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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Private Vista, LLC INSTITUTION : Private Vista, LLC
Private Vista, LLC Portfolio (reported on 2020-05-04)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (HDG MSCI EAFE) HEFA 40,510,000 1,673,180 15.30%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2025 CB) 22,985,000 1,117,657 8.68%
ISHARES TR    (CORE S&P SCP ETF) IJR 22,542,000 401,768 8.51%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2024 CB) 11,487,000 556,605 4.33%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 11,052,000 136,585 4.17%
ULTA BEAUTY INC    (COM) ULTA 10,213,000 58,124 3.85%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 7,393,000 349,398 2.79%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 HY) 6,346,000 276,184 2.39%
SPDR SER TR    (S&P DIVID ETF) SDY 5,698,000 71,358 2.15%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 5,391,000 20,928 2.03%
MICROSOFT CORP    (COM) MSFT 5,226,000 33,144 1.97%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2023 CB) 4,703,000 227,125 1.77%
ISHARES TR    (RUS 1000 GRW ETF) IWF 4,610,000 30,599 1.74%
INDEXIQ ETF TR    (HEDGE MLTI ETF) QAI 3,998,000 140,482 1.51%
WISDOMTREE TR    (INTL LRGCAP DV) DOL 3,761,000 101,955 1.42%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 3,663,000 174,667 1.38%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 3,567,000 19,505 1.34%
ISHARES TR    (CORE US AGGBD ET) AGG 3,536,000 30,643 1.33%
INVESCO EXCH TRD SLF IDX FD    (INVSCO BLSH 28) 3,471,000 167,655 1.31%
ISHARES TR    (RUS 1000 VAL ETF) IWD 3,059,000 30,851 1.15%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 3,037,000 68,703 1.14%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2027 CB) 2,876,000 145,389 1.08%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 2,595,000 123,575 0.98%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 2,586,000 42,783 0.97%
APPLE INC    (COM) AAPL 2,506,000 9,849 0.94%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 HY) 1,973,000 88,882 0.74%
ISHARES TR    (MSCI EAFE ETF) EFA 1,837,000 34,335 0.69%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 1,821,000 22,867 0.68%
PEPSICO INC    (COM) PEP 1,798,000 14,971 0.67%
ILLINOIS TOOL WKS INC    (COM) ITW 1,753,000 12,344 0.66%
ISHARES TR    (RUS 2000 VAL ETF) IWN 1,678,000 20,440 0.63%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 1,658,000 5,938 0.62%
RLI CORP    (COM) RLI 1,610,000 18,305 0.60%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 1,572,000 48,747 0.59%
AT&T INC    (COM) T 1,505,000 51,670 0.56%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 1,449,000 80,424 0.54%
ISHARES TR    (S&P 500 GRWT ETF) IVW 1,421,000 8,622 0.53%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,221,000 10,670 0.46%
MCDONALDS CORP    (COM) MCD 1,210,000 7,315 0.45%
INVESCO QQQ TR    (UNIT SER 1) 1,207,000 6,346 0.45%
ISHARES TR    (CORE S&P500 ETF) IVV 1,193,000 4,618 0.45%
AMAZON COM INC    (COM) AMZN 1,162,000 596 0.43%
PROCTER & GAMBLE CO    (COM) PG 1,016,000 9,205 0.38%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,010,000 24,959 0.38%
JOHNSON & JOHNSON    (COM) JNJ 1,007,000 7,708 0.38%
ISHARES TR    (RUS MID CAP ETF) IWR 991,000 22,998 0.37%
EMCOR GROUP INC    (COM) EME 986,000 16,082 0.37%
ORACLE CORP    (COM) ORCL 949,000 19,637 0.35%
VERIZON COMMUNICATIONS INC    (COM) VZ 904,000 16,795 0.34%
CBOE GLOBAL MARKETS INC    (COM) CBOE 875,000 9,800 0.33%
ISHARES TR    (RUS 2000 GRW ETF) IWO 870,000 5,497 0.32%
JPMORGAN CHASE & CO    (COM) JPM 863,000 9,606 0.32%
INVESCO EXCHANGE TRADED FD T    (INTL DIVI ACHI) 843,000 74,188 0.31%
ISHARES TR    (CORE MSCI EAFE) IEFA 819,000 16,434 0.30%
STRYKER CORP    (COM) SYK 804,000 4,842 0.30%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 780,000 15,376 0.29%
STARBUCKS CORP    (COM) SBUX 733,000 11,169 0.27%
ISHARES TR    (U.S. REAL ES ETF) IYR 709,000 10,174 0.26%
ISHARES TR    (MSCI EMG MKT ETF) EEM 707,000 20,744 0.26%
WP CAREY INC    (COM) WPC 707,000 12,169 0.26%
FLEXSHARES TR    (STOXX GLOBR INF) NFRA 633,000 14,673 0.23%
MERCK & CO. INC    (COM) MRK 628,000 8,167 0.23%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 606,000 21,894 0.22%
CISCO SYS INC    (COM) CSCO 601,000 15,314 0.22%
ISHARES TR    (SP SMCP600VL ETF) IJS 601,000 6,016 0.22%
WALMART INC    (COM) WMT 600,000 5,282 0.22%
ALPHABET INC    (CAP STK CL A) GOOGL 585,000 505 0.22%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 582,000 4,912 0.21%
CHEVRON CORP NEW    (COM) CVX 576,000 7,919 0.21%
PFIZER INC    (COM) PFE 572,000 17,560 0.21%
UNION PAC CORP    (COM) UNP 562,000 3,979 0.21%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 519,000 5,026 0.19%
BP PLC    (SPONSORED ADR) BP 514,000 21,098 0.19%
EXXON MOBIL CORP    (COM) XOM 511,000 13,417 0.19%
ALPHABET INC    (CAP STK CL C) GOOG 505,000 435 0.19%
CME GROUP INC    (COM) CME 478,000 2,769 0.18%
HOME DEPOT INC    (COM) HD 463,000 2,475 0.17%
BK OF AMERICA CORP    (COM) BAC 458,000 21,543 0.17%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 424,000 9,277 0.16%
WASTE MGMT INC DEL    (COM) WMI 422,000 4,562 0.15%
ABBOTT LABS    (COM) ABT 417,000 5,284 0.15%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 416,000 3,750 0.15%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 408,000 3,167 0.15%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 403,000 15,622 0.15%
ABBVIE INC    (COM) ABBV 397,000 5,212 0.14%
S&P GLOBAL INC    (COM) SPGI 384,000 1,567 0.14%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 384,000 1,348 0.14%
UNITED TECHNOLOGIES CORP    (COM) UTX 375,000 3,972 0.14%
DISNEY WALT CO    (COM DISNEY) DIS 370,000 3,842 0.13%
HEALTHPEAK PROPERTIES INC    (COM) 358,000 15,019 0.13%
INVESCO EXCHANGE-TRADED FD T    (SR LN ETF) 343,000 16,764 0.12%
VISA INC    (COM CL A) V 338,000 2,093 0.12%
SPDR SER TR    (BLOOMBERG BRCLYS) 331,000 3,496 0.12%
YUM BRANDS INC    (COM) YUM 330,000 4,832 0.12%
INTEL CORP    (COM) INTC 329,000 6,093 0.12%
FACEBOOK INC    (CL A) FB 329,000 1,969 0.12%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 326,000 9,752 0.12%
NEXTERA ENERGY INC    (COM) NEE 326,000 1,365 0.12%
EXELON CORP    (COM) EXC 319,000 8,649 0.12%
COMCAST CORP NEW    (CL A) CMCSA 318,000 9,231 0.12%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 305,000 1,566 0.11%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 302,000 1,148 0.11%
CSX CORP    (COM) CSX 299,000 5,231 0.11%
ISHARES TR    (JPMORGAN USD EMG) EMB 298,000 3,089 0.11%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 297,000 1,816 0.11%
FLEXSHARES TR    (INTL QLTDV IDX) IQDF 296,000 16,712 0.11%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 287,000 3,361 0.10%
WISDOMTREE TR    (INTL SMCAP DIV) DLS 286,000 5,954 0.10%
PHILIP MORRIS INTL INC    (COM) PM 283,000 3,893 0.10%
UNITEDHEALTH GROUP INC    (COM) UNH 276,000 1,115 0.10%
CLOROX CO DEL    (COM) CLX 270,000 1,559 0.10%
EATON CORP PLC    (SHS) ETN 270,000 3,477 0.10%
ISHARES TR    (NATIONAL MUN ETF) MUB 264,000 2,333 0.09%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 264,000 7,829 0.09%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 264,000 18,527 0.09%
LOCKHEED MARTIN CORP    (COM) LMT 257,000 762 0.09%
ROYCE VALUE TR INC    (COM) RVT 242,000 25,058 0.09%
MEDTRONIC PLC    (SHS) MDT 241,000 2,678 0.09%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 237,000 1,994 0.08%
COCA COLA CO    (COM) KO 235,000 5,297 0.08%
AMEREN CORP    (COM) AEE 229,000 3,146 0.08%
ISHARES TR    (TIPS BD ETF) TIP 214,000 1,812 0.08%
BOEING CO    (COM) BA 214,000 1,449 0.08%
ESSENTIAL UTILS INC    (COM) 210,000 5,176 0.07%
BAXTER INTL INC    (COM) BAX 209,000 2,583 0.07%
GILEAD SCIENCES INC    (COM) GILD 209,000 2,804 0.07%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 203,000 3,948 0.07%
CROWN CASTLE INTL CORP NEW    (COM) CCI 202,000 1,392 0.07%
BCE INC    (COM NEW) BCE 201,000 4,913 0.07%
DANAHER CORPORATION    (COM) DHR 201,000 1,464 0.07%
ISHARES TR    (U.S. MED DVC ETF) IHI 200,000 886 0.07%
FIFTH THIRD BANCORP    (COM) FITB 153,000 10,341 0.05%
ISHARES GOLD TRUST    (ISHARES) IAU 152,000 10,079 0.05%
ALPS ETF TR    (ALERIAN MLP) AMLP 57,000 16,406 0.02%
CORMEDIX INC    (COM) 36,000 10,000 0.01%
EXICURE INC    (COM) 27,000 18,248 0.01%
GROUPON INC    (COM) GRPN 10,000 10,497 0.00%
Total Value As 2020-03-31: 264,693,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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