Private Vista, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Private Vista, LLC 13F Holdings
CIK 0001640638 · CHICAGO, IL
As of Mar 31, 2018, Private Vista, LLC reported
142 positions worth $342.7K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | HEFA | — | 1,967,100 | $56.5K | 16.49% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 610,261 | $47.0K | 13.72% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 392,887 | $34.8K | 10.15% |
| WISDOMTREE TR | DOL | — | 644,539 | $32.1K | 9.37% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 203,742 |
|
8.6K5.42% |
| NEW YORK LIFE INVESTMENTS ET | — | — | 433,438 |
3.2K | 3.86% |
| POWERSHARES ETF TRUST | PID | — | 563,293 | $8.9K | 2.59% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 38,875 | $7.8K | 2.26% |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 37,452 | $7.7K | 2.23% |
| WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | DEM | — | 139,392 | $6.7K | 1.95% |
| WISDOMTREE US SMALLCAP DIVIDEND FUND | DES | — | 233,709 | $6.4K | 1.87% |
| SPDR S&P 500 ETF TRUST | SPY | — | 21,301 | $5.6K | 1.64% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 41,412 | $5.0K | 1.47% |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | DLS | — | 53,847 | $4.1K | 1.20% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 27,845 | $3.8K | 1.11% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 69,209 | $3.7K | 1.07% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 45,128 | $2.9K | 0.84% |
| ELDORADO RESORTS INC | CZR | Consumer Cyclical | 86,515 | $2.9K | 0.83% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 21,107 | $2.5K | 0.74% |
| MICROSOFT CORP | MSFT | Technology | 23,770 | $2.2K | 0.63% |
| ILLINOIS TOOL WORKS INC | ITW | Industrials | 12,980 | $2.0K | 0.59% |
| CME GROUP INC | CME | Financial Services | 11,598 |
.9K | 0.55% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 11,948 |
.9K | 0.55% |
| ISHARES MSCI EAFE ETF | EFA | — | 25,868 |
.8K | 0.53% |
| EMCOR GROUP INC | EME | Industrials | 22,780 |
.8K | 0.52% |