home Depot Inc 0.1%
Value ($000) $618 Shares 1,488 Est. Cost $179.78 Unrealized +90.9%
META Facebook Inc A 0.1%
Value ($000) $565 Shares 1,679 Est. Cost $165.25 Unrealized +99.5%
SCHR Schwab Intermediate-Term US Trs ETF 0.1%
Value ($000) $558 Shares 9,948 Est. Cost $55.16 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $511 Shares 1,593 Est. Cost $162.89 Unrealized
ILCG iShares Morningstar Large-Cap Growth ETF 0.1%
Value ($000) $484 Shares 6,740 Est. Cost $75.42 Unrealized
SCHJ SCHWAB 1 5 YEAR CORP BOND ETF 0.1%
Value ($000) $455 Shares 8,993 Est. Cost $50.59 Unrealized
Berkshire Hat A 100th 0.1%
Value ($000) $451 Shares 100 Est. Cost $3400.00 Unrealized
VB Vanguard Small-Cap ETF 0.1%
Value ($000) $424 Shares 1,878 Est. Cost $116.87 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $367 Shares 772 Est. Cost $312.47 Unrealized
VEU Vanguard FTSE All World Ex-US ETF 0.1%
Value ($000) $353 Shares 5,765 Est. Cost $40.94 Unrealized
KO Coca-Cola Co 0.1%
Value ($000) $346 Shares 5,840 Est. Cost $44.51 Unrealized +10.5%
PEP PepsiCo Inc 0.1%
Value ($000) $346 Shares 1,991 Est. Cost $113.20 Unrealized +26.7%
UNP Union Pacific Corp 0.1%
Value ($000) $338 Shares 1,343 Est. Cost $170.22 Unrealized +26.3%
AWR American States Water Co 0.0%
Value ($000) $333 Shares 3,221 Est. Cost $56.14 Unrealized +53.8%
ARKK ARK Innovation ETF 0.0%
Value ($000) $325 Shares 3,433 Est. Cost $124.40 Unrealized
GOOG Alphabet Inc C 0.0%
Value ($000) $313 Shares 108 Est. Cost $98.47 Unrealized +45.7%
DHR Danaher Corp Del Com 0.0%
Value ($000) $299 Shares 910 Est. Cost $173.71 Unrealized +55.5%
INTC Intel Corp 0.0%
Value ($000) $291 Shares 5,646 Est. Cost $35.91 Unrealized +31.7%
SHOP Shopify Inc 0.0%
Value ($000) $275 Shares 200 Est. Cost $99.42 Unrealized +47.0%
KRG Kite Realty Group Trust 0.0%
Value ($000) $261 Shares 11,986 Est. Cost $21.78 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $243 Shares 4,207 Est. Cost $29.30 Unrealized +11.0%
MAS Masco Corp 0.0%
Value ($000) $233 Shares 3,320 Est. Cost $59.83 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $217 Shares 325 Est. Cost $617.25 Unrealized 0.0%
SCHW Charles Schwab Corp 0.0%
Value ($000) $215 Shares 2,557 Est. Cost $76.51 Unrealized 0.0%
IVW Ishares S&P 500 Growth Index 0.0%
Value ($000) $214 Shares 2,560 Est. Cost $83.59 Unrealized
MDY SPDR S&P MidCap 400 ETF 0.0%
Value ($000) $212 Shares 410 Est. Cost $517.07 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $210 Shares 3,552 Est. Cost $40.23 Unrealized 0.0%
NVDA NVIDIA Corp 0.0%
Value ($000) $204 Shares 692 Est. Cost $27.46 Unrealized 0.0%