Avoid Fraud, Get The Facts, And Find The Best
Legal Name: VISTA PRIVATE WEALTH PARTNERS LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 27, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
179,684 |
$15,027k |
|
|
SCHWAB STRATEGIC TR US MID-CAP ETF (808524508)
|
234,095 |
$12,985k |
|
|
SCHWAB STRATEGIC TR (808524201)
|
155,352 |
$10,814k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
349,653 |
$10,659k |
|
|
SCHWAB STRATEGIC TRUST (808524409)
|
193,589 |
$10,599k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
334,181 |
$7,118k |
|
|
SCHWAB STRATEGIC T (808524862)
|
129,509 |
$6,573k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
113,800 |
$5,985k |
|
|
VANECK VECTORS ETF TR MORNINGSTAR WIDE (92189F643)
|
122,670 |
$5,898k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
265,816 |
$5,709k |
|
|
ISHARES TR (46429B697)
|
84,342 |
$5,339k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
60,984 |
$4,214k |
|
|
VANECK VECTORS ETF TR (92189F130)
|
148,004 |
$3,708k |
|
|
ISHARES (464287465)
|
48,809 |
$3,050k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
37,096 |
$2,813k |
|
|
WISDOMTREE TR (97717X511)
|
50,341 |
$2,646k |
|
|
ISHARES TR (464287457)
|
31,094 |
$2,645k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
106,611 |
$2,624k |
|
|
INDEXIQ ETF TR (45409B800)
|
82,075 |
$2,612k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J601)
|
107,713 |
$2,573k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E230)
|
65,653 |
$2,199k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J874)
|
90,154 |
$2,186k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
18,677 |
$2,153k |
|
|
VANECK VECTORS ETF TR (92189F593)
|
72,783 |
$2,125k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
6,578 |
$1,925k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
68,490 |
$1,787k |
|
|
INNOVATOR ETFS TR (45782C870)
|
54,736 |
$1,407k |
|
|
INNOVATOR ETFS TR (45782C300)
|
46,613 |
$1,263k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
17,404 |
$1,214k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
5,236 |
$982k |
|
|
salesforce.com Inc (79466L302)
|
6,707 |
$980k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
4,932 |
$797k |
|
|
SPDR SERIES TRUST (78464A821)
|
14,966 |
$797k |
|
|
ISHARES (464288273)
|
13,076 |
$717k |
|
|
ISHARES TR (46434V571)
|
27,452 |
$703k |
|
|
ISHARES TR (46435G474)
|
26,501 |
$701k |
|
|
ISHARES TR (46435G755)
|
25,323 |
$666k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
30,543 |
$649k |
|
|
WELLS FARGO CO NEW (949746101)
|
14,061 |
$630k |
|
|
ORACLE CORP (68389X105)
|
11,741 |
$624k |
|
|
WISDOMTREE TR (97717X578)
|
20,388 |
$554k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,657 |
$545k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
7,237 |
$519k |
|
|
WISDOMTREE (97717X651)
|
14,760 |
$495k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
4,314 |
$452k |
|
|
ANTERO MIDSTREAM CORP (03676B102)
|
56,257 |
$431k |
|
|
Invesco BulletShares 2023 Corp Bd ETF (46138J866)
|
17,937 |
$382k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
7,243 |
$372k |
|
|
ISHARES TR (46435G789)
|
13,627 |
$353k |
|
|
MICROSOFT CORP (594918104)
|
2,464 |
$340k |
|
|
IShares IBonds Sep 2019 Muni ( (46429B564)
|
11,208 |
$285k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
957 |
$279k |
|
|
SSGA ACTIVE ETF TR (78467V608)
|
5,955 |
$273k |
|
|
INVESCO EXCHANGE TRADED FD TR S&P500 EQL UTL (46137V274)
|
2,676 |
$272k |
|
|
Apple Inc (037833100)
|
1,268 |
$268k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
4,768 |
$267k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V373)
|
1,945 |
$266k |
|
|
AMGEN INC (031162100)
|
1,303 |
$265k |
|
|
PFIZER INC (717081103)
|
7,584 |
$264k |
|
|
Ishares Core 1-5 Year Usd Bond Etf (46432F859)
|
5,088 |
$257k |
|
|
SPDR SERIES TRUST (78464A300)
|
4,417 |
$257k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
1,446 |
$253k |
|
|
SPDR SER TR (78468R739)
|
4,908 |
$242k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
4,127 |
$236k |
|
|
Invesco BulletShares 2024 Corp Bd ETF (46138J841)
|
10,671 |
$229k |
|
|
ISHARES TR S&P MC 400GR ETF (464287606)
|
986 |
$219k |
|
|
AMBEV SA (02319V103)
|
15,383 |
$72k |
|
|
ANTERO RES CORP (03674X106)
|
20,129 |
$72k |
|
|
EXTRACTION OIL AND GAS INC COM (30227M105)
|
14,295 |
$59k |
|
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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