Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
VISTA CAPITAL PARTNERS INC 10-25-2023 09-30-2023 80 668,702,690
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 $252,466,716 1,188,582 0.04 0.04 -39,179 -3.19 09-30-2023
Vanguard Value Index Fund Value ETF 2 $119,959,990 869,716 0.02 0.02 -27,741 -3.09 09-30-2023
Vanguard REIT Index Fund REIT ETF 3 $83,299,307 1,100,969 0.01 0.01 31,083 2.91 09-30-2023
Vanguard Growth Index Fund Growth ETF 4 $70,235,450 257,925 0.01 0.01 -13,837 -5.09 09-30-2023
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