OMAHVistaShares Target 15 Berkshire Select Income ETF
Primarily seeks income, and secondarily, long term capital appreciation.
By VistaShares Advisors LLC · Launched 2025
Annual Cost
0.98%
#5,220 of 6,040 · expensive
Fund Size
$1.1B
#1,123 of 6,040 · large
Return (1Y)
+9.3%
Track Record
1 year
#4,143 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,891+8.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 61.9% of fundconcentrated
Apple Inc
10.0%
Berkshire Hathaway Inc
9.0%
American Express Co
8.4%
Occidental Petroleum Corp
5.8%
Alphabet Inc
5.4%
Coca-Cola Co/The
5.0%
Bank of America Corp
4.7%
Chevron Corp
4.6%
DaVita Inc
4.5%
Moody's Corp
4.5%
Asset allocation
Stocks
98.9%
Cash
0.8%
Other
0.3%
By sector
Financial Services
33.0%
Communication
18.1%
Technology
14.5%
Consumer Defensive
14.1%
Energy
9.3%
Healthcare
4.5%
Industrials
4.0%
Consumer Cyclical
2.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.6%Low
Year-on-year price swings
Max drawdown
-11.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Primarily seeks income, and secondarily, long term capital appreciation.
- Strategy
- Actively managed ETF investing in equity securities based on the Solactive VistaShares Berkshire Select Index, aiming for a 15% annual income target through options strategies. Focuses on large- and mid-cap securities, including those publicly disclosed by Berkshire Hathaway.
- Inception date
- March 4, 2025
- Fund family
- VistaShares Advisors LLC
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Data updated on 2026-09-18