Vision Capital Management, Inc. Q2 2023 Filing

Filed August 1, 2023

Portfolio Value

$585K

Holdings

104

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (104 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
123,460$54K9.23%
2
VEAVANGUARD TAX-MANAGED FDS
1,005,948$45K7.69%
3
AAPLAPPLE INC
234,880$44K7.52%
4
MSFTMICROSOFT CORP
67,968$22K3.76%
5
IJRISHARES TR
213,040$21K3.59%
6
VWOVANGUARD INTL EQUITY INDEX F
450,501$18K3.08%
7
GOOGLALPHABET INC
144,830$16K2.74%
8
VBKVANGUARD INDEX FDS
73,643$16K2.74%
9
IDEVISHARES TR
256,602$15K2.56%
10
IAU*ISHARES GOLD TR
366,502$13K2.22%
11
LQDISHARES TR
125,812$13K2.22%
12
AMZNAMAZON COM INC
103,729$13K2.22%
13
SHWSHERWIN WILLIAMS CO
41,095$10K1.71%
14
IJHISHARES TR
41,741$10K1.71%
15
DFSEURDISCOVER FINL SVCS
79,535$9K1.54%
16
VVISA INC
40,268$9K1.54%
17
NKENIKE INC
81,919$9K1.54%
18
UHAL/BU HAUL HOLDING COMPANY
181,816$9K1.54%
19
SBUXSTARBUCKS CORP
95,901$9K1.54%
20
BRBROADRIDGE FINL SOLUTIONS IN
50,362$8K1.37%
21
HONHONEYWELL INTL INC
40,811$8K1.37%
22
JNJJOHNSON & JOHNSON
52,406$8K1.37%
23
AMGNAMGEN INC
37,248$8K1.37%
24
SCHFSCHWAB STRATEGIC TR
239,874$8K1.37%
25
IQVIQVIA HLDGS INC
33,752$7K1.20%
26
WSOWATSCO INC
19,459$7K1.20%
27
ZTSZOETIS INC
39,000$6K1.03%
28
VOOVANGUARD INDEX FDS
15,080$6K1.03%
29
COSTCOSTCO WHSL CORP NEW
12,409$6K1.03%
30
NEENEXTERA ENERGY INC
83,284$6K1.03%
31
CVSCVS HEALTH CORP
93,471$6K1.03%
32
ADBEADOBE SYSTEMS INCORPORATED
13,751$6K1.03%
33
DISDISNEY WALT CO
58,984$5K0.85%
34
SLBSCHLUMBERGER LTD
119,548$5K0.85%
35
UPSUNITED PARCEL SERVICE INC
28,968$5K0.85%
36
NVDANVIDIA CORPORATION
11,764$4K0.68%
37
ELLAUDER ESTEE COS INC
22,363$4K0.68%
38
SPEMSPDR INDEX SHS FDS
142,919$4K0.68%
39
LOWLOWES COS INC
21,318$4K0.68%
40
ILMNILLUMINA INC
21,401$4K0.68%
41
CRMSALESFORCE INC
20,785$4K0.68%
42
KMXCARMAX INC
43,899$3K0.51%
43
QCOMQUALCOMM INC
25,768$3K0.51%
44
LLYLILLY ELI & CO
6,962$3K0.51%
45
IWPISHARES TR
31,213$3K0.51%
46
PINSPINTEREST INC
84,580$2K0.34%
47
ESGDISHARES TR
37,650$2K0.34%
48
CSCOCISCO SYS INC
40,882$2K0.34%
49
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
37,998$2K0.34%
50
SCHASCHWAB STRATEGIC TR
59,898$2K0.34%
51
IWMISHARES TR
13,784$2K0.34%
52
NVRNVR INC
456$2K0.34%
53
ESGUISHARES TR
21,064$2K0.34%
54
USBUS BANCORP DEL
68,067$2K0.34%
55
IEFISHARES TR
25,047$2K0.34%
56
FFIVF5 INC
16,880$2K0.34%
57
DINOHF SINCLAIR CORP
66,067$2K0.34%
58
ACNACCENTURE PLC IRELAND
7,020$2K0.34%
59
BACBANK AMERICA CORP
58,813$1K0.17%
60
SYYSYSCO CORP
16,418$1K0.17%
61
CHRWC H ROBINSON WORLDWIDE INC
16,560$1K0.17%
62
WSMWILLIAMS SONOMA INC
11,634$1K0.17%
63
SCHMSCHWAB STRATEGIC TR
23,629$1K0.17%
64
IWBISHARES TR
5,074$1K0.17%
65
ESMLISHARES TR
57,522$1K0.17%
66
PYPLPAYPAL HLDGS INC
27,453$1K0.17%
67
UHALU HAUL HOLDING COMPANY
24,446$1K0.17%
68
SCHXSCHWAB STRATEGIC TR
30,499$1K0.17%
69
TFSLTFS FINL CORP
122,428$1K0.17%
70
BRK/BBERKSHIRE HATHAWAY INC DEL
4,373$1K0.17%
71
QUALISHARES TR
1,671$00.00%
72
AQLTISHARES TR
1,962$00.00%
73
PEPPEPSICO INC
1,747$00.00%
74
IVWISHARES TR
3,371$00.00%
75
ESGEISHARES INC
23,907$00.00%
76
TXNTEXAS INSTRS INC
4,093$00.00%
77
FISVFISERV INC
1,602$00.00%
78
HDHOME DEPOT INC
1,288$00.00%
79
BNDVANGUARD BD INDEX FDS
4,687$00.00%
80
VBVANGUARD INDEX FDS
1,847$00.00%
81
VEUVANGUARD INTL EQUITY INDEX F
5,105$00.00%
82
FSLRFIRST SOLAR INC
1,261$00.00%
83
GOOGALPHABET INC
3,182$00.00%
84
ILCGISHARES TR
6,740$00.00%
85
AMDADVANCED MICRO DEVICES INC
1,800$00.00%
86
JPMJPMORGAN CHASE & CO
5,644$00.00%
87
SCHRSCHWAB STRATEGIC TR
8,559$00.00%
88
VCITVANGUARD SCOTTSDALE FDS
3,797$00.00%
89
USMVISHARES TR
2,908$00.00%
90
NEWREURNEW RELIC INC
5,793$00.00%
91
VFCV F CORP
12,554$00.00%
92
KOCOCA COLA CO
5,288$00.00%
93
MARMARRIOTT INTL INC NEW
1,484$00.00%
94
MOATVANECK ETF TRUST
5,629$00.00%
95
IWFISHARES TR
948$00.00%
96
VUGVANGUARD INDEX FDS
1,630$00.00%
97
TSLATESLA INC
1,062$00.00%
98
GILDGILEAD SCIENCES INC
11,012$00.00%
99
SPYSPDR S&P 500 ETF TR
670$00.00%
100
SUSCISHARES TR
42,640$00.00%
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