0001765380-22-000004.txt : 20220119
0001765380-22-000004.hdr.sgml : 20220119
20220118182606
ACCESSION NUMBER: 0001765380-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220119
DATE AS OF CHANGE: 20220118
EFFECTIVENESS DATE: 20220119
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Vista Wealth Management Group, LLC
CENTRAL INDEX KEY: 0001800593
IRS NUMBER: 831047363
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19727
FILM NUMBER: 22536226
BUSINESS ADDRESS:
STREET 1: 306 CAMBRIDGE AVENUE
CITY: PALO ALTO
STATE: CA
ZIP: 94306
BUSINESS PHONE: 650-252-0550
MAIL ADDRESS:
STREET 1: 306 CAMBRIDGE AVENUE
CITY: PALO ALTO
STATE: CA
ZIP: 94306
13F-HR
1
primary_doc.xml
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0001800593
XXXXXXXX
12-31-2021
12-31-2021
Vista Wealth Management Group, LLC
306 CAMBRIDGE AVENUE
PALO ALTO
CA
94306
13F HOLDINGS REPORT
028-19727
N
Madeline Hedges
Compliance Officer
5138325467
Madeline Hedges
Cincinnati
OH
01-18-2022
0
155
609819
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INFORMATION TABLE
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20214QVistaWealthMgmt_13f.xml
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COM
00287Y109
541
3999
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SHS CLASS A
G1151C101
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1026
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ADOBE SYSTEMS INCORPORATED
COM
00724F101
329
581
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SOLE
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0
0
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ADVANCED MICRO DEVICES INC
COM
007903107
283
1968
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SOLE
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AEGON N V
NY REGISTRY SHS
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76
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AIRBNB INC
COM CL A
009066101
1466
8808
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ALPHABET INC
CAP STK CL C
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CAP STK CL A
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AMAZON COM INC
COM
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COM
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APPLE INC
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ADR
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BERKSHIRE HATHAWAY INC DEL
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BK OF AMERICA CORP
COM
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BLOCK INC
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BOEING CO
COM
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BUILDERS FIRSTSOURCE INC
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COM
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CHEVRON CORP NEW
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COM
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COM
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CRESCENT PT ENERGY CORP
COM
22576C101
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DATADOG INC
CL A COM
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39087
219453
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DIAGEO PLC
SPON ADR NEW
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COM
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DOCUSIGN INC
COM
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DOORDASH INC
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DUCK CREEK TECHNOLOGIES INC
SHS
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DYNATRACE INC
COM NEW
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FARFETCH LTD
ORD SH CL A
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HEALTH CATALYST INC
COM
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HOME DEPOT INC
COM
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INTEL CORP
COM
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NIKE INC
CL B
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ADR
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COM
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OKTA INC
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PALANTIR TECHNOLOGIES INC
CL A
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PALO ALTO NETWORKS INC
COM
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COM
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PINTEREST INC
CL A
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PROCORE TECHNOLOGIES INC
COM
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PROCTER AND GAMBLE CO
COM
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RAYTHEON TECHNOLOGIES CORP
COM
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RLX TECHNOLOGY INC
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ROBLOX CORP
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COM
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
SHT TM US TRES
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COM
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SHOPIFY INC
CL A
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318
SKILLZ INC
COM
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374297
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SMARTSHEET INC
COM CL A
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COM
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TR UNIT
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UTSER1 S&PDCRP
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S&P DIVID ETF
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SPDR SER TR
BLOOMBERG INVT
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SPOTIFY TECHNOLOGY S A
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3000
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3000
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COM
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2814
SUNRUN INC
COM
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324
9438
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9438
TARGET CORP
COM
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TELADOC HEALTH INC
COM
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TESLA INC
COM
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COM
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TWILIO INC
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COM
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UIPATH INC
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COM
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481
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958
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695
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377
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14210
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521
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1138
VISA INC
COM CL A
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452
2088
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2088
WALMART INC
COM
931142103
239
1649
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COM
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WISDOMTREE TR
INTL SMCAP DIV
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2754
WISDOMTREE TR
US LARGECAP DIVD
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223
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3378
WORKDAY INC
CL A
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WORLD GOLD TR
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24000
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XILINX INC
COM
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431
2032
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ZOOM VIDEO COMMUNICATIONS IN
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