Vista Wealth Management Group
Latest statistics and disclosures from Adero Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DUHP, DIHP, AVUS, AVDE, DFAC, and represent 45.94% of Adero Partners's stock portfolio.
- Added to shares of these 10 stocks: DFAR (+$41M), AVUS (+$7.9M), AVDE, AVEM, GOOG, DFSI, DFAS, DFSU, GOOGL, Fidelity Wise Origin Bitcoin.
- Started 20 new stock positions in NOK, QCOM, PSX, MU, FINV, CL, JEPQ, MFG, WSM, Fidelity Wise Origin Bitcoin. KB, SCHD, INFY, CART, BX, BLND, ICL, BOXX, TROW, WIT.
- Reduced shares in these 10 stocks: NU (-$6.4M), CCCS, DFAC, DASH, DDOG, SNOW, VGSR, AAPL, DT, META.
- Sold out of its positions in KLAC, PGRE, ROK, SCHW, SCTXX, SBSW, SBUX, UMC.
- Adero Partners was a net buyer of stock by $42M.
- Adero Partners has $1.3B in assets under management (AUM), dropping by 12.15%.
- Central Index Key (CIK): 0001800593
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Portfolio Holdings for Adero Partners
Adero Partners holds 204 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us High Profitab (DUHP) | 16.0 | $212M | 6.7M | 31.61 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 11.9 | $157M | 5.8M | 26.94 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 9.0 | $119M | +7% | 1.3M | 89.50 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.8 | $63M | +8% | 989k | 63.74 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 4.2 | $56M | -6% | 1.7M | 31.95 |
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| Nu Hldgs Ord Shs Cl A (NU) | 4.2 | $55M | -10% | 4.6M | 11.93 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 3.6 | $48M | +9% | 826k | 57.96 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 3.4 | $45M | +1076% | 2.0M | 22.37 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.3 | $43M | +4% | 690k | 62.34 |
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| Doordash Cl A (DASH) | 2.8 | $37M | -8% | 269k | 137.72 |
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| Snowflake Cl A (SNOW) | 2.7 | $35M | -6% | 218k | 161.60 |
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| Ccc Intelligent Solutions Holdings (CCCS) | 2.4 | $32M | -12% | 2.6M | 11.96 |
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| Datadog Cl A Com (DDOG) | 2.3 | $31M | -7% | 251k | 123.60 |
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| NVIDIA Corporation (NVDA) | 1.6 | $21M | 23k | 903.57 |
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| Procore Technologies (PCOR) | 1.4 | $19M | 232k | 82.17 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.2 | $16M | -2% | 300k | 54.43 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.2 | $16M | 281k | 56.98 |
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| Apple (AAPL) | 1.2 | $16M | -8% | 92k | 171.48 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 1.2 | $15M | +14% | 448k | 34.41 |
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| Dimensional Etf Trust International (DFSI) | 1.1 | $15M | +17% | 444k | 33.67 |
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| Uber Technologies (UBER) | 1.1 | $14M | -3% | 186k | 76.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $13M | 26k | 480.70 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.9 | $12M | -11% | 1.2M | 9.80 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $11M | +47% | 72k | 152.26 |
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| Meta Platforms Cl A (META) | 0.6 | $8.4M | -9% | 17k | 485.57 |
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| Microsoft Corporation (MSFT) | 0.6 | $8.0M | -6% | 19k | 420.72 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $7.9M | 198k | 39.66 |
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| Dynatrace Com New (DT) | 0.6 | $7.7M | -12% | 167k | 46.44 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.6 | $7.4M | -8% | 244k | 30.22 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $6.9M | 13k | 523.08 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $5.7M | +38% | 38k | 150.93 |
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| Ceridian Hcm Hldg (DAY) | 0.4 | $5.4M | -2% | 81k | 66.21 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $5.3M | 22k | 239.76 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.4 | $5.2M | +19% | 160k | 32.20 |
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| Airbnb Com Cl A (ABNB) | 0.3 | $4.6M | -3% | 28k | 164.96 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $4.2M | 25k | 164.35 |
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| Rlx Technology Sponsored Ads (RLX) | 0.3 | $4.2M | 2.2M | 1.92 |
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| Amazon (AMZN) | 0.3 | $3.8M | -9% | 21k | 180.38 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $3.5M | -2% | 41k | 85.06 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $3.4M | 56k | 60.30 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $3.4M | 17k | 200.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.2M | 15k | 210.30 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $3.1M | 43k | 72.36 |
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| Lyft Cl A Com (LYFT) | 0.2 | $3.0M | 154k | 19.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.9M | +3% | 7.0k | 420.52 |
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| Tesla Motors (TSLA) | 0.2 | $2.9M | +4% | 17k | 175.79 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.8M | -15% | 8.7k | 320.60 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $2.7M | 73k | 36.75 |
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| Servicenow (NOW) | 0.2 | $2.6M | 3.4k | 762.44 |
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| Mongodb Cl A (MDB) | 0.2 | $2.6M | 7.3k | 358.66 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $2.6M | 24k | 110.50 |
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| Twilio Cl A (TWLO) | 0.2 | $2.5M | -7% | 41k | 61.15 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $2.5M | -13% | 29k | 86.48 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $2.4M | +5% | 32k | 75.40 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.4M | -7% | 36k | 65.87 |
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| Roblox Corp Cl A (RBLX) | 0.2 | $2.3M | 60k | 38.18 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $2.2M | 90k | 24.72 |
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| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.2 | $2.2M | 158k | 14.06 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.2M | +16% | 8.5k | 259.91 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.1M | +60% | 37k | 57.96 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $2.1M | -24% | 52k | 40.90 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.1M | 8.3k | 249.86 |
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| Intuit (INTU) | 0.2 | $2.0M | 3.1k | 649.99 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.7M | 9.3k | 179.11 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.6M | +2% | 21k | 76.67 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.6M | 13k | 123.18 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | -3% | 3.5k | 443.98 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.5M | 8.5k | 180.48 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.4M | 5.0k | 288.01 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.4M | +4% | 8.8k | 158.19 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.4M | 22k | 62.06 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.3M | 5.7k | 228.59 |
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| salesforce (CRM) | 0.1 | $1.3M | -2% | 4.3k | 301.15 |
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| Weave Communications (WEAV) | 0.1 | $1.1M | 98k | 11.48 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.1M | 2.1k | 525.73 |
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| Fidelity Wise Origin Bitcoin SHS | 0.1 | $1.1M | NEW | 17k | 62.06 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | -4% | 21k | 50.17 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.0M | +16% | 2.1k | 481.65 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $1.0M | NEW | 9.4k | 106.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $977k | -7% | 2.9k | 337.05 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $965k | 1.7k | 556.40 |
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| American Express Company (AXP) | 0.1 | $962k | 4.2k | 227.69 |
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| Visa Com Cl A (V) | 0.1 | $934k | -3% | 3.3k | 279.11 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $902k | 6.9k | 131.24 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $824k | -3% | 11k | 74.22 |
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| Home Depot (HD) | 0.1 | $823k | -6% | 2.1k | 383.56 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $814k | 4.6k | 175.27 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $806k | -18% | 13k | 63.33 |
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| Eli Lilly & Co. (LLY) | 0.1 | $777k | +19% | 999.00 | 777.96 |
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| Procter & Gamble Company (PG) | 0.1 | $772k | -3% | 4.8k | 162.24 |
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| Applied Materials (AMAT) | 0.1 | $739k | +12% | 3.6k | 206.24 |
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| Chevron Corporation (CVX) | 0.1 | $718k | 4.6k | 157.74 |
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| Nike CL B (NKE) | 0.1 | $696k | -2% | 7.4k | 93.98 |
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| Merck & Co (MRK) | 0.1 | $690k | -11% | 5.2k | 131.95 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $688k | -13% | 2.6k | 263.90 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $662k | 7.1k | 92.72 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $660k | +12% | 3.8k | 174.20 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $649k | -3% | 16k | 41.77 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $636k | +34% | 5.0k | 128.40 |
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| Snap Cl A (SNAP) | 0.0 | $618k | 54k | 11.48 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $604k | +33% | 4.4k | 136.05 |
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| Maplebear (CART) | 0.0 | $593k | NEW | 16k | 37.29 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $591k | 2.1k | 286.61 |
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| Abbvie (ABBV) | 0.0 | $581k | +8% | 3.2k | 182.09 |
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| Intel Corporation (INTC) | 0.0 | $567k | +4% | 13k | 44.17 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $566k | 5.8k | 97.52 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $560k | 4.9k | 115.30 |
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| Netflix (NFLX) | 0.0 | $548k | -29% | 902.00 | 607.02 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $533k | 1.3k | 418.00 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $529k | 12k | 44.05 |
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| UnitedHealth (UNH) | 0.0 | $519k | -17% | 1.0k | 494.92 |
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| Builders FirstSource (BLDR) | 0.0 | $514k | 2.5k | 208.55 |
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| Workday Cl A (WDAY) | 0.0 | $510k | 1.9k | 272.77 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $502k | 957.00 | 524.39 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $492k | 5.9k | 84.09 |
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| Pepsi (PEP) | 0.0 | $481k | -5% | 2.7k | 175.00 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $479k | +80% | 2.3k | 205.98 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $478k | 4.4k | 107.60 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $473k | 7.2k | 65.37 |
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| AFLAC Incorporated (AFL) | 0.0 | $469k | 5.5k | 85.86 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $469k | -4% | 8.2k | 57.54 |
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| O'reilly Automotive (ORLY) | 0.0 | $462k | -15% | 409.00 | 1128.58 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.0 | $459k | -31% | 18k | 25.53 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $457k | 4.0k | 114.14 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $453k | -5% | 4.1k | 110.52 |
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| McKesson Corporation (MCK) | 0.0 | $433k | -17% | 807.00 | 536.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $429k | +16% | 2.4k | 182.61 |
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| Boeing Company (BA) | 0.0 | $419k | -15% | 2.2k | 192.99 |
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| Cisco Systems (CSCO) | 0.0 | $411k | -2% | 8.2k | 49.91 |
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| Pinterest Cl A (PINS) | 0.0 | $409k | 12k | 34.67 |
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| Broadcom (AVGO) | 0.0 | $396k | +6% | 299.00 | 1325.59 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $394k | 4.9k | 79.91 |
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| Msa Safety Inc equity (MSA) | 0.0 | $392k | 2.0k | 193.59 |
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| Coca-Cola Company (KO) | 0.0 | $390k | -3% | 6.4k | 61.18 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $388k | +7% | 9.4k | 41.08 |
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| Fiserv (FI) | 0.0 | $387k | 2.4k | 159.82 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $380k | -12% | 1.1k | 346.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $378k | 1.1k | 344.20 |
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| Danaher Corporation (DHR) | 0.0 | $375k | 1.5k | 249.71 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $371k | +3% | 3.2k | 116.24 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $370k | 8.9k | 41.59 |
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| Abbott Laboratories (ABT) | 0.0 | $368k | +12% | 3.2k | 113.66 |
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| W.W. Grainger (GWW) | 0.0 | $367k | +2% | 361.00 | 1017.30 |
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| Broadridge Financial Solutions (BR) | 0.0 | $356k | 1.7k | 204.86 |
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| Samsara Com Cl A (IOT) | 0.0 | $346k | -40% | 9.2k | 37.79 |
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| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $341k | 6.0k | 57.03 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $338k | 15k | 23.01 |
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| Micron Technology (MU) | 0.0 | $336k | NEW | 2.9k | 117.91 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $331k | 11k | 30.83 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $329k | 653.00 | 504.39 |
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| TJX Companies (TJX) | 0.0 | $328k | +2% | 3.2k | 101.42 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $323k | 333.00 | 970.47 |
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| Anthem (ELV) | 0.0 | $323k | +4% | 622.00 | 518.68 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $309k | 7.2k | 43.04 |
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| Stellantis SHS (STLA) | 0.0 | $305k | +3% | 11k | 28.30 |
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| Wal-Mart Stores (WMT) | 0.0 | $297k | +200% | 4.9k | 60.17 |
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| Cigna Corp (CI) | 0.0 | $283k | -7% | 780.00 | 363.06 |
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| Banco Santander Adr (SAN) | 0.0 | $283k | +6% | 59k | 4.84 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $281k | 2.4k | 117.21 |
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| Uipath Cl A (PATH) | 0.0 | $276k | -18% | 12k | 22.67 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $274k | 7.0k | 39.02 |
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| Paychex (PAYX) | 0.0 | $272k | 2.2k | 122.80 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $265k | +400% | 4.4k | 60.74 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $264k | NEW | 2.0k | 131.38 |
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| Phillips 66 (PSX) | 0.0 | $264k | NEW | 1.6k | 163.34 |
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| Stryker Corporation (SYK) | 0.0 | $264k | -3% | 737.00 | 357.84 |
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| Prologis (PLD) | 0.0 | $262k | 2.0k | 130.20 |
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| Williams-Sonoma (WSM) | 0.0 | $259k | NEW | 816.00 | 317.53 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $244k | 1.4k | 169.37 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $243k | 1.6k | 148.49 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $241k | 4.9k | 49.24 |
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| Kb Finl Group Sponsored Adr (KB) | 0.0 | $240k | NEW | 4.6k | 52.07 |
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| Public Service Enterprise (PEG) | 0.0 | $237k | +3% | 3.5k | 66.78 |
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| S&p Global (SPGI) | 0.0 | $235k | -10% | 552.00 | 425.72 |
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| Palo Alto Networks (PANW) | 0.0 | $232k | 817.00 | 284.11 |
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| Target Corporation (TGT) | 0.0 | $231k | -31% | 1.3k | 177.17 |
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| Colgate-Palmolive Company (CL) | 0.0 | $226k | NEW | 2.5k | 90.06 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $222k | NEW | 4.1k | 54.24 |
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| McDonald's Corporation (MCD) | 0.0 | $221k | -7% | 784.00 | 281.96 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $219k | 5.7k | 38.47 |
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| Amgen (AMGN) | 0.0 | $218k | 766.00 | 284.23 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $216k | 2.2k | 97.94 |
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| T. Rowe Price (TROW) | 0.0 | $215k | NEW | 1.8k | 121.89 |
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| Costco Wholesale Corporation (COST) | 0.0 | $209k | -37% | 286.00 | 732.06 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $205k | -51% | 11k | 17.91 |
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| WESCO International (WCC) | 0.0 | $204k | 1.2k | 171.28 |
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| Qualcomm (QCOM) | 0.0 | $202k | NEW | 1.2k | 169.35 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $200k | NEW | 2.5k | 80.63 |
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| Infosys Sponsored Adr (INFY) | 0.0 | $185k | NEW | 10k | 17.93 |
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| Nerdwallet Com Cl A (NRDS) | 0.0 | $172k | -22% | 12k | 14.70 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $142k | +36% | 16k | 8.90 |
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $128k | NEW | 36k | 3.54 |
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| Skillz Com Cl A (SKLZ) | 0.0 | $122k | 19k | 6.49 |
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| Health Catalyst (HCAT) | 0.0 | $94k | 13k | 7.53 |
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| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $90k | 15k | 6.05 |
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| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $77k | +8% | 11k | 7.03 |
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| Finvolution Group Sponsored Ads (FINV) | 0.0 | $75k | NEW | 15k | 5.04 |
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| Icl Group SHS (ICL) | 0.0 | $74k | NEW | 14k | 5.38 |
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| Blend Labs Cl A (BLND) | 0.0 | $72k | NEW | 22k | 3.25 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $69k | NEW | 12k | 5.75 |
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| Enel Chile Sponsored Adr (ENIC) | 0.0 | $49k | -7% | 16k | 3.05 |
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| Nektar Therapeutics (NKTR) | 0.0 | $48k | 52k | 0.93 |
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| Lyell Immunopharma (LYEL) | 0.0 | $47k | 21k | 2.23 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $45k | NEW | 11k | 3.98 |
|
Past Filings by Adero Partners
SEC 13F filings are viewable for Adero Partners going back to 2019
- Adero Partners 2024 Q1 filed April 29, 2024
- Adero Partners 2023 Q4 filed Feb. 12, 2024
- Adero Partners 2023 Q3 filed Nov. 14, 2023
- Adero Partners 2023 Q2 filed Aug. 2, 2023
- Vista Wealth Management Group 2023 Q1 filed May 4, 2023
- Vista Wealth Management Group 2022 Q4 filed Feb. 7, 2023
- Vista Wealth Management Group 2022 Q3 filed Oct. 25, 2022
- Vista Wealth Management Group 2022 Q2 filed July 14, 2022
- Vista Wealth Management Group 2022 Q1 filed May 4, 2022
- Vista Wealth Management Group 2021 Q4 filed Jan. 19, 2022
- Vista Wealth Management Group 2021 Q3 filed Nov. 2, 2021
- Vista Wealth Management Group 2021 Q2 filed July 27, 2021
- Vista Wealth Management Group 2021 Q1 filed April 26, 2021
- Vista Wealth Management Group 2020 Q4 filed Jan. 25, 2021
- Vista Wealth Management Group 2020 Q3 filed Oct. 26, 2020
- Vista Wealth Management Group 2020 Q2 filed July 14, 2020