Vision Capital Management, Inc. Q1 2021 Filing

Filed April 21, 2021

Portfolio Value

$562K

Holdings

105

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (105 positions)

StockValue
VEAVanguard FTSE Developed Markets ETF
$49.9M
IVViShares Core S&P 500
$38.7M
AAPLApple Inc
$32.6M
IJHiShares Core S&P Mid-Cap
$29.2M
IJRiShares Core S&P Small-Cap
$27.9M
VWOVanguard FTSE Emerging Markets ETF
$19.1M
MSFTMicrosoft Corp
$16.6M
PYPLPayPal Holdings Inc
$11.6M
LQDiShares iBoxx $ Investment Grade Corporate Bond ET
$11.5M
ELThe Estee Lauder Companies Inc Class A
$10.4M
IDEViShares Core MSCI Intl Developed Mkts ETF
$10.3M
SCHFSchwab International Equity ETF
$10.1M
NEENextEra Energy Inc
$9.4M
IAUUSDiShares Gold Trust
$9.3M
SBUXStarbucks Corp
$9.1M
VVisa Inc Class A
$8.9M
DISWalt Disney Co
$8.9M
NKENike Inc B
$8.2M
AMGNAmgen Inc
$8.0M
BRBroadridge Financial Solutions Inc
$7.8M
DFSEURDiscover Financial Services
$7.8M
HONHoneywell International Inc
$7.8M
ADBEAdobe Systems Inc
$7.0M
KMXCarMax Inc
$6.6M
IQVIqvia Hldgs Inc
$6.3M
COSTCostco Wholesale Corp
$6.2M
VOOVanguard 500 ETF
$6.1M
UPSUnited Parcel Service Inc Class B
$6.1M
ZTSZoetis Inc
$5.7M
CVSCVS Health Corp
$5.6M
BACVerizon Communications Inc
$5.2M
MARMarriott International Inc
$4.9M
LOWLowe s Companies Inc
$4.8M
JNJJohnson & Johnson
$4.5M
SPEMSPDR S&P Emerging Markets ETF
$4.2M
IWPiShares Russell Mid-Cap Growth ETF
$3.8M
ILMNIllumina Inc
$3.6M
WSOWatsco Inc
$3.6M
SCHASchwab US Small-Cap ETF
$3.5M
IWMiShares Russell 2000
$3.4M
FFIVF5 Networks Inc
$3.2M
TFSLTFS Financial Corp
$3.2M
SYYSysco Corp
$2.9M
EAElectronic Arts Inc
$2.9M
CTSHCognizant Technology Solutions Corp A
$2.9M
BFAMBright Horizons Family Solutions Inc
$2.8M
FEYECHFFireEye Inc
$2.6M
BACBank of America Corporation
$2.2M
CSCOCisco Systems Inc
$2.2M
SCHMSchwab US Mid-Cap ETF
$2.0M
IEFiShares 7-10 Year Treasury Bond ETF
$2.0M
HFCUSDHollyFrontier Corp
$2.0M
ACNAccenture PLC A
$1.8M
WSMWilliams-Sonoma Inc
$1.8M
CHRWC.H. Robinson Worldwide Inc
$1.8M
ESGUiShares ESG MSCI USA ETF
$1.6M
QCOMQUALCOMM Inc
$1.5M
BRK/BBerkshire Hathaway Inc B
$1.5M
VFCVF Corp
$1.5M
CLColgate-Palmolive Co
$1.4M
TXNTexas Instruments Inc
$1.3M
LLYEli Lilly and Co
$1.3M
LMTLockheed Martin Corp
$1.2M
ESGDiShares MSCI EAFE ESG Optimized ETF
$1.2M
IWBiShares Russell 1000
$1.1M
SCHXSchwab US Large-Cap ETF
$1.1M
SUSCiShares ESG USD Corporate Bond ETF
$966K
JPMJPMorgan Chase & Co
$959K
GILDGilead Sciences Inc
$899K
CVXChevron Corp
$747K
ESMLiShares MSCI USA Sml-Cp ESG Optmzd ETF
$720K
USBUS Bancorp
$710K
SCHRSchwab Intermediate-Term US Trs ETF
$636K
VCITVanguard Intermediate-Term Corp Bd ETF
$567K
ARKKARK Innovation ETF
$552K
METAFacebook Inc A
$489K
HDThe Home Depot Inc
$454K
NEWREURNew Relic Inc
$424K
ESGEiShares ESG MSCI EM ETF
$415K
VBVanguard Small-Cap ETF
$402K
VUGVanguard Growth ETF
$396K
ILCGiShares Morningstar Large-Cap Growth ETF
$389K
HVTHaverty Furniture Companies Inc
$371K
INTCIntel Corp
$370K
VEUVanguard FTSE All World Ex-US ETF
$350K
SPYSPDR S&P 500 ETF
$313K
KOCoca-Cola Co
$308K
PEPPepsiCo Inc
$282K
UNPUnion Pacific Corp
$263K
CMCSAComcast Corp Class A
$262K
AWRAmerican States Water Co
$244K
BABoeing Co
$236K
EEMiShares MSCI Emerging Markets
$220K
DHRDanaher Corp Del Com
$205K
CLXClorox Co
$204K
Retail Properties of America Inc
$202K
GOOGLAlphabet Inc A
$16K
AMZNAmazon.com Inc
$16K
SHWSherwin-Williams Co
$11K
UHALAmerco Inc
$6K
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