Vista Cima Wealth Management LLC
48 holdingsFiling period: 2026-03-31Current AUM: $115.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 398.7K | $11.6M | $13.6M | 11.79% | -76,788 | 2026-03-31 |
| 2 | SPDW | SPDR INDEX SHS FDS | 156.7K | $7.2M | $7.8M | 6.79% | +52.3K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 38.4K | $6.7M | $7.7M | 6.66% | -17 | 2026-03-31 |
| 4 | IEFA | ISHARES TR | 71.0K | $6.4M | $7.0M | 6.04% | +38.8K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 20.9K | $5.3M | $6.5M | 5.59% | -491 | 2026-03-31 |
| 6 | SMLF | ISHARES TR | 59.7K | $4.5M | $5.1M | 4.46% | -3,686 | 2026-03-31 |
| 7 | VO | VANGUARD INDEX FDS | 15.2K | $4.4M | $4.9M | 4.25% | -4,558 | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 11.2K | $4.2M | $5.2M | 4.51% | +42 | 2026-03-31 |
| 9 | DGRO | ISHARES TR | 55.8K | $3.9M | $4.3M | 3.76% | -23,679 | 2026-03-31 |
| 10 | SCHD | SCHWAB STRATEGIC TR | 120.1K | $3.7M | $4.0M | 3.48% | -47,556 | 2026-03-31 |
| 11 | ROUS | LATTICE STRATEGIES TR | 62.1K | $3.7M | $4.1M | 3.59% | -5,586 | 2026-03-31 |
| 12 | XMHQ | INVESCO EXCHANGE TRADED FD T | 33.8K | $3.5M | $3.9M | 3.36% | -13,109 | 2026-03-31 |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | 29.0K | $3.3M | $4.2M | 3.61% | +7.6K | 2026-03-31 |
| 14 | XMMO | INVESCO EXCHANGE TRADED FD T | 18.5K | $2.7M | $2.9M | 2.47% | +5.9K | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 7.7K | $2.4M | $3.0M | 2.58% | +146 | 2026-03-31 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | 37.9K | $2.0M | $2.2M | 1.93% | -- | 2026-03-31 |
| 17 | IEMG | ISHARES INC | 29.2K | $2.0M | $2.3M | 1.96% | -- | 2026-03-31 |
| 18 | AGZ | ISHARES TR | 16.6K | $1.8M | $1.8M | 1.56% | -1,734 | 2026-03-31 |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | 34.7K | $1.8M | $1.8M | 1.52% | -5,143 | 2026-03-31 |
| 20 | ICSH | ISHARES TR | 32.3K | $1.6M | $1.6M | 1.41% | -5,773 | 2026-03-31 |
| 21 | SGVT | SCHWAB STRATEGIC TR | 15.7K | $1.6M | $1.6M | 1.37% | -- | 2026-03-31 |
| 22 | GOOGL | ALPHABET INC | 5.4K | $1.6M | $1.9M | 1.67% | +1.5K | 2026-03-31 |
| 23 | AMZN | AMAZON COM INC | 7.0K | $1.5M | $1.9M | 1.65% | -2,922 | 2026-03-31 |
| 24 | BSTP | INNOVATOR ETFS TRUST | 32.9K | $1.2M | $1.3M | 1.12% | -4,317 | 2026-03-31 |
| 25 | BIV | VANGUARD BD INDEX FDS | 15.0K | $1.2M | $1.1M | 0.98% | -1,244 | 2026-03-31 |
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