Vision Capital Management, Inc. Diversified Active

CIK: 0001417889 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 5, 2024

Total Value ($000): $709,397 (100.0% shares, 0.0% debt)

Holdings (127)

IVV ISHARES TR 9.1%
Value ($000) $64,205 Shares 111,309 Est. Cost $289.11 Unrealized
VEA VANGUARD TAX-MANAGED FDS 7.7%
Value ($000) $54,649 Shares 1,034,828 Est. Cost $42.24 Unrealized
AAPL APPLE INC 7.5%
Value ($000) $53,114 Shares 227,956 Est. Cost $90.80 Unrealized +144.4%
MSFT MICROSOFT CORP 4.3%
Value ($000) $30,492 Shares 70,863 Est. Cost $123.92 Unrealized +241.4%
VBK VANGUARD INDEX FDS 3.8%
Value ($000) $27,117 Shares 101,422 Est. Cost $220.81 Unrealized
IJR ISHARES TR 3.6%
Value ($000) $25,884 Shares 221,310 Est. Cost $87.17 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.3%
Value ($000) $23,670 Shares 494,676 Est. Cost $40.69 Unrealized
GOOGL ALPHABET INC 2.9%
Value ($000) $20,703 Shares 124,827 Est. Cost $106.58 Unrealized +56.4%
IAU ISHARES GOLD TR 2.6%
Value ($000) $18,268 Shares 367,567 Est. Cost $33.87 Unrealized
AMZN AMAZON COM INC 2.6%
Value ($000) $18,244 Shares 97,911 Est. Cost $119.61 Unrealized +52.5%
IDEV ISHARES TR 2.5%
Value ($000) $17,911 Shares 252,872 Est. Cost $53.95 Unrealized
LQD ISHARES TR 2.2%
Value ($000) $15,804 Shares 139,884 Est. Cost $103.35 Unrealized
SHW SHERWIN WILLIAMS CO 2.1%
Value ($000) $14,862 Shares 38,939 Est. Cost $207.39 Unrealized +66.3%
UHAL/B U HAUL HOLDING COMPANY 1.9%
Value ($000) $13,521 Shares 187,794 Est. Cost $57.75 Unrealized +12.5%
V VISA INC 1.9%
Value ($000) $13,256 Shares 48,212 Est. Cost $108.02 Unrealized +147.8%
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $12,470 Shares 102,684 Est. Cost $92.60 Unrealized +27.5%
AMGN AMGEN INC 1.6%
Value ($000) $11,240 Shares 34,885 Est. Cost $165.35 Unrealized +89.4%
IJH ISHARES TR 1.6%
Value ($000) $11,169 Shares 179,220 Est. Cost $82.06 Unrealized
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $10,708 Shares 66,075 Est. Cost $134.70 Unrealized +13.3%
BR BROADRIDGE FINL SOLUTIONS IN 1.5%
Value ($000) $10,625 Shares 49,411 Est. Cost $68.70 Unrealized +197.6%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $9,699 Shares 10,941 Est. Cost $137.40 Unrealized +527.3%
SCHF SCHWAB STRATEGIC TR 1.4%
Value ($000) $9,649 Shares 234,646 Est. Cost $29.85 Unrealized
SBUX STARBUCKS CORP 1.3%
Value ($000) $9,374 Shares 96,152 Est. Cost $44.29 Unrealized +87.0%
HON HONEYWELL INTL INC 1.2%
Value ($000) $8,493 Shares 41,088 Est. Cost $86.64 Unrealized +117.4%
WSO WATSCO INC 1.2%
Value ($000) $8,260 Shares 16,792 Est. Cost $192.94 Unrealized +149.1%
IQV IQVIA HLDGS INC 1.1%
Value ($000) $7,805 Shares 32,937 Est. Cost $133.65 Unrealized +76.6%
ZTS ZOETIS INC 1.0%
Value ($000) $7,115 Shares 36,418 Est. Cost $44.27 Unrealized +309.6%
ADBE ADOBE INC 1.0%
Value ($000) $6,744 Shares 13,025 Est. Cost $234.54 Unrealized +133.8%
NKE NIKE INC 0.9%
Value ($000) $6,601 Shares 74,670 Est. Cost $81.99 Unrealized -7.3%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $6,190 Shares 73,230 Est. Cost $57.10 Unrealized +31.1%
CRM SALESFORCE INC 0.9%
Value ($000) $6,184 Shares 22,594 Est. Cost $204.30 Unrealized +24.2%
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $6,161 Shares 11,675 Est. Cost $192.60 Unrealized
PGR PROGRESSIVE CORP 0.8%
Value ($000) $5,885 Shares 23,193 Est. Cost $178.04 Unrealized +20.3%
SPEM SPDR INDEX SHS FDS 0.8%
Value ($000) $5,635 Shares 136,498 Est. Cost $33.46 Unrealized
LOW LOWES COS INC 0.8%
Value ($000) $5,543 Shares 20,466 Est. Cost $99.49 Unrealized +137.4%
DIS DISNEY WALT CO 0.8%
Value ($000) $5,449 Shares 56,653 Est. Cost $106.85 Unrealized -15.2%
LLY ELI LILLY & CO 0.8%
Value ($000) $5,439 Shares 6,139 Est. Cost $86.56 Unrealized +928.5%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $5,250 Shares 125,138 Est. Cost $33.96 Unrealized +25.7%
CVS CVS HEALTH CORP 0.7%
Value ($000) $5,047 Shares 80,264 Est. Cost $61.63 Unrealized -10.4%
SNA SNAP ON INC 0.7%
Value ($000) $4,754 Shares 16,409 Est. Cost $259.72 Unrealized +2.3%
QCOM QUALCOMM INC 0.6%
Value ($000) $4,402 Shares 25,886 Est. Cost $91.81 Unrealized +86.4%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $4,090 Shares 29,997 Est. Cost $90.10 Unrealized +33.8%
IWP ISHARES TR 0.5%
Value ($000) $3,609 Shares 30,767 Est. Cost $130.47 Unrealized
KMX CARMAX INC 0.5%
Value ($000) $3,360 Shares 43,427 Est. Cost $81.82 Unrealized -3.4%
NVR NVR INC 0.4%
Value ($000) $3,140 Shares 320 Est. Cost $1625.34 Unrealized +437.1%
DINO HF SINCLAIR CORP 0.4%
Value ($000) $3,013 Shares 67,608 Est. Cost $30.92 Unrealized +44.3%
IWM ISHARES TR 0.4%
Value ($000) $2,999 Shares 13,577 Est. Cost $143.15 Unrealized
SCHA SCHWAB STRATEGIC TR 0.4%
Value ($000) $2,992 Shares 58,096 Est. Cost $56.37 Unrealized
IEF ISHARES TR 0.4%
Value ($000) $2,948 Shares 30,044 Est. Cost $100.64 Unrealized
USB US BANCORP DEL 0.4%
Value ($000) $2,932 Shares 64,108 Est. Cost $37.88 Unrealized +8.6%
PINS PINTEREST INC 0.4%
Value ($000) $2,864 Shares 88,492 Est. Cost $36.03 Unrealized -5.7%
WSM WILLIAMS SONOMA INC 0.4%
Value ($000) $2,856 Shares 18,433 Est. Cost $84.20 Unrealized +67.0%
ESGD ISHARES TR 0.4%
Value ($000) $2,663 Shares 31,641 Est. Cost $67.76 Unrealized
ESML ISHARES TR 0.3%
Value ($000) $2,379 Shares 56,886 Est. Cost $32.42 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $2,341 Shares 5,033 Est. Cost $436.73 Unrealized +10.0%
BAC BANK AMERICA CORP 0.3%
Value ($000) $2,337 Shares 58,907 Est. Cost $24.57 Unrealized +57.8%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $2,263 Shares 6,401 Est. Cost $169.61 Unrealized +90.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,159 Shares 4,691 Est. Cost $360.27 Unrealized +22.7%
ESGU ISHARES TR 0.3%
Value ($000) $2,149 Shares 17,034 Est. Cost $84.67 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $2,104 Shares 11,736 Est. Cost $147.14 Unrealized
UHAL U HAUL HOLDING COMPANY 0.3%
Value ($000) $1,970 Shares 25,425 Est. Cost $48.85 Unrealized +40.0%
DISCOVER FINL SVCS 0.3%
Value ($000) $1,952 Shares 13,914 Est. Cost $69.62 Unrealized
SCHM SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,877 Shares 22,593 Est. Cost $52.86 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.3%
Value ($000) $1,850 Shares 16,760 Est. Cost $58.31 Unrealized +61.3%
SCHX SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,802 Shares 26,552 Est. Cost $54.66 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.3%
Value ($000) $1,796 Shares 11,427 Est. Cost $160.22 Unrealized -3.3%
IWB ISHARES TR 0.2%
Value ($000) $1,749 Shares 5,564 Est. Cost $262.26 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $1,656 Shares 8,198 Est. Cost $202.36 Unrealized 0.0%
TFSL TFS FINL CORP 0.2%
Value ($000) $1,631 Shares 126,853 Est. Cost $9.74 Unrealized +19.7%
SYY SYSCO CORP 0.2%
Value ($000) $1,568 Shares 20,091 Est. Cost $45.41 Unrealized +58.8%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,478 Shares 18,937 Est. Cost $55.37 Unrealized +20.5%
JPM JPMORGAN CHASE & CO. 0.2%
Value ($000) $1,348 Shares 6,394 Est. Cost $144.89 Unrealized +41.5%
SUSC ISHARES TR 0.2%
Value ($000) $1,130 Shares 47,496 Est. Cost $22.00 Unrealized
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $1,122 Shares 11,250 Est. Cost $69.94 Unrealized +31.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,116 Shares 20,972 Est. Cost $26.99 Unrealized +73.3%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,058 Shares 8,254 Est. Cost $111.74 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $981 Shares 3,464 Est. Cost $245.58 Unrealized
VLUE ISHARES TR 0.1%
Value ($000) $937 Shares 8,593 Est. Cost $101.16 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $934 Shares 25,652 Est. Cost $32.84 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $915 Shares 10,908 Est. Cost $50.61 Unrealized +44.4%
SGOV ISHARES TR 0.1%
Value ($000) $912 Shares 9,057 Est. Cost $100.48 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $871 Shares 10,400 Est. Cost $81.28 Unrealized
IVLU ISHARES TR 0.1%
Value ($000) $722 Shares 24,464 Est. Cost $26.66 Unrealized
VUG VANGUARD INDEX FDS 0.1%
Value ($000) $693 Shares 1,806 Est. Cost $312.75 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $657 Shares 4,463 Est. Cost $138.10 Unrealized +1.3%
TSLA TESLA INC 0.1%
Value ($000) $594 Shares 2,272 Est. Cost $232.75 Unrealized -2.0%
ILCG ISHARES TR 0.1%
Value ($000) $566 Shares 6,740 Est. Cost $67.82 Unrealized
SCHR SCHWAB STRATEGIC TR 0.1%
Value ($000) $557 Shares 11,005 Est. Cost $49.72 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $552 Shares 2,674 Est. Cost $145.50 Unrealized +32.6%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $543 Shares 5,596 Est. Cost $84.87 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $534 Shares 930 Est. Cost $487.22 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $525 Shares 3,143 Est. Cost $137.75 Unrealized +22.1%
HD HOME DEPOT INC 0.1%
Value ($000) $525 Shares 1,295 Est. Cost $295.17 Unrealized +19.5%
KO COCA COLA CO 0.1%
Value ($000) $509 Shares 7,088 Est. Cost $53.26 Unrealized +23.3%
FFIV F5 INC 0.1%
Value ($000) $508 Shares 2,309 Est. Cost $151.26 Unrealized +28.2%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $503 Shares 13,221 Est. Cost $35.00 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $490 Shares 3,760 Est. Cost $243.79 Unrealized -49.4%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $458 Shares 1,654 Est. Cost $236.61 Unrealized +7.1%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $438 Shares 1,847 Est. Cost $213.32 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $424 Shares 859 Est. Cost $397.75 Unrealized +16.1%
ABBV ABBVIE INC 0.1%
Value ($000) $417 Shares 2,114 Est. Cost $178.69 Unrealized 0.0%
DVY ISHARES TR 0.1%
Value ($000) $412 Shares 3,049 Est. Cost $117.22 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $390 Shares 2,291 Est. Cost $156.15 Unrealized +4.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $379 Shares 970 Est. Cost $338.69 Unrealized 0.0%
IWF ISHARES TR 0.1%
Value ($000) $375 Shares 999 Est. Cost $306.09 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $347 Shares 14,812 Est. Cost $37.61 Unrealized -33.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $344 Shares 1,384 Est. Cost $198.52 Unrealized +15.7%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $339 Shares 1,358 Est. Cost $160.17 Unrealized +40.6%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $331 Shares 679 Est. Cost $421.95 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $328 Shares 2,000 Est. Cost $121.27 Unrealized +25.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $322 Shares 5,105 Est. Cost $56.14 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.0%
Value ($000) $317 Shares 5,699 Est. Cost $52.33 Unrealized
VFC V F CORP 0.0%
Value ($000) $309 Shares 15,465 Est. Cost $25.63 Unrealized -34.7%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $295 Shares 1,134 Est. Cost $140.32 Unrealized +40.5%
FISV FISERV INC 0.0%
Value ($000) $288 Shares 1,602 Est. Cost $122.71 Unrealized +34.4%
UNP UNION PAC CORP 0.0%
Value ($000) $282 Shares 1,143 Est. Cost $234.64 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $279 Shares 3,320 Est. Cost $56.03 Unrealized +32.2%
BLACKROCK INC 0.0%
Value ($000) $275 Shares 290 Est. Cost $949.51 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $266 Shares 2,908 Est. Cost $78.03 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $255 Shares 1,474 Est. Cost $151.86 Unrealized +8.1%
AFL AFLAC INC 0.0%
Value ($000) $246 Shares 2,200 Est. Cost $98.75 Unrealized 0.0%
AWR AMER STATES WTR CO 0.0%
Value ($000) $243 Shares 2,921 Est. Cost $76.07 Unrealized +2.5%
LAMR LAMAR ADVERTISING CO NEW 0.0%
Value ($000) $240 Shares 1,800 Est. Cost $119.41 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $240 Shares 3,107 Est. Cost $55.71 Unrealized +30.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $216 Shares 370 Est. Cost $516.36 Unrealized 0.0%
HDV ISHARES TR 0.0%
Value ($000) $216 Shares 1,838 Est. Cost $117.62 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $201 Shares 325 Est. Cost $589.13 Unrealized 0.0%