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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001486946

VISTA CAPITAL PARTNERS, INC.

PORTLAND, OR · File #028-14437

Latest AUM
$1.01B
Positions
152
Top-10 Concentration
89.9%
Filings
12

Sector Allocation

Technology
3.9%$39.6M
Healthcare
1.1%$10.8M
Financials
0.5%$4.9M
Industrials
0.3%$3.6M
Energy
0.2%$2.1M
Utilities
0.1%$761,343
Materials
0.0%$278,918

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard Total U.S. Stock Market Index Fund9229087691,108,737$371.7M38.44%
2Vanguard Value Index Fund922908744773,840$147.8M15.28%
3Vanguard REIT Index Fund9229085531,401,156$124.0M12.82%
4Vanguard Growth Index Fund922908736194,217$94.8M9.80%
5Vanguard Small Cap Index Fund922908751263,086$67.9M7.02%
6Schwab U.S. Broad Market Index Fund808524102804,988$21.1M2.18%
7Microsoft CorpMSFT31,309$15.1M1.57%
8Apple IncAAPL47,473$12.9M1.33%
9Schwab U.S. REIT Fund808524847350,108$7.3M0.76%
10Stryker CorpSYK19,379$6.8M0.70%
11Vanguard S&P 500 ETF92290836310,636$6.7M0.69%
12SPDRs - S&P 500 Index FundSPY9,348$6.4M0.66%
13Nvidia CorpNVDA32,142$6.0M0.62%
14DFA International Core Equity II ETF25434V799164,271$5.7M0.59%
15iShares Russell 1000 Growth Index Fund46428761411,689$5.5M0.57%
16Vanguard Int'l REIT Index Fund92204267695,534$4.4M0.45%
17DFA Emerging Markets Core Equity II ETF25434V732113,878$3.8M0.39%
18DFA U.S. Core Equity II Fund25434V70894,976$3.8M0.39%
19Amazon.comAMZN13,780$3.2M0.33%
20StarbucksSBUX34,498$2.9M0.30%