Vista Wealth Management Group, LLC 13F Holdings
CIK 02819727 · PALO ALTO, CA
As of Sep 30, 2023, Vista Wealth Management Group, LLC reported 182 positions worth
CIK 02819727 · PALO ALTO, CA
As of Sep 30, 2023, Vista Wealth Management Group, LLC reported 182 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 6,589,260 | 69.3M | 16.32% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 5,694,660 | 32.1M | 12.73% |
| AVANTIS US EQUITY ETF | AVUS | — | 1,167,298 | $85.5M | 8.24% |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC | CCC | Technology | 4,985,000 | $66.5M | 6.42% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,857,168 | $48.7M | 4.69% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 836,038 | $46.5M | 4.49% |
| NU HOLDINGS LTD | NU | Financial Services | 5,102,434 | $37.0M | 3.57% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 700,455 | $37.0M | 3.56% |
| SNOWFLAKE INC | SNOW | Technology | 219,216 | $33.5M | 3.23% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 611,052 | $32.1M | 3.09% |
| DATADOG INC | DDOG | Technology | 271,580 | $24.7M | 2.38% |
| DOORDASH INC | DASH | Communication Services | 289,906 | $23.0M | 2.22% |
| APPLE INC | AAPL | Technology | 96,892 | 6.6M | 1.60% |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 236,347 | 5.4M | 1.49% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 312,469 | 4.3M | 1.38% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 281,414 | 3.1M | 1.26% |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | DFSI | — | 366,050 | 0.5M | 1.01% |
| DIMENSIONAL ETF TRUST | DFSU | — | 378,638 | 0.5M | 1.01% |
| VANGUARD 500 INDEX FUND | VOO | — | 26,117 | 0.3M | 0.99% |
| NVIDIA CORP | NVDA | Technology | 23,088 | 0.0M | 0.97% |
| DYNATRACE INC | DT | Technology | 189,589 | $8.9M | 0.85% |
| UBER TECHNOLOGIES INC | UBER | Technology | 174,024 | $8.0M | 0.77% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 284,301 | $7.4M | 0.72% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 202,104 | $6.8M | 0.65% |
| ALPHABET INC | GOOG | Equity | 50,555 | $6.7M | 0.64% |