0001486946-23-000003.txt : 20230803
0001486946-23-000003.hdr.sgml : 20230803
20230803165114
ACCESSION NUMBER: 0001486946-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230803
DATE AS OF CHANGE: 20230803
EFFECTIVENESS DATE: 20230803
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: VISTA CAPITAL PARTNERS, INC.
CENTRAL INDEX KEY: 0001486946
IRS NUMBER: 931307808
STATE OF INCORPORATION: OR
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14437
FILM NUMBER: 231140920
BUSINESS ADDRESS:
STREET 1: 9755 SW BARNES RD, STE 595
CITY: PORTLAND
STATE: OR
ZIP: 97225
BUSINESS PHONE: 503-772-9500
MAIL ADDRESS:
STREET 1: 9755 SW BARNES RD, STE 595
CITY: PORTLAND
STATE: OR
ZIP: 97225
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001486946
XXXXXXXX
06-30-2023
06-30-2023
VISTA CAPITAL PARTNERS, INC.
9755 SW BARNES RD, STE 595
PORTLAND
OR
97225
13F HOLDINGS REPORT
028-14437
000114913
801-60536
N
John Convery
Chief Compliance Officer
503-772-9500
John Convery
Portland
OR
08-03-2023
0
89
720812996
false
INFORMATION TABLE
2
vista2q23.xml
Absi Corp
COM
00091E109
133482
87817
SH
SOLE
87817
0
0
Air Prod & Chemicals Inc
COM
009158106
775483
2589
SH
SOLE
2589
0
0
Amazon.com
COM
023135106
1134132
8700
SH
SOLE
8700
0
0
Apple Inc
COM
037833100
7292700
37597
SH
SOLE
37597
0
0
Avantis International Equity Fund
Intl EQT ETF
025072703
336481
5862
SH
SOLE
5862
0
0
Avantis Responsible US Equity Fund
Avantis Respon U
025072281
1242646
24068
SH
SOLE
24068
0
0
Bank Of America
COM
060505104
280043
9761
SH
SOLE
9761
0
0
Berkshire Hathaway Cl B
Class B
084670108
1363318
3998
SH
SOLE
3998
0
0
Blackstone Inc
COM
09260D107
211777
2278
SH
SOLE
2278
0
0
Chevron
COM
166764100
480745
3055
SH
SOLE
3055
0
0
Costco Wholesale
COM
22160K105
1329037
2469
SH
SOLE
2469
0
0
DFA Tax-Managed US Marketwide Value II
US Mktwide Value
25434V724
527057
15277
SH
SOLE
15277
0
0
DFA U.S. Core Equity 2 Fund
US Core Equity 2
25434V708
4855778
178850
SH
SOLE
178850
0
0
Enovix Corp
COM
293594107
887063
49172
SH
SOLE
49172
0
0
Exxon Mobil
COM
30231G102
299228
2790
SH
SOLE
2790
0
0
First Trust Rising Dividend Achiev ETF
Risng Divd Achiv
33738R506
310625
6595
SH
SOLE
6595
0
0
Fiserv Inc
COM
337738108
504600
4000
SH
SOLE
4000
0
0
Google Inc Class A
Cap Stk Cl A
02079K305
365564
3054
SH
SOLE
3054
0
0
Google Inc Class C
CAP STK CL C
02079K107
531663
4395
SH
SOLE
4395
0
0
Intel Corp
COM
458140100
804929
24071
SH
SOLE
24071
0
0
International Business Machines
COM
459200101
315507
2358
SH
SOLE
2358
0
0
iShares Barclays 3-7 Yr TSY Bond Fund
Barclys 3-7 YR
464288661
387158
3359
SH
SOLE
3359
0
0
iShares Barclays TIP Bond Fund
Barclys TIPS Bd
464287176
253122
2352
SH
SOLE
2352
0
0
iShares Core S&P 500
Core S&P 500 ETF
464287200
1553680
3486
SH
SOLE
3486
0
0
iShares Core S&P Small-Cap ETF
Core S&P SCP ETF
464287804
539107
5410
SH
SOLE
5410
0
0
iShares Core S&P Total US Stock Mkt ETF
Core S&P TTL STK
464287150
644179
6584
SH
SOLE
6584
0
0
iShares Global
Glob Hlthcre ETF
464287325
251230
2956
SH
SOLE
2956
0
0
iShares Global Tech Fund
Global Tech ETF
464287291
292169
4698
SH
SOLE
4698
0
0
iShares International Treasury Fund
Intl Trea BD ETF
464288117
775018
19576
SH
SOLE
19576
0
0
iShares MSCI EAFE Index Fund
MSCI EAFE ETF
464287465
382891
5281
SH
SOLE
5281
0
0
iShares MSCI USA Min
MSCI USA MIN VOL
46429B697
548313
7377
SH
SOLE
7377
0
0
iShares Russell 1000 ETF
S&P 1000 ETF
464287622
300044
1231
SH
SOLE
1231
0
0
iShares Russell 1000 Growth Index Fund
Russell1000GRW ETF
464287614
2347561
8531
SH
SOLE
8531
0
0
iShares Russell 1000 Value Index Fund
Russell1000VAL
464287598
1515010
9599
SH
SOLE
9599
0
0
iShares Russell 2000 Index Fund
Russell2000ETF
464287655
825063
4406
SH
SOLE
4406
0
0
iShares Russell Microcap Index Fund
Rssl Mcrcp Idx
464288869
550653
5038
SH
SOLE
5038
0
0
iShares Russell Midcap Growth
Rus Md Cp Gr ETF
464287481
223409
2312
SH
SOLE
2312
0
0
Ishares Tr Russell
Russell3000ETF
464287689
1024536
4026
SH
SOLE
4026
0
0
Ishares Trust S&p Smallcap 600/barra Value Index F
SP SMCP600VL ETF
464287879
378458
3980
SH
SOLE
3980
0
0
J. P. Morgan Chase
COM
46625H100
455954
3135
SH
SOLE
3135
0
0
Jacobs Engineering Group Inc
COM
46982L108
420158
3534
SH
SOLE
3534
0
0
Johnson & Johnson
COM
478160104
977561
5906
SH
SOLE
5906
0
0
Lowes Companies Inc
COM
548661107
282125
1250
SH
SOLE
1250
0
0
Merck
COM
58933Y105
202856
1758
SH
SOLE
1758
0
0
Microsoft Corp
COM
594918104
9026132
26505
SH
SOLE
26505
0
0
NASDAQ 100 Shares
COM
46090E103
587267
1590
SH
SOLE
1590
0
0
Nike
COM
654106103
1730270
15677
SH
SOLE
15677
0
0
Nucor Corp
COM
670346105
262368
1600
SH
SOLE
1600
0
0
On Holding AG Ord Class A
NAMEN AKT A
H5919C104
495000
15000
SH
SOLE
15000
0
0
Pacific West Bancorp Ord
COM
69506J102
752233
71778
SH
SOLE
71778
0
0
Paragon 28 Inc
COM
69913P105
328438
18514
SH
SOLE
18514
0
0
Pepsico Inc
COM
713448108
283204
1529
SH
SOLE
1529
0
0
Pfizer
COM
717081103
210507
5739
SH
SOLE
5739
0
0
Portland General Elec
COM
736508847
1013448
21641
SH
SOLE
21641
0
0
Schwab International Equity Fund
Intl Eqty ETF
808524805
238634
6694
SH
SOLE
6694
0
0
Schwab International Small Cap Fund
Intl Sceqt ETF
808524888
276863
8199
SH
SOLE
8199
0
0
Schwab Int-Term U.S. TSY Fund
Interm Trm Tres
808524854
617169
12524
SH
SOLE
12524
0
0
Schwab U.S. Broad Market Fund
US Brd Mkt ETF
808524102
10645848
205916
SH
SOLE
205916
0
0
Schwab U.S. Large Cap Growth Fund
US Lcap GR ETF
808524300
245536
3276
SH
SOLE
3276
0
0
Schwab U.S. Large Cap Value Fund
US Lcap VA ETF
808524409
710173
10585
SH
SOLE
10585
0
0
Schwab U.S. REIT Fund
US REIT ETF
808524847
2814932
144134
SH
SOLE
144134
0
0
Schwab U.S. Small Cap Fund
US Sml Capt ETF
808524607
713090
16281
SH
SOLE
16281
0
0
Schwab U.S. TIPS Fund
US TIPS ETF
808524870
588417
11223
SH
SOLE
11223
0
0
SPDR S&P Dividend Fund
S&P Divid ETF
78464A763
323979
2643
SH
SOLE
2643
0
0
SPDRs - S&P 500 Index Fund
TR UNIT
78462F103
6093738
13747
SH
SOLE
13747
0
0
Starbucks
COM
855244109
3378314
34104
SH
SOLE
34104
0
0
Stryker Corp
COM
863667101
5894339
19320
SH
SOLE
19320
0
0
Target Corp
COM
87612E106
323815
2455
SH
SOLE
2455
0
0
Tesla Motors Inc
COM
88160R101
679293
2595
SH
SOLE
2595
0
0
The Southern Company
COM
842587107
636114
9055
SH
SOLE
9055
0
0
Union Pacific
COM
907818108
249636
1220
SH
SOLE
1220
0
0
United Healthcare
COM
91324P102
291748
607
SH
SOLE
607
0
0
United Parcel Service
COM
911312106
344160
1920
SH
SOLE
1920
0
0
Vanguard Div Apprciation
Div App ETF
921908844
532947
3281
SH
SOLE
3281
0
0
Vanguard ESG International Stock Fund
Esg Intl Stk ETF
921910725
1471572
27708
SH
SOLE
27708
0
0
Vanguard Extended Mkt
Extend MKT ETF
922908652
209999
1411
SH
SOLE
1411
0
0
Vanguard Growth Index Fund
Growth ETF
922908736
75557488
267025
SH
SOLE
267025
0
0
Vanguard Int'l REIT Index Fund
Glb EX US ETF
922042676
1909031
47500
SH
SOLE
47500
0
0
Vanguard Large Cap
Large Cap ETF
922908637
1509275
7445
SH
SOLE
7445
0
0
Vanguard REIT Index Fund
REIT ETF
922908553
91101759
1090256
SH
SOLE
1090256
0
0
Vanguard S&P 500 ETF
S&P 500 ETF SHS
922908363
3661556
8990
SH
SOLE
8990
0
0
Vanguard Small Cap Index Fund
Small Cp ETF
922908751
60440922
303891
SH
SOLE
303891
0
0
Vanguard Small Cap Value Fund
Sm Cp Val ETF
922908611
354727
2145
SH
SOLE
2145
0
0
Vanguard Tax-Exempt Bond ETF
Total Int BD ETF
922907746
734819
14632
SH
SOLE
14632
0
0
Vanguard Total U.S. Stock Market Fund
Total Stk Mkt
922908769
267234415
1213158
SH
SOLE
1213158
0
0
Vanguard Total World Stock Index
TT Wrld St ETF
922042742
319210
3292
SH
SOLE
3292
0
0
Vanguard Value Index Fund
Value ETF
922908744
126344540
889124
SH
SOLE
889124
0
0
Vanguard Whitehall - High Div Yield ETF
High Div Yld
921946406
340566
3211
SH
SOLE
3211
0
0
ZeroFox Holdings Inc
COM
98955G103
223392
223392
SH
SOLE
223392
0
0