Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VISTA CAPITAL PARTNERS INC | 05-03-2024 | 03-31-2024 | 95 | 799,705,374 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total U.S. Stock Market Fund | Total Stk Mkt | 1 | $305,332,164 | 1,174,806 | 0.04 | 0.04 | -13,776 | -1.16 | 03-31-2024 |
| Vanguard Value Index Fund | Value ETF | 2 | $136,904,116 | 840,625 | 0.02 | 0.02 | -29,091 | -3.34 | 03-31-2024 |
| Vanguard REIT Index Fund | REIT ETF | 3 | $100,987,660 | 1,167,757 | 0.01 | 0.01 | 66,788 | 6.07 | 03-31-2024 |
| Vanguard Growth Index Fund | Growth ETF | 4 | $81,731,679 | 237,454 | 0.01 | 0.01 | -20,471 | -7.94 | 03-31-2024 |
