Vision Capital Management, Inc. Diversified Active

CIK: 0001417889 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 3, 2023

Total Value ($000): $551,530 (100.0% shares, 0.0% debt)

Holdings (102)

IVV ISHARES TR 9.3%
Value ($000) $51,252 Shares 124,677 Est. Cost $286.13 Unrealized
VEA VANGUARD TAX-MANAGED FDS 8.0%
Value ($000) $43,857 Shares 970,925 Est. Cost $41.92 Unrealized
AAPL APPLE INC 6.8%
Value ($000) $37,420 Shares 226,928 Est. Cost $85.72 Unrealized +69.7%
IJR ISHARES TR 3.7%
Value ($000) $20,633 Shares 213,367 Est. Cost $85.70 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $19,408 Shares 67,319 Est. Cost $110.49 Unrealized +125.8%
VWO VANGUARD INTL EQUITY INDEX F 3.1%
Value ($000) $17,327 Shares 428,889 Est. Cost $40.54 Unrealized
GOOGL ALPHABET INC 3.0%
Value ($000) $16,794 Shares 161,900 Est. Cost $106.04 Unrealized -10.2%
IDEV ISHARES TR 2.9%
Value ($000) $16,011 Shares 264,779 Est. Cost $53.44 Unrealized
VBK VANGUARD INDEX FDS 2.7%
Value ($000) $14,987 Shares 69,251 Est. Cost $205.46 Unrealized
IAU ISHARES GOLD TR 2.5%
Value ($000) $13,624 Shares 364,579 Est. Cost $33.78 Unrealized
LQD ISHARES TR 2.4%
Value ($000) $13,313 Shares 121,455 Est. Cost $102.45 Unrealized
IJH ISHARES TR 2.0%
Value ($000) $11,002 Shares 43,982 Est. Cost $164.35 Unrealized
AMZN AMAZON COM INC 2.0%
Value ($000) $10,833 Shares 104,879 Est. Cost $119.61 Unrealized -19.2%
NKE NIKE INC 1.8%
Value ($000) $10,042 Shares 81,881 Est. Cost $81.47 Unrealized +43.2%
SBUX STARBUCKS CORP 1.8%
Value ($000) $9,953 Shares 95,581 Est. Cost $43.58 Unrealized +122.7%
UHAL/B U HAUL HOLDING COMPANY 1.7%
Value ($000) $9,415 Shares 181,588 Est. Cost $57.68 Unrealized -1.7%
SHW SHERWIN WILLIAMS CO 1.7%
Value ($000) $9,193 Shares 40,899 Est. Cost $207.39 Unrealized +7.5%
AMGN AMGEN INC 1.6%
Value ($000) $9,012 Shares 37,280 Est. Cost $165.35 Unrealized +35.5%
V VISA INC 1.6%
Value ($000) $8,797 Shares 39,017 Est. Cost $70.38 Unrealized +209.5%
SCHF SCHWAB STRATEGIC TR 1.5%
Value ($000) $8,547 Shares 245,610 Est. Cost $29.85 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $8,173 Shares 52,732 Est. Cost $129.65 Unrealized +14.1%
DISCOVER FINL SVCS 1.4%
Value ($000) $7,866 Shares 79,583 Est. Cost $69.62 Unrealized
HON HONEYWELL INTL INC 1.4%
Value ($000) $7,838 Shares 41,011 Est. Cost $84.15 Unrealized +109.9%
BR BROADRIDGE FINL SOLUTIONS IN 1.3%
Value ($000) $7,390 Shares 50,417 Est. Cost $67.19 Unrealized +102.8%
IQV IQVIA HLDGS INC 1.2%
Value ($000) $6,678 Shares 33,578 Est. Cost $125.03 Unrealized +70.9%
ZTS ZOETIS INC 1.2%
Value ($000) $6,456 Shares 38,789 Est. Cost $42.19 Unrealized +276.9%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $6,434 Shares 83,467 Est. Cost $56.67 Unrealized +24.7%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $6,242 Shares 12,563 Est. Cost $137.40 Unrealized +243.0%
WSO WATSCO INC 1.1%
Value ($000) $6,176 Shares 19,411 Est. Cost $192.94 Unrealized +52.3%
DIS DISNEY WALT CO 1.1%
Value ($000) $5,923 Shares 59,150 Est. Cost $107.02 Unrealized -8.0%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $5,845 Shares 119,037 Est. Cost $33.28 Unrealized +48.4%
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $5,732 Shares 15,241 Est. Cost $192.60 Unrealized
CVS CVS HEALTH CORP 1.0%
Value ($000) $5,638 Shares 75,872 Est. Cost $62.76 Unrealized +19.8%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $5,623 Shares 28,988 Est. Cost $87.08 Unrealized +81.6%
EL LAUDER ESTEE COS INC 1.0%
Value ($000) $5,508 Shares 22,347 Est. Cost $69.94 Unrealized +244.2%
ADBE ADOBE SYSTEMS INCORPORATED 1.0%
Value ($000) $5,268 Shares 13,670 Est. Cost $217.64 Unrealized +63.3%
SPEM SPDR INDEX SHS FDS 0.9%
Value ($000) $5,054 Shares 148,086 Est. Cost $33.43 Unrealized
ILMN ILLUMINA INC 0.9%
Value ($000) $4,957 Shares 21,315 Est. Cost $248.91 Unrealized -17.8%
LOW LOWES COS INC 0.8%
Value ($000) $4,236 Shares 21,182 Est. Cost $98.53 Unrealized +95.1%
CRM SALESFORCE INC 0.8%
Value ($000) $4,147 Shares 20,760 Est. Cost $196.82 Unrealized -15.2%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $3,295 Shares 11,863 Est. Cost $18.84 Unrealized +14.8%
DINO HF SINCLAIR CORP 0.6%
Value ($000) $3,206 Shares 66,261 Est. Cost $30.56 Unrealized +50.4%
QCOM QUALCOMM INC 0.6%
Value ($000) $3,114 Shares 24,409 Est. Cost $87.81 Unrealized +32.6%
IWP ISHARES TR 0.5%
Value ($000) $2,849 Shares 31,285 Est. Cost $130.47 Unrealized
KMX CARMAX INC 0.5%
Value ($000) $2,812 Shares 43,742 Est. Cost $82.90 Unrealized -19.3%
ESGD ISHARES TR 0.5%
Value ($000) $2,676 Shares 37,252 Est. Cost $66.39 Unrealized
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $2,656 Shares 63,343 Est. Cost $56.37 Unrealized
NVR NVR INC 0.5%
Value ($000) $2,597 Shares 466 Est. Cost $1625.34 Unrealized +217.5%
IEF ISHARES TR 0.5%
Value ($000) $2,532 Shares 25,541 Est. Cost $102.07 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $2,511 Shares 14,078 Est. Cost $143.15 Unrealized
LLY LILLY ELI & CO 0.5%
Value ($000) $2,510 Shares 7,310 Est. Cost $86.56 Unrealized +281.1%
FFIV F5 INC 0.4%
Value ($000) $2,464 Shares 16,911 Est. Cost $151.19 Unrealized -4.5%
USB US BANCORP DEL 0.4%
Value ($000) $2,412 Shares 66,919 Est. Cost $38.04 Unrealized +1.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.4%
Value ($000) $2,335 Shares 38,316 Est. Cost $55.58 Unrealized +7.5%
PINS PINTEREST INC 0.4%
Value ($000) $2,286 Shares 83,833 Est. Cost $36.28 Unrealized -28.6%
CSCO CISCO SYS INC 0.4%
Value ($000) $2,172 Shares 41,547 Est. Cost $26.68 Unrealized +68.1%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $2,150 Shares 28,308 Est. Cost $54.96 Unrealized +39.8%
ESGU ISHARES TR 0.4%
Value ($000) $2,079 Shares 22,982 Est. Cost $84.67 Unrealized
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $2,003 Shares 7,007 Est. Cost $166.14 Unrealized +57.3%
ESML ISHARES TR 0.4%
Value ($000) $1,933 Shares 56,869 Est. Cost $30.72 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,679 Shares 58,701 Est. Cost $24.42 Unrealized +25.2%
CHRW C H ROBINSON WORLDWIDE INC 0.3%
Value ($000) $1,657 Shares 16,674 Est. Cost $57.84 Unrealized +58.2%
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,629 Shares 24,013 Est. Cost $52.86 Unrealized
TFSL TFS FINL CORP 0.3%
Value ($000) $1,541 Shares 122,040 Est. Cost $9.60 Unrealized +13.0%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,517 Shares 31,354 Est. Cost $54.66 Unrealized
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $1,446 Shares 24,239 Est. Cost $48.05 Unrealized +31.0%
WSM WILLIAMS SONOMA INC 0.3%
Value ($000) $1,437 Shares 11,813 Est. Cost $32.68 Unrealized +81.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,350 Shares 4,373 Est. Cost $153.02 Unrealized +101.4%
SYY SYSCO CORP 0.2%
Value ($000) $1,270 Shares 16,450 Est. Cost $40.75 Unrealized +73.4%
IWB ISHARES TR 0.2%
Value ($000) $1,143 Shares 5,074 Est. Cost $132.56 Unrealized
SUSC ISHARES TR 0.2%
Value ($000) $1,025 Shares 44,521 Est. Cost $21.78 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $946 Shares 11,405 Est. Cost $50.26 Unrealized +48.6%
VFC V F CORP 0.2%
Value ($000) $844 Shares 36,821 Est. Cost $38.41 Unrealized -31.6%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $798 Shares 4,288 Est. Cost $134.60 Unrealized +19.9%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $739 Shares 5,673 Est. Cost $91.71 Unrealized +39.8%
ESGE ISHARES INC 0.1%
Value ($000) $732 Shares 23,242 Est. Cost $32.30 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $601 Shares 3,683 Est. Cost $85.28 Unrealized +74.1%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $490 Shares 6,640 Est. Cost $73.83 Unrealized
NEW RELIC INC 0.1%
Value ($000) $481 Shares 6,393 Est. Cost $84.71 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $440 Shares 1,492 Est. Cost $185.77 Unrealized +53.2%
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $434 Shares 8,603 Est. Cost $54.88 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $407 Shares 1,630 Est. Cost $167.88 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $395 Shares 6,750 Est. Cost $58.54 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $373 Shares 6,740 Est. Cost $75.42 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $350 Shares 1,847 Est. Cost $135.13 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $341 Shares 1,873 Est. Cost $116.34 Unrealized +36.4%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $330 Shares 1,618 Est. Cost $204.10 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $328 Shares 5,288 Est. Cost $44.70 Unrealized +23.9%
GOOG ALPHABET INC 0.1%
Value ($000) $322 Shares 3,092 Est. Cost $95.84 Unrealized 0.0%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $304 Shares 3,792 Est. Cost $77.51 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $274 Shares 670 Est. Cost $317.37 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $273 Shares 5,105 Est. Cost $40.94 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $270 Shares 1,343 Est. Cost $170.22 Unrealized +11.3%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $266 Shares 1,222 Est. Cost $148.17 Unrealized +23.2%
MOAT VANECK ETF TRUST 0.0%
Value ($000) $265 Shares 3,590 Est. Cost $73.83 Unrealized
AWR AMER STATES WTR CO 0.0%
Value ($000) $260 Shares 2,921 Est. Cost $56.14 Unrealized +52.5%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $246 Shares 1,484 Est. Cost $68.36 Unrealized +136.7%
TSLA TESLA INC 0.0%
Value ($000) $245 Shares 1,182 Est. Cost $223.42 Unrealized -21.9%
DVY ISHARES TR 0.0%
Value ($000) $237 Shares 2,020 Est. Cost $117.18 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value ($000) $230 Shares 4,801 Est. Cost $47.82 Unrealized
IVW ISHARES TR 0.0%
Value ($000) $215 Shares 3,371 Est. Cost $63.89 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $205 Shares 839 Est. Cost $244.33 Unrealized