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Legal Name: VISION CAPITAL MANAGEMENT, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 29, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
1,205,257 |
$50,271k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
103,078 |
$20,024k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
245,460 |
$19,215k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
60,678 |
$17,885k |
|
Apple Inc (037833100)
|
75,336 |
$14,910k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
347,760 |
$14,790k |
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
140,653 |
$12,293k |
|
Amazon.com Inc (023135106)
|
6,054 |
$11,464k |
|
ALPHABET INC (02079K305)
|
8,879 |
$9,614k |
|
VISA INC COM CL A (92826C839)
|
48,213 |
$8,367k |
|
MICROSOFT CORP (594918104)
|
56,131 |
$7,519k |
|
STARBUCKS CORP (855244109)
|
88,254 |
$7,398k |
|
NEXTERA ENERGY INC (65339F101)
|
35,846 |
$7,343k |
|
DISNEY WALT CO (254687106)
|
51,209 |
$7,151k |
|
ESTEE LAUDER CO (518439104)
|
37,533 |
$6,873k |
|
SHERWIN WILLIAMS CO (824348106)
|
14,968 |
$6,860k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
25,281 |
$6,804k |
|
HONEYWELL INTL INC (438516106)
|
38,119 |
$6,655k |
|
BROADRIDGE FINL SOLN (11133T103)
|
51,911 |
$6,628k |
|
ISHARES (464287242)
|
49,548 |
$6,162k |
|
PayPal Holdings Inc (70450Y103)
|
53,585 |
$6,133k |
|
Lockheed Martin Corp (539830109)
|
16,133 |
$5,865k |
|
SYSCO CORP (871829107)
|
75,057 |
$5,308k |
|
VERIZON COMMUNICATIONS (92343V104)
|
90,739 |
$5,184k |
|
ADOBE INC (00724F101)
|
17,276 |
$5,090k |
|
MARRIOTT INTL INC (571903202)
|
36,152 |
$5,072k |
|
COSTCO WHSL CORP (22160K105)
|
18,865 |
$4,985k |
|
ZOETIS INC (98978V103)
|
42,092 |
$4,777k |
|
DISCOVER FINL SVCS (254709108)
|
58,292 |
$4,523k |
|
IQVIA HOLDINGS INC (46266C105)
|
27,804 |
$4,474k |
|
AMGEN INC (031162100)
|
23,942 |
$4,412k |
|
TD AMERITRADE HLDG CORP (87236Y108)
|
87,264 |
$4,356k |
|
C H Robinson Worldwide (12541W209)
|
51,634 |
$4,355k |
|
NVR INC (62944T105)
|
1,181 |
$3,980k |
|
NIKE INC (654106103)
|
46,491 |
$3,903k |
|
AMERCO (023586100)
|
8,880 |
$3,362k |
|
UNITED TECHNOLOGIES (913017109)
|
25,821 |
$3,362k |
|
CARMAX INC (143130102)
|
36,733 |
$3,190k |
|
GILEAD SCIENCES INC (375558103)
|
43,697 |
$2,952k |
|
MIDDLEBY CORP (596278101)
|
20,943 |
$2,842k |
|
COGNIZANT TECH SOLNS (192446102)
|
44,575 |
$2,826k |
|
JOHNSON & JOHNSON (478160104)
|
19,838 |
$2,763k |
|
ELECTRONIC ARTS INC (285512109)
|
26,534 |
$2,687k |
|
CVS HEALTH CORP (126650100)
|
46,992 |
$2,561k |
|
HOLLYFRONTIER CORP (436106108)
|
51,524 |
$2,385k |
|
FIREEYE INC (31816Q101)
|
158,558 |
$2,348k |
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
21,047 |
$2,316k |
|
TFS FINL CORP (87240R107)
|
118,897 |
$2,148k |
|
CISCO SYSTEMS INC (17275R102)
|
38,034 |
$2,082k |
|
F5 NETWORKS INC (315616102)
|
13,005 |
$1,894k |
|
ALEXION PHARMACEUTICALS INC CO (015351109)
|
10,482 |
$1,373k |
|
WILLIAMS SONOMA INC (969904101)
|
19,793 |
$1,287k |
|
COLGATE PALMOLIVE CO (194162103)
|
16,860 |
$1,208k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
6,438 |
$1,190k |
|
Berkshire Hathaway, Inc. (084670702)
|
5,214 |
$1,111k |
|
UNITED PARCEL SERVIC (911312106)
|
10,570 |
$1,092k |
|
V F CORP (918204108)
|
11,142 |
$973k |
|
LOWES CO (548661107)
|
9,153 |
$924k |
|
NEW RELIC INC COM (64829B100)
|
10,495 |
$908k |
|
QUALCOMM INC (747525103)
|
11,280 |
$858k |
|
LILLY ELI & CO (532457108)
|
7,396 |
$819k |
|
SCHWAB STRATEGIC TR (808524854)
|
13,385 |
$736k |
|
Boeing Co/The (097023105)
|
1,991 |
$725k |
|
JPMORGAN CHASE & CO (46625H100)
|
6,394 |
$715k |
|
US BANCORP DEL (902973304)
|
13,305 |
$697k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
3,943 |
$642k |
|
Chevron Corp (166764100)
|
4,306 |
$536k |
|
WELLS FARGO CO NEW (949746101)
|
10,799 |
$511k |
|
WATSCO INC CL A (942622200)
|
2,631 |
$430k |
|
ISHARES TR (464287119)
|
1,785 |
$342k |
|
SCHWAB STRATEGIC TR (808524805)
|
10,501 |
$337k |
|
BERKSHIRE HATHAWAY (084670108)
|
100 |
$318k |
|
HAVERTY FURNITURE (419596101)
|
18,682 |
$318k |
|
INTEL CORP (458140100)
|
5,852 |
$280k |
|
Exxon Mobil Corp (30231G102)
|
3,628 |
$278k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
1,798 |
$270k |
|
Facebook Inc (30303M102)
|
1,388 |
$268k |
|
AMERICAN STS WTR CO (029899101)
|
3,221 |
$242k |
|
VANGUARD SCOTTSDALE FDS (92206C870)
|
2,651 |
$238k |
|
UNION PAC CORP (907818108)
|
1,353 |
$229k |
|
HOME DEPOT INC (437076102)
|
1,042 |
$217k |
|
SCHWAB STRATEGIC TR (808524201)
|
3,039 |
$213k |
|
COMCAST CORP (20030N101)
|
4,910 |
$208k |
|
Retail Properties of America, Inc. (76131V202)
|
15,942 |
$187k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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