Vision Capital Management, Inc. Diversified Active

CIK: 0001417889 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 9, 2024

Total Value ($000): $670,439 (100.0% shares, 0.0% debt)

Holdings (120)

IVV ISHARES TR 9.4%
Value ($000) $62,691 Shares 119,245 Est. Cost $289.11 Unrealized
VEA VANGUARD TAX-MANAGED FDS 7.7%
Value ($000) $51,530 Shares 1,027,100 Est. Cost $42.12 Unrealized
AAPL APPLE INC 5.9%
Value ($000) $39,502 Shares 230,360 Est. Cost $90.80 Unrealized +98.5%
MSFT MICROSOFT CORP 4.4%
Value ($000) $29,453 Shares 70,005 Est. Cost $118.58 Unrealized +236.7%
IJR ISHARES TR 3.7%
Value ($000) $24,833 Shares 224,696 Est. Cost $87.17 Unrealized
VBK VANGUARD INDEX FDS 3.7%
Value ($000) $24,713 Shares 94,787 Est. Cost $217.99 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.0%
Value ($000) $20,297 Shares 485,922 Est. Cost $40.57 Unrealized
GOOGL ALPHABET INC 2.9%
Value ($000) $19,319 Shares 127,998 Est. Cost $106.58 Unrealized +33.2%
AMZN AMAZON COM INC 2.6%
Value ($000) $17,742 Shares 98,357 Est. Cost $119.61 Unrealized +39.6%
IDEV ISHARES TR 2.6%
Value ($000) $17,505 Shares 260,770 Est. Cost $53.95 Unrealized
IAU ISHARES GOLD TR 2.3%
Value ($000) $15,640 Shares 372,298 Est. Cost $33.87 Unrealized
LQD ISHARES TR 2.2%
Value ($000) $14,511 Shares 133,229 Est. Cost $103.06 Unrealized
SHW SHERWIN WILLIAMS CO 2.1%
Value ($000) $14,403 Shares 41,468 Est. Cost $207.39 Unrealized +51.1%
UHAL/B U HAUL HOLDING COMPANY 1.8%
Value ($000) $12,367 Shares 185,472 Est. Cost $57.60 Unrealized +11.8%
IJH ISHARES TR 1.7%
Value ($000) $11,587 Shares 190,764 Est. Cost $82.06 Unrealized
V VISA INC 1.7%
Value ($000) $11,477 Shares 41,123 Est. Cost $80.16 Unrealized +239.8%
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $10,397 Shares 11,507 Est. Cost $18.84 Unrealized +284.5%
AMGN AMGEN INC 1.5%
Value ($000) $10,212 Shares 35,917 Est. Cost $165.35 Unrealized +67.0%
BR BROADRIDGE FINL SOLUTIONS IN 1.5%
Value ($000) $10,071 Shares 49,161 Est. Cost $67.19 Unrealized +191.0%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $9,293 Shares 58,746 Est. Cost $132.37 Unrealized +13.5%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $9,114 Shares 12,440 Est. Cost $137.40 Unrealized +414.4%
SCHF SCHWAB STRATEGIC TR 1.4%
Value ($000) $9,096 Shares 233,117 Est. Cost $29.85 Unrealized
SBUX STARBUCKS CORP 1.3%
Value ($000) $8,906 Shares 97,447 Est. Cost $43.58 Unrealized +103.3%
WSO WATSCO INC 1.3%
Value ($000) $8,443 Shares 19,545 Est. Cost $192.94 Unrealized +108.2%
HON HONEYWELL INTL INC 1.3%
Value ($000) $8,423 Shares 41,037 Est. Cost $85.08 Unrealized +112.4%
IQV IQVIA HLDGS INC 1.2%
Value ($000) $7,810 Shares 30,884 Est. Cost $125.03 Unrealized +86.7%
NKE NIKE INC 1.1%
Value ($000) $7,703 Shares 81,969 Est. Cost $81.73 Unrealized +19.7%
CVS CVS HEALTH CORP 1.1%
Value ($000) $7,408 Shares 92,873 Est. Cost $63.05 Unrealized +12.3%
DIS DISNEY WALT CO 1.0%
Value ($000) $7,004 Shares 57,241 Est. Cost $107.02 Unrealized -4.3%
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $6,849 Shares 14,249 Est. Cost $192.60 Unrealized
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $6,720 Shares 122,607 Est. Cost $33.72 Unrealized +41.8%
ADBE ADOBE INC 0.9%
Value ($000) $6,189 Shares 12,266 Est. Cost $217.64 Unrealized +163.4%
ZTS ZOETIS INC 0.9%
Value ($000) $6,163 Shares 36,425 Est. Cost $42.19 Unrealized +334.7%
CRM SALESFORCE INC 0.9%
Value ($000) $6,158 Shares 20,447 Est. Cost $198.16 Unrealized +43.9%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $5,663 Shares 88,612 Est. Cost $57.10 Unrealized -3.0%
LOW LOWES COS INC 0.8%
Value ($000) $5,388 Shares 21,150 Est. Cost $99.49 Unrealized +123.2%
SPEM SPDR INDEX SHS FDS 0.8%
Value ($000) $5,038 Shares 139,201 Est. Cost $33.46 Unrealized
DISCOVER FINL SVCS 0.7%
Value ($000) $4,992 Shares 38,081 Est. Cost $69.62 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $4,909 Shares 6,310 Est. Cost $86.56 Unrealized +711.6%
UPS UNITED PARCEL SERVICE INC 0.7%
Value ($000) $4,433 Shares 29,826 Est. Cost $89.32 Unrealized +52.7%
KMX CARMAX INC 0.7%
Value ($000) $4,432 Shares 50,878 Est. Cost $81.82 Unrealized -7.6%
QCOM QUALCOMM INC 0.6%
Value ($000) $4,242 Shares 25,059 Est. Cost $89.57 Unrealized +65.8%
DINO HF SINCLAIR CORP 0.6%
Value ($000) $4,012 Shares 66,451 Est. Cost $30.76 Unrealized +69.6%
NVR NVR INC 0.5%
Value ($000) $3,669 Shares 453 Est. Cost $1625.34 Unrealized +357.0%
IWP ISHARES TR 0.5%
Value ($000) $3,522 Shares 30,855 Est. Cost $130.47 Unrealized
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $3,373 Shares 21,881 Est. Cost $69.94 Unrealized +95.3%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $3,327 Shares 16,088 Est. Cost $170.60 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.5%
Value ($000) $3,243 Shares 10,212 Est. Cost $32.68 Unrealized +245.5%
PINS PINTEREST INC 0.4%
Value ($000) $3,005 Shares 86,685 Est. Cost $36.09 Unrealized +0.7%
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,904 Shares 58,985 Est. Cost $56.37 Unrealized
SNA SNAP ON INC 0.4%
Value ($000) $2,885 Shares 9,741 Est. Cost $257.26 Unrealized +4.9%
IWM ISHARES TR 0.4%
Value ($000) $2,866 Shares 13,628 Est. Cost $143.15 Unrealized
USB US BANCORP DEL 0.4%
Value ($000) $2,831 Shares 63,332 Est. Cost $37.80 Unrealized +2.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.4%
Value ($000) $2,800 Shares 38,209 Est. Cost $55.71 Unrealized +33.0%
ESGD ISHARES TR 0.4%
Value ($000) $2,770 Shares 34,666 Est. Cost $67.76 Unrealized
ILMN ILLUMINA INC 0.4%
Value ($000) $2,683 Shares 19,538 Est. Cost $243.79 Unrealized -45.0%
ESML ISHARES TR 0.4%
Value ($000) $2,463 Shares 61,173 Est. Cost $32.42 Unrealized
IEF ISHARES TR 0.4%
Value ($000) $2,444 Shares 25,814 Est. Cost $101.18 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $2,195 Shares 57,896 Est. Cost $24.42 Unrealized +34.3%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $2,164 Shares 6,243 Est. Cost $166.14 Unrealized +113.5%
CSCO CISCO SYS INC 0.3%
Value ($000) $2,046 Shares 41,002 Est. Cost $26.99 Unrealized +74.9%
ESGU ISHARES TR 0.3%
Value ($000) $2,002 Shares 17,414 Est. Cost $84.67 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $1,933 Shares 11,762 Est. Cost $147.14 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,884 Shares 23,133 Est. Cost $52.86 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $1,839 Shares 4,373 Est. Cost $350.99 Unrealized +12.1%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,758 Shares 28,324 Est. Cost $54.66 Unrealized
FFIV F5 INC 0.3%
Value ($000) $1,730 Shares 9,127 Est. Cost $151.26 Unrealized +22.0%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,687 Shares 25,176 Est. Cost $55.37 Unrealized +10.6%
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $1,682 Shares 24,902 Est. Cost $48.25 Unrealized +37.0%
IWB ISHARES TR 0.2%
Value ($000) $1,608 Shares 5,583 Est. Cost $262.26 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $1,607 Shares 19,794 Est. Cost $45.12 Unrealized +65.3%
TFSL TFS FINL CORP 0.2%
Value ($000) $1,481 Shares 117,947 Est. Cost $9.60 Unrealized +16.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,281 Shares 6,394 Est. Cost $144.89 Unrealized +19.8%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $1,261 Shares 16,558 Est. Cost $57.84 Unrealized +29.1%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $985 Shares 8,142 Est. Cost $111.63 Unrealized
SUSC ISHARES TR 0.1%
Value ($000) $968 Shares 42,105 Est. Cost $21.78 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $931 Shares 8,593 Est. Cost $101.16 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $860 Shares 10,678 Est. Cost $81.28 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $794 Shares 10,836 Est. Cost $50.61 Unrealized +42.3%
ESGE ISHARES INC 0.1%
Value ($000) $744 Shares 23,088 Est. Cost $32.28 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $727 Shares 2,798 Est. Cost $237.20 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $655 Shares 23,187 Est. Cost $26.51 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $641 Shares 4,066 Est. Cost $137.92 Unrealized +0.8%
SHM SPDR SER TR 0.1%
Value ($000) $637 Shares 13,427 Est. Cost $47.10 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $617 Shares 3,542 Est. Cost $145.50 Unrealized +8.5%
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $603 Shares 1,751 Est. Cost $310.83 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $580 Shares 11,828 Est. Cost $49.72 Unrealized
VFC V F CORP 0.1%
Value ($000) $570 Shares 37,146 Est. Cost $25.63 Unrealized -37.2%
ILCG ISHARES TR 0.1%
Value ($000) $509 Shares 6,740 Est. Cost $67.82 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $506 Shares 5,629 Est. Cost $84.87 Unrealized
SGOV ISHARES TR 0.1%
Value ($000) $498 Shares 4,940 Est. Cost $100.28 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $484 Shares 3,182 Est. Cost $134.68 Unrealized +6.4%
HD HOME DEPOT INC 0.1%
Value ($000) $484 Shares 1,263 Est. Cost $293.72 Unrealized +18.7%
INTC INTEL CORP 0.1%
Value ($000) $454 Shares 10,269 Est. Cost $40.04 Unrealized +10.0%
KO COCA COLA CO 0.1%
Value ($000) $434 Shares 7,088 Est. Cost $53.26 Unrealized +6.5%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $432 Shares 825 Est. Cost $475.37 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $422 Shares 1,847 Est. Cost $213.32 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $409 Shares 849 Est. Cost $397.11 Unrealized +14.0%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $402 Shares 10,931 Est. Cost $34.36 Unrealized
DVY ISHARES TR 0.1%
Value ($000) $376 Shares 3,049 Est. Cost $117.22 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $349 Shares 1,384 Est. Cost $198.52 Unrealized +19.7%
IWF ISHARES TR 0.0%
Value ($000) $326 Shares 968 Est. Cost $303.87 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $325 Shares 1,800 Est. Cost $117.86 Unrealized +48.3%
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $310 Shares 5,699 Est. Cost $52.33 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $299 Shares 5,105 Est. Cost $56.14 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $296 Shares 1,691 Est. Cost $153.75 Unrealized +2.3%
IVW ISHARES TR 0.0%
Value ($000) $272 Shares 3,222 Est. Cost $75.10 Unrealized
MAS MASCO CORP 0.0%
Value ($000) $262 Shares 3,320 Est. Cost $56.03 Unrealized +24.5%
FISV FISERV INC 0.0%
Value ($000) $256 Shares 1,602 Est. Cost $122.71 Unrealized +18.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $253 Shares 570 Est. Cost $409.35 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $245 Shares 11,409 Est. Cost $21.04 Unrealized -10.4%
USMV ISHARES TR 0.0%
Value ($000) $243 Shares 2,908 Est. Cost $78.03 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $224 Shares 700 Est. Cost $306.18 Unrealized 0.0%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $220 Shares 1,302 Est. Cost $152.94 Unrealized +0.5%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $215 Shares 1,800 Est. Cost $119.41 Unrealized
AWR AMER STATES WTR CO 0.0%
Value ($000) $211 Shares 2,921 Est. Cost $76.07 Unrealized -6.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $210 Shares 1,134 Est. Cost $140.32 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $209 Shares 1,187 Est. Cost $237.66 Unrealized -17.8%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $206 Shares 1,269 Est. Cost $149.87 Unrealized 0.0%
HVT HAVERTY FURNITURE COS INC 0.0%
Value ($000) $205 Shares 5,998 Est. Cost $30.56 Unrealized +11.2%