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Home > Institutional Investor > Vista Wealth Management Group, Llc > 13F Holdings

Instuitional Investor - Vista Wealth Management Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 6,907,324 $233,398,470 15.04%
2.
Dimensional Etf Trust
 6,336,492 $159,869,698 10.3%
3.
American Centy Etf Tr
 1,567,202 $151,908,901 9.79%
4.
American Centy Etf Tr
 1,179,332 $72,375,580 4.66%
5.
Dimensional Etf Trust
 3,021,489 $70,310,058 4.53%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)