Fund HoldingsVision Capital Management, Inc.

Total Portfolio Value
$709.40M
Total Bought
$42.20M
Total Sold
$29.01M
Net Transaction
+$13.19M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)228,994227,956-1,03848,23153,1147.49%+4,883
VANGUARD TAX-MANAGED FDS01,034,828+1,034,828054,6497.70%+54,649
VANGUARD INDEX FDS97,209101,422+4,21324,31527,1173.82%+2,802
SHERWIN WILLIAMS CO(SHW)038,939+38,939014,8622.10%+14,862
U HAUL HOLDING COMPANY0187,794+187,794013,5211.91%+13,521
VANGUARD INTL EQUITY INDEX F486,263494,676+8,41321,27923,6703.34%+2,391
ISHARES TR0221,310+221,310025,8843.65%+25,884
JOHNSON & JOHNSON(JNJ)066,075+66,075010,7081.51%+10,708
ISHARES GOLD TR(IAU)367,135367,567+43216,12818,2682.58%+2,140
STARBUCKS CORP(SBUX)096,152+96,15209,3741.32%+9,374
APPLIED MATLS INC08,198+8,19801,6560.23%+1,656
IQVIA HLDGS INC(IQV)032,937+32,93707,8051.10%+7,805
VISA INC(V)45,38648,212+2,82611,91213,2561.87%+1,343
PROGRESSIVE CORP(PGR)22,47423,193+7194,6685,8850.83%+1,217
CVS HEALTH CORP(CVS)080,264+80,26405,0470.71%+5,047
ISHARES TR137,697139,884+2,18714,75015,8042.23%+1,054
BROADRIDGE FINL SOLUTIONS IN(BR)48,86749,411+5449,62710,6251.50%+998
NEXTERA ENERGY INC(NEE)74,11773,230-8875,2486,1900.87%+942
ISHARES TR
CORE MSCI INTL
0252,872+252,872017,9112.52%+17,911
ADVANCED DRAIN SYS INC DEL(WMS)5,56011,427+5,8678921,7960.25%+904
ZOETIS INC(ZTS)35,87236,418+5466,2197,1151.00%+897
LOWES COS INC(LOW)020,466+20,46605,5430.78%+5,543
SCHWAB STRATEGIC TR232,357234,646+2,2898,9279,6491.36%+721
SNAP ON INC(SNA)15,50116,409+9084,0524,7540.67%+702
SPDR INDEX SHS FDS
ST PORT MARK ETF
136,970136,498-4725,1605,6350.79%+475
SALESFORCE INC(CRM)022,594+22,59406,1840.87%+6,184
ISHARES TR0179,220+179,220011,1691.57%+11,169
ISHARES TR26,55630,044+3,4882,4872,9480.42%+461
U HAUL HOLDING COMPANY24,66625,425+7591,5231,9700.28%+447
US BANCORP DEL(USB)62,59164,108+1,5172,4852,9320.41%+447
BERKSHIRE HATHAWAY INC DEL4,2144,691+4771,7142,1590.30%+445
ABBVIE INC(ABBV)02,114+2,11404170.06%+417
ISHARES TR5,0739,057+3,9845119120.13%+401
C H ROBINSON WORLDWIDE INC(CHRW)16,54416,760+2161,4581,8500.26%+392
CATERPILLAR INC(CAT)0970+97003790.05%+379
TESLA INC(TSLA)1,1122,272+1,1602205940.08%+374
ACCENTURE PLC IRELAND
SHS CLASS A
6,2596,401+1421,8992,2630.32%+364
UNION PAC CORP(UNP)01,143+1,14302820.04%+282
BLACKROCK INC(BLK)0290+29002750.04%+275
AMGEN INC(AMGN)35,16034,885-27510,98611,2401.58%+255
AFLAC INC(AFL)02,200+2,20002460.03%+246
ISHARES TR13,58113,577-42,7552,9990.42%+244
PAYPAL HLDGS INC(PYPL)21,48818,937-2,5511,2471,4780.21%+231
NIKE INC(NKE)074,670+74,67006,6010.93%+6,601
LOCKHEED MARTIN CORP(LMT)0370+37002160.03%+216
ISHARES TR
CORE HIGH DV ETF
01,838+1,83802160.03%+216
SCHWAB STRATEGIC TR58,55458,096-4582,7782,9920.42%+214
VANGUARD INDEX FDS2,8983,464+5667759810.14%+206
ISHARES TR30,85530,767-883,4053,6090.51%+204
THERMO FISHER SCIENTIFIC INC(TMO)0325+32502010.03%+201
ISHARES INC
ESG AWR MSCI EM
22,13325,652+3,5197429340.13%+192
GILEAD SCIENCES INC(GILD)10,90010,908+87489150.13%+167
ISHARES TR
ESG AWRE USD ETF
42,41247,496+5,0849641,1300.16%+166
SYSCO CORP(SYY)19,87520,091+2161,4191,5680.22%+149
TFS FINL CORP(TFSL)118,147126,853+8,7061,4911,6310.23%+140
WILLIAMS SONOMA INC(WSM)018,433+18,43302,8560.40%+2,856
ISHARES TR
ESG AWARE MSCI
58,33056,886-1,4442,2462,3790.34%+133
VERTEX PHARMACEUTICALS INC(VRTX)4,7415,033+2922,2222,3410.33%+119
PEPSICO INC(PEP)1,6912,291+6002793900.05%+111
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
10,93113,221+2,2903935030.07%+111
ISHARES TR
ESG AWR MSCI USA
17,11917,034-852,0432,1490.30%+107
SCHWAB STRATEGIC TR22,75422,593-1611,7711,8770.26%+106
ISHARES TR
MSCI USA QLT FCT
11,73611,73602,0042,1040.30%+100
ISHARES TR
ESG AW MSCI EAFE
32,58831,641-9472,5672,6630.38%+96
ISHARES TR5,5645,56401,6561,7490.25%+94
HOME DEPOT INC(HD)1,2631,295+324355250.07%+90
SPDR S&P 500 ETF TR(SPY)818930+1124455340.08%+88
UNITED PARCEL SERVICE INC(UPS)29,25229,997+7454,0034,0900.58%+87
ISHARES TR
MSCI INTL VLU FT
23,27324,464+1,1916397220.10%+84
VANGUARD WHITEHALL FDS8,2728,254-189811,0580.15%+77
CISCO SYS INC(CSCO)020,972+20,97201,1160.16%+1,116
CONSTELLATION ENERGY CORP(CEG)1,1341,13402272950.04%+68
FIRST SOLAR INC(FSLR)1,2221,358+1362763390.05%+63
AUTOMATIC DATA PROCESSING IN1,6541,65403954580.06%+63
INVESCO QQQ TR570679+1092733310.05%+58
COCA COLA CO(KO)7,0887,08804515090.07%+58
MASCO CORP(MAS)3,3203,32002212790.04%+57
VANECK ETF TRUST
MRNGSTR WDE MOAT
5,6295,596-334885430.08%+55
JPMORGAN CHASE & CO.(JPM)6,3946,39401,2931,3480.19%+55
FISERV INC(FISV)1,6021,60202392880.04%+49
ISHARES TR
MSCI USA VALUE
8,5938,59308899370.13%+48
PROCTER AND GAMBLE CO(PG)1,2691,474+2052092550.04%+46
MASTERCARD INCORPORATED(MA)85985903794240.06%+45
ISHARES TR3,0493,04903694120.06%+43
ADVANCED MICRO DEVICES INC(AMD)1,8002,000+2002923280.05%+36
VANGUARD INDEX FDS1,8471,84704034380.06%+35
SCHWAB STRATEGIC TR27,54826,552-9961,7701,8020.25%+32
AMER STATES WTR CO2,9212,92102122430.03%+31
LAMAR ADVERTISING CO NEW(LAMR)1,8001,80002152400.03%+25
VANGUARD INTL EQUITY INDEX F5,1055,10502993220.05%+22
ISHARES TR968999+313533750.05%+22
DIMENSIONAL ETF TRUST
US TARGETED VLU
5,6995,69902963170.04%+21
ISHARES TR
MSCI USA MIN ETF
2,9082,90802442660.04%+21
CHEVRON CORP NEW(CVX)4,0664,463+3976366570.09%+21
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
10,63510,400-2358508710.12%+21
BANK AMERICA CORP58,26258,907+6452,3172,3370.33%+20
VANGUARD INDEX FDS1,8061,80606756930.10%+18
ISHARES TR6,7406,74005495660.08%+18
MARRIOTT INTL INC NEW(MAR)1,3841,38403353440.05%+9
ILLUMINA INC(ILMN)03,760+3,76004900.07%+490
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