Vision Capital Management, Inc. Diversified Active

CIK: 0001417889 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 17, 2024

Total Value ($000): $641,433 (100.0% shares, 0.0% debt)

Holdings (116)

IVV ISHARES TR 9.1%
Value ($000) $58,519 Shares 122,520 Est. Cost $289.11 Unrealized
VEA VANGUARD TAX-MANAGED FDS 7.8%
Value ($000) $49,814 Shares 1,039,956 Est. Cost $42.12 Unrealized
AAPL APPLE INC 7.1%
Value ($000) $45,230 Shares 234,923 Est. Cost $90.80 Unrealized +101.3%
MSFT MICROSOFT CORP 4.1%
Value ($000) $26,503 Shares 70,480 Est. Cost $118.58 Unrealized +195.5%
IJR ISHARES TR 3.8%
Value ($000) $24,351 Shares 224,948 Est. Cost $87.17 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.1%
Value ($000) $19,672 Shares 478,638 Est. Cost $40.55 Unrealized
VBK VANGUARD INDEX FDS 2.9%
Value ($000) $18,441 Shares 76,273 Est. Cost $207.61 Unrealized
GOOGL ALPHABET INC 2.8%
Value ($000) $18,095 Shares 129,539 Est. Cost $106.58 Unrealized +25.1%
IDEV ISHARES TR 2.7%
Value ($000) $17,130 Shares 269,087 Est. Cost $53.95 Unrealized
AMZN AMAZON COM INC 2.5%
Value ($000) $15,728 Shares 103,515 Est. Cost $119.61 Unrealized +17.2%
IAU ISHARES GOLD TR 2.3%
Value ($000) $14,567 Shares 373,224 Est. Cost $33.87 Unrealized
LQD ISHARES TR 2.2%
Value ($000) $14,321 Shares 129,412 Est. Cost $102.89 Unrealized
UHAL/B U HAUL HOLDING COMPANY 2.0%
Value ($000) $13,143 Shares 186,584 Est. Cost $57.60 Unrealized -5.5%
SHW SHERWIN WILLIAMS CO 2.0%
Value ($000) $12,998 Shares 41,673 Est. Cost $207.39 Unrealized +27.3%
IJH ISHARES TR 1.7%
Value ($000) $10,877 Shares 39,246 Est. Cost $164.35 Unrealized
V VISA INC 1.7%
Value ($000) $10,673 Shares 40,995 Est. Cost $80.16 Unrealized +202.7%
AMGN AMGEN INC 1.6%
Value ($000) $10,520 Shares 36,526 Est. Cost $165.35 Unrealized +54.3%
BR BROADRIDGE FINL SOLUTIONS IN 1.6%
Value ($000) $10,156 Shares 49,360 Est. Cost $67.19 Unrealized +165.1%
SBUX STARBUCKS CORP 1.4%
Value ($000) $9,272 Shares 96,573 Est. Cost $43.58 Unrealized +111.5%
NKE NIKE INC 1.4%
Value ($000) $9,019 Shares 83,069 Est. Cost $81.73 Unrealized +26.0%
DISCOVER FINL SVCS 1.4%
Value ($000) $8,968 Shares 79,787 Est. Cost $69.62 Unrealized
HON HONEYWELL INTL INC 1.4%
Value ($000) $8,673 Shares 41,356 Est. Cost $85.08 Unrealized +102.5%
SCHF SCHWAB STRATEGIC TR 1.3%
Value ($000) $8,639 Shares 233,732 Est. Cost $29.85 Unrealized
WSO WATSCO INC 1.3%
Value ($000) $8,415 Shares 19,639 Est. Cost $192.94 Unrealized +100.8%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $8,247 Shares 12,494 Est. Cost $137.40 Unrealized +317.4%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $7,988 Shares 50,965 Est. Cost $129.65 Unrealized +10.8%
ADBE ADOBE INC 1.2%
Value ($000) $7,869 Shares 13,190 Est. Cost $217.64 Unrealized +165.0%
CVS CVS HEALTH CORP 1.1%
Value ($000) $7,350 Shares 93,089 Est. Cost $63.05 Unrealized +3.7%
ZTS ZOETIS INC 1.1%
Value ($000) $7,261 Shares 36,789 Est. Cost $42.19 Unrealized +309.7%
IQV IQVIA HLDGS INC 1.1%
Value ($000) $7,197 Shares 31,104 Est. Cost $125.03 Unrealized +64.2%
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $6,366 Shares 122,326 Est. Cost $33.72 Unrealized +51.9%
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $6,328 Shares 14,488 Est. Cost $192.60 Unrealized
CRM SALESFORCE INC 0.9%
Value ($000) $5,980 Shares 22,725 Est. Cost $198.16 Unrealized +12.8%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $5,766 Shares 11,643 Est. Cost $18.84 Unrealized +145.8%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $5,355 Shares 88,159 Est. Cost $57.10 Unrealized -6.4%
DIS DISNEY WALT CO 0.8%
Value ($000) $5,269 Shares 58,355 Est. Cost $107.02 Unrealized -19.5%
SPEM SPDR INDEX SHS FDS 0.8%
Value ($000) $5,100 Shares 144,014 Est. Cost $33.46 Unrealized
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $4,733 Shares 30,101 Est. Cost $89.32 Unrealized +50.3%
LOW LOWES COS INC 0.7%
Value ($000) $4,725 Shares 21,230 Est. Cost $99.49 Unrealized +95.7%
LLY ELI LILLY & CO 0.6%
Value ($000) $3,853 Shares 6,609 Est. Cost $86.56 Unrealized +564.4%
QCOM QUALCOMM INC 0.6%
Value ($000) $3,829 Shares 26,475 Est. Cost $89.57 Unrealized +32.1%
DINO HF SINCLAIR CORP 0.6%
Value ($000) $3,692 Shares 66,443 Est. Cost $30.76 Unrealized +61.4%
KMX CARMAX INC 0.5%
Value ($000) $3,332 Shares 43,421 Est. Cost $82.88 Unrealized -18.9%
IWP ISHARES TR 0.5%
Value ($000) $3,226 Shares 30,883 Est. Cost $130.47 Unrealized
PINS PINTEREST INC 0.5%
Value ($000) $3,226 Shares 87,084 Est. Cost $36.09 Unrealized -12.9%
NVR NVR INC 0.5%
Value ($000) $3,199 Shares 457 Est. Cost $1625.34 Unrealized +279.5%
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $3,198 Shares 21,868 Est. Cost $69.94 Unrealized +81.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.5%
Value ($000) $2,916 Shares 38,612 Est. Cost $55.71 Unrealized +19.7%
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,790 Shares 59,056 Est. Cost $56.37 Unrealized
ESGD ISHARES TR 0.4%
Value ($000) $2,789 Shares 36,925 Est. Cost $67.76 Unrealized
USB US BANCORP DEL 0.4%
Value ($000) $2,750 Shares 63,541 Est. Cost $37.80 Unrealized -12.4%
IWM ISHARES TR 0.4%
Value ($000) $2,737 Shares 13,638 Est. Cost $143.15 Unrealized
ILMN ILLUMINA INC 0.4%
Value ($000) $2,599 Shares 18,666 Est. Cost $248.91 Unrealized -53.7%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $2,467 Shares 7,029 Est. Cost $166.14 Unrealized +88.2%
FFIV F5 INC 0.4%
Value ($000) $2,400 Shares 13,408 Est. Cost $151.26 Unrealized +7.9%
SNA SNAP ON INC 0.4%
Value ($000) $2,377 Shares 8,228 Est. Cost $254.93 Unrealized 0.0%
IEF ISHARES TR 0.4%
Value ($000) $2,269 Shares 23,535 Est. Cost $101.81 Unrealized
ESML ISHARES TR 0.3%
Value ($000) $2,103 Shares 55,316 Est. Cost $31.59 Unrealized
WSM WILLIAMS SONOMA INC 0.3%
Value ($000) $2,084 Shares 10,329 Est. Cost $32.68 Unrealized +156.4%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,080 Shares 41,181 Est. Cost $26.99 Unrealized +77.7%
ESGU ISHARES TR 0.3%
Value ($000) $1,984 Shares 18,908 Est. Cost $84.67 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,950 Shares 57,919 Est. Cost $24.42 Unrealized +13.1%
QUAL ISHARES TR 0.3%
Value ($000) $1,816 Shares 12,340 Est. Cost $147.14 Unrealized
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $1,793 Shares 24,977 Est. Cost $48.25 Unrealized +17.5%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,756 Shares 28,588 Est. Cost $55.37 Unrealized +3.2%
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,743 Shares 23,141 Est. Cost $52.86 Unrealized
TFSL TFS FINL CORP 0.3%
Value ($000) $1,728 Shares 117,614 Est. Cost $9.60 Unrealized +12.0%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,645 Shares 29,172 Est. Cost $54.66 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,572 Shares 4,407 Est. Cost $350.99 Unrealized 0.0%
IWB ISHARES TR 0.2%
Value ($000) $1,466 Shares 5,590 Est. Cost $262.26 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $1,441 Shares 19,711 Est. Cost $45.12 Unrealized +43.8%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $1,435 Shares 16,605 Est. Cost $57.84 Unrealized +37.3%
SHM SPDR SER TR 0.2%
Value ($000) $1,159 Shares 24,245 Est. Cost $47.10 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,103 Shares 9,878 Est. Cost $111.63 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,100 Shares 6,469 Est. Cost $144.89 Unrealized 0.0%
SUSC ISHARES TR 0.2%
Value ($000) $998 Shares 42,867 Est. Cost $21.78 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $875 Shares 10,766 Est. Cost $81.28 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $869 Shares 8,593 Est. Cost $101.16 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $864 Shares 10,663 Est. Cost $50.26 Unrealized +43.6%
ESGE ISHARES INC 0.1%
Value ($000) $754 Shares 23,511 Est. Cost $32.28 Unrealized
VFC V F CORP 0.1%
Value ($000) $701 Shares 37,264 Est. Cost $25.63 Unrealized -33.1%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $674 Shares 2,843 Est. Cost $237.20 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $660 Shares 24,911 Est. Cost $26.51 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $608 Shares 3,567 Est. Cost $145.50 Unrealized 0.0%
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $601 Shares 12,087 Est. Cost $49.72 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $547 Shares 3,666 Est. Cost $137.80 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $544 Shares 1,751 Est. Cost $310.83 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $535 Shares 10,648 Est. Cost $40.04 Unrealized 0.0%
SGOV ISHARES TR 0.1%
Value ($000) $479 Shares 4,775 Est. Cost $100.27 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $478 Shares 5,629 Est. Cost $84.87 Unrealized
ILCG ISHARES TR 0.1%
Value ($000) $457 Shares 6,740 Est. Cost $67.82 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $448 Shares 3,182 Est. Cost $134.68 Unrealized 0.0%
HD HOME DEPOT INC 0.1%
Value ($000) $446 Shares 1,288 Est. Cost $293.72 Unrealized 0.0%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $435 Shares 2,041 Est. Cost $213.32 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $431 Shares 906 Est. Cost $475.37 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $426 Shares 12,397 Est. Cost $34.36 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $418 Shares 7,088 Est. Cost $53.26 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $394 Shares 924 Est. Cost $397.11 Unrealized 0.0%
DVY ISHARES TR 0.1%
Value ($000) $360 Shares 3,075 Est. Cost $117.22 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $345 Shares 4,687 Est. Cost $73.55 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $325 Shares 6,203 Est. Cost $52.33 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $322 Shares 1,296 Est. Cost $237.66 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $312 Shares 1,384 Est. Cost $198.52 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $309 Shares 14,354 Est. Cost $21.04 Unrealized -12.5%
PEP PEPSICO INC 0.0%
Value ($000) $297 Shares 1,747 Est. Cost $153.75 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $287 Shares 948 Est. Cost $303.17 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $287 Shares 5,105 Est. Cost $56.14 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $272 Shares 1,842 Est. Cost $117.86 Unrealized 0.0%
IVW ISHARES TR 0.0%
Value ($000) $242 Shares 3,222 Est. Cost $75.10 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $239 Shares 585 Est. Cost $409.35 Unrealized
AWR AMER STATES WTR CO 0.0%
Value ($000) $235 Shares 2,921 Est. Cost $76.07 Unrealized 0.0%
USMV ISHARES TR 0.0%
Value ($000) $227 Shares 2,908 Est. Cost $78.03 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $223 Shares 1,294 Est. Cost $152.94 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $222 Shares 3,320 Est. Cost $56.03 Unrealized 0.0%
HVT HAVERTY FURNITURE COS INC 0.0%
Value ($000) $213 Shares 5,998 Est. Cost $30.56 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $213 Shares 1,602 Est. Cost $122.71 Unrealized 0.0%