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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares Russell 2000 Index Fund | Russell2000ETF | 51 | $551,560 | 3,121 | 0.00 | 0.00 | -1,285 | -29.16 | 09-30-2023 |
| iShares MSCI USA Min | MSCI USA MIN VOL | 52 | $533,929 | 7,377 | 0.00 | 0.00 | 22 | 0.30 | 09-30-2023 |
| DFA Tax-Managed US Marketwide Value II | US Mktwide Value | 53 | $519,724 | 15,277 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| iShares Core S&P Small-Cap ETF | Core S&P SCP ETF | 54 | $515,136 | 5,461 | 0.00 | 0.00 | -18 | -0.33 | 09-30-2023 |
