Altavista Wealth Management, Inc.
data from 31/12/2021
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Altavista Wealth Management, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2021/12/31 | AGG | iShares Core US Aggregate Bond ETF | 11.51% | 57.052 M $ | 500106 | 2010/03/31 | -377.901 K $ | -0.65 % |
| 2021/12/31 | AAPL | Apple Computer Inc | 4.99% | 24.706 M $ | 139135 | 2010/06/30 | 4.992 M $ | 25.49 % |
| 2021/12/31 | MSFT | Microsoft Corp | 3.82% | 18.935 M $ | 56300 | 2010/03/31 | 3.053 M $ | 19.30 % |
| 2021/12/31 | BRK-B | Berkshire Hathaway B | 3.38% | 16.763 M $ | 56062 | 2010/03/31 | 1.438 M $ | 9.55 % |
| 2021/12/31 | TSCO | Tractor Supply Company | 2.99% | 14.817 M $ | 62101 | 2010/03/31 | 447.127 K $ | 3.55 % |
| 2021/12/31 | TIPX | SPDRR Blmbg Barclays 1-10 Year TIPS ETF | 2.53% | 12.518 M $ | 592695 | 2019/03/31 | 11.955 K $ | 0.09 % |
| 2021/12/31 | MMM | 3M Company | 2.49% | 12.352 M $ | 69540 | 2010/03/31 | 128.278 K $ | 1.05 % |
| 2021/12/31 | PEP | Pepsi Co | 2.40% | 11.900 M $ | 68503 | 2010/03/31 | 1.593 M $ | 15.49 % |
| 2021/12/31 | LOW | Lowes Companies Inc | 2.32% | 11.483 M $ | 44424 | 2010/03/31 | 2.452 M $ | 27.42 % |
| 2021/12/31 | GOOGL | Alphabet Inc Class A | 2.26% | 11.213 M $ | 3871 | 2016/06/30 | 853.611 K $ | 8.36 % |
| 2021/12/31 | IEFA | iShares Core MSCI EAFE | 2.11% | 10.442 M $ | 139901 | 2017/06/30 | 56.251 K $ | 0.53 % |
| 2021/12/31 | JNJ | Johnson & Johnson | 2.04% | 10.104 M $ | 59066 | 2010/03/31 | 554.189 K $ | 5.93 % |
| 2021/12/31 | CSCO | Cisco Systems Inc | 1.93% | 9.546 M $ | 150643 | 2010/03/31 | 1.318 M $ | 16.42 % |
| 2021/12/31 | PFE | Pfizer Inc | 1.74% | 8.597 M $ | 145581 | 2010/03/31 | 2.279 M $ | 37.30 % |
| 2021/12/31 | VEU | Vanguard FTSE All-Wld ex-US ETF | 1.72% | 8.546 M $ | 139466 | 2010/03/31 | 43.698 K $ | 0.52 % |
| 2021/12/31 | AMZN | Amazon Com Inc | 1.66% | 8.236 M $ | 2470 | 2016/09/30 | 119.449 K $ | 1.50 % |
| 2021/12/31 | ROP | Roper Industries Inc | 1.64% | 8.134 M $ | 16536 | 2014/12/31 | 744.347 K $ | 10.25 % |
| 2021/12/31 | HD | Home Depot Inc | 1.60% | 7.926 M $ | 19098 | 2010/03/31 | 1.657 M $ | 26.43 % |
| 2021/12/31 | MCD | McDonalds Corp | 1.59% | 7.873 M $ | 29370 | 2010/03/31 | 773.455 K $ | 11.18 % |
| 2021/12/31 | WMT | Wal-Mart Stores Inc | 1.58% | 7.817 M $ | 54027 | 2010/03/31 | 273.571 K $ | 3.81 % |
| 2021/12/31 | SYK | Stryker | 1.52% | 7.517 M $ | 28108 | 2010/03/31 | 101.701 K $ | 1.40 % |
| 2021/12/31 | JPM | J P Morgan Chase & Co | 1.50% | 7.442 M $ | 46996 | 2010/03/31 | -246.515 K $ | -3.26 % |
| 2021/12/31 | META | Meta Platforms Inc Class A | 1.48% | 7.329 M $ | 21789 | 2013/09/30 | -64.071 K $ | -0.90 % |
| 2021/12/31 | AVGO | Broadcom Inc Com | 1.31% | 6.477 M $ | 9733 | 2019/06/30 | 1.665 M $ | 37.22 % |
| 2021/12/31 | UNP | Union Pacific Corp | 1.30% | 6.425 M $ | 25502 | 2013/06/30 | 1.402 M $ | 28.53 % |
| 2021/12/31 | DIS | Walt Disney Co | 1.13% | 5.610 M $ | 36220 | 2010/03/31 | -495.544 K $ | -8.44 % |
| 2021/12/31 | ACN | Accenture Ltd Cl A | 1.02% | 5.077 M $ | 12247 | 2018/06/30 | 1.136 M $ | 29.58 % |
| 2021/12/31 | MA | Mastercard Inc | 0.98% | 4.874 M $ | 13566 | 2017/09/30 | 148.130 K $ | 3.35 % |
| 2021/12/31 | IJH | iShares Core S&P Mid-Cap ETF | 0.95% | 4.720 M $ | 16672 | 2018/06/30 | 347.105 K $ | 7.62 % |
| 2021/12/31 | ECL | Ecolab Inc | 0.92% | 4.573 M $ | 19494 | 2016/03/31 | 497.715 K $ | 12.45 % |
| 2021/12/31 | VOO | Vanguard 500 ETF | 0.90% | 4.471 M $ | 10241 | 2017/03/31 | 434.140 K $ | 10.69 % |
| 2021/12/31 | PG | Procter & Gamble | 0.87% | 4.310 M $ | 26345 | 2010/03/31 | 620.420 K $ | 17.01 % |
| 2021/12/31 | GLD | SPDRR Gold Shares | 0.87% | 4.297 M $ | 25135 | 2010/03/31 | 168.863 K $ | 4.10 % |
| 2021/12/31 | SWK | Stanley Black & Decker Inc Com | 0.75% | 3.701 M $ | 19619 | 2016/06/30 | 248.830 K $ | 7.59 % |
| 2021/12/31 | INTC | Intel Corp | 0.70% | 3.481 M $ | 67588 | 2010/03/31 | -125.977 K $ | -3.34 % |
| 2021/12/31 | VLO | Valero Energy Corporation | 0.70% | 3.449 M $ | 45922 | 2016/06/30 | 199.265 K $ | 6.43 % |
| 2021/12/31 | IBB | iShares NASDAQ Biotech | 0.69% | 3.427 M $ | 22454 | 2016/09/30 | -192.398 K $ | -5.60 % |
| 2021/12/31 | VTI | Vanguard Total Stock Market ETF | 0.68% | 3.354 M $ | 13891 | 2015/12/31 | 266.436 K $ | 8.73 % |
| 2021/12/31 | LNC | Lincoln National Corp | 0.56% | 2.765 M $ | 40508 | 2010/03/31 | -19.848 K $ | -0.71 % |
| 2021/12/31 | BUD | Anheuser-Busch InBev SA/NV ADR | 0.52% | 2.593 M $ | 42831 | 2019/12/31 | 163.172 K $ | 7.40 % |
| 2021/12/31 | TMO | Thermo Fisher Scientific Inc | 0.52% | 2.561 M $ | 3838 | 2018/09/30 | 350.838 K $ | 16.79 % |
| 2021/12/31 | IJR | iShares Core S&P Small-Cap ETF | 0.51% | 2.514 M $ | 21950 | 2018/06/30 | 119.295 K $ | 4.87 % |
| 2021/12/31 | SPDRR Gold MiniShares | 0.50% | 2.490 M $ | 136978 | 2020/06/30 | 96.711 K $ | 4.12 % | |
| 2021/12/31 | VGSH | Vanguard Short-Term Treasury ETF | 0.49% | 2.418 M $ | 39744 | 2018/06/30 | -21.485 K $ | -0.94 % |
| 2021/12/31 | UNH | Unitedhealth Group Inc | 0.45% | 2.210 M $ | 4401 | 2010/03/31 | 491.385 K $ | 28.52 % |
| 2021/12/31 | NEE | Nextera Energy Inc Com | 0.44% | 2.191 M $ | 23472 | 2017/03/31 | 348.324 K $ | 18.90 % |
| 2021/12/31 | UL | Unilever PLC ADR | 0.44% | 2.186 M $ | 40639 | 2014/12/31 | -15.630 K $ | -0.80 % |
| 2021/12/31 | IEMG | iShares Core MSCI Emerging Markets | 0.42% | 2.102 M $ | 35117 | 2018/12/31 | -68.120 K $ | -3.08 % |
| 2021/12/31 | ADP | Automatic Data Processing | 0.42% | 2.089 M $ | 8470 | 2010/03/31 | 398.196 K $ | 23.34 % |
| 2021/12/31 | SMMD | iShares Russell 2500 ETF | 0.42% | 2.058 M $ | 31003 | 2020/12/31 | 66.428 K $ | 3.40 % |
| 2021/12/31 | DUK | Duke Energy Corporation | 0.41% | 2.045 M $ | 19497 | 2012/06/30 | 140.300 K $ | 7.49 % |
| 2021/12/31 | TGT | Target Corporation | 0.40% | 1.976 M $ | 8539 | 2010/03/31 | 25.188 K $ | 1.17 % |
| 2021/12/31 | STZ | Constellation Brand Cl A | 0.38% | 1.896 M $ | 7554 | 2018/09/30 | 286.310 K $ | 19.11 % |
| 2021/12/31 | MKL | Markel Holdings | 0.38% | 1.867 M $ | 1513 | 2020/06/30 | 57.877 K $ | 3.25 % |
| 2021/12/31 | XLRE | Real Estate Select Sector SPDR | 0.36% | 1.795 M $ | 34652 | 2020/09/30 | 254.339 K $ | 16.56 % |
| 2021/12/31 | GOOG | Alphabet Inc Class C | 0.36% | 1.762 M $ | 609 | 2016/06/30 | 140.571 K $ | 8.56 % |
| 2021/12/31 | ITM | VanEck Vectors AMT-Free Interm Muni ETF | 0.35% | 1.731 M $ | 33768 | 2018/09/30 | 1.013 K $ | 0.06 % |
| 2021/12/31 | DRI | Darden Restaurants Inc | 0.32% | 1.599 M $ | 10617 | 2010/03/31 | -8.870 K $ | -0.55 % |
| 2021/12/31 | COP | Conoco-Phillips | 0.32% | 1.590 M $ | 22030 | 2010/03/31 | 91.736 K $ | 6.51 % |
| 2021/12/31 | VIG | Vanguard Dividend Appreciation ETF | 0.32% | 1.585 M $ | 9230 | 2017/03/31 | 167.488 K $ | 11.82 % |
| 2021/12/31 | VZ | Verizon Communications | 0.31% | 1.525 M $ | 29357 | 2010/03/31 | -62.274 K $ | -3.79 % |
| 2021/12/31 | DJP | iPathR Bloomberg Cmdty TR ETN | 0.30% | 1.511 M $ | 52657 | 2018/12/31 | -30.203 K $ | -1.88 % |
| 2021/12/31 | BAC | Bank of America Corp. | 0.29% | 1.453 M $ | 32649 | 2016/12/31 | 67.073 K $ | 4.80 % |
| 2021/12/31 | SHM | SPDR Nuveen Barclays Cap Sh Term FD | 0.29% | 1.421 M $ | 28900 | 2016/03/31 | -6.467 K $ | -0.45 % |
| 2021/12/31 | ALSN | Allison Transmission | 0.29% | 1.418 M $ | 38998 | 2020/12/31 | 42.685 K $ | 2.92 % |
| 2021/12/31 | NVDA | Nvidia Corp | 0.28% | 1.376 M $ | 4680 | 2020/03/31 | 387.487 K $ | 41.94 % |
| 2021/12/31 | REET | iShares Global REIT ETF | 0.27% | 1.354 M $ | 44242 | 2019/03/31 | 143.814 K $ | 11.67 % |
| 2021/12/31 | 3M Co Put Opt 01/22 200.0 01/21/2022 | 0.27% | 1.331 M $ | 600 | 2021/12/31 | 0.000 $ | 0.00 % | |
| 2021/12/31 | TFC | Truist Finl Corp Com | 0.27% | 1.328 M $ | 22684 | 2019/12/31 | -2.232 K $ | -0.17 % |
| 2021/12/31 | AMGN | Amgen, Inc. | 0.25% | 1.261 M $ | 5604 | 2010/03/31 | 68.991 K $ | 5.79 % |
| 2021/12/31 | APTV | Aptiv | 0.25% | 1.232 M $ | 7471 | 2017/12/31 | 128.031 K $ | 10.72 % |
| 2021/12/31 | VGIT | Vanguard Intmdt-Term Trs ETF | 0.24% | 1.186 M $ | 17850 | 2020/03/31 | -16.361 K $ | -1.60 % |
| 2021/12/31 | FBNC | First Bancorp N C | 0.23% | 1.159 M $ | 25340 | 2017/12/31 | 68.671 K $ | 6.30 % |
| 2021/12/31 | XOM | Exxon Mobil Corp. | 0.23% | 1.127 M $ | 18414 | 2010/03/31 | 43.752 K $ | 4.03 % |
| 2021/12/31 | PM | Philip Morris Intl | 0.22% | 1.111 M $ | 11695 | 2010/06/30 | 2.203 K $ | 0.22 % |
| 2021/12/31 | VXUS | Vanguard Total International Stock | 0.22% | 1.090 M $ | 17140 | 2017/12/31 | 5.313 K $ | 0.49 % |
| 2021/12/31 | CVX | Chevron Corp | 0.22% | 1.087 M $ | 9265 | 2010/03/31 | 146.120 K $ | 15.68 % |
| 2021/12/31 | GLW | Corning Inc | 0.22% | 1.081 M $ | 29037 | 2010/06/30 | 21.592 K $ | 2.03 % |
| 2021/12/31 | RY | Royal Bk Cda Montreal | 0.22% | 1.070 M $ | 10078 | 2017/12/31 | 67.119 K $ | 6.69 % |
| 2021/12/31 | VWO | Vanguard FTSE Emerging Markets ETF | 0.21% | 1.052 M $ | 21272 | 2020/03/31 | -12.964 K $ | -1.10 % |
| 2021/12/31 | BND | Vanguard Total Bond Market ETF | 0.21% | 1.043 M $ | 12307 | 2021/06/30 | -4.486 K $ | -0.82 % |
| 2021/12/31 | TIP | iShares Barclay Tips | 0.21% | 1.039 M $ | 8044 | 2010/03/31 | 12.146 K $ | 1.18 % |
| 2021/12/31 | EMR | Emerson Electric | 0.21% | 1.023 M $ | 10999 | 2010/03/31 | -13.528 K $ | -1.31 % |
| 2021/12/31 | MRK | Merck & Co Inc | 0.20% | 1.011 M $ | 13192 | 2015/06/30 | 19.801 K $ | 2.04 % |
| 2021/12/31 | QCOM | Qualcomm Inc | 0.20% | 982.000 K $ | 5368 | 2010/03/31 | 301.083 K $ | 41.76 % |
| 2021/12/31 | DE | Deere & Co | 0.20% | 967.000 K $ | 2819 | 2010/03/31 | 21.927 K $ | 2.33 % |
| 2021/12/31 | VGK | Vanguard FTSE Europe ETF | 0.19% | 962.000 K $ | 14103 | 2012/09/30 | 35.170 K $ | 4.01 % |
| 2021/12/31 | TJX | T J X Cos Inc | 0.19% | 960.000 K $ | 12645 | 2021/09/30 | 116.904 K $ | 15.07 % |
| 2021/12/31 | SPY | SPDRR S&P 500 ETF | 0.19% | 948.000 K $ | 1995 | 2017/03/31 | 91.410 K $ | 10.68 % |
| 2021/12/31 | V | Visa Inc Cl A | 0.19% | 933.000 K $ | 4303 | 2019/12/31 | -22.281 K $ | -2.71 % |
| 2021/12/31 | ORCL | Oracle Corporation | 0.18% | 914.000 K $ | 10480 | 2010/03/31 | 838.000 $ | 0.09 % |
| 2021/12/31 | MO | Altria Group Inc | 0.18% | 910.000 K $ | 19204 | 2011/03/31 | 33.630 K $ | 4.11 % |
| 2021/12/31 | VEA | Vanguard FTSE Developed Markets ETF | 0.18% | 885.000 K $ | 17331 | 2020/06/30 | 9.878 K $ | 1.13 % |
| 2021/12/31 | ABT | Abbott Laboratories | 0.18% | 873.000 K $ | 6206 | 2010/03/31 | 140.317 K $ | 19.14 % |
| 2021/12/31 | VTEB | Vanguard Tax-Exempt Bond ETF | 0.17% | 861.000 K $ | 15684 | 2018/12/31 | 1.985 K $ | 0.26 % |
| 2021/12/31 | BSV | Vanguard Short-Term Bond Index Fund ETF | 0.17% | 829.000 K $ | 10255 | 2010/03/31 | -11.383 K $ | -1.36 % |
| 2021/12/31 | SCE-PJ | SCE Trust IV | 0.17% | 827.000 K $ | 32988 | 2020/06/30 | 8.743 K $ | 1.05 % |
| 2021/12/31 | YUM | Yum Brands Inc Com | 0.17% | 822.000 K $ | 5922 | 2017/09/30 | 96.685 K $ | 13.52 % |
| 2021/12/31 | NLY-PF | Annaly Capital | 0.17% | 821.000 K $ | 32090 | 2017/12/31 | -8.343 K $ | -1.01 % |
| 2021/12/31 | TTC | Toro Co Com | 0.16% | 799.000 K $ | 8000 | 2017/09/30 | 20.000 K $ | 2.57 % |